Network origin in John Joseph Lee first degree
Entity | Entity type | Industry | |
---|---|---|---|
16th Amendment Advisors LLC
16th Amendment Advisors LLC Investment ManagersFinance 16th Amendment Advisors LLC (16th Amendment) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2009 by John Lee, Richard McCarthy and Evan Lamp in 2009. 16th Amendment manages the Five Star rated Vicksburg Municipal Fund, as well as manages separate accounts for high-net-worth investors.
4
| Private Company | Investment Managers | 4 |
Pinnacle Asset Management LP
Pinnacle Asset Management LP Investment ManagersFinance Pinnacle Asset Management LP engages in the provision of investment advisory services. The company was founded by Andrew D. Beer in 2003 and is headquartered in New York, NY.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to John Joseph Lee via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Rodman & Renshaw, Inc.
Rodman & Renshaw, Inc. Investment Banks/BrokersFinance Rodman & Renshaw, Inc. provides securities brokerage services. The private company is based in Chicago, IL. The company was founded by John Ferrara. | Investment Banks/Brokers | Corporate Officer/Principal | |
ANNALY CAPITAL MANAGEMENT, INC. | Real Estate Investment Trusts | Director/Board Member | |
Far Hills Group LLC
Far Hills Group LLC Investment Banks/BrokersFinance Far Hills Group LLC is a leading placement agent that has been building successful funds for over 25 years. The private company is based in Far Hills, NJ, with an international clientele that is geographically diverse and includes investors from Europe, Asia, the Middle East, and the Americas. The American company's strength lies in the experience of the firm's partners and their longstanding relationships in the institutional investment community. The company offers a hands-on, collaborative approach tailored to each manager's strategy and strive to effectively differentiate the fund and efficiently leverage the manager's marketing commitment. | Investment Banks/Brokers | Corporate Officer/Principal | |
Advisors Asset Management, Inc.
Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
Merrill Lynch Investment Managers LP
Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | Director/Board Member | |
Massachusetts Institute of Technology | College/University | Graduate Degree | |
Denison University | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree | |
University of Scranton | College/University | Undergraduate Degree | |
Maplewood Partners LLC | Founder | ||
Nantucket Historical Association | Corporate Officer/Principal | ||
SMC Fixed Income Management LLC
SMC Fixed Income Management LLC Investment ManagersFinance Founded in 2006, SMC Fixed Income Management LLC is a registered investment advisor located in West Windsor, New Jersey. The firm is a subsidiary of Spring Mountain Capital LP. They provide investment management services to mutual funds and managed accounts for high net-worth individuals. | Investment Managers | Portfolio Manager-Fixed Income | |
SWBC Investment Co.
SWBC Investment Co. Investment ManagersFinance SWBC Investment Co. (SWBC) is a SEC-registered investment advisor headquartered in San Antonio, Texas. They are primarily owned by Southwest Business Corp. The firm provides investment advisory services to individuals, high net worth individuals, banking or thrift institutions, charitable organizations and corporations or other businesses. SWBC also provides discretionary investment management services to registered mutual funds and private pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
Morristown-Beard School | College/University | Director/Board Member |
Statistics
International
United States | 22 |
Sectoral
Finance | 14 |
Consumer Services | 5 |
Miscellaneous | 2 |
Process Industries | 2 |
Operational
Corporate Officer/Principal | 10 |
Portfolio Manager-Fixed Income | 8 |
Undergraduate Degree | 4 |
Director/Board Member | 3 |
Founder | 3 |
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