Jerry P. Getsos
Director of Research - Equity at Klingenstein, Fields & Co. LP
Network origin in Jerry P. Getsos first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Klingenstein, Fields & Co. LP
 Klingenstein, Fields & Co. LP Investment ManagersFinance Klingenstein, Fields & Co. LP, do-business-as Klingenstein Fields Advisors (KF Advisors), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Ken Fields and Fred Klingenstein in 1989 as Klingenstein, Fields & Co. LLC. In 2020, they reverted to limited partnership form as Klingenstein, Fields & Co. LP. KF Advisors provides personalized wealth and investment management to address the complex needs of individuals, families and non-profit institutions and help them fulfill their legacies and financial goals.
26
| Private Company | Investment Managers | 26 |
Tocqueville Asset Management LP
 Tocqueville Asset Management LP Investment ManagersFinance Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds.
17
| Subsidiary | Investment Managers | 17 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jerry P. Getsos via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | 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 | |
US Global Investors, Inc. (Asset Management)
 US Global Investors, Inc. (Asset Management) Investment ManagersFinance US Global Investors, Inc. (Asset Management) (USGI) is the fund management division of US Global Investors, Inc. (NASDAQ: GROW), an investment firm headquartered in San Antonio, Texas. The firm was founded in 1968 and formerly known as United Services Funds. USGI manages mutual funds and ETFs for individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
| Rochester Christian University | College/University | Graduate Degree Graduate Degree | |
LB Hercules Holdings LLC
 LB Hercules Holdings LLC Investment ManagersFinance LB Hercules Holdings LLC provides investment management and broker dealer services. It offers tax and financial planning, fiduciary services, financial advocacy and trust services to individuals, pension and profit sharing plans, banking and thrift institutions, investment companies, pooled investment vehicles, charitable organizations, corporations and state government entities. The company manages separate client focused equity, fixed income, balanced portfolios, no-load equity, fixed income mutual funds, closed-ended municipal bond funds, real estate funds and hybrid funds. Neuberger Berman Holdings was founded by Roy R. Neuberger, Robert Berman and Howard Lipman in 1939 and is headquartered in New York, NY. | Investment Managers | President Corporate Officer/Principal | |
Citigroup Alternative Investments LLC
 Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc. | Investment Managers | Director of Finance/CFO Corporate Officer/Principal | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
J. Goldman & Co. LP
 J. Goldman & Co. LP Investment ManagersFinance J. Goldman & Co. LP (JGC) is a registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Jay G. Goldman in 1986. JGC provides portfolio management services to pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Bottlenotes, Inc.
 Bottlenotes, Inc. Internet Software/ServicesTechnology Services Bottlenotes, Inc. supplies and sells wines through online. The firm also provides e-newsletter on all things wine which reaches subscribers each day and craft beer newsletter which reaches subscribers twice a week. The company was founded by Alyssa Jill Rapp and Kimberly Donaldson in 2005 and is headquartered in Palo Alto, CA. | Internet Software/Services | Director/Board Member | |
Moonit LLC
 Moonit LLC Packaged SoftwareTechnology Services Moonit LLC operates as an app laboratory. It offers Meet by Moonit, an application that helps users to connect with new people around the globe for dating and friendship enabling them to chat with each other, message each other, share pictures, send photos, and exchange gifts. The company was founded by Mason Sexton, Mehmet Fatih Yildiz and Dana Kanze and is headquartered in New York, NY. | Packaged Software | Founder | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| Hamilton College (New York) | College/University | Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
The Union for Reform Judaism
 The Union for Reform Judaism Miscellaneous Commercial ServicesCommercial Services The Union for Reform Judaism operates as a cooperative organization of Jewish congregations. It strengthens congregations and communities that connect people to Jewish life. The company was founded by Isaac Mayer Wise in 1873 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
The Solaris Group
 The Solaris Group Chemicals: AgriculturalProcess Industries The Solaris Group is a private company based in New York, NY. The CEO of the company is Albert Constantine Bellas. | Chemicals: Agricultural | Chief Executive Officer | |
Robert R. Meredith & Co., Inc.
 Robert R. Meredith & Co., Inc. Investment ManagersFinance Part of Ascent Asset Management Advisory Services, Inc., Robert R. Meredith & Co., Inc. is an investment firm. The company is based in New York, NY. Robert R. Meredith & Co. was acquired by Ascent Asset Management Advisory Services, Inc. on October 07, 1999. | Investment Managers | Corporate Officer/Principal | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree | |
| The University of Chicago | College/University | Graduate Degree | |
| Ithaca College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Trinity College (Connecticut) | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Doctorate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Carret Asset Management LLC
 Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Rye Country Day School
 Rye Country Day School Other Consumer ServicesConsumer Services Rye Country Day School offers educational programs. It focuses on programs that stimulate individuals to achieve their maximum potential through academic, athletic, creative and social endeavors. The company was founded in 1969 and is headquartered in Rye, NY. | Other Consumer Services | Corporate Officer/Principal Director/Board Member | |
The Solaris Group LLC
 The Solaris Group LLC Investment ManagersFinance The Solaris Group LLC provides investment advisory services. The firm operates as a specialized investment and wealth consulting firm for families and not-for-profit institutions. The company was founded by Ralph David Sinsheimer, Albert Constantine Bellas and Stephen Brent Wells in 2003 and is headquartered in New York, NY. | Investment Managers | Founder Founder | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
Sprott Asset Management USA, Inc.
 Sprott Asset Management USA, Inc. Investment ManagersFinance Sprott Asset Management USA, Inc. (SAM USA) is a SEC-registered investment adviser headquartered in Carlsbad, California. The firm was founded by Arthur Richards “Rick” Rule in 2005. They are a subsidiary of Sprott US Holdings, Inc., owned by Sprott, Inc. (TSX: SII) in Canada. SAM USA provides investment advisory services on both a discretionary and non-discretionary basis to individuals and institutions with separately managed accounts and private funds. | Investment Managers | Portfolio Manager-Equities | |
| CDON AB | Internet Retail | Director/Board Member | |
National Football League, Inc.
 National Football League, Inc. Movies/EntertainmentConsumer Services National Football League, Inc. operates as a professional American football league. It offers news, videos, teams, players, scores, schedules, stats, and standings for football. The company was founded in 1920 and is headquartered in New York, NY. | Movies/Entertainment | Corporate Officer/Principal |
Statistics
International
| United States | 45 |
| Canada | 2 |
| Sweden | 2 |
Sectoral
| Finance | 24 |
| Consumer Services | 19 |
| Technology Services | 3 |
| Commercial Services | 2 |
| Process Industries | 2 |
Operational
| Corporate Officer/Principal | 86 |
| Undergraduate Degree | 41 |
| Portfolio Manager-Equities | 41 |
| Director/Board Member | 19 |
| Analyst-Equity | 19 |
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