Carleton P. Erdman
Chief Executive Officer at PARDEE RESOURCES COMPANY
Network origin in Carleton P. Erdman first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
CFA Society of Philadelphia
24
| Non-Profit Organization | 24 | |
| Public Company | Coal | 15 | |
National Council of Coal Lessors, Inc.
5
| Private Company | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Carleton P. Erdman via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Director of Research - Equity Analyst-Fixed Income Analyst-Fixed Income Sales & Marketing | |
Dinsmore & Shohl LLP
 Dinsmore & Shohl LLP Miscellaneous Commercial ServicesCommercial Services Dinsmore & Shohl LLP provides legal services. It offers legal representation to public and private companies and charitable organizations, including health care providers, local and state governments, financial institutions, real estate developers, franchisors, distributors and pharmaceutical companies. It services includes finance, intellectual property, litigation, regulatory, employment, and labour and benefits. The company was founded by Frank F. Dinsmore in 1908 and is headquartered in Cincinnati, OH. | Miscellaneous Commercial Services | Director/Board Member | |
| LINCOLN NATIONAL CORPORATION | Life/Health Insurance | Chief Investment Officer Corporate Officer/Principal | |
| RANGER OIL CORPORATION | Oil & Gas Production | President Director/Board Member | |
| SEI INVESTMENTS COMPANY | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
| ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Radnor Capital Management, Inc.
 Radnor Capital Management, Inc. Investment ManagersFinance Part of Bank of America Corp., Radnor Capital Management, Inc. provides investment management services. The company is based in Wayne, PA. | Investment Managers | Corporate Officer/Principal | |
| Delaware Group Adviser Funds | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal | |
| PVR GP LLC | Chairman President | ||
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 | Corporate Officer/Principal | |
Chartered Alternative Investment Analyst Association
 Chartered Alternative Investment Analyst Association Miscellaneous Commercial ServicesCommercial Services The Chartered Alternative Investment Analyst Association provides educational and professionalism services in the field of alternative investments. The private company is based in Amherst, MA and has subsidiaries in Switzerland and Canada. The company was founded by Alexander M. Ineichen, Jayson Reagan Bronchetti, Peter Douglas, Florence Lombard. William J Kelly has been the CEO of the company since 2014. | Miscellaneous Commercial Services | Founder | |
| University of Pennsylvania | College/University | Graduate Degree | |
| Drexel University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Boenning & Scattergood, Inc.
 Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Investment Managers | Director of Finance/CFO | |
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 | Corporate Officer/Principal | |
| McGill University | College/University | Undergraduate Degree | |
| Haverford College | College/University | Undergraduate Degree Undergraduate Degree | |
| LaSalle University | College/University | Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Philadelphia University | College/University | Director/Board Member Undergraduate Degree | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
Mondrian Investment Partners (US), Inc.
 Mondrian Investment Partners (US), Inc. Investment ManagersFinance Mondrian Investment Partners (US), Inc. (MIP) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by Patricia Karolyi in 1990 and is a subsidiary of Mondrian Investment Group (US), Inc. MIP’s sole activity is to carry out the marketing and client services activities for Mondrian Investment Partners Ltd. (MIPL) in North America., which provides investment management services (the investment and reinvestment of assets) to a broad-based group of international institutional investors. | Investment Managers | Chief Executive Officer Founder Portfolio Manager-Equities | |
Mondrian Qrpey Local Currency Emd Fund LP
 Mondrian Qrpey Local Currency Emd Fund LP Financial ConglomeratesFinance Mondrian Qrpey Local Currency Emd Fund LP is an investment fund. The company is headquartered in headquartered, DE. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Kentucky Coal Association
 Kentucky Coal Association Miscellaneous Commercial ServicesCommercial Services The Kentucky Coal Association is an organization dedicated to promoting the welfare of the coal industry. The association is based in Kentucky. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
Pennsylvania Institute of Certified Public Accountants
 Pennsylvania Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Pennsylvania Institute of Certified Public Accountants is a professional association for certified public accountants operating statewide. The non-profit company is based in Pennsylvania. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Kentucky Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| Energy & Mineral Law Foundation | Director/Board Member Director/Board Member | ||
| St. Joseph's University | College/University | Masters Business Admin Masters Business Admin | |
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| Fayette County Bar Association | Corporate Officer/Principal | ||
| Georgetown University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Graduate Degree | |
Medical Group Management Association
 Medical Group Management Association Miscellaneous Commercial ServicesCommercial Services The Medical Group Management Association operates as a professional association for medical group management. The private company is based in Englewood, CO. Halee S. Fischer-Wright has been the CEO of the company since 2015. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Financial Executives International
 Financial Executives International Miscellaneous Commercial ServicesCommercial Services Financial Executives International enhances member professional development through peer networking, career planning services, conferences, publications and special reports, and research. Its members include Chief Financial Officers, Vice Presidents of Finance, Treasurers, and Controllers. The company was founded in December 1931 and is headquartered in Morristown, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
| United States | 45 |
| Canada | 2 |
| Hong Kong | 2 |
Sectoral
| Consumer Services | 13 |
| Finance | 13 |
| Miscellaneous | 9 |
| Commercial Services | 9 |
| Energy Minerals | 2 |
Operational
| Corporate Officer/Principal | 159 |
| Director/Board Member | 59 |
| Undergraduate Degree | 37 |
| President | 18 |
| Portfolio Manager-Equities | 16 |
Most connected contacts
| Insiders | |
|---|---|
| Roger Allen Early | 18 |
| Stephen Barker | 15 |
| Thomas Lopus | 13 |
| George K. Hickox | 13 |
| Sherry Rexroad | 13 |
| Karen Grimes | 12 |
| Benjamin A. Burditt | 12 |
| Helen R. Bosley | 12 |
| Gregory Wooten | 12 |
| Chauncey S. R. Curtz | 11 |
| Wayne Anglace | 10 |
| David Foulke | 10 |
| Keith D. Horton | 10 |
| Robert Anthony Vogel | 10 |
| J. Scott Coleman | 10 |
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