Network origin in Richard Lee first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Georgetown University
316
| College/University | Other Consumer Services | 316 |
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).
72
| Subsidiary | Investment Managers | 72 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Richard Lee via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | Analyst-Fixed Income Corporate Officer/Principal | |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Corporate Officer/Principal Sales & Marketing Portfolio Manager-Fixed Income | |
Columbia Threadneedle Asset Managers Ltd.
 Columbia Threadneedle Asset Managers Ltd. Investment ManagersFinance Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
New York Life Investment Management LLC
 New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, owned by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to third-party institutional clients, affiliated insurance companies, investment companies, other pooled investment vehicles, individuals and wrap fee programs sponsored by unaffiliated entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
| THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Analyst | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Fixed Income | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Fixed Income Corporate Officer/Principal | |
Acadian Asset Management LLC
 Acadian Asset Management LLC Investment ManagersFinance Acadian Asset Management LLC (Acadian) is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1986 by Gary Bergstrom and Churchill Franklin. The firm is a subsidiary of BrightSphere Affiliate Holdings LLC, ultimately owned by BrightSphere Investment Group, Inc. (NYSE: BSIG). Acadian provides portfolio management services for institutional clients. | Investment Managers | Portfolio Manager-Equities | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
| The Johns Hopkins University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Doctorate Degree Graduate Degree | |
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 Masters Business Admin Undergraduate Degree | |
| Harvard Business School | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
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 Analyst-Equity Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Hofstra University | College/University | Undergraduate Degree Undergraduate Degree | |
Financial Guaranty Insurance Co.
 Financial Guaranty Insurance Co. Financial Publishing/ServicesCommercial Services Financial Guaranty Insurance Co. engages in the provision of insurance solutions. It offers financial guaranty, mortgage insurance, and mortgage services for credit enhancement on public finance and structured finance securities. The company was founded by Roger K. Taylor in 1983 and is headquartered in New York, NY. | Financial Publishing/Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
abrdn, Inc.
 abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world. | Investment Managers | Portfolio Manager-Fixed Income Director of Investments | |
| United States Naval Academy | College/University | Undergraduate Degree Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin Masters Business Admin | |
| Vassar College | College/University | Undergraduate Degree 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 | Analyst-Fixed Income Corporate Officer/Principal | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Barclays Investment Bank | Corporate Officer/Principal Corporate Officer/Principal | ||
| MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| London School of Economics & Political Science | College/University | Graduate Degree Graduate Degree | |
Aviva Investors Global Services Ltd.
 Aviva Investors Global Services Ltd. Investment ManagersFinance Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income | |
| Stanford University | College/University | Masters Business Admin Masters Business Admin | |
Growcore Investments
 Growcore Investments Investment ManagersFinance Growcore Investments (Growcore Investments) is a private equity firm founded in 2008 by Dan Fireman and Chris Akelman. The firm is headquartered in Waltham, Massachusetts. | Investment Managers | Private Equity Investor | |
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 | |
Docufree Corp.
 Docufree Corp. Information Technology ServicesTechnology Services Docufree Corp. provides document and business process management. It offers document scanning, document cloud, and digital mailroom services. The firm serves corporate, healthcare, legal, financial, insurance and real estate, education, and government industry. The company was founded in 1999 and is headquartered in Roswell, GA. | Information Technology Services | Director/Board Member | |
Topspin Management LLC
 Topspin Management LLC Investment ManagersFinance Topspin Management LLC (Topspin Management) is a private equity/venture capital firm founded in 2000 by Leigh Randall. The firm is headquartered in Mamaroneck, New York. | Investment Managers | Private Equity Investor | |
Numerai GP LLC
 Numerai GP LLC Investment ManagersFinance Numerai GP LLC (Numerai) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded by Richard Craib in 2015. Numerai provides discretionary investment advice to pooled investment vehicle structured as a private fund. In addition, the firm actively negotiates with investment managers to sub-advice additional relationships with separately managed account clients. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
| United States | 43 |
| United Kingdom | 5 |
| Israel | 2 |
Sectoral
| Finance | 24 |
| Consumer Services | 19 |
| Miscellaneous | 4 |
| Commercial Services | 2 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 153 |
| Undergraduate Degree | 84 |
| Director/Board Member | 50 |
| Portfolio Manager-Fixed Income | 49 |
| Portfolio Manager-Equities | 42 |
Most connected contacts
| Insiders | |
|---|---|
| Joe Amato | 28 |
| John Michael Loffredo | 25 |
| Steve Glickman | 15 |
| Eric Gold | 13 |
| Mary Beth Brosnihan | 12 |
| Ira Shoulson | 11 |
| Michael Anthony Snyder | 11 |
| Andrew Mark Susser | 10 |
| Thomas Fred Musmanno | 9 |
| Robert Alan DiMella | 9 |
| M. William Benedetto | 9 |
| Jens Brenninkmeyer | 8 |
| Ping Wang | 8 |
| John Howard Pace | 8 |
| Jeff Phlegar | 8 |
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