Zach Turnage
Portfolio Manager-Equities at Morgan Stanley Smith Barney LLC (Investment Management)
Network origin in Zach Turnage first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Morgan Stanley Smith Barney LLC (Investment Management)
 Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities.
33
| Operating Division | Investment Managers | 33 |
Harbert Fund Advisors, Inc.
 Harbert Fund Advisors, Inc. Investment ManagersFinance Harbert Fund Advisors, Inc. (HFA) is a SEC-registered investment advisor and hedge fund manager headquartered in Birmingham, Alabama. The firm was founded in 1993 and is a subsidiary of Harbinger Corp., which is owned by Harbert Management Corp. HFA provides investment advice to private funds that are organized as limited partnerships, limited liability companies or other business entities, as well as institutional and high net-worth investors.
10
| Subsidiary | Investment Managers | 10 |
Westwood Management Corp. (Texas)
 Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Zach Turnage via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Corporate Officer/Principal | |
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | President Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
Martin & Co., Inc.
 Martin & Co., Inc. Investment ManagersFinance Martin & Co., Inc. (dba Martin & Co. Investment Counsel) is a registered investment advisor headquartered in Knoxville, Tennessee. The firm was founded by Allan David Martin in 1989. They are a wholly-owned subsidiary of First Horizon Corp. (NYSE: FHN). Martin & Co. provides investment supervisory services on a discretionary basis to pension and profit-sharing plans, endowments, foundations, educational institutions, corporations, financial institutions, collective investment trusts, governmental agencies, and individuals. | Investment Managers | Corporate Officer/Principal | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal Analyst-Equity | |
Dimension Capital Management LLC
 Dimension Capital Management LLC Investment ManagersFinance Dimension Capital Management LLC (DCM) is a SEC-registered investment advisor headquartered in Coral Gables, Florida. The firm was founded by Onofre Torres in 1980 and is majority owned by MNA Capital LLC. DCM provides investment advisory services on a discretionary and non-discretionary basis to individuals, trusts, foundations, pension funds and corporate entities. | Investment Managers | Corporate Officer/Principal | |
E*TRADE Securities LLC
 E*TRADE Securities LLC Investment Banks/BrokersFinance Founded in 1996, E*TRADE Securities LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of E*TRADE Financial Corp. (NYSE: ET). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of the NASD and the SIPC. | Investment Banks/Brokers | Chief Executive Officer | |
Harbert Management Corp.
 Harbert Management Corp. Investment ManagersFinance Harbert Management Corp. engages in provision of real estate, private capital, and public securities investment services. It owns, develops, and manages office, industrial, retail, and self-storage properties throughout the south-eastern and south-western United States. The company was founded in 1993 and is headquartered in Birmingham, AL. | Investment Managers | Corporate Officer/Principal | |
E*TRADE Capital Management LLC
 E*TRADE Capital Management LLC Investment ManagersFinance E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
| University of Virginia | College/University | Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Transamerica Retirement Solutions Corp.
 Transamerica Retirement Solutions Corp. Investment ManagersFinance Transamerica Retirement Solutions Corp. provide investment advisory services. It offers fund selection, streamlines diversification, and fund revenue equalization. The company was founded in 1958 and is headquartered in Harrison, NY. | Investment Managers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| Eckerd College | College/University | Undergraduate Degree | |
| McGill University | College/University | Undergraduate Degree | |
| American University | College/University | Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree | |
| Clark University | College/University | Undergraduate Degree | |
| The College of New Jersey | College/University | Undergraduate Degree | |
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 | Graduate Degree Graduate Degree | |
| Farmingdale State University | College/University | Undergraduate Degree | |
| Hampden-Sydney College | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Undergraduate Degree Masters Business Admin | |
| Middlebury College | College/University | Undergraduate Degree | |
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 | Undergraduate Degree Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree | |
| Nova Southeastern University, Inc. | College/University | Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| Shippensburg University of Pennsylvania | College/University | Undergraduate Degree | |
| University of Hartford | College/University | Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree | |
| University of Tennessee | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| IBJ Corp. | Corporate Officer/Principal | ||
| MIT Sloan School of Management | College/University | Masters Business Admin | |
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 | Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Investment Management)
 Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Portfolio Manager-Equities | |
| H. Wayne Huizenga College of Business & Entrepreneurship | College/University | Doctorate Degree | |
| Washington & Lee University | College/University | Undergraduate Degree |
Statistics
International
| United States | 49 |
| Canada | 2 |
Sectoral
| Consumer Services | 26 |
| Finance | 24 |
Operational
| Corporate Officer/Principal | 45 |
| Undergraduate Degree | 44 |
| Portfolio Manager-Equities | 42 |
| Analyst-Equity | 25 |
| Masters Business Admin | 16 |
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