Travis P. Lan
Investor Relations Contact at VALLEY NATIONAL BANCORP
Network origin in Travis P. Lan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Bucknell University
99
| College/University | Other Consumer Services | 99 |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.
98
| Subsidiary | Investment Banks/Brokers | 98 |
| Public Company | Major Banks | 24 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Travis P. Lan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| AUTOMATIC DATA PROCESSING, INC. | Packaged Software | Human Resources Officer | |
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Portfolio Manager-Equities | |
General Atlantic LLC
 General Atlantic LLC Investment ManagersFinance General Atlantic LLC (General Atlantic) is a private equity firm founded in 1980 by Charles F. Feeney. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
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 | Corporate Officer/Principal | |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
| PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | Corporate Officer/Principal | |
Seizert Capital Partners LLC
 Seizert Capital Partners LLC Investment ManagersFinance Seizert Capital Partners LLC (SCP) is an independent registered investment advisor headquartered in Birmingham, Michigan. The firm was founded by Gerald Seizert in 2000. SCP provides discretionary portfolio management services for institutions, high net-worth individuals, and collective investment trusts. | Investment Managers | Portfolio Manager-Equities | |
Par-Four Investment Management LLC
 Par-Four Investment Management LLC Investment ManagersFinance Par-Four Investment Management LLC (Par-Four) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Woodcliff Lake, New Jersey. The firm was founded by Robert B. Burke in 2003 as Par IV Capital Management LLC. Par-Four provides investment advisory services on a discretionary basis to clients, which are institutional investors and private investment funds intended for institutional investors and other sophisticated investors. | Investment Managers | Analyst-Fixed Income | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | Analyst-Fixed Income Analyst-Equity | |
UJA-Federation of New York
 UJA-Federation of New York Miscellaneous Commercial ServicesCommercial Services UJA-Federation of New York cares for those in need, rescues those in harm’s way, and renews and strengthens the Jewish people in New York, in Israel, and around the world. Funds raised by UJA-Federation sustain the activities of health, human-service, educational, and community agencies. Every day, these community-based organizations provide a multitude of services that improve and enhance people’s lives. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
Valley National Bank (Passaic, New Jersey)
 Valley National Bank (Passaic, New Jersey) Major BanksFinance Valley National Bank provides retail and commercial banking services. The firm offers depository banking, consumer and commercial lending, trust and pension services. The company was founded in 1927 and is headquartered in Passaic, NJ. | Major Banks | Director of Finance/CFO Corporate Officer/Principal Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Comptroller/Controller/Auditor President Director/Board Member Director/Board Member Director/Board Member Investor Relations Contact Corporate Officer/Principal Human Resources Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
| BANK LEUMI LE-ISRAEL B.M. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Seton Hall University | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Needham & Co. LLC
 Needham & Co. LLC Investment Banks/BrokersFinance Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal 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 | Masters Business Admin Masters Business Admin | |
| The University of North Carolina at Chapel Hill | College/University | Masters Business Admin Undergraduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Bank Leumi USA
 Bank Leumi USA Regional BanksFinance Bank Leumi USA engages in the provision of commercial and international banking services to large and midsized corporations. The company was founded in 1954 and is headquartered in New York, NY. | Regional Banks | Director of Finance/CFO Chief Executive Officer | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
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 | Graduate Degree Graduate Degree | |
| University of Missouri | College/University | Graduate Degree 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. They also act as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Analyst-Equity | |
| CDK GLOBAL, INC. | Packaged Software | Human Resources Officer | |
Tiger Infrastructure Partners LP
 Tiger Infrastructure Partners LP Investment ManagersFinance Tiger Infrastructure Partners LP (Tiger Infrastructure Partners) is a private equity firm founded in 2010 by Emil W. Henry. The firm is headquartered in New York City. | Investment Managers | Corporate Officer/Principal | |
Brown Brothers Harriman Capital Partners
 Brown Brothers Harriman Capital Partners Investment ManagersFinance Brown Brothers Harriman Capital Partners (BBH Capital Partners) is a private equity subsidiary of Brown Brothers Harriman & Co. (Alternative Investments Group) founded in 1997. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
| HarbourVest Partners (UK) Ltd. | Investment Managers | Private Equity Analyst | |
| Boston University School of Law | College/University | Graduate Degree | |
The David & Lucile Packard Foundation
 The David & Lucile Packard Foundation Investment Trusts/Mutual FundsMiscellaneous Founded in 1964, the David and Lucile Packard Foundation provides grants to nonprofit organizations in the following program areas: conservation and science, population and reproductive health and children, families and communities. The Foundation provides national and international grants and has a special focus on the Northern California counties of San Mateo, Santa Clara, Santa Cruz and Monterey. The David and Lucile Packard Foundation is headquartered in Los Altos, CA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal |
Statistics
International
| United States | 47 |
| Israel | 2 |
| United Kingdom | 2 |
Sectoral
| Finance | 32 |
| Consumer Services | 12 |
| Commercial Services | 4 |
| Technology Services | 3 |
| Miscellaneous | 2 |
Operational
| Director/Board Member | 134 |
| Corporate Officer/Principal | 103 |
| Undergraduate Degree | 93 |
| Analyst-Equity | 66 |
| Private Equity Investor | 28 |
Most connected contacts
| Insiders | |
|---|---|
| Jennifer Steans | 47 |
| Jesse Serventi | 20 |
| Mike Hagedorn | 19 |
| Jeffrey Wilks | 17 |
| Ira Robbins | 15 |
| Joseph Chillura | 13 |
| Avner Mendelson | 11 |
| Drew Scannell | 9 |
| Eric Edelstein | 8 |
| Gabriel Luft | 8 |
| Glen Manna | 8 |
| Mark B. Langer | 8 |
| Andrew Abramson | 7 |
| Philip E. Gaucher | 7 |
| Suresh Sani | 7 |
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