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Jeff Christenat
Portfolio Manager-Equities at Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Network origin in Jeff Christenat first degree
Entity | Entity type | Industry | |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.
186
| Subsidiary | Investment Managers | 186 |
East Carolina University
29
| College/University | Other Consumer Services | 29 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeff Christenat via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
FRANKLIN RESOURCES, INC. | Investment Managers | Director/Board Member | |
Mesirow Financial Investment Management, Inc.
![]() Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Chief Operating Officer | |
Flanders Corp.
![]() Flanders Corp. Industrial MachineryProducer Manufacturing Flanders Corp. designs, manufactures, markets, and distributes air filters and related products. The firm offers residential and industrial products which include air cleaners, fiber glass, air cleaner refills, extended surface filters, and custom air handlers. The company was founded on January 5, 1996 and is headquartered in Washington, NC. | Industrial Machinery | Chief Executive Officer Director/Board Member | |
PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Corporate Officer/Principal | |
University of Nebraska | College/University | Graduate Degree Undergraduate Degree | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity | |
Apex Cos. LLC
![]() Apex Cos. LLC Miscellaneous Commercial ServicesCommercial Services Apex Cos. LLC engages in the provision of environmental, health, and engineering services. It offers transaction and litigation support, and information management. The company was founded by Peter T. Young in 1988 and is headquartered in Rockville, MD. | Miscellaneous Commercial Services | President | |
New York University | College/University | Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree | |
University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
JPMorgan Private Wealth Advisors LLC
![]() JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
State University of New York College at Cortland | College/University | Undergraduate Degree Undergraduate Degree | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Director/Board Member Masters Business Admin | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
Union Bank (Greenville, North Carolina)
![]() Union Bank (Greenville, North Carolina) Regional BanksFinance Union Bank (North Carolina) engages in the provision of banking and financial services. It offers personal banking, business banking, mortgage services, personal, and business loans. The company was founded by Robert Lee Burrows, Jr. on November 09, 1998 and is headquartered in Greenville, NC. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Pepperdine University | College/University | Undergraduate Degree Masters Business Admin | |
Old Dominion University | College/University | Undergraduate Degree Undergraduate Degree | |
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 Chief Executive Officer | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
BofA Securities, Inc.
![]() BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Chief Executive Officer Market Strategist | |
Wayne State University (Michigan) | College/University | Masters Business Admin Undergraduate Degree | |
Nova Southeastern University, Inc. | College/University | Masters Business Admin Masters Business Admin | |
Boston College | College/University | Undergraduate Degree Graduate Degree | |
Institute for Advanced Study, Inc.
![]() Institute for Advanced Study, Inc. Miscellaneous Commercial ServicesCommercial Services The Institute for Advanced Study is a renowned center for theoretical research and intellectual inquiry located in Princeton, NJ. The institute engages with the greater Princeton community through public lectures, concerts, and events, and extends its influence beyond academia through innovative programs designed to inspire and educate. The institute is dedicated to independent study across the sciences and humanities, with a community of scholars that includes over eight thousand members who have influenced entire fields of study. The school of natural sciences includes nine permanent faculty and approximately fifty postdoctoral researchers working on frontier topics in various fields. The school of social science takes a multidisciplinary and international perspective on social research. The school of historical studies supports all learning for which historical methods are appropriate. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Financial Industry Regulatory Authority, Inc.
![]() Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
My Next Season LLC
![]() My Next Season LLC Miscellaneous Commercial ServicesCommercial Services My Next Season LLC provides management consulting services. The private company is based in Matthews. The American company was founded by Mark D. Linsz. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Tiff Advisory Services LLC
![]() Tiff Advisory Services LLC Investment ManagersFinance TIFF Advisory Services LLC (TIFF) is an independent fund-of-hedge funds manager headquartered in Radnor, Pennsylvania. Founded in 1991, TIFF delivers comprehensive outsourced CIO (OCIO) and private equity investment solutions to primarily endowments, foundations, and other charitable institutions. | Investment Managers | Corporate Officer/Principal | |
Yale University | College/University | Doctorate Degree | |
University of Georgia | College/University | Graduate Degree | |
St. Stephen's University | College/University | Undergraduate Degree | |
University of Sussex | College/University | Undergraduate Degree | |
The V Foundation for Cancer Research | Investment Trusts/Mutual Funds | Director/Board Member | |
Cohen & Steers Income Opportunities REIT, Inc.
![]() Cohen & Steers Income Opportunities REIT, Inc. Real Estate Investment TrustsFinance Cohen & Steers Income Opportunities REIT, Inc. operates as a real estate investment trust. It is formed to invest primarily in high quality, income-focused, stabilized assets within the United States. The company was founded on July 18, 2022 and is headquartered in New York, NY. | Real Estate Investment Trusts | Director/Board Member | |
LifeYield LLC
![]() LifeYield LLC Packaged SoftwareTechnology Services LifeYield LLC provides tax-smart software for financial advisors. It offers LifeYield?s Advantage Suites programs to improve outcomes of the investors, advisors, and firms. The company was founded in 2008 and is headquartered in Boston, MA. | Packaged Software | Director/Board Member | |
Florida State University | College/University | Undergraduate Degree | |
Don’t Ever Give Up, Inc. | Chairman | ||
Hispanic Federation, Inc.
![]() Hispanic Federation, Inc. Miscellaneous Commercial ServicesCommercial Services Hispanic Federation, Inc. is a non-profit membership and advocacy organization founded in 1990. The non-profit company is based in New York, NY. The organization's mission is to empower and advance the Hispanic community, with a focus on low-income, marginalized, and immigrant Latinos. The organization has offices in multiple locations and additional programs in 37 states. Its program focus areas include immigration, economic empowerment, civic engagement, disaster relief, philanthropy, education, health, and the environment. | Miscellaneous Commercial Services | Director/Board Member |
Statistics
International
United States | 46 |
Canada | 2 |
United Kingdom | 2 |
Singapore | 2 |
Sectoral
Consumer Services | 24 |
Finance | 16 |
Commercial Services | 6 |
Producer Manufacturing | 2 |
Miscellaneous | 2 |
Operational
Portfolio Manager-Equities | 124 |
Undergraduate Degree | 100 |
Corporate Officer/Principal | 70 |
Director/Board Member | 60 |
Masters Business Admin | 25 |
Most connected contacts
Insiders | |
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Thomas Montag | 26 |
John May | 22 |
Dwight V. Neese | 21 |
Michael Hodges | 20 |
John Thiel | 9 |
Ashvin Bonafede Chhabra | 9 |
Chris J. Wolfe | 9 |
Eric Richard Katzman | 8 |
Anna Griffin | 7 |
Kevin Clark Stallings | 6 |
Jerry Klein | 6 |
Kevin Edward Barnes | 6 |
Juan Carlos Avila | 6 |
Andrew Sieg | 6 |
Chris Moncourtois | 6 |
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