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Lydia Christine Holiat
Director/Board Member at Philadelphia Hospitality, Inc.
Network origin in Lydia Christine Holiat first degree
Entity | Entity type | Industry | |
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Lehigh University
121
| College/University | Other Consumer Services | 121 |
Haverford Financial Services, Inc.
![]() Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions.
27
| Subsidiary | Investment Managers | 27 |
The Haverford Trust Co.
![]() The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns.
20
| Subsidiary | Investment Managers | 20 |
Philadelphia Hospitality, Inc.
3
| Non-Profit Organization | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lydia Christine Holiat via their personal network
Company | Sector | Related people | Main position |
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AMERICAN INTERNATIONAL GROUP, INC. | Multi-Line Insurance | Corporate Officer/Principal | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-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 funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
![]() The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Trading-Equity Corporate Officer/Principal | |
St. Joseph's University | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree | |
LaSalle University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 | Masters Business Admin Masters Business Admin Masters Business Admin | |
Drexel Morgan Capital Advisers, Inc.
![]() Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Investment Managers | Investment Committee Member Portfolio Manager-Equities Corporate Officer/Principal | |
New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Logan Capital Management, Inc.
![]() Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
Citadel Advisors LLC
![]() Citadel Advisors LLC Investment ManagersFinance Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Cornerstone Advisors Asset Management LLC
![]() Cornerstone Advisors Asset Management LLC Investment ManagersFinance Cornerstone Advisors Asset Management LLC (CAAM) is a SEC-registered investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by Thomas Scalici and Malcolm Cowen II in 1998. They are a wholly-owned subsidiary of Cornerstone Benefits, Inc., which in turn wholly-owned by CAAM’s employees through an Employee Stock Ownership Plan (ESOP) trust called the Cornerstone Benefits, Inc. Employee Stock Ownership Trust. CAAM provides investment advisory services for institutional clients such as defined benefit and defined contribution plans, foundations and endowments, corporations, not-for-profit organizations and public funds, and individual clients including natural persons, families, personal trusts, family partnerships and limited liability companies. | Investment Managers | Chief Investment Officer Analyst-Equity | |
The Pennsylvania State University | College/University | Undergraduate Degree Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Director of Research - Equity | |
Janney Montgomery Scott LLC
![]() Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Sanford C. Bernstein & Co. LLC
![]() Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Undergraduate Degree Masters Business Admin | |
C.L. King & Associates, Inc.
![]() C.L. King & Associates, Inc. Investment Banks/BrokersFinance Founded in 1972 by Candace King, C.L. King & Associates, Inc. is a self-clearing, service-oriented broker/dealer and investment bank located in Albany, New York with additional offices in Boston and New York City. The firm delivers investment research, equity and fixed-income sales and trading, prime brokerage, investment advisor and clearing services to institutional and high net-worth clients and to other broker/dealers. For corporations, they underwrite securities and provide strategic advice in connection with mergers, acquisitions, strategic alternatives and valuation. C.L. King & Associates is a member of FINRA and the SIPC. C.L. King & Associates follows 120 names in 9 sectors. They seek to discover uncovered investment opportunities by seeking out companies that may be ignored by other Wall Street research providers and by identifying value and growth that may be unrecognized by institutional equity investors. The firm provides comprehensive trading services including capital commitment, market making and listed block positioning for their institutional equity clients. C.L. King & Associates' fixed-income group focuses on trading fixed-income securities, primarily in the secondary market. They offer a broad cross section of agencies, convertibles, investment-grade corporates, mortgage-backed securities, municipals, CDs and preferred stock to other broker/Dealers and institutional investors. The firm's investment banking group provides strategic M&A advice and capital raising services to emerging and mid-cap companies, both public and private. In addition, they act as a WBE underwriter in stock and bond offerings by large corporate issuers. C.L. King & Associates' corporate services group offers specialized services to assist corporate clients and their executives in handling delicate stock holding matters. Their services include guiding clients through restricted stock/rule 144 transactions, developing customized rule 10b5-1 trading plans and managing corporate share repurchase programs. The firm's equity research is based on a fundamental, value-oriented approach that focuses on small- and mid-cap companies. The firm offers research on the following sectors: special situations, building materials companies, specialty retail/apparel/footwear, industrials/cyclicals, restaurants/franchising, business services/staffing companies, telecommunications equipment and medical technology/devices/supplies. | Investment Banks/Brokers | Director of Research - Equity Analyst-Equity | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Veritable LP
![]() Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Investment Managers | Analyst-Equity Analyst-Equity | |
Drexel University | College/University | Graduate Degree Undergraduate Degree | |
Franklin & Marshall College | College/University | Undergraduate Degree Undergraduate Degree | |
Pennsylvania Academy of the Fine Arts
![]() Pennsylvania Academy of the Fine Arts Miscellaneous Commercial ServicesCommercial Services Pennsylvania Academy of the Fine Arts operates as a fine arts school and a museum. The firm offers fine arts education, such as painting, drawing, printmaking, and sculpture. It also archives house materials for the study of American art history, museums, and art training. The company was founded in 1805 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Trading-Equity | |
Babson College | College/University | Undergraduate Degree Masters Business Admin | |
Wolfe Research LLC
![]() Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Director of Research - Equity Analyst-Equity | |
Beyond Imagination, Inc.
![]() Beyond Imagination, Inc. Industrial MachineryProducer Manufacturing Beyond Imagination, Inc. is a robotics and AI platform company that focuses on bringing humanoid robots to the market quickly. The company is based in Burbank, CA. The company partner a human pilot with an evolving AI brain to deploy their beomni robotics platform across a wide range of commercial applications. Beyond Imagination is actively seeking business partners and investors for its series A round. The company was founded by Jim Gianopulos, Andrew K. Nikou, Robert Joseph Hariri Gordon, Dean L. Kamen, Paul E. Jacobs, Raymond C. Kurzweil, Anousheh Ansari, Neil A. Jacobstein, Skip Brittenham, Tony Robbins, Harry Kloor, who has been the CEO since incorporation. | Industrial Machinery | Director/Board Member | |
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 | |
Arch Capital Group (U.S.), Inc.
![]() Arch Capital Group (U.S.), Inc. Insurance Brokers/ServicesFinance Part of Arch Capital Group Ltd., Arch Capital Group (U.S.), Inc. is a company that provides insurance brokerage services. The company is based in Jersey City, NJ. | Insurance Brokers/Services | Corporate Officer/Principal | |
Particle.One, Inc.
![]() Particle.One, Inc. Packaged SoftwareTechnology Services Particle.One, Inc. develops AI-based software applications. The American company was founded by Giacinto Paolo Saggese, Paul Smith, Ilya Nikolskiy, Tanya Lyubimova. Tanya Lyubimova has been the CEO since incorporation. | Packaged Software | Director/Board Member | |
Lynx Capital Corp. | Corporate Officer/Principal | ||
Syracuse University | College/University | Undergraduate Degree | |
Clarion Capital Partners LLC
![]() Clarion Capital Partners LLC Investment ManagersFinance Clarion Capital Partners LLC (Clarion Capital Partners) is a private equity subsidiary of Clarion Capital Partners LP founded in 1999 by Marc A. Utay. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Mira Labs, Inc.
![]() Mira Labs, Inc. Electronics/AppliancesConsumer Durables Mira Labs, Inc. designs and develops smartphone powered augmented reality headset. The company was founded by Ben Taft, Matt Stern and Montana Reed and is headquartered in Los Angeles, CA. | Electronics/Appliances | Director/Board Member | |
Verbz Labs, Inc.
![]() Verbz Labs, Inc. Packaged SoftwareTechnology Services Verbz Labs, Inc. provides computer programming services. The company was founded in 2019 and is headquartered in San Jose, CA. | Packaged Software | Director/Board Member | |
Liontree Investment Management LLC
![]() Liontree Investment Management LLC Investment ManagersFinance Liontree Investment Management LLC (Liontree Investment Management) is a private equity/venture capital subsidiary of LionTree LLC founded in 2012 by Aryeh B. Bourkoff and Ehren Stenzler. The firm is headquartered in New York. | Investment Managers | Director of Finance/CFO | |
State University of New York at Binghamton | College/University | Masters Business Admin | |
Pylba, Inc.
![]() Pylba, Inc. Information Technology ServicesTechnology Services Pylba, Inc. develops services for mobile news. It offers mobile media publishing platform that enables publishers to deliver their content to mobile users through an elegant and intuitive app, named Simply. The firm through its Simply app, offers mobile users an overview about a large number of current news from a variety of sources. The company was founded by Franz Buchenberger in March 2012 and is headquartered in San Mateo, CA. | Information Technology Services | Director/Board Member | |
INFINITE ACQUISITION CORP. | Financial Conglomerates | Director of Finance/CFO | |
University of Virginia | College/University | Undergraduate Degree |
Statistics
International
United States | 49 |
Switzerland | 2 |
Sectoral
Finance | 23 |
Consumer Services | 19 |
Commercial Services | 4 |
Technology Services | 4 |
Producer Manufacturing | 2 |
Operational
Corporate Officer/Principal | 128 |
Undergraduate Degree | 97 |
Director/Board Member | 86 |
Analyst-Equity | 72 |
Portfolio Manager-Equities | 58 |
Most connected contacts
Insiders | |
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Donald Caldwell | 38 |
Curtis MacDonald | 20 |
Jeffrey Laborsky | 15 |
Jeff Bagley | 11 |
Joe McLaughlin | 11 |
Tom Lynch | 10 |
Ryan Faulkingham | 10 |
Halie W. O'Shea | 10 |
Zuri K. Briscoe | 10 |
Maxine A. Cuffe | 8 |
Josh Sullivan | 8 |
Seth D. Horwitz | 8 |
Michael Scala | 8 |
George Washington Connell | 7 |
Josh Silverstein | 7 |
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