Dana Haines Stewardson
Founder at Logan Capital Management, Inc.
Network origin in Dana Haines Stewardson first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Logan Capital Management, Inc.
 Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers.
35
| Private Company | Investment Managers | 35 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dana Haines Stewardson via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
Pitcairn Group LP
 Pitcairn Group LP Investment ManagersFinance Pitcairn Group LP (Pitcairn) is a wealth management and holding firm headquartered in Jenkintown, Pennsylvania. Pitcairn was founded in 1923 and provides investment advice and implementation to individuals and their families. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Villanova University | College/University | Undergraduate Degree Graduate Degree | |
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| St. Joseph's University | College/University | Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
Haverford Financial Services, Inc.
 Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions. | Investment Managers | Director of Research - Fxd Inc Director of Research - Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
The Haverford Trust Co.
 The Haverford Trust Co. Investment ManagersFinance The Haverford Trust Co. is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1979 and is owned by Drexel Morgan & Co. Haverford Trust provides trust and investment management services to a wide range of individuals and institutional investors. | Investment Managers | Director of Research - Fxd Inc Director of Research - Fxd Inc | |
American National Bank & Trust Co. (Virginia)
 American National Bank & Trust Co. (Virginia) Investment ManagersFinance Founded in 1909, American National Bank & Trust Co. (ANBT) is a community bank and financial services firm headquartered in Danville, Virginia. The firm is a subsidiary of American National Bankshares, Inc. (NASDAQ: AMNB). ANBT serves customers in Southern and Central Virginia and the northern portion of Central North Carolina. They provide an array of financial products and services including commercial, mortgage, and consumer banking; trust and investment services; and insurance. | Investment Managers | Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
| University of Iowa | College/University | Graduate Degree | |
| St. Ambrose University | College/University | Undergraduate Degree | |
Brahman Capital Corp.
 Brahman Capital Corp. Investment ManagersFinance Brahman Capital Corp. is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. It was founded in 1989 by Mitchell A. Kuflik and Robert J. Sobel. The firm provides investment advice to long/short and long-only private investment funds. | Investment Managers | Analyst-Equity | |
| State University of New York at Binghamton | College/University | Undergraduate Degree | |
HSBC Global Asset Management (USA), Inc.
 HSBC Global Asset Management (USA), Inc. Investment ManagersFinance HSBC Global Asset Management (USA), Inc. (AMUS) is the US-based wholly-owned investment advisory and fund management subsidiary of HSBC USA, Inc., and is indirectly owned by HSBC Holdings Plc (LSE: HSBA, NYSE: HBC) in Great Britain. The firm was founded in 1986 and is headquartered in New York City. AMUS provides discretionary and non-discretionary advisory services to clients in several major markets and is a multi-product provider of investment and fund management services. For institutions, the firm provides active and tailored portfolio management on a global, regional, asset-class and country specific basis. The firm also serves as investment adviser to US registered investment companies. AMUS is a signatory to the UN-supported Principles of responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
FOURPOINTS Asset Management, Inc.
 FOURPOINTS Asset Management, Inc. Investment ManagersFinance FOURPOINTS Asset Management, Inc. (FOURPOINTS) is an independent wealth management firm headquartered in New York City. The firm was founded by Béatrice Philippe in 1981. FOURPOINTS provides long-only equity investment advisory services to US and European-based individuals and institutions. | Investment Managers | Corporate Officer/Principal | |
| Indiana University | College/University | Undergraduate Degree | |
| Rider University | College/University | Undergraduate Degree | |
Newedge USA LLC
 Newedge USA LLC Investment Banks/BrokersFinance Newedge USA LLC provides brokerage services to institutional investors and fund managers. The firm specializes in bond, currency and commodities trading, derivative products and foreign exchange. The company is headquartered in Chicago | Investment Banks/Brokers | Corporate Officer/Principal | |
| Iowa State University | College/University | Undergraduate Degree | |
Aperio Group LLC
 Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
| Albright College | College/University | Undergraduate Degree | |
| St. Joseph University | College/University | Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin | |
| Washington University in St. Louis | College/University | Graduate Degree | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Analyst-Equity |
Statistics
International
| United States | 50 |
| Lebanon | 2 |
Sectoral
| Finance | 32 |
| Consumer Services | 20 |
Operational
| Corporate Officer/Principal | 51 |
| Portfolio Manager-Equities | 38 |
| Undergraduate Degree | 30 |
| Analyst-Equity | 26 |
| Portfolio Manager-Fixed Income | 15 |
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