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Network origin in Doug E. Nelson first degree
Entity | Entity type | Industry | |
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Macquarie Investment Management Business Trust
![]() Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.
114
| Subsidiary | Investment Managers | 114 |
Janus Henderson Investors US LLC
![]() Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., owned by Janus Henderson Group plc (NYSE: JHG, LSE: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles.
82
| Subsidiary | Investment Managers | 82 |
George K. Baum & Co.
![]() George K. Baum & Co. Investment Banks/BrokersFinance George K. Baum & Co. is an investment banking firm with an industry-leading municipal bond business. Its clients include both individual and institutions, and it approaches each one with commitment, energy, innovation and confidence. Its focus is on helping its clients achieve their goals. It does that by providing relevant products and services in every segment of its business. It is dedicated to combining quality service with integrity and creativity- a commitment it has maintained since the firm was founded in 1928. By choosing George K. Baum & Co. as an investment partner, clients gain access to a broad array of investment opportunities and expertise. It is a leader in municipal finance and consistently ranks as one of the nation's top underwriters of negotiated municipal bonds. The firm trades government, agency and mortgage-backed securities. The Firm's affiliate, George K. Baum Capital Advisors, Inc. helps clients realize superior value primarily through mergers and acquisitions and private capital raising assignments.
1
| Subsidiary | Investment Banks/Brokers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Doug E. Nelson via their personal network
Company | Sector | Related people | Main position |
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40/86 Advisors, Inc.
![]() 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities Director of Research - Equity Analyst-Equity Analyst-Fixed Income Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Corporate Officer/Principal Analyst-Fixed Income Portfolio Manager-Fixed Income | |
Chartwell Investment Partners LLC
![]() Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Fixed Income Portfolio Manager-Equities Analyst-Equity Chief Investment Officer Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
LaSalle University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
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 | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Indiana University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Delaware Wilshire Private Markets Master Fund
![]() Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal | |
CFA Society of Philadelphia | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal General Counsel | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Director of Research - Equity Corporate Officer/Principal Analyst-Fixed Income | |
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Delaware | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities | |
St. Joseph's University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
DePauw University | College/University | Undergraduate Degree Undergraduate Degree | |
Charles Schwab Investment Management, Inc.
![]() Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
The University of North Carolina at Charlotte | College/University | Masters Business Admin Graduate Degree | |
George Washington University | College/University | Masters Business Admin Graduate 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 | Corporate Officer/Principal Corporate Officer/Principal | |
LINCOLN NATIONAL CORPORATION | Life/Health Insurance | President Corporate Officer/Principal | |
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. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Equities | |
Tulane University (Louisiana) | College/University | Masters Business Admin Masters Business Admin | |
Providence College | College/University | Undergraduate Degree Undergraduate Degree | |
Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
Lehigh University | College/University | Masters Business Admin Undergraduate Degree | |
West Chester University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Sturdivant & Co., Inc. (Broker)
![]() Sturdivant & Co., Inc. (Broker) Investment Banks/BrokersFinance Founded in 1988, Sturdivant & Co., Inc. is a full service brokerage firm located in Mt. Laurel, New Jersey. Sturdivant & Co. The firm's trading department utilizes the latest technologies to provide clients with maximum efficiency and overall execution excellence for both listed and NASDAQ orders. Sturdivant is connected to many of the major FIX order routing networks including Bloomberg, ITG RouteNet, MacGregor, TradeWare and TNS, as well as the major ECNs. With electronic order routing, traders benefit from seamless and efficient connectivity to Sturdivant directly from their existing systems. The firm strives to tap as many sources of liquidity to ensure that their clients' orders are executed as efficiently as possible. For clients who want their orders executed with a Volume Weighted Average Price (VWAP) strategy, Sturdivant's trading systems allow them to enter orders in multiple ways such as slicing the order into the market on a percentage basis, as a percentage of volume, or slicing it into the market at various times during the day. The firm brings their clients closer to the market through their relationship with a premier, independent Direct Access broker allowing them to provide point-of-sale execution and real-time information. Sturdivant is a member of the Philadelphia Stock Exchange. They can execute client orders on all the worldwide exchanges through their relationship with BNY ConvergEx Group and HSBC Securities (USA), Inc. | Investment Banks/Brokers | Director of Research - Equity Director of Research - Equity | |
WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal | |
Macquarie Management Holdings, Inc.
![]() Macquarie Management Holdings, Inc. Investment Banks/BrokersFinance Macquarie Management Holdings, Inc. engages in the provision of investment management services. It also offers managed accounts, college savings plans, mutual funds, and retirement plans. The company was founded in 1929 and is headquartered in Philadelphia, PA. | Investment Banks/Brokers | Corporate Officer/Principal General Counsel | |
Boston University | College/University | Masters Business Admin Masters Business Admin |
Statistics
International
United States | 49 |
Hong Kong | 2 |
Israel | 2 |
Sectoral
Consumer Services | 23 |
Finance | 19 |
Miscellaneous | 9 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 152 |
Undergraduate Degree | 96 |
Portfolio Manager-Equities | 79 |
Analyst-Equity | 71 |
Analyst-Fixed Income | 53 |
Most connected contacts
Insiders | |
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Craig Jacobson | 20 |
Roger Allen Early | 18 |
Gary Black | 15 |
David P. O'Connor | 15 |
John Heffern | 14 |
Paul Suckow | 13 |
Bob Zenouzi | 10 |
Andy Summers | 10 |
Jude Thaddeus Driscoll | 10 |
Ed Antoian | 10 |
Timothy K. Armour | 9 |
Matthew A. Ankrum | 9 |
Michael E. Hughes | 9 |
Jim Wright | 9 |
Nikhil G. Lalvani | 8 |
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