Network origin in Jane M. Dobisz first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds.
296
| Extinct | Investment Managers | 296 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jane M. Dobisz via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Angelo, Gordon & Co. LP
 Angelo, Gordon & Co. LP Investment ManagersFinance Angelo, Gordon & Co. LP (Angelo Gordon) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Michael L. Gordon in 1988. They were acquired by TPG, Inc. (NASDAQ: TPG) in 2023. Angelo Gordon invests on behalf of pension funds, corporations, endowments, foundations, sovereign wealth funds and individuals. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Equities | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
MacKay Shields LLC
 MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Brandywine Global Investment Management LLC
 Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Investment Managers | Portfolio Manager-Equities Trading-Fixed Income | |
SunAmerica Asset Management LLC
 SunAmerica Asset Management LLC Investment ManagersFinance SunAmerica Asset Management LLC (SAAMCo) is a registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded in 1982 and is a wholly-owned subsidiary of American General Life Insurance Co., ultimately owned by American International Group, Inc. (NYSE: AIG). SAAMCo offers investment management and advisory services to open-end US registered investment companies and to an offshore, wholly-owned subsidiaries of a certain registered fund. They also offer model portfolios in connection with wrap programs known as unified managed account (UMA) wrap programs. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity Portfolio Manager-Equities | |
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-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Director/Board Member Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Head-Equity Investments Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
| BLACKROCK, INC. | Investment Managers | Director/Board Member Private Equity Investor | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Corporate Officer/Principal Director of Research - Equity Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal | |
Punch & Associates Investment Management, Inc.
 Punch & Associates Investment Management, Inc. Investment ManagersFinance Punch & Associates Investment Management, Inc. (Punch & Associates) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Howard D. Punch, Jr. in 2002. Punch & Associates provides discretionary portfolio management services to private and institutional clients. They also serve as investment advisor and managing member to two private funds – Micro Cap Fund and Nano Cap Fund. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin | |
| New York University | College/University | Graduate Degree Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
BlackRock Investment Management LLC
 BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Pennsylvania | College/University | Masters Business Admin Doctorate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Rutgers State University of New Jersey | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate 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 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 Masters Business Admin Masters Business Admin | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Doctorate Degree | |
American Capital Asset Management LLC
 American Capital Asset Management LLC Investment ManagersFinance American Capital Asset Management LLC (American Capital) is a private equity firm founded in 1986 by Malon Wilkus. The firm is headquartered in Bethesda, Maryland. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
Standard & Poor's Financial Services LLC
 Standard & Poor's Financial Services LLC Investment ManagersFinance Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer | |
BlackRock Financial Management, Inc.
 BlackRock Financial Management, Inc. Investment ManagersFinance BlackRock Financial Management, Inc. (BFM) is a SEC-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 | Head-Fixed Income Invts Portfolio Manager-Fixed Income | |
| Hofstra University | College/University | Undergraduate Degree Graduate Degree | |
| Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
| Vassar College | College/University | Undergraduate Degree Undergraduate Degree | |
| The College of William & Mary | College/University | Undergraduate Degree Undergraduate Degree | |
| George Washington University | College/University | Graduate Degree Masters Business Admin | |
| Rider University | College/University | Masters Business Admin Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree | |
| CS First Boston Pacific, Inc. | Corporate Officer/Principal | ||
| Boston University | College/University | Undergraduate Degree | |
| Choate Rosemary Hall | College/University | Director/Board Member |
Statistics
International
| United States | 49 |
| Israel | 2 |
Sectoral
| Finance | 25 |
| Consumer Services | 21 |
| Miscellaneous | 5 |
Operational
| Corporate Officer/Principal | 132 |
| Portfolio Manager-Equities | 113 |
| President | 86 |
| Analyst-Equity | 79 |
| Undergraduate Degree | 67 |
Most connected contacts
| Insiders | |
|---|---|
| Bob Doll | 81 |
| William Frank Scapell | 16 |
| Chris Ricciardi | 15 |
| Margaret M. Whelan | 15 |
| Kevin Rendino | 15 |
| Chun-Hsien Wei | 14 |
| Diehl Bowen | 13 |
| Dennis Schaney | 12 |
| Jeremy M. Kogler | 12 |
| Seth J. Brufsky | 12 |
| Edward Vermont Blanchard | 12 |
| Robert Paul Hodgson | 10 |
| Bob Shearer | 10 |
| Jamie H. Kase | 10 |
| William Landers | 10 |
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