Dan Sargen
Chief Investment Officer at Rice, Hall, James & Associates LLC
Network origin in Dan Sargen first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Michigan
305
| College/University | Other Consumer Services | 305 |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.
85
| Subsidiary | Investment Managers | 85 |
Lafayette College
44
| College/University | Other Consumer Services | 44 |
Rice, Hall, James & Associates LLC
 Rice, Hall, James & Associates LLC Investment ManagersFinance Rice, Hall, James & Associates LLC (Rice Hall James) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 1974, Rice Hall James manages assets for public and corporate pension funds, Taft-Hartley pension plans, foundations, endowments, financial institutions and high-net-worth individuals, throughout multiple market cycles and in various environments.
14
| Private Company | Investment Managers | 14 |
The Institute of International Finance, Inc.
 The Institute of International Finance, Inc. Miscellaneous Commercial ServicesCommercial Services The Institute of International Finance, Inc. operates as a financial institute. The company's members include commercial and investment banks, insurance companies, and investment management firms. It provides stocks, bonds, mutual & financial funds, and other investments services. The company was founded in 1983 and is headquartered in Washington, DC.
3
| Non-Profit Organization | Miscellaneous Commercial Services | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dan Sargen via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Barings LLC
 Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
| CEDAR FAIR, L.P. | Movies/Entertainment | Comptroller/Controller/Auditor | |
Comerica Bank (Investment Management Texas)
 Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate. | Investment Managers | Analyst-Equity President | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Private Equity Investor | |
Hudson Edge Investment Partners, Inc.
 Hudson Edge Investment Partners, Inc. Investment ManagersFinance Hudson Edge Investment Partners, Inc. (Hudson Edge) is an independent, SEC-registered investment advisor headquartered in Jersey City, New Jersey. The firm was founded by Jeffrey Harris in 1983 as HGK Asset Management, Inc. Hudson Edge provides equity, fixed income, balanced and international equity investment strategies for a variety of client accounts, including separately managed accounts, wrap accounts, and private funds. The firm participates as the sub-adviser in several wrap fee programs by providing portfolio management services to institutions. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| BLACKROCK, INC. | Investment Managers | General Counsel Corporate Officer/Principal Corporate Officer/Principal | |
Telia Finland Oyj
 Telia Finland Oyj Major TelecommunicationsCommunications Telia Finland Oyj provides mobile telecommunication services. It offers mobile telecommunications services to residential subscribers through independent distributors and to corporate subscribers through direct sales force. The company is headquartered in Helsinki, Finland. | Major Telecommunications | Corporate Officer/Principal | |
Shepherd Kaplan Krochuk LLC
 Shepherd Kaplan Krochuk LLC Investment ManagersFinance Shepherd Kaplan Krochuk LLC (SKK) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was originally founded in 2001 by Gregory Fraser, Rudolph Kluiber and Timothy Krochuk as GRT Capital Partners LLC. In 2017, Shepherd Kaplan LLC, a Boston-based registered investment advisor, combined their business with GRT Capital Partners. The transaction resulted in Shepherd Kaplan LLC becoming a majority-owned and wholly-controlled subsidiary of GRT Capital Partners. GRT Capital Partners' name was changed to Shepherd Kaplan Krochuk LLC. SKK offers regular and continuous advisory services for private investment funds, pension plans, investment companies, institutions, endowments & foundations, private clients, family offices, and high net worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
BlackRock International Ltd.
 BlackRock International Ltd. Investment ManagersFinance BlackRock International Ltd. (BIL) is the Great Britain-based subsidiary of BlackRock Group Ltd., itself a subsidiary of BlackRock Inc. (NYSE: BLK) in the US. Founded in 1995, the firm is headquartered in Edinburgh and manages assets for institutional clients, separate accounts, pooled investment vehicles and US registered investment companies, including ETFs. Mandates include equity, fixed income and multi-asset strategies. BIL is socially responsible investors which has mandates that explicitly address social, ethical, or environmental considerations. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Masters Business Admin | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin | |
Sitronics JSC
 Sitronics JSC Information Technology ServicesTechnology Services Sitronics JSC operates as a high-tech company specializing in telecommunications, information technologies and microelectronics. Its activities include design, manufacture, tests, and distribution of semiconductor products and components, distribution and production of chip cards, microchip packaging, and related solutions. The company was founded in December 2002 and is headquartered in Moscow, Russia. | Information Technology Services | Corporate Officer/Principal | |
| San Diego State University | College/University | Masters Business Admin Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| Truman State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Doctorate Degree | |
| St. Mary's College (Maryland) | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin Doctorate Degree | |
The Grocers Supply Co., Inc.
 The Grocers Supply Co., Inc. Food DistributorsDistribution Services The Grocers Supply Co., Inc. owns and operates groceries and convenience stores, distribution facilities providing assortment of merchandise to supermarkets, drug stores, mass merchandisers, and convenience stores. It supplies food, health and beauty items, household products, and school and office supplies to grocery stores, convenience stores, and schools. The company was founded by Joe Levit in 1923 and is headquartered in Houston, TX. | Food Distributors | Sales & Marketing | |
| University of California, Berkeley | College/University | Doctorate Degree Undergraduate Degree Graduate Degree | |
| University of Toledo (Ohio) | College/University | Undergraduate Degree | |
Intracom Telecom
 Intracom Telecom Computer CommunicationsElectronic Technology Intracom Telecom provides telecommunications services. The company was founded on May 9, 1994 and is headquartered in Athens, Greece. | Computer Communications | Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Stephen M. Ross School of Business | College/University | Masters Business Admin Graduate Degree | |
Michigan Venture Capital Association
 Michigan Venture Capital Association Investment ManagersFinance Michigan Venture Capital Association operates as a non-profit trade organization designed to bring together venture capital industry participants in the state of Michigan. The company was founded by 2002 by Terry Cross and David P. Weaver in 2002 and is headquartered in Ann Arbor, MI. | Investment Managers | Director/Board Member Director/Board Member | |
Invest Detroit Ventures
 Invest Detroit Ventures Investment ManagersFinance Invest Detroit Ventures (Invest Detroit Ventures) is a venture capital subsidiary of Invest Detroit founded in 2009. The firm is headquartered in Detroit, Michigan. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
BlackRock Financial Management, Inc.
 BlackRock Financial Management, Inc. Investment ManagersFinance BlackRock Financial Management, Inc. (BFM) is a registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Michigan Department of Treasury (Investment Management)
 Michigan Department of Treasury (Investment Management) Investment ManagersFinance The Michigan Department of Treasury (MDT) is a State-owned pension fund manager headquartered in East Lansing, Michigan. MDT collects, invests, and disburses all state money. The firm also administers major tax laws, property tax laws, and safeguards the credit of the state and its local units of government. In addition, they invest retirement funds of Michigan's state employees, public school employees, state police and judges. | Investment Managers | Portfolio Manager-Fixed Income | |
| Moscow Engineering Physics Institute | College/University | Undergraduate Degree | |
Chartered Professional Accountants of Ontario
 Chartered Professional Accountants of Ontario Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Ontario engages in the provision of accounting education. It offers certification, continued trainings, and professional development. The company was founded in 2014 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Cedar Fair Management, Inc.
 Cedar Fair Management, Inc. Movies/EntertainmentConsumer Services Cedar Fair Management, Inc. operates amusement and water parks. The private company is based in Sandusky, OH. Richard A. Zimmerman has been the CEO of the company since 2007. | Movies/Entertainment | Comptroller/Controller/Auditor | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin | |
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Analyst-Equity |
Statistics
International
| United States | 42 |
| Russia | 3 |
| Finland | 2 |
| United Kingdom | 2 |
| Greece | 2 |
Sectoral
| Consumer Services | 25 |
| Finance | 16 |
| Technology Services | 3 |
| Commercial Services | 3 |
| Communications | 2 |
Operational
| Corporate Officer/Principal | 226 |
| Compliance Officer | 140 |
| Director/Board Member | 106 |
| Undergraduate Degree | 92 |
| General Counsel | 76 |
Most connected contacts
| Insiders | |
|---|---|
| Brian P. Kindelan | 141 |
| Marc Weiser | 26 |
| Leonard Post | 25 |
| Jeff Gary | 23 |
| Adrian M. C. Fortino | 20 |
| Dan Rice | 17 |
| Patti Glaza | 17 |
| Jacob Cohen | 12 |
| Alter Michelle Jessica | 10 |
| Alex Virgilio | 8 |
| Alec Robert Harrell | 8 |
| Sailesh Ramakrishnan | 8 |
| Oliver Yucheng Chen | 8 |
| Tobias W. Welo | 8 |
| Dave Hoffman | 7 |
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