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Network origin in So Chong Yi first degree
Entity | Entity type | Industry | |
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Monarch Partners Asset Management LLC
![]() Monarch Partners Asset Management LLC Investment ManagersFinance Monarch Partners Asset Management LLC (Monarch Partners) is an independent, 100% employee-owned investment management firm headquartered in Boston, Massachusetts. The firm was founded by Wayne Archambo in 2010. Monarch Partners manages assets on behalf of Corporate, Public Fund, Endowment, Foundation and Sub-Advisory clients.
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| Private Company | Investment Managers | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to So Chong Yi via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal | |
Thornburg Investment Management, Inc.
![]() Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Investment Managers | Corporate Officer/Principal | |
ADAMS DIVERSIFIED EQUITY FUND, INC. | Investment Trusts/Mutual Funds | Chief Tech/Sci/R&D Officer | |
Granahan Investment Management, LLC
![]() Granahan Investment Management, LLC Investment ManagersFinance Granahan Investment Management LLC (GIM) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded in 1985 by Jack Granahan, Gary Hatton and Jane White. They are principally owned by GIM Holdings, Inc. GIM provides asset management products and services to registered investment companies, corporations, private and public pension plans, trusts, endowments, and foundations, pooled investment funds, and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Corporate Officer/Principal | |
GW&K Investment Management LLC
![]() GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base. | Investment Managers | Analyst-Equity Analyst-Equity | |
BlackRock Advisors LLC
![]() BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Portfolio Manager-Equities | |
BLACKROCK, INC. | Investment Managers | 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 | |
Goldman Sachs Asset Management LP
![]() Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Portfolio Manager-Equities | |
Putnam Investment Management LLC
![]() Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity | |
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 | |
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 | Analyst-Equity | |
Brown University | College/University | Undergraduate Degree | |
University of Oklahoma | College/University | Undergraduate Degree | |
Fitch Ratings, Inc.
![]() Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Equity | |
Kenyon College | College/University | Undergraduate Degree | |
The University of North Carolina at Charlotte | College/University | Masters Business Admin | |
Villanova University | College/University | Undergraduate Degree | |
Providence College | College/University | Undergraduate Degree | |
Calamos Advisors LLC
![]() Calamos Advisors LLC Investment ManagersFinance Calamos Advisors LLC is a SEC-registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles. | Investment Managers | Analyst-Equity | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
Kellogg School of Management | College/University | Masters Business Admin | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin | |
Nichols College | College/University | Undergraduate Degree | |
Babson College | College/University | Masters Business Admin | |
BlackRock Financial Management, Inc.
![]() BlackRock Financial Management, Inc. Investment ManagersFinance BlackRock Financial Management, Inc. (BFM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies. | Investment Managers | Corporate Officer/Principal | |
Bernzott Capital Advisors
![]() Bernzott Capital Advisors Investment ManagersFinance Bernzott Capital Advisors (Bernzott) is an independent, SEC-registered asset management firm headquartered in Camarillo, California. The firm was founded by Kevin Bernzott in 1994. Bernzott serves as a money manager for institutional and private clients. | Investment Managers | Analyst-Equity | |
BICYCLE THERAPEUTICS PLC | Biotechnology | Investor Relations Contact | |
PEPGEN INC. | Biotechnology | Investor Relations Contact | |
Hillman Capital Management, Inc.
![]() Hillman Capital Management, Inc. Investment ManagersFinance Hillman Capital Management, Inc. (HCM) is an independent registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Mark A. Hillman in 1998. HCM provides discretionary and non-discretionary investment advisory services to separately managed accounts, a mutual fund and a private fund. It also serves as a discretionary portfolio manager to clients participating in wrap fee, sub-advisory or “dual contract” programs. | Investment Managers | Analyst-Equity | |
Tufts University | College/University | Undergraduate Degree |
Statistics
International
United States | 42 |
United Kingdom | 2 |
Sectoral
Finance | 28 |
Consumer Services | 13 |
Health Technology | 3 |
Miscellaneous | 2 |
Operational
Analyst-Equity | 25 |
Portfolio Manager-Equities | 9 |
Undergraduate Degree | 8 |
Corporate Officer/Principal | 8 |
Masters Business Admin | 4 |
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