Lauren Lehman
Portfolio Manager-Equities at NewEdge Advisors LLC
Network origin in Lauren Lehman first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
SOL Capital Management Co.
 SOL Capital Management Co. Investment ManagersFinance SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts.
9
| Private Company | Investment Managers | 9 |
NewEdge Advisors LLC
 NewEdge Advisors LLC Investment ManagersFinance NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services.
9
| Subsidiary | Investment Managers | 9 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lauren Lehman via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Georgetown University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
| Louisiana State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Emory University | College/University | Undergraduate Degree | |
| American University | College/University | Graduate Degree | |
| ProFunds | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| Montgomery College | College/University | Undergraduate Degree | |
| Texas A&M University | College/University | Undergraduate Degree | |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
| Loyola University New Orleans | College/University | Undergraduate Degree | |
| St. Norbert College, Inc. | College/University | Undergraduate Degree | |
| University of South Carolina | College/University | Undergraduate Degree | |
| Texas Christian University | College/University | Undergraduate Degree | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity | |
| University of California San Diego | College/University | Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin | |
Nextgen Venture Partners LLC
 Nextgen Venture Partners LLC Investment ManagersFinance NextGen Venture Partners LLC (NextGen Venture Partners) is a venture capital firm, a subsidiary of Brown Advisory Inc, founded in 2011 by Daniel Mindus and Grant Allen. The firm is headquartered in Baltimore, Maryland. | Investment Managers | Private Equity Investor | |
| Brandeis University | College/University | Undergraduate Degree | |
| Israeli Air Force | Corporate Officer/Principal | ||
| The Hebrew University of Jerusalem | College/University | Undergraduate Degree | |
| George Washington University | College/University | Masters Business Admin | |
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Investment Managers | Portfolio Manager-Equities | |
Lehman Brothers Bancorp, Inc.
 Lehman Brothers Bancorp, Inc. Regional BanksFinance Lehman Brothers Bancorp, Inc. provides banking and financial services. It offers savings, credit cards, and brokerage and mortgage services. The firm also provides home financing, asset based lending, and residential real estate finance. The company was founded in 1850 and is headquartered in Wilmington, DE. | Regional Banks | Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Graduate Degree | |
Hovde Capital Advisors LLC
 Hovde Capital Advisors LLC Investment ManagersFinance Hovde Capital Advisors LLC is an independent hedge fund manager headquartered in Madison, Wisconsin. The firm was founded by Eric Hovde in 1994 and manages the assets of high-net-worth clients. | Investment Managers | Analyst-Equity | |
| University of Massachusetts Amherst | College/University | Undergraduate Degree |
Statistics
International
| United States | 34 |
| Israel | 3 |
Sectoral
| Consumer Services | 18 |
| Finance | 15 |
| Commercial Services | 3 |
| Miscellaneous | 2 |
Operational
| Undergraduate Degree | 16 |
| Corporate Officer/Principal | 15 |
| Analyst-Equity | 10 |
| Portfolio Manager-Equities | 9 |
| Founder | 5 |
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