David Berdon
Portfolio Manager-Equities at Morgan Stanley Investment Management, Inc.
Network origin in David Berdon first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Pennsylvania
361
| College/University | Other Consumer Services | 361 |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.
303
| Subsidiary | Investment Managers | 303 |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.
158
| Subsidiary | Investment Managers | 158 |
Lafayette College
57
| College/University | Other Consumer Services | 57 |
Soliloquy Learning, Inc.
 Soliloquy Learning, Inc. Packaged SoftwareTechnology Services Soliloquy Learning, Inc. develops reading software. The company was founded by Joseph Costello and Marilyn Jager Adams in 2000 and is headquartered in Needham Heights, MA.
3
| Subsidiary | Packaged Software | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David Berdon via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree Doctorate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Chairman Market Strategist Corporate Officer/Principal Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| New York University | College/University | Director/Board Member Graduate Degree Masters Business Admin Undergraduate Degree | |
| THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | President Chairman Chief Investment Officer | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Portfolio Manager-Fixed Income Trading-Equity Portfolio Manager-Fixed Income | |
Calvert Research & Management
 Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Market Strategist Corporate Officer/Principal Corporate Officer/Principal | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Morgan Stanley Credit Partners
 Morgan Stanley Credit Partners Investment ManagersFinance Morgan Stanley Credit Partners (Morgan Stanley Credit) is a private equity subsidiary of Morgan Stanley Investment Management Ltd. founded in 2009.The firm is headquartered in New York. | Investment Managers | Director of Finance/CFO Private Equity Investor Private Equity Investor | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| Fairfield University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Graduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Head-Fixed Income Invts Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Fixed Income Corporate Officer/Principal | |
| American University | College/University | Undergraduate Degree Undergraduate Degree | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| Yale University | College/University | Graduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
| Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
| London School of Economics & Political Science | College/University | Graduate Degree Graduate Degree | |
| University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Graduate Degree Undergraduate Degree | |
| Kenyon College | College/University | Undergraduate Degree Undergraduate Degree | |
Goldman Sachs Asset Management (Singapore) Pte. Ltd.
 Goldman Sachs Asset Management (Singapore) Pte. Ltd. Investment ManagersFinance Goldman Sachs Asset Management (Singapore) Pte. Ltd. (GSAMS) is an investment management firm headquartered in Singapore. Formerly known as Standard & Poor’s Investment Advisory Services LLC, the firm is a subsidiary of Goldman Sachs Asset Management International Holdings LLC, ultimately owned by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. GSAMS provides a broad range of financial services to a large and diversified client base that includes corporations, financial institutions, governments and individuals. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Masters Business Admin | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| University of California, Berkeley | College/University | Graduate Degree Masters Business Admin | |
A.T. Kearney, Inc.
 A.T. Kearney, Inc. Miscellaneous Commercial ServicesCommercial Services A.T. Kearney, Inc. engages in the provision of management consulting services. Its services include strategic, operational and technology consulting executive search services. The company was founded by Andrew Thomas Kearney in 1926 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
OSIsoft LLC
 OSIsoft LLC Packaged SoftwareTechnology Services OSIsoft LLC engages in the provision of software solutions. It offers an open enterprise infrastructure, the PI system to connect sensor-based data, systems, and people. The company was founded by J. Patrick Kennedy in October 1980 and is headquartered in San Leandro, CA. | Packaged Software | Director/Board Member | |
Zamba Corp.
 Zamba Corp. Information Technology ServicesTechnology Services Zamba Corp. provides information technology services. Its services include consultinng, business case evaluation, system planning, design, implement, software package implementation, custom software development, training, installation and change management. its corporate head office is located in Minneapolis, MN. | Information Technology Services | Chairman | |
| FARMERS EDGE INC. | Packaged Software | Director/Board Member | |
| NATIONAL AUSTRALIA BANK LIMITED | Major Banks | Corporate Officer/Principal |
Statistics
International
| United States | 47 |
| United Kingdom | 2 |
| Singapore | 2 |
| Canada | 2 |
| Australia | 2 |
Sectoral
| Consumer Services | 28 |
| Finance | 19 |
| Technology Services | 4 |
| Commercial Services | 2 |
| Utilities | 2 |
Operational
| Corporate Officer/Principal | 94 |
| Portfolio Manager-Equities | 91 |
| Undergraduate Degree | 88 |
| Director/Board Member | 82 |
| Analyst-Equity | 54 |
Most connected contacts
| Insiders | |
|---|---|
| Gary Cohn | 26 |
| Benjamin Kortlang | 23 |
| Alex Ferrara | 22 |
| Gregg Felton | 18 |
| Joseph Costello | 16 |
| Raanan Agus | 12 |
| Eileen Rominger | 11 |
| Katinka Ildiko Domotorffy | 11 |
| Craig Glassner | 10 |
| Ken Berents | 10 |
| Catherine McDermott | 9 |
| Richard Russell Lindquist | 9 |
| Steve Korn | 9 |
| Michael Paul DiMattia | 8 |
| Hiren Dasani | 8 |
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