Leila B. Heckman
Head-Equity Investments at DCM Advisors LLC
Network origin in Leila B. Heckman first degree
Entity | Entity type | Industry | |
---|---|---|---|
Lebenthal Asset Management LLC
Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors.
13
| Subsidiary | Investment Managers | 13 |
Mesirow Financial Private Equity, Inc.
Mesirow Financial Private Equity, Inc. Investment ManagersFinance Mesirow Financial Private Equity, Inc. (Mesirow Financial Private Equity) is a private equity subsidiary of Mesirow Financial Holdings, Inc. founded in 1982. The firm is headquartered in Chicago, Illinois.
7
| Subsidiary | Investment Managers | 7 |
DCM Advisors LLC
DCM Advisors LLC Investment ManagersFinance DCM Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a subsidiary of Dinosaur Group Holdings LLC. DCM Advisors offers equity research and asset management to institutional and individual investors.
4
| Subsidiary | Investment Managers | 4 |
The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors.
3
| Subsidiary | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Leila B. Heckman via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Fiduciary Trust Company International
Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Portfolio Manager-Equities | |
Mesirow Financial Holdings, Inc.
Mesirow Financial Holdings, Inc. Financial ConglomeratesFinance Mesirow Financial Holdings, Inc. provides financial services. Its services include investment, real estate, investment banking, consulting and insurance services. The company was founded in 1937 and is headquartered in Chicago, IL. | Financial Conglomerates | Chairman | |
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name to DWS as part of the rebranding of Deutsche Asset Management. They are a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for their municipal bond strategies through wrap fee programs. | Investment Managers | Corporate Officer/Principal | |
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Griffin Asset Management, Inc.
Griffin Asset Management, Inc. Investment ManagersFinance Griffin Asset Management LLC (Griffin) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2006 as a result of the merger between its two predecessor firms Hovey, Youngman Associates, Inc. and Griffin Asset Management, LLC. Griffin provides customized wealth management solutions for individuals, families, trusts and institutions. The firm also manages money for individuals, institutions, and investment companies in various investment strategies. | Investment Managers | Investment Committee Member Analyst-Equity Chief Operating Officer Chief Executive Officer Portfolio Manager-Equities Analyst-Equity | |
Jacobs Levy Equity Management, Inc.
Jacobs Levy Equity Management, Inc. Investment ManagersFinance Jacobs Levy Equity Management, Inc. (Jacobs Levy) is an independent, SEC-registered investment advisor headquartered in Florham Park, New Jersey. The firm was founded in 1986 by Bruce Jacobs and Ken Levy. Jacobs Levy provides investment advisory services to institutional investors such as public and private pension and profit-sharing plans, endowments, foundations, and other charitable organizations, banks and thrift institutions, investment companies, private funds, trusts, estates, corporations, and other business entities. | Investment Managers | Corporate Officer/Principal | |
Neville, Rodie & Shaw, Inc.
Neville, Rodie & Shaw, Inc. Investment ManagersFinance Neville, Rodie & Shaw, Inc. (NRS) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1933 and is wholly-owned by its active employees. NRS provides investment management services to individuals, including high net-worth individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans and other corporations and institutions. | Investment Managers | Portfolio Manager-Equities | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal | |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal | |
Markston International LLC
Markston International LLC Investment ManagersFinance Markston International LLC (Markston) is an independent, employee-owned registered investment advisor headquartered in White Plains, New York. The firm was founded in 1999 and is the successor to Markston Investment Management, which was established in 1981. Markston provides discretionary investment management services to institutional and high net worth clients and investors through separately managed accounts and a domestic mutual fund in a sub-advisory capacity. | Investment Managers | Portfolio Manager-Equities | |
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 | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
Vanderbilt University | College/University | Doctorate Degree | |
Copley Financial Services Corp.
Copley Financial Services Corp. Investment ManagersFinance Copley Financial Services Corp. (Copley) is an independent registered investment advisory firm headquartered in New York City. The firm was founded by Irving Levine in 1978. Copley serves as the investment manager of the Copley Fund. | Investment Managers | Portfolio Manager-Equities | |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Shelby Cullom Davis & Co.
Shelby Cullom Davis & Co. Investment Banks/BrokersFinance Shelby Cullom Davis & Co. provides securities brokerage services. The private company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Doctorate Degree | |
Bowdoin College
Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree | |
Bucknell University | College/University | Undergraduate Degree | |
Denison University | College/University | Undergraduate Degree | |
Hampshire College | College/University | Undergraduate Degree | |
Susquehanna University | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree Masters Business Admin | |
Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
Indian Institute of Technology Bombay | College/University | Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin | |
University of California, Berkeley | College/University | Undergraduate Degree | |
Federal Reserve Bank of New York | General Government | Corporate Officer/Principal | |
Tulane University (Louisiana) | College/University | Undergraduate Degree | |
New York University | College/University | Undergraduate Degree | |
Loyola University of Chicago | College/University | Masters Business Admin | |
University of Wisconsin | College/University | Undergraduate Degree | |
Heckman Global Advisors LLC
Heckman Global Advisors LLC Investment ManagersFinance Part of South Street Securities Holdings, Inc., Heckman Global Advisors LLC is a company that provides equity investment research services. The company is based in New York, NY. Heckman Global Advisors was acquired by Lebenthal Asset Management LLC from Bear Stearns Asset Management, Inc. on February 06, 2014. | Investment Managers | Corporate Officer/Principal | |
The Executives Club of Chicago
The Executives Club of Chicago Miscellaneous Commercial ServicesCommercial Services The Executives Club of Chicago operates as a premier membership organization and business forum. The non-profit company is based in Chicago, IL. | Miscellaneous Commercial Services | Chairman | |
Chicagoland Chamber of Commerce
Chicagoland Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Chicagoland Chamber of Commerce is a non-profit organization that represents over 1,000 member companies in various industries. The Chicagoland Chamber of Commerce is based in Chicago, IL, and represents businesses from all industries. The members collectively employ 400,000 employees and generate $24 billion in revenue. The chamber combines the power of membership with its legacy of leadership and business advocacy to drive a dynamic economy. The organization offers extensive benefits and opportunities for members at every level, including networking, professional development, and business advocacy. | Miscellaneous Commercial Services | Chairman |
Statistics
International
United States | 47 |
India | 2 |
Canada | 2 |
Sectoral
Finance | 28 |
Consumer Services | 18 |
Commercial Services | 3 |
Government | 2 |
Operational
Portfolio Manager-Equities | 36 |
Corporate Officer/Principal | 35 |
Undergraduate Degree | 21 |
Analyst-Equity | 16 |
Masters Business Admin | 8 |
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