Jonathan Shaham
Analyst-Equity at Sustainable Growth Advisers LP
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Rob Rohn | M | - |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 21 years |
George Patrice Fraise | M | 60 |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 21 years |
Eric David Weaver | M | - |
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | 11 years |
David Shapiro | M | - |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 5 years |
Alex Lee | M | - |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 20 years |
Kishore Rao | M | - |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 20 years |
Tucker Brown | M | - |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 18 years |
HK Gupta | M | - |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 10 years |
Marie-Belle Mikue | F | - |
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | 9 years |
Connor Shepard Fleming | M | - |
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | 10 years |
Courtney Owens | F | - |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 2 years |
Lu Ying Wang | F | - |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 7 years |
James Li | M | - |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 5 years |
Jon Richter | M | - |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 5 years |
Julian Cochran | M | - |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 5 years |
Pete Madej | M | - |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 19 years |
Duane Jackson | M | - |
The University of Chicago Booth School of Business
| 4 years |
Peter Dahl Knudsen | M | - |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 10 years |
C. McCollister Evarts | M | 92 |
University of Maryland
| 13 years |
Mike Walsh | M | - |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 7 years |
Deana Leong | F | - |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 5 years |
Chris Ingrassia | M | - |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 14 years |
Marco Chacón | M | - |
University of Maryland
| 10 years |
Jeff Vinca | M | - |
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | 9 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Gordon Michael Marchand | M | - |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | 20 years |
John Andrew Paulsen | M | - |
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | 3 years |
Sarah Du | F | - |
University of Maryland
| 3 years |
Avisha NessAiver | M | - |
University of Maryland
| 4 years |
Nicholas Yarnall | M | - |
University of Maryland
| 3 years |
Barath Balu | M | - |
University of Maryland
| 3 years |
Jordan Steffy | M | - |
University of Maryland
| 6 years |
Lindsay Mehta | F | - |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | 5 years |
Jethro R. Solomon | M | - |
University of Maryland
| 5 years |
Paul Joseph Kress | M | - |
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | - |
James Bach | M | - |
University of Maryland
| 4 years |
Arthur Ferrer | M | - |
University of Maryland
| 5 years |
Tochi Eni-kalu | M | - |
University of Maryland
| 4 years |
Miles Bakker | M | - |
The University of Chicago Booth School of Business
| 2 years |
Ben Portney | M | - |
University of Maryland
| 4 years |
Hai Xu | M | 58 |
University of Maryland
| 1 years |
John Paul Carlton | M | - |
University of Maryland
| 4 years |
Jianyuan Luo | M | 61 |
University of Maryland
| 5 years |
Bradley Fishman | M | - |
University of Maryland
| 4 years |
Matthew Gaudioso | M | - |
University of Maryland
| 4 years |
Calvin Hou | M | - |
University of Maryland
| 4 years |
Sebastien Chasse | M | - |
University of Maryland
| 4 years |
Rauner F Eric | M | - |
The University of Chicago Booth School of Business
| 2 years |
Cameron Hoyh | M | - |
University of Maryland
| 4 years |
Benjamin Gelinas | M | - |
University of Maryland
| 4 years |
Zack Vertsman | M | - |
University of Maryland
| 4 years |
Sean Ellis | M | - |
The University of Chicago Booth School of Business
| 3 years |
Danielle Krawetz | F | - |
University of Maryland
| 4 years |
Dylan Rebois | M | - |
University of Maryland
| 4 years |
Ryan Knickerbocker | M | - |
University of Maryland
| 5 years |
Stephanie Carroll | F | - |
University of Maryland
| 4 years |
Zengyang Chen | M | - |
The University of Chicago Booth School of Business
| 2 years |
Ann K Pulley | F | - |
University of Maryland
| 18 years |
Shuhei Nitta | M | - |
The University of Chicago Booth School of Business
| 2 years |
Theodore Kalambokidis | M | - |
The University of Chicago Booth School of Business
| 3 years |
Praveen Vaida | M | - |
The University of Chicago Booth School of Business
| 3 years |
christopher swarbrick | M | - |
The University of Chicago Booth School of Business
| 2 years |
Courtney Ghysels | F | - |
University of Maryland
| 4 years |
Zhen Zhi Gong | M | 53 |
University of Maryland
| 1 years |
Kumar Vinay Pratap | M | - |
University of Maryland
| 2 years |
Jack Rogoff | M | - |
University of Maryland
| 4 years |
Benjamin L. Welch | M | - |
University of Maryland
| - |
Kyle McGrady | M | - |
University of Maryland
| 4 years |
Kevin Mastalerz | M | - |
University of Maryland
| 3 years |
Jesse Ben Cantor | M | - |
University of Maryland
| 4 years |
Alex Zeng | M | - |
University of Maryland
| 5 years |
Amy M. Zettlemoyer | F | - |
University of Maryland
| 2 years |
Mark LeSaffre | M | - |
University of Maryland
| 4 years |
Sam E. Brownell | M | - |
University of Maryland
| 2 years |
Tom McNulty | M | - |
University of Maryland
| 4 years |
Juan P. Arias | M | - |
University of Maryland
| 2 years |
Edmund L. Luzine | M | - |
University of Maryland
| 1 years |
Michael T. Roberts | M | - |
University of Maryland
| 3 years |
Harris Iqbal | M | - |
University of Maryland
| 4 years |
Timothy O'Brien | M | 56 |
University of Maryland
| 1 years |
Subash Khanchand Bijlani | M | 80 |
University of Maryland
| 3 years |
David A. Arumala | M | - |
University of Maryland
| 4 years |
David Allen | M | - |
University of Maryland
| 3 years |
Kevin P. O'Brien | M | - |
University of Maryland
| 1 years |
Matthew Pauley | M | - |
University of Maryland
| 1 years |
Joe McIlhattan | M | - |
The University of Chicago Booth School of Business
| 2 years |
Holly Barra | F | - |
University of Maryland
| 4 years |
Samir Vig | M | - |
University of Maryland
| 4 years |
Jeron Davis | M | - |
University of Maryland
| 4 years |
Jose Arevalo | M | - |
University of Maryland
| 4 years |
Scott David Cowan | M | - |
University of Maryland
| 2 years |
Andrew William Prescott | M | - |
University of Maryland
| 3 years |
Elan Zanger | M | - |
University of Maryland
| 4 years |
Juan Zavala | M | - |
University of Maryland
| 4 years |
Matya Rothenberg | F | - |
University of Maryland
| 4 years |
Marco Schulze | M | - |
University of Maryland
| 2 years |
Zack Fink | M | - |
University of Maryland
| 5 years |
Glenn Garven | M | - |
University of Maryland
| 4 years |
Joe Carpenter | M | - |
University of Maryland
| 3 years |
Matya Magnezi | F | - |
University of Maryland
| 4 years |
Omar Ahsan | M | - |
University of Maryland
| 4 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jonathan Shaham
- Personal Network