Network origin in W. Douglas Penn first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Segall Bryant & Hamill LLC
 Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.
9
| Subsidiary | Investment Managers | 9 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to W. Douglas Penn via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Analyst-Fixed Income | |
| NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| University of Notre Dame | College/University | Masters Business Admin | |
Citadel Enterprise Americas LLC
 Citadel Enterprise Americas LLC Investment ManagersFinance Citadel Enterprise Americas LLC (Citadel Enterprise) is an independent hedge fund management firm headquartered in Miami, Florida. The firm was founded by Kenneth C. Griffin and Reade Griffith in 1990 and formerly known as Citadel LLC. Citadel Enterprise provides investment banking, institutional trading and fund administration services to many types of US and non-US domiciled clients. | Investment Managers | Corporate Officer/Principal | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree | |
| Stanford University | College/University | Graduate Degree | |
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 | Corporate Officer/Principal | |
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 | |
| University of Illinois | College/University | Undergraduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Loyola University of Chicago | College/University | Undergraduate Degree | |
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal | |
| University of Missouri | College/University | Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin | |
| Bradley University | College/University | Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree | |
| Alma College | College/University | Undergraduate Degree | |
Agilis Partners LLC
 Agilis Partners LLC Investment ManagersFinance Agilis Partners LLC (Agilis) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded in 2000 and formerly known as P-Solve LLC and as River & Mercantile LLC. They are a subsidiary of Agilis Holding Co. LLC in Great Britain. Agilis offers a broad range of actuarial and investment solutions to institutional clients, intermediaries, and insurers. | Investment Managers | Head-Equity Investments | |
| University of Wisconsin | College/University | Masters Business Admin | |
| The College of Wooster | College/University | Undergraduate Degree | |
| United States Air Force Academy | College/University | Corporate Officer/Principal | |
The Pitcairn Trust Co.
 The Pitcairn Trust Co. Investment ManagersFinance The Pitcairn Trust Co. is one of the preeminent multi-family offices, dedicated to helping families protect and grow their substantial financial assets and unique heritage across multiple generations. Pitcairn has been recognized as an innovator and leader in the multi-family office space since its inception in 1923. It delivers objective advice and customized services. | Investment Managers | Corporate Officer/Principal |
Statistics
International
| United States | 25 |
| Sweden | 2 |
Sectoral
| Consumer Services | 15 |
| Finance | 11 |
| Commercial Services | 2 |
Operational
| Corporate Officer/Principal | 13 |
| Portfolio Manager-Equities | 9 |
| Undergraduate Degree | 8 |
| Masters Business Admin | 7 |
| Analyst-Equity | 4 |
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