Donald Putnam
Founder at Grail Partners (Private Equity)
Network origin in Donald Putnam first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Putnam Lovell NBF Securities
 Putnam Lovell NBF Securities Investment Banks/BrokersFinance Founded by Donald Putnam and Jefffrey Lovell in 1987, Putnam Lovell NBF Securities is a broker/dealer headquartered in New York City with an additional office in Boston. The firm is a subsidiary of Jefferies & Co., Inc. and their ultimate parent is Jefferies Group, Inc. (NYSE: JEF). Putnam Lovell NBF Securities provides a full array of trading and execution services for their clients. Their clients include U.S. and foreign financial institutions, mutual fund companies, private investment firms, broker/dealers, insurance companies, e-Finance companies and banks.
22
| Extinct | Investment Banks/Brokers | 22 |
Grail Partners (Private Equity)
 Grail Partners (Private Equity) Investment ManagersFinance Grail Partners (Grail) is a private equity division of Grail partners LLC founded in 2005 by Don Putnam and Darlene Deremer. The firm is headquartered in San Francisco, California.
17
| Operating Division | Investment Managers | 17 |
Putnam Lovell Securities, Inc.
12
| Extinct | Investment Banks/Brokers | 12 |
Manifold Partners LLC
 Manifold Partners LLC Investment ManagersFinance Manifold Partners LLC provides investment advice. It offers investors with asset management solutions. The firm’s portfolios are designed to produce consistent, uncorrelated returns from a diversified set of global investment strategies. It specializes in portfolio management, risk management, trading, operations, client service and industry outreach as well as centralized infrastructure. The company was founded on June 10, 2013 and is headquartered in San Francisco, CA.
11
| Holding Company | Investment Managers | 11 |
| Public Company | Financial Conglomerates | 9 | |
| Public Company | Investment Managers | 8 | |
| Public Company | Investment Managers | 7 | |
Grail Investment Corp.
 Grail Investment Corp. Financial ConglomeratesFinance Grail Investment Corp. is a blank check company. It is seeking to acquire a controlling interest in a business in the financial services industry, other than depository institutions. Grail Partners LLC is the corporate sponsor of the company. Grail Investment Corp. was organized in December 2007 and is located in New York, NY
6
| Private Company | Financial Conglomerates | 6 |
CBL Markets Holdings Pty Ltd.
 CBL Markets Holdings Pty Ltd. Miscellaneous Commercial ServicesCommercial Services CBL Markets Holdings Pty Ltd. facilitates trading of emissions allowances and offsets, water entitlements and allocations. The firm operates a platform that connects buyers and sellers around the world to facilitate the trading of products in environmental commodity markets. Its platform enables participants to trade Australian and the U.S. environmental products. The company was founded by Nathan Rockliff in 2009 and is headquartered in Sydney, Australia.
6
| Subsidiary | Miscellaneous Commercial Services | 6 |
White Oak Capital Corp.
 White Oak Capital Corp. Investment ManagersFinance White Oak Capital Corp. provides investment services and manage a portfolio of senior secured loans. The company is headquartered in San Francisco, CA.
6
| Private Company | Investment Managers | 6 |
Align Infrastructure, Inc.
 Align Infrastructure, Inc. Financial ConglomeratesFinance Align Infrastructure, Inc. provides investment services. The private company is based in Geyserville, CA. The company was founded in 2020. The CEO is Joel Jacobs.
6
| Private Company | Financial Conglomerates | 6 |
Emerging Managers Group LP
 Emerging Managers Group LP Investment Trusts/Mutual FundsMiscellaneous Emerging Managers Group LP engages in the distribution of offshore asset management products. The company was founded in 2008 and is headquartered in New York, NY.
5
| Holding Company | Investment Trusts/Mutual Funds | 5 |
Grail Partners LLC
 Grail Partners LLC Investment Banks/BrokersFinance Grail Partners LLC provides merchant banking services. It provides mergers, acquisitions, divestitures & restructuring services to global investment management businesses. It has offices in London, New York and San Francisco. The company was co-founded by Donald H. Putnam & William P. Henson in 2005 and is located in Boston, MA
4
| Private Company | Investment Banks/Brokers | 4 |
Welton Investment Partners LLC
 Welton Investment Partners LLC Investment ManagersFinance Part of Welton Investment Corp., Welton Investment Partners LLC is an alternative asset manager that specializes in innovative, uncorrelated, actively managed strategies to deliver maximum investor outcomes regardless of market conditions. The company is based in Carmel, CA and was founded by Patrick Welton, who has been the CEO since incorporation. Welton Investment Partners manages assets for institutional and private investors with offices in NY and CA. The firm seeks to generate consistent investor returns by identifying recurrent market themes across various market environments and delivering absolute returns with low correlation to the broader markets. The company's current strategies include quantitative macro, systematic trend strategies, equity statistical arbitrage, a variety of multi-strategy and customized investments, as well as ESG advantage.
4
| Subsidiary | Investment Managers | 4 |
Manifold Partners LLC (Investment Management)
 Manifold Partners LLC (Investment Management) Investment ManagersFinance Manifold Partners LLC (Investment Management) (Manifold-IM) is the alternative investment management division of Manifold Partners LLC, a systematic asset manager and quant research advisory firm headquartered in San Francisco, California. The firm was founded by Donald H. Putnam in 2012. Manifold-IM provides asset management solutions to sophisticated investors.
1
| Operating Division | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Donald Putnam via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Stanford University | College/University | Corporate Officer/Principal Masters Business Admin Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| New York University | College/University | Graduate Degree Corporate Officer/Principal Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin 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 | Doctorate Degree Undergraduate Degree Masters Business Admin Graduate Degree Graduate Degree | |
| The University of Chicago | College/University | Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin | |
White Oak Global Advisors LLC
 White Oak Global Advisors LLC Investment ManagersFinance White Oak Global Advisors LLC (White Oak Global Advisors) is a private equity firm founded in 2007 by Andre A. Hakkak. The company is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal Chief Executive Officer | |
| Yale University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Putnam Lovell NBF Group, Inc.
 Putnam Lovell NBF Group, Inc. Investment Banks/BrokersFinance Putnam Lovell NBF Group, Inc. provides international investment banking services. It offers merger and acquisition advice, Canadian equity sales and trading, U.S. Equity Derivatives, fixed income sales, trading and general corporate finance advisory services. The firm has offices in New York, San Francisco, Boston and London. The company was founded in 1987 and is headquartered in Boston, MA. | Investment Banks/Brokers | President Corporate Officer/Principal Corporate Officer/Principal | |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| LaSalle University | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Syracuse University | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree | |
| MORGAN STANLEY | Investment Managers | Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Corporate Officer/Principal Undergraduate Degree | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor | |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Doctorate Degree Graduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Undergraduate Degree | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Director of Research - Fxd Inc Corporate Officer/Principal | |
Levin Capital Strategies LP
 Levin Capital Strategies LP Investment ManagersFinance Levin Capital Strategies LP (LCS) is a registered investment advisory firm headquartered in New York City. The firm was founded by John A. Levin in 2005 and is a direct subsidiary of John A. Levin 2005 Separation Trust. LCS provides discretionary or non-discretionary investment advice and/or management services to separately managed accounts and a private pooled investment vehicle that is offered to investors on a private placement basis. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
United Capital Financial Partners, Inc.
 United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | Investment Managers | Director/Board Member Director of Finance/CFO | |
DLB Capital LLC
 DLB Capital LLC Investment ManagersFinance DLB CAPITAL LLC (DLB Capital) is a private equity firm founded by Douglas L Brown in 2006. The firm is Headquartered in Wilton, Connecticut. | Investment Managers | Private Equity Investor Private Equity Investor | |
Creighton Capital Management LLC
 Creighton Capital Management LLC Investment ManagersFinance Creighton Capital Management LLC (dba Creighton AI) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by James “Jim” Creighton in 2004. They are principally owned by Artificial Intelligence Holdings LLC. Creighton AI advises pooled investment vehicles and provides investment management services through sub-advisory arrangements to institutions and pooled investment vehicles. | Investment Managers | Chief Executive Officer Founder | |
| University of California, Los Angeles | College/University | Undergraduate Degree Graduate Degree | |
Hall Capital Partners LLC
 Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients. | Investment Managers | Comptroller/Controller/Auditor Sales & Marketing | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Graduate Degree | |
Xpansiv Ltd.
 Xpansiv Ltd. Packaged SoftwareTechnology Services Xpansiv CBL Holding Group Ltd. operates as a commodity exchange. The firm ingests data, sourced from each commodity?s lifecycle, and converts it into Intelligent Commodities-digital assets that enable transactions based on comprehensive information. The company was founded by Joe Madden and is headquartered in Sydney, Australia. | Packaged Software | Director/Board Member President | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Undergraduate Degree | |
Tenor Capital Management Co. LP
 Tenor Capital Management Co. LP Investment ManagersFinance Tenor Capital Management Co. LP (Tenor Capital) is a SEC-registered investment advisor and hedge fund management subsidiary of Tenor Management GP LLC. The firm was founded in 2004 by Robin Shah and Alexander Robinson. Headquartered in New York City, Tenor Capital provides investment management services to private pooled investment vehicles offered to investors on a private placement basis. The investment vehicles are structured as Delaware limited partnerships, Cayman Island corporations, or Cayman Island limited partnerships. | Investment Managers | Founder Analyst-Equity | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Seaport Global Securities LLC
 Seaport Global Securities LLC Investment Banks/BrokersFinance Seaport Global Securities LLC is a full service investment bank, capital markets advisory and research platform headquartered in New York City with offices across the US and in Europe. They are a subsidiary of Seaport Global Holdings LLC. The firm offers access to a broad selection of fixed income and equity products, as well as the market intelligence to provide insight to dynamic opportunities for its clients. Seaport Global Securities provides clients access to innovative trading solutions, competitive rates, quality execution, and superior service. Their equity trading team focuses on identifying liquidity in US, Canadian and European markets. The fixed income distribution platform covers all areas of the credit spectrum. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Integrated Trade Processing Corp.
 Integrated Trade Processing Corp. Information Technology ServicesTechnology Services Integrated Trade Processing Corp. provides trading technology services. It offers its services to the investment managers, brokers, custodians, plan sponsors and operations outsourcers. The firm also provides shared-services that includes integrated and middle-office solutions for real-time post-trade processing needs. The company was founded in 1999 and is headquartered in New York, NY. | Information Technology Services | Director/Board Member Chairman | |
| Georgetown University | College/University | Undergraduate Degree Graduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Lovell Minnick Partners LLC
 Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia. | Investment Managers | Private Equity Analyst Corporate Officer/Principal |
Statistics
International
| United States | 49 |
| United Kingdom | 2 |
| Italy | 2 |
Sectoral
| Finance | 24 |
| Consumer Services | 21 |
| Commercial Services | 4 |
| Technology Services | 3 |
| Miscellaneous | 2 |
Operational
| Director/Board Member | 284 |
| Corporate Officer/Principal | 234 |
| Undergraduate Degree | 81 |
| Chief Executive Officer | 67 |
| Chairman | 66 |
Most connected contacts
| Insiders | |
|---|---|
| Warren Lichtenstein | 47 |
| Philip N. Duff | 32 |
| John Klinck | 29 |
| James Tisch | 29 |
| John C. Siciliano | 26 |
| Kathleen Corbet | 25 |
| Darlene DeRemer | 24 |
| William Parent | 23 |
| Jerry M. de St. Paer | 23 |
| Steven Oyer | 20 |
| Phillip B. Kenny | 19 |
| Tracy McKibben | 17 |
| Daniel Strauss | 17 |
| Dave H. Williams | 15 |
| Frederick L. A. Grauer | 15 |
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