James J. Balazsy
Analyst-Fixed Income at Glenmede Investment Management LP
Network origin in James J. Balazsy first degree
Entity | Entity type | Industry | |
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Glenmede Investment Management LP
Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors.
38
| Subsidiary | Investment Managers | 38 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to James J. Balazsy via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
MacKay Shields LLC
MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
Shearson Lehman Bros., Inc.
Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | Corporate Officer/Principal | |
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin | |
BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | 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 | Analyst-Equity | |
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Market Strategist | |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
Thunderbird School of Global Management | College/University | Graduate Degree | |
Barton Investment Management LLC
Barton Investment Management LLC Investment ManagersFinance Barton Investment Management LLC (Barton Investment) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded in 2006 by John Riley and H. Barton Riley. Barton Investment provides portfolio management services to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, estates and other business entities. | Investment Managers | Analyst-Equity | |
Drexel Hamilton Partners LP
Drexel Hamilton Partners LP Financial ConglomeratesFinance Drexel Hamilton Partners LP provides security investment services to small and mid-sized companies. The company is headquartered in Philadelphia, PA. | Financial Conglomerates | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Pennsylvania State University | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
St. Joseph's University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
The Glenmede Trust Co., NA
The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
Emory University | College/University | Masters Business Admin Undergraduate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Drexel University | College/University | Masters Business Admin Undergraduate Degree | |
University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Portfolio Manager-Equities | |
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 | |
Swarthmore College | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin | |
Baldwin-Wallace College | College/University | Undergraduate Degree | |
Lake Forest College | College/University | Undergraduate Degree | |
Friends of John Jay Homestead, Inc.
Friends of John Jay Homestead, Inc. Other Consumer ServicesConsumer Services Friends of John Jay Homestead, Inc. operates as non-profit organization, which engages in the preservation and restoration of John Jay Homestead State Historic Site. The company was founded in 1977 and is headquartered in Katonah, NY. | Other Consumer Services | Chairman | |
Trinity College (Connecticut) | College/University | Undergraduate Degree | |
LaSalle University | College/University | Masters Business Admin | |
Bloomsburg University of Pennsylvania | College/University | Undergraduate Degree | |
Allegheny College | College/University | Undergraduate Degree | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
Mellon Financial Services LLC
Mellon Financial Services LLC Financial ConglomeratesFinance Part of The Bank of New York Mellon Corp., Mellon Financial Services LLC provides investment and financial services. The company is based in Pittsburgh, PA. | Financial Conglomerates | Corporate Officer/Principal | |
Temple University (Pennsylvania) | College/University | Masters Business Admin | |
Massachusetts Institute of Technology | College/University | Undergraduate Degree | |
Aid for Friends
Aid for Friends Services to the Health IndustryHealth Services Aid for Friends provides social services. The firm provides free daily home-cooked meals and conducts outreach services for the needy. The company was founded in 1974 and is headquartered in Philadelphia, PA. | Services to the Health Industry | Director/Board Member | |
Yale University | College/University | Undergraduate Degree |
Statistics
International
United States | 50 |
Sectoral
Consumer Services | 26 |
Finance | 24 |
Health Services | 2 |
Operational
Portfolio Manager-Equities | 34 |
Undergraduate Degree | 33 |
Corporate Officer/Principal | 21 |
Analyst-Equity | 18 |
Masters Business Admin | 16 |
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