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Lewis M. Jones
Portfolio Manager-Equities at William Blair Investment Management LLC
Network origin in Lewis M. Jones first degree
Entity | Entity type | Industry | |
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William Blair Investment Management LLC
![]() William Blair Investment Management LLC Investment ManagersFinance William Blair Investment Management LLC (William Blair) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2014 and is a wholly-owned subsidiary of WBC Holdings LP. William Blair provides investment solutions to corporations, pension funds, governments and public agencies, endowments, foundations, Taft-Hartley plans, and other institutional investors across the globe.
43
| Subsidiary | Investment Managers | 43 |
Rexiter Capital Management Ltd.
![]() Rexiter Capital Management Ltd. Investment ManagersFinance Rexiter Capital Management Ltd. was founded in 1997 and is based in London. The firm is majority-owned by State Street Global Alliance, LLC which is in turn owned by State Street Corp. (NYSE: STT) and the Dutch Pension Fund ABP. Rexiter's employees hold a significant minority interest. Rexiter provides management services to pension and mutual funds, endowments and corporate clients.
3
| Extinct | Investment Managers | 3 |
NN Investment Partners North America LLC
![]() NN Investment Partners North America LLC Investment ManagersFinance NN Investment Partners North America LLC (NNIP NA) is the US-based hedge fund management subsidiary of NN Investment Partners International Holdings BV, ultimately held by NN Group NV (AMS: NN) in The Netherlands. The firm was founded in 2011 as ING Investment Management International LLC. In April 2015, ING Investment Management was rebranded into NN Investment Partners. Headquartered in New York City, NNIP NA provides investment advisory services to non-US institutional clients through sub-advisory arrangements with affiliates. The client portfolios include insurance companies, pension plans and pooled investment vehicles.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lewis M. Jones via their personal network
Company | Sector | Related people | Main position |
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UBS Asset Management (Americas), Inc.
![]() UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Chief Investment Officer Portfolio Manager-Fixed Income Analyst-Equity | |
Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
General Electric Capital Corp.
![]() General Electric Capital Corp. Finance/Rental/LeasingFinance General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT. | Finance/Rental/Leasing | Corporate Officer/Principal | |
John D. & Catherine T. MacArthur Foundation
![]() John D. & Catherine T. MacArthur Foundation Investment Trusts/Mutual FundsMiscellaneous The John D. & Catherine T. MacArthur Foundation (dba MacArthur Foundation) is a private foundation headquartered in Chicago, Illinois. Founded in 1970, the firm supports creative people, effective institutions, and influential networks building a more just, verdant, and peaceful world. MacArthur Foundation provides grants and impact investments to organizations and individuals in the US and around the world. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
INFORMATICA LLC | Data Processing Services | Corporate Officer/Principal | |
Thrivent Investment Management, Inc.
![]() Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Investment Managers | Analyst-Equity | |
UBS Asset Management (UK) Ltd.
![]() UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients. | Investment Managers | Director of Research - Equity | |
US Bancorp Asset Management, Inc.
![]() US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | Corporate Officer/Principal | |
Oracle Investment Management, Inc.
![]() Oracle Investment Management, Inc. Investment ManagersFinance OOracle Investment Management, Inc. (OIM) is an independent registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded by Larry N. Feinberg in 1993. OIM provides discretionary investment advisory services to private investment funds. Investors in the Funds consist primarily of institutional investors, high net worth individuals, and family offices. | Investment Managers | Corporate Officer/Principal | |
Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Vanderbilt University | College/University | Undergraduate Degree | |
William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity Chairman Analyst-Equity Analyst-Equity Chief Executive Officer | |
The University of Manchester | College/University | Undergraduate Degree | |
Citibank Private Equity Ltd
![]() Citibank Private Equity Ltd Financial ConglomeratesFinance Part of Court Square Capital Partners, Citibank Private Equity Ltd is a private equity firm. The company is based in New Delhi, India. | Financial Conglomerates | Portfolio Manager-Equities | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
DePauw University | College/University | Undergraduate Degree Undergraduate Degree | |
Georgia Institute of Technology | College/University | Graduate Degree | |
The University of Chicago | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
University of Iowa | College/University | Masters Business Admin | |
University of Maryland | College/University | Graduate Degree Undergraduate Degree | |
University of Miami
![]() University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
University of Michigan | College/University | Masters Business Admin | |
Villanova University | College/University | Undergraduate Degree | |
William Blair & Co. LLC (Investment Management)
![]() William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Head-Equity Investments Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Chairman Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Head-Equity Investments Analyst-Equity Analyst-Equity Analyst-Equity | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Kellogg School of Management | College/University | Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin | |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Pricewaterhousecoopers LLC | Corporate Officer/Principal | ||
William Blair International Ltd.
![]() William Blair International Ltd. Investment Banks/BrokersFinance Part of WBC Holdings LP, William Blair International Ltd. is a brokerage services provider. The company is based in London, UK. Founded in 1998. | Investment Banks/Brokers | Chief Executive Officer | |
Lyric Opera of Chicago
![]() Lyric Opera of Chicago Movies/EntertainmentConsumer Services Lyric Opera of Chicago provides live theatrical presentations. The company was founded by Carol Fox, Nicola Rescigno and Lawrence V. Kelly in 1954 and is headquartered in Chicago, IL. | Movies/Entertainment | Director/Board Member | |
Kelley School of Business | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
GlobalStreams, Inc.
![]() GlobalStreams, Inc. Packaged SoftwareTechnology Services GlobalStreams, Inc. provides video communications hardware and software solutions. The firm’s services include consulting, engineering, installation and financing. Its products includes GlobeCaster Systems which assists companies and broadcasters to produce, present and deliver their own studio-quality broadcasts via television, cable, satellite and the Internet. The company was founded by Jason Loyet and Brian E. Skiba in July 2000 and is headquartered in Saint Louis, MO. | Packaged Software | Corporate Officer/Principal | |
The University of Nebraska-Lincoln | College/University | Undergraduate Degree | |
Thrivent Financial for Lutherans (Investment Portfolio)
![]() Thrivent Financial for Lutherans (Investment Portfolio) Investment ManagersFinance Thrivent Financial for Lutherans (Investment Portfolio) (TFL-IP) is the investment portfolio division of Thrivent Financial for Lutherans (TFL), a fraternal benefit society headquartered in Minneapolis, Minnesota. Founded in 2001, TFL offers insurance products to its members. TFL-IP manages the investment portfolio of insurance clients. | Investment Managers | Analyst-Equity | |
TERADATA CORPORATION | Packaged Software | Investor Relations Contact | |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
MIT Sloan School of Management | College/University | Masters Business Admin |
Statistics
International
United States | 45 |
United Kingdom | 3 |
Israel | 2 |
India | 2 |
Sectoral
Finance | 23 |
Consumer Services | 21 |
Technology Services | 4 |
Miscellaneous | 2 |
Operational
Portfolio Manager-Equities | 75 |
Corporate Officer/Principal | 62 |
Analyst-Equity | 61 |
Undergraduate Degree | 43 |
Masters Business Admin | 25 |
Most connected contacts
Insiders | |
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Nabil Elsheshai | 10 |
Jeff Urbina | 8 |
Matt Fleming | 8 |
Dave Mitchell | 8 |
Dan Crowe | 8 |
Jack Murphy | 8 |
Peter Carl | 8 |
James Shurtleff | 8 |
Stephanie Braming | 8 |
David Ricci | 8 |
Jim Jones | 7 |
Brian Singer | 7 |
Chris Vincent | 7 |
Andy Flynn | 7 |
John Ettelson | 7 |
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