Network origin in Justin David Kaplan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Penn Mutual Asset Management LLC
 Penn Mutual Asset Management LLC Investment ManagersFinance Penn Mutual Asset Management LLC (PMAM) is a SEC-registered investment advisor and insurance management firm headquartered in Conshohocken, Pennsylvania. The firm was founded as Independence Capital Management, Inc. in 1989. They are a wholly owned subsidiary of The Penn Mutual Life Insurance Co. PMAM offers fixed-income investment solutions and client-focused services to institutional clients. These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles.
22
| Subsidiary | Investment Managers | 22 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Justin David Kaplan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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. | Investment Managers | Analyst-Fixed Income | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Graduate Degree | |
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 | Analyst-Equity Analyst-Equity | |
Pennsylvania Public School Employees Retirement System
 Pennsylvania Public School Employees Retirement System Investment ManagersFinance Pennsylvania Public School Employees Retirement System (PSERS) is a state-owned pension fund management firm headquartered in Harrisburg, Pennsylvania. PSERS was founded in 1917 to manage the assets of the Retirement Fund for public school employees of the Commonwealth of Pennsylvania. Members eligible to participate in the System include all full-time public-school employees and part-time public-school employees who render at least 80 days or 500 hours of service yearly. | Investment Managers | Head-Fixed Income Invts | |
The Penn Mutual Life Insurance Co.
 The Penn Mutual Life Insurance Co. Life/Health InsuranceFinance The Penn Mutual Life Insurance Co. provides life insurance services. It offers term life, major medical, annuities, disability, long term care, and consultancy services to trades unions, individuals, and business marketplace. The company was founded in 1847 and is headquartered in Horsham, PA. | Life/Health Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
abrdn, Inc.
 abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world. | Investment Managers | Portfolio Manager-Fixed Income | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
| Dartmouth College | College/University | Graduate Degree | |
| University of Pittsburgh | College/University | Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree | |
| Drexel University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
American Family Life Assurance Company of Columbus
 American Family Life Assurance Company of Columbus Multi-Line InsuranceFinance Part of J&A Alliance Trust, American Family Life Assurance Company of Columbus (Aflac) is a provider of medical and life insurance services. The company is based in Columbus, GA. The company was founded in 1955 by John Amos, Paul Amos, William Amos. Daniel Paul Amos has been the CEO of the company since 1973. | Multi-Line Insurance | Corporate Officer/Principal | |
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 | Director/Board Member | |
| Wuhan University | College/University | Undergraduate Degree | |
Ascendant Capital Partners LP
 Ascendant Capital Partners LP Investment ManagersFinance Ascendant Capital Partners LP is a real estate firm founded in 2019 by Gary E. Shugrue, Alexander Halpern and Russell Lewis Gimelstob. The firm is headquartered in Los Angeles, California. | Investment Managers | Corporate Officer/Principal | |
| Anderson University | College/University | Undergraduate Degree | |
| Brigham Young University | College/University | Masters Business Admin | |
| Eastern University | College/University | Undergraduate Degree | |
| Florida State University | College/University | Graduate Degree | |
| Texas A&M University | College/University | Graduate Degree | |
| The Johns Hopkins University | College/University | Undergraduate Degree | |
| Kutztown University of Pennsylvania | College/University | Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | Graduate Degree | |
| The Pennsylvania State University | College/University | Masters Business Admin | |
| St. Joseph's University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Siena College | College/University | Undergraduate Degree | |
| University of Florida | College/University | Doctorate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
| University of Scranton | College/University | Undergraduate Degree | |
| Ursinus College | College/University | Undergraduate Degree | |
| Villanova University | College/University | Masters Business Admin | |
| Worcester Polytechnic Institute | College/University | Graduate Degree | |
Beneficial Financial Group
 Beneficial Financial Group Insurance Brokers/ServicesFinance Beneficial Financial Group provides insurance services. It offers whole and universal life, term and disability insurance. The firm also provides single and flexible-premium, immediate annuities, long-term care and various securities products. The company was founded in 1905 and is headquartered in Salt Lake City, UT. | Insurance Brokers/Services | Corporate Officer/Principal | |
Lockheed Martin Space Systems Co.
 Lockheed Martin Space Systems Co. Aerospace & DefenseElectronic Technology Lockheed Martin Space Systems Co. manufactures and develops space exploration, satellite and defense systems. It also develops remote sensing, communications satellite and missile defense systems for national security and military, civil government and commercial customers. Its products also include human space flight, navigation, laser radar and meteorological systems and instruments. The company was founded in 1994 and is headquartered in Littleton, CO. | Aerospace & Defense | Corporate Officer/Principal | |
AndersonBrecon (UK) Ltd.
 AndersonBrecon (UK) Ltd. Containers/PackagingProcess Industries AndersonBrecon (UK) Ltd. specializes in packaging products for pharmaceutical products. The company is headquartered in Cardiff, the United Kingdom. | Containers/Packaging | Director/Board Member | |
Kroll Bond Rating Agency, Inc.
 Kroll Bond Rating Agency, Inc. Financial Publishing/ServicesCommercial Services Kroll Bond Rating Agency, Inc. provides credit rating services. The firm also provides other banking and financial services. The entity was founded by Jules B. Kroll in 2010 and is headquartered in New York, NY. | Financial Publishing/Services | Corporate Officer/Principal | |
| Sun Yat-Sen University | College/University | Undergraduate Degree | |
Penn Mutual Asset Management Multi-Series Fund (Cayman), SPC -
 Penn Mutual Asset Management Multi-Series Fund (Cayman), SPC - Investment Trusts/Mutual FundsMiscellaneous Penn Mutual Asset Management Multi-Series Fund (Cayman) SPC-SP-B functions as pooled investment fund. The company is headquartered in Grand Cayman, Cayman Islands. | Investment Trusts/Mutual Funds | Director/Board Member | |
| Columbia Business School | College/University | Masters Business Admin |
Statistics
International
| United States | 44 |
| China | 3 |
| United Kingdom | 2 |
| Cayman Islands | 2 |
Sectoral
| Consumer Services | 29 |
| Finance | 16 |
| Electronic Technology | 2 |
| Process Industries | 2 |
| Commercial Services | 2 |
Operational
| Undergraduate Degree | 21 |
| Analyst-Fixed Income | 19 |
| Portfolio Manager-Fixed Income | 10 |
| Corporate Officer/Principal | 9 |
| Portfolio Manager-Equities | 8 |
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