Karen Garza
Private Equity Investor at Brookfield Asset Management /US/
Network origin in Karen Garza first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
ABN AMRO, Inc.
 ABN AMRO, Inc. Investment Banks/BrokersFinance Founded in 2008, ABN AMRO, Inc. is a broker/dealer located in New York City. They are a subsidiary of ABN AMRO North America, Inc. and their ultimate parent is Amsterdam-based RFS Holdings BV. ABN AMRO is an international bank with European roots. They focus on consumer and commercial clients in their local markets and focus globally on select multinational corporations and financial institutions, as well as private clients. ABN AMRO is active in four principal customer segments: Personal Banking, Private Banking, Business and Commercial and Corporate and Institutional. While they serve a broad range of clients, their strategic focus is on the mid-market segment
40
| Extinct | Investment Banks/Brokers | 40 |
Brookfield Asset Management /US/
21
| Subsidiary | Investment Managers | 21 |
Loughlin Management Partners & Co., Inc.
 Loughlin Management Partners & Co., Inc. Investment ManagersFinance Loughlin Management Partners & Co., Inc. provides advisory services. It offers private equity value creation, interim management services, and turnaround and restructuring. The company was founded by James J. Loughlin, Jr and is headquartered in New York, NY.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Karen Garza via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Kemper Financial Services, Inc.
 Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
| BROOKFIELD CORPORATION | Investment Managers | Director/Board Member Private Equity Investor Corporate Officer/Principal Corporate Officer/Principal General Counsel | |
| CALAMOS ASSET MANAGEMENT, INC | Investment Banks/Brokers | Chief Executive Officer | |
MUFG Union Bank, NA
 MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Major Banks | Corporate Officer/Principal | |
| CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
BNP Paribas Securities Corp.
 BNP Paribas Securities Corp. Investment Banks/BrokersFinance BNP Paribas Securities Corp. engages in the provision of brokerage services. It offers commercial banking, corporate and institutional banking, asset management, fleet services, and real estate. The company was founded on September 7, 1984 and is headquartered New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| CALAMOS CONVERTIBLE AND HIGH INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| CALAMOS STRATEGIC TOTAL RETURN FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| CALAMOS GLOBAL TOTAL RETURN FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Mizuho Securities USA LLC
 Mizuho Securities USA LLC Investment Banks/BrokersFinance Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide. | Investment Banks/Brokers | Director of Research - Equity Economist Chief Executive Officer | |
| University of Notre Dame | College/University | Masters Business Admin Undergraduate Degree | |
| CALAMOS DYNAMIC CONVERTIBLE AND INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal Director of Research - Equity Analyst-Fixed Income | |
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 | Analyst-Equity Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree | |
Calamos Advisors LLC
 Calamos Advisors LLC Investment ManagersFinance Calamos Advisors LLC is a SEC-registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles. | Investment Managers | Chief Executive Officer | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Masters Business Admin | |
| New York University | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Connecticut | College/University | Graduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| University of Iowa | College/University | Graduate Degree Undergraduate Degree | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Compliance Officer Corporate Officer/Principal | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
| CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TERM TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| CALAMOS GLOBAL DYNAMIC INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
The Hellenic Initiative
 The Hellenic Initiative Miscellaneous Commercial ServicesCommercial Services The Hellenic Initiative operates a fund-raising initiative to develop economic and business improvement programs. The American company was founded by Andrew N. Liveris. | Miscellaneous Commercial Services | Director/Board Member | |
World Business Chicago
 World Business Chicago Miscellaneous Commercial ServicesCommercial Services World Business Chicago provides economic data and statistical assistance services. The company was founded in 1999 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Director/Board Member | |
Calamos Investments LLC
 Calamos Investments LLC Investment ManagersFinance Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. | Investment Managers | Chief Executive Officer | |
| Arthur Anderson & Co. | Corporate Officer/Principal | ||
Alpha Source, Inc.
 Alpha Source, Inc. Miscellaneous Commercial ServicesCommercial Services Alpha Source, Inc. engages in the manufacture of medical equipment. Its products include biomed parts, imaging parts, and medical batteries. It offers biomed solutions, medical battery manufacturing, and imaging service. The company was founded by Norine Carlson-Weber in 1986 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Stephen M. Ross School of Business | College/University | Undergraduate Degree | |
Calamos Wealth Management LLC
 Calamos Wealth Management LLC Investment ManagersFinance Part of Calamos Family Partners, Inc., Calamos Wealth Management LLC provides advisory and wealth management services. The company is based in Naperville, IL. The company was founded by John Peter Calamos. John Spiro Koudounis has been the CEO of the company since 2016. | Investment Managers | Chief Executive Officer | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin |
Statistics
International
| United States | 46 |
| Canada | 3 |
| South Korea | 2 |
Sectoral
| Finance | 22 |
| Consumer Services | 17 |
| Miscellaneous | 8 |
| Commercial Services | 4 |
Operational
| Corporate Officer/Principal | 161 |
| Director/Board Member | 143 |
| Undergraduate Degree | 53 |
| Private Equity Investor | 52 |
| Analyst-Equity | 26 |
Most connected contacts
| Insiders | |
|---|---|
| Mitchell Quain | 44 |
| Kevin M. Robinson | 32 |
| Thomas Kloet | 26 |
| Brian Lawson | 22 |
| Richard Michael Schaeffer | 21 |
| John Koudounis | 19 |
| Richard Gumer | 16 |
| Joshua Raffaelli | 14 |
| Jeffrey Pribor | 13 |
| Ron Bloom | 13 |
| Philippa Louise Elder | 13 |
| Lars Hanan | 12 |
| Irving I. Cohen | 11 |
| Justin Beber | 11 |
| Jigar Shah | 10 |
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