Network origin in Martin Bodner first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.
263
| Subsidiary | Investment Managers | 263 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Martin Bodner via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | Corporate Officer/Principal Market Strategist | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | 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 | |
New Harbor Financial Group LLC
 New Harbor Financial Group LLC Investment ManagersFinance New Harbor Financial Group LLC (New Harbor) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Worcester, Massachusetts. The firm was founded by Mike Preston and John Llodra in 2005. New Harbor provides risk-managed investing and financial guidance to individuals, families and institutions. | Investment Managers | Founder | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Director/Board Member Undergraduate Degree Director/Board Member | |
TAG Portfolio Management Group LLC
 TAG Portfolio Management Group LLC Investment ManagersFinance TAG Portfolio Management Group LLC is a fund-of-hedge funds manager located in New York City. The firm is affiliated with TAG Associates LLC, a multi-client family office and SEC-registered investment advisor. | Investment Managers | Corporate Officer/Principal | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| San Diego State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Bates College | College/University | Undergraduate Degree | |
| California State University-Northridge | College/University | Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Masters Business Admin | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Market Strategist Portfolio Manager-Equities Portfolio Manager-Equities | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
| Pace University | College/University | Masters Business Admin Masters Business Admin | |
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Portfolio Manager-Equities | |
Jewish Community Relations Council of New York, Inc.
 Jewish Community Relations Council of New York, Inc. Miscellaneous Commercial ServicesCommercial Services Jewish Community Relations Council of New York, Inc. is a non-profit organization, which engages in advocating and ensuring the rights, interests, and values of the New York Jewish community. The company was founded in 1976 and is headquartered in New York, NY. | Miscellaneous Commercial Services | President | |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Investment Banks/Brokers | Corporate Officer/Principal | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
| Bryant University | College/University | Masters Business Admin | |
| Worcester Polytechnic Institute | College/University | Undergraduate Degree | |
| Meredith College | College/University | Undergraduate Degree | |
TF Special Opportunities - Toon LLC
 TF Special Opportunities - Toon LLC Investment ManagersFinance TF Special Opportunities - Toon LLC provides investment management services. The company is headquartered in Boston, MA. | Investment Managers | Director/Board Member | |
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
| United States | 49 |
Sectoral
| Finance | 26 |
| Consumer Services | 24 |
| Commercial Services | 2 |
Operational
| Corporate Officer/Principal | 183 |
| Director/Board Member | 92 |
| Undergraduate Degree | 85 |
| Portfolio Manager-Equities | 54 |
| Masters Business Admin | 28 |
Most connected contacts
| Insiders | |
|---|---|
| Anita Sands | 30 |
| Joseph Grano | 28 |
| Alan Bowser | 24 |
| Christopher John Sylvester | 13 |
| Heather Takahashi | 12 |
| Raymond H. Welsh | 11 |
| Gregory Evan Parets | 11 |
| Wes Karger | 11 |
| Pierre Nicolas Guigui | 9 |
| Tracy Ellen Calder | 8 |
| Pace Roy Kessenich | 8 |
| Jim G. Ramsey | 8 |
| David Michael King | 8 |
| Michael Eric Dion | 7 |
| Peter L. Brophy | 7 |
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