Dan Codreanu
Portfolio Manager-Equities at Parametric Portfolio Associates LLC
Network origin in Dan Codreanu first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.
257
| Subsidiary | Investment Managers | 257 |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. They are wholly-owned by Morgan Stanley Capital Management LLC, a subsidiary of Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was a wholly-owned subsidiary of Eaton Vance Corp. EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
59
| Subsidiary | Investment Managers | 59 |
Suffolk University
39
| College/University | Other Consumer Services | 39 |
Parametric Portfolio Associates LLC
 Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.
38
| Subsidiary | Investment Managers | 38 |
West University of Timisoara
10
| College/University | Other Consumer Services | 10 |
State Street Global Advisors
 State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts.
7
| Subsidiary | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dan Codreanu via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| TRI-CONTINENTAL CORPORATION | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
M. D. Sass LLC
 M. D. Sass LLC Investment ManagersFinance M. D. Sass LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Martin D. Sass in 1972 and formerly known as M.D. Sass Investors Services, Inc. M. D. Sass serves as an investment manager or general partner to private and public investment funds, separately managed accounts and other investment vehicles with various investment strategies. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Bear Stearns Asset Management, Inc.
 Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
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 | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
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 Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
UBS O'Connor LLC
 UBS O'Connor LLC Investment ManagersFinance UBS O'Connor LLC is a registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of UBS Asset Management (Americas) Inc., ultimately owned by UBS Group AG (SIX, NYSE: UBS) in Switzerland. UBS O'Connor primarily provides discretionary and non-discretionary investment advisory services to various types of pooled investment vehicles, (which may or may not be exempt from registration), pension or profit-sharing plans, and institutional separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
AQR Capital Management LLC
 AQR Capital Management LLC Investment ManagersFinance AQR Capital Management LLC (AQR) is a SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Clifford Asness, David Kabiller, and John Liew in 1998. They are a wholly-owned subsidiary of AQR Capital Management Holdings LLC and their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG). AQR provides investment management services to institutional clients through managed accounts. Their investors may include investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds and foreign official institutions, corporations or other businesses entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Eaton Vance Short Duration Strategic Income Fund
 Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
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-Equity Analyst-Equity | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
| Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Economist Analyst-Equity | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Curtis L. Carlson School of Management | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| New York University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin | |
Calvert Research & Management
 Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
| University of Illinois | College/University | Doctorate Degree 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 | Masters Business Admin Undergraduate Degree | |
| The Reed Institute | College/University | Undergraduate Degree Doctorate Degree | |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
| Haas School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Undergraduate Degree Masters Business Admin | |
| University of California, Los Angeles | College/University | Undergraduate Degree Doctorate Degree | |
| Oregon State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Gustavus Adolphus College | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Doctorate Degree | |
Parametric Risk Advisors LLC
 Parametric Risk Advisors LLC Investment ManagersFinance Founded in 2007 by Brad Berggren, Parametric Risk Advisors LLC is a registered investment advisor located in Westport, Connecticut. They are a subsidiary of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
| Laboratory Institute of Merchanidsing | College/University | Undergraduate Degree | |
| Western Washington University | College/University | Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree | |
Rodin Therapeutics, Inc.
 Rodin Therapeutics, Inc. BiotechnologyHealth Technology Rodin Therapeutics, Inc. develops first in class therapeutics for cognitive disorders. The company was founded by Bruce Booth in 2013 and is headquartered in Cambridge, MA. | Biotechnology | Director of Finance/CFO |
Statistics
International
| United States | 49 |
Sectoral
| Consumer Services | 25 |
| Finance | 21 |
| Miscellaneous | 3 |
| Health Technology | 2 |
Operational
| Portfolio Manager-Equities | 102 |
| Undergraduate Degree | 93 |
| Analyst-Equity | 92 |
| Corporate Officer/Principal | 61 |
| Portfolio Manager-Fixed Income | 44 |
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