Valerie Yuen
Analyst-Equity at Longfellow Investment Management Co. LLC
Network origin in Valerie Yuen first degree
Entity | Entity type | Industry | |
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Longfellow Investment Management Co. LLC
Longfellow Investment Management Co. LLC Investment ManagersFinance Founded in 1986 by John Ciarleglio and David Seeley, Longfellow Investment Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm offers discretionary investment management services primarily to US-based institutions, including banks, corporations, foundations, family offices, insurance companies, mutual funds, pension plans, Taft-Hartley plans, and not-for-profit organizations.
26
| Private Company | Investment Managers | 26 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Valerie Yuen via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Barings LLC
Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Analyst-Fixed Income | |
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Corporate Officer/Principal | |
M. D. Sass LLC
M. D. Sass LLC Investment ManagersFinance M. D. Sass LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Martin D. Sass in 1972 and formerly known as M.D. Sass Investors Services, Inc. M. D. Sass serves as an investment manager or general partner to private and public investment funds, separately managed accounts and other investment vehicles with various investment strategies. | Investment Managers | Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
U.S. Trust Co. (New York)
U.S. Trust Co. (New York) Investment ManagersFinance U.S. Trust Co. provides investment management and private banking services. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. They are wholly-owned by Morgan Stanley Capital Management LLC, a subsidiary of Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was a wholly-owned subsidiary of Eaton Vance Corp. EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income | |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Trailblazer Energy Resources LLC
Trailblazer Energy Resources LLC Contract DrillingIndustrial Services ETX Energy LLC owns, manages, and operates upstream energy projects primarily in East Texas. It offers technologies such as horizontal drilling and multi-stage fracture stimulation to maximize production of oil and natural gas reserves. The company was founded Tracy Poole and is headquartered in Tulsa, OK. | Contract Drilling | Director/Board Member | |
University of Virginia | College/University | Undergraduate Degree | |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | 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 | Private Equity Investor | |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity | |
Wuhan University | College/University | Undergraduate Degree | |
Massachusetts Institute of Technology | College/University | Graduate Degree | |
Bentley University | College/University | Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
Wesleyan University | College/University | Undergraduate Degree | |
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | Investment Managers | Analyst-Equity | |
New Delhi Institute of Management | College/University | Undergraduate Degree | |
University of New Hampshire | College/University | Masters Business Admin | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Fixed Income | |
Rochester Institute of Technology
Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Masters Business Admin | |
University of Delhi | College/University | Undergraduate Degree | |
Westfield State University | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
Grameen America, Inc.
Grameen America, Inc. Finance/Rental/LeasingFinance Grameen America, Inc. is a non-profit microfinance organization that helps women living in poverty to build small businesses and improve their lives. The non-profit company is based in New York, NY, and has expanded to 24 branches in 17 cities across the United States, including TX, NJ, IL, CA, IN, FL, and Wark. Grameen America has invested over $1.80 billion in more than 134,500 low-income women entrepreneurs since its opening in January 2008. Founded by Nobel Peace Prize recipient Muhammad Yunus, the organization offers microloans, financial training, and support to transform communities and fight poverty. Andrea Jung has been the CEO of the company since 2014. | Finance/Rental/Leasing | Consultant / Advisor | |
Fitchburg State University | College/University | Masters Business Admin | |
University of Ateneo de Manila | College/University | Undergraduate Degree | |
Royal Neighbors of America
Royal Neighbors of America Life/Health InsuranceFinance Royal Neighbors of America provides life insurance and other financial products. Its products include annuities, term, traditional, and universal life insurance policies. The firm also provides child survivor benefits and college scholarships. The company was founded in 1895 and is headquartered in Rock Island, IL. | Life/Health Insurance | Director/Board Member | |
Draper Richards Kaplan Foundation
Draper Richards Kaplan Foundation Miscellaneous Commercial ServicesCommercial Services Draper Richards Kaplan Foundation engages in the promotion of social good and helps less fortunate people. It was started on a belief in the power of innovation and a conviction that with bold foundation support, passionate individuals can change the world. It was founded on 2002 and is headquartered in Menlo Park, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Good Return Pty Ltd. | Consultant / Advisor | ||
Kellogg School of Management | College/University | Masters Business Admin | |
The Engine Accelerator, Inc.
The Engine Accelerator, Inc. Investment ManagersFinance The Engine Accelerator, Inc. (The Engine) is a venture capital firm founded in 2016. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Director of Finance/CFO | |
MIT Solve
MIT Solve Investment ManagersFinance MIT Solve (MIT Solve) is a venture capital firm. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Consultant / Advisor | |
Zeal Capital Partners LLC
Zeal Capital Partners LLC Investment ManagersFinance Zeal Capital Partners LLC (Zeal Capital) is a venture capital firm founded in 2020 by Nasir Qadree. The firm is headquartered in Washington, District of Columbia. | Investment Managers | Consultant / Advisor | |
Social Finance, Inc.
Social Finance, Inc. Finance/Rental/LeasingFinance Social Finance, Inc. engages in the provision of loan refinancing services. It offers mortgage loans, personal loan and wealth management services. Its products include student loan refinancing, medical resident refinancing, mortgage loans, mortgage refinancing, personal loans, parent loans, parent PLUS refinancing, asset management, wealth management, and life insurance. The company was founded by James Robert Finnigan, Andrew Carra, Daniel Macklin, Michael Scott Cagney, and Ian Brady in August 2011 and is headquartered in San Francisco, CA. | Finance/Rental/Leasing | Private Equity Investor | |
Harvard Kennedy School of Government | College/University | Director of Finance/CFO | |
Canvas Energy LLC | Director/Board Member | ||
CHAPARRAL ENERGY, INC. | Oil & Gas Production | Director/Board Member | |
US Shale Solutions LLC
US Shale Solutions LLC Engineering & ConstructionIndustrial Services US Shale Solutions LLC engages in the provision of technology-enabled strategic solutions to the unconventional oil and gas industry. Its solutions include integrated operations, proprietary technologies, compliance programs, real-time data, and health, safety, and environment (HSE) management system. The company was founded by Robert Willis and Jerrit M. Coward in 2013 and is headquartered in Houston, TX. | Engineering & Construction | Director/Board Member |
Statistics
International
United States | 43 |
India | 3 |
China | 2 |
Philippines | 2 |
Australia | 2 |
Sectoral
Finance | 25 |
Consumer Services | 18 |
Industrial Services | 3 |
Commercial Services | 2 |
Energy Minerals | 2 |
Operational
Corporate Officer/Principal | 27 |
Undergraduate Degree | 24 |
Portfolio Manager-Fixed Income | 19 |
Portfolio Manager-Equities | 15 |
Analyst-Fixed Income | 15 |
Most connected contacts
Insiders | |
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Lara Metcalf | 17 |
Sophia Hua Ru | 10 |
Craig Carlozzi | 9 |
Austin M. Kairnes | 9 |
Dave Stuehr | 9 |
Ray Kubiak | 7 |
Deena Kumari Raja | 7 |
Paul Dokas | 6 |
Robert Edward Ginsberg | 6 |
Barbara McKenna | 6 |
Ryan Nelson | 5 |
Seth A. Roman | 5 |
Ben Li | 5 |
Akshay Anand | 4 |
George Webb Noyes | 4 |
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