Karen R. Purzitsky
Portfolio Manager-Equities at Wilmington Trust Investment Advisors, Inc.
Network origin in Karen R. Purzitsky first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
York University
113
| College/University | Other Consumer Services | 113 |
Wilmington Trust Investment Advisors, Inc.
 Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds.
86
| Subsidiary | Investment Managers | 86 |
Rochester Christian University
80
| College/University | Other Consumer Services | 80 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Karen R. Purzitsky via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Investment Committee Member Analyst-Equity Corporate Officer/Principal | |
Wilmington Trust Corp.
 Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | Major Banks | Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal | |
TD Asset Management, Inc.
 TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities | |
| M&T BANK CORPORATION | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Wilmington Trust Investment Management LLC
 Wilmington Trust Investment Management LLC Investment ManagersFinance Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds. | Investment Managers | Head-Fixed Income Invts Head-Fixed Income Invts Director of Research - Equity Analyst-Fixed Income Portfolio Manager-Equities Director of Research - Equity President Economist Chief Executive Officer | |
Wilmington Funds Management Corp.
 Wilmington Funds Management Corp. Investment ManagersFinance Wilmington Funds Management Corp. (WFMC) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 1981 as Rodney Square Management Corp. They are a subsidiary of M&T Bank Corp. (NYSE: MTB). WFMC provides investment advisory services directly to certain affiliated investment companies which are part of the Wilmington Funds. | Investment Managers | Head-Fixed Income Invts Head-Fixed Income Invts Analyst-Equity Portfolio Manager-Equities Head-Equity Investments Chief Investment Officer Economist Chief Executive Officer | |
BMO Capital Markets Corp. (Canada)
 BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| NOVA LIFESTYLE, INC. | Home Furnishings | Corporate Secretary | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| University of Pennsylvania | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Healthcare of Ontario Pension Plan
 Healthcare of Ontario Pension Plan Investment ManagersFinance Healthcare of Ontario Pension Plan (HOOPP) is a Canadian pension fund manager headquartered in Toronto, Ontario. The firm was founded in 1960 as Hospitals of Ontario Pension Plan and they are a subsidiary of government-owned Ontario Ministry of Health & Long Term Care. HOOPP helps build foundation for a financially secure retirement for Ontario’s healthcare workers. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
| George Washington University | College/University | Masters Business Admin Masters Business Admin | |
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| McGill University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
BMO Financial Group, Inc.
 BMO Financial Group, Inc. Investment Banks/BrokersFinance BMO Financial Group, Inc. provides wealth management and other financial services. It is a diversified financial services provider which offer clients a broad range of personal, commercial, corporate and institutional financial services across Canada and in the United States through BMO Bank of Montreal, BMO Nesbitt Burns, BMO Capital Markets and Chicago-based subsidiary, Harris Bank. BMO Financial Group is located in Toronto, Canada | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree | |
Arcadia University
 Arcadia University Other Consumer ServicesConsumer Services GNP is a premier provider of complex systems manufacturing for the embedded control and communications marketplace. The company designs, manufactures and customizes open system platforms to meet the demanding requirements of its customers' programs, using Commercial off-the-shelf (COTS) technology enhanced by system building blocks of its own design | College/University | Undergraduate Degree | |
| The Catholic University of America | College/University | Graduate Degree | |
Smith College
 Smith College Other Consumer ServicesConsumer Services Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students. | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Lehigh University | College/University | Masters Business Admin Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | Masters Business Admin Corporate Officer/Principal | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Saint Joseph's College (Indiana) | College/University | Graduate Degree | |
| University of Toronto | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Doctorate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| McMaster University | College/University | Masters Business Admin | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree Masters Business Admin | |
| University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
| Ursinus College | College/University | Undergraduate Degree Undergraduate Degree | |
BMO Nesbitt Burns, Inc.
 BMO Nesbitt Burns, Inc. Financial ConglomeratesFinance BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
Hong Kong Institute of Certified Public Accountants
 Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Schulich School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Manulife Investment Management Ltd.
 Manulife Investment Management Ltd. Investment ManagersFinance Manulife Investment Management Ltd. (MIML) is the global asset management arm of Manulife Investment Management Holdings (Canada) Ltd., ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC) in Canada. The firm was founded in 1949 and formerly known as MFC Global Investment Management and as Manulife Asset Management Ltd. Headquartered in Toronto, MIML and their affiliates provide comprehensive asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors worldwide, as well as for Manulife and John Hancock's wealth management and retirement products. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Letko, Brosseau & Associates Inc.
 Letko, Brosseau & Associates Inc. Investment ManagersFinance Letko, Brosseau & Associates Inc. (LBA) is an independent Canadian investment management firm headquartered in Montreal, Quebec. The firm was founded in 1987 by Peter Letko and Daniel Brosseau. LBA provides investment advisory services to institutional investors which includes, but not limited to, pension funds, endowments and foundations, and also to wealthy individuals. | Investment Managers | Analyst-Equity | |
| St. Petersburg State Electrotechnical University | College/University | Undergraduate Degree | |
| FUSE GROUP HOLDING INC. | Miscellaneous Commercial Services | Director/Board Member | |
| ANTELOPE ENTERPRISE HOLDINGS LIMITED | Building Products | Director/Board Member | |
Hong YIP Service Co., Ltd.
 Hong YIP Service Co., Ltd. Miscellaneous Commercial ServicesCommercial Services Hong YIP Service Co. Ltd. offers property and facilities management services. Its services include professional support, people development, value added maintenance and interactive communications. The company was founded in 1967 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Chief Administrative Officer | |
Dongguan Nova Furniture Co., Ltd.
 Dongguan Nova Furniture Co., Ltd. Home FurnishingsConsumer Durables Part of Nova Lifestyle, Inc., Dongguan Nova Furniture Co., Ltd. is a company that manufactures and supplies residential furniture. The company is based in Dongguan, China. The Chinese company was founded by Ya Ming Wong. Ya Ming Wong has been the CEO since incorporation. | Home Furnishings | Chief Operating Officer |
Statistics
International
| United States | 29 |
| Canada | 17 |
| China | 3 |
| Hong Kong | 2 |
| Russia | 2 |
Sectoral
| Consumer Services | 26 |
| Finance | 17 |
| Commercial Services | 5 |
| Consumer Durables | 3 |
| Producer Manufacturing | 2 |
Operational
| Corporate Officer/Principal | 142 |
| Director/Board Member | 107 |
| Undergraduate Degree | 102 |
| Portfolio Manager-Equities | 66 |
| Masters Business Admin | 45 |
Most connected contacts
| Insiders | |
|---|---|
| Mark Goodman | 28 |
| Stephen Pearce | 22 |
| Richard Reiner | 18 |
| Steve Greenfield | 18 |
| Ka Ying Liu | 17 |
| Doris Meister | 14 |
| Tony Roth | 12 |
| Sing Hung Chen | 12 |
| Craig Leon | 12 |
| Alex Baker | 11 |
| Matt Glaser | 10 |
| Joe D'Angelo | 10 |
| Chun Fai Ng | 10 |
| Sam Fraundorf | 9 |
| Ayaz Abdulla | 9 |
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