Kristen Bartholdson-Peter
Portfolio Manager-Equities at Macquarie Investment Management Business Trust
Network origin in Kristen Bartholdson-Peter first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.
391
| Operating Division | Investment Banks/Brokers | 391 |
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.
252
| Subsidiary | Investment Managers | 252 |
Delaware Investments Global Dividend & Income Fund, Inc.
 Delaware Investments Global Dividend & Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Delaware Investments Global Dividend & Income Fund, Inc. is a diversified closed-end management investment company. The fund seeks to achieve high current income, with capital appreciation as a secondary objective. The fund invests a portion of its assets in high yield fixed income securities, which carry ratings of BB or lower by Standard & Poor's and Ba or lower by Moody's Investor Services, or similarly rated by another nationally recognized statistical rating organization. The company was founded on March 4, 1994 and is headquartered in Philadelphia, PA
23
| Extinct | Investment Trusts/Mutual Funds | 23 |
Susquehanna International Group LLP
 Susquehanna International Group LLP Investment ManagersFinance Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA.
20
| Subsidiary | Investment Managers | 20 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kristen Bartholdson-Peter via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Director of Finance/CFO Treasurer Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal General Counsel Corporate Officer/Principal | |
| LaSalle University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Treasurer Chief Executive Officer Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal General Counsel | |
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-Fixed Income Analyst-Equity Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Equity Analyst-Fixed Income | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Macquarie Management Holdings, Inc.
 Macquarie Management Holdings, Inc. Investment Banks/BrokersFinance Macquarie Management Holdings, Inc. engages in the provision of investment management services. It also offers managed accounts, college savings plans, mutual funds, and retirement plans. The company was founded in 1929 and is headquartered in Philadelphia, PA. | Investment Banks/Brokers | Director of Finance/CFO President President Corporate Officer/Principal General Counsel | |
Jackson Square Partners LLC
 Jackson Square Partners LLC Investment ManagersFinance Jackson Square Partners LLC (Jackson Square) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2014 through the joint venture between Delaware Investments and its San Francisco–based Focus Growth team. Jackson Square provides investment advisory services to separately managed accounts and pooled investment vehicles. Their institutional client base includes, but is not limited to, high net worth individuals, corporate and public pension plans, endowments, and foundations. | Investment Managers | Founder Founder Analyst-Equity Founder Analyst-Equity | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| CFA Society of Philadelphia | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal President Director/Board Member Director/Board Member | |
| Vanderbilt University | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
| St. Joseph's University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Doctorate Degree Masters Business Admin | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Boston College | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
| Providence College | 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 | Masters Business Admin Undergraduate Degree | |
Lincoln Financial Advisors Corp.
 Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin | |
Federated Investment Management Co.
 Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
| George Washington University | College/University | Masters Business Admin Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Princeton University | College/University | Doctorate Degree Undergraduate Degree |
Statistics
International
| United States | 51 |
Sectoral
| Consumer Services | 23 |
| Finance | 20 |
| Miscellaneous | 9 |
Operational
| Corporate Officer/Principal | 183 |
| Portfolio Manager-Equities | 104 |
| Undergraduate Degree | 97 |
| Analyst-Equity | 81 |
| Director/Board Member | 65 |
Most connected contacts
| Insiders | |
|---|---|
| Tony James | 30 |
| Patrick P. Coyne | 30 |
| Shawn Lytle | 23 |
| Eileen Murray | 19 |
| Roger Allen Early | 18 |
| Richard Salus | 16 |
| David Connor | 14 |
| Daniel Geatens | 13 |
| Michael Stephen Tung | 11 |
| Bob Zenouzi | 10 |
| Robert Anthony Vogel | 10 |
| Wayne Anglace | 10 |
| Steve Czepiel | 9 |
| Gregory Michael Grimaldi | 9 |
| Chris Gowlland | 9 |
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