Oorsprong van het eerstegraads netwerk van Karen Bater
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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.
77
| Subsidiary | Investment Managers | 77 |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the asset management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded as the result of the merger between The Bank of New York Company, Inc. and Mellon Financial Corporation in 2007. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals.
55
| Operating Division | Investment Managers | 55 |
Standish Mellon Asset Management Co. LLC
 Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements.
38
| Extinct | Investment Managers | 38 |
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.
23
| Subsidiary | Investment Managers | 23 |
NWD Investment Management, Inc.
 NWD Investment Management, Inc. Investment ManagersFinance NWD Investment Management, Inc. provides asset management services to institutional and individual investors. It is an asset management firm for individuals and institutional clients, including corporate & public pension plans, foundations & endowments, mutual fund companies and insurance companies. The company was founded in 1999 and is headquartered in Conshohocken, PA.
14
| Subsidiary | Investment Managers | 14 |
Evergreen Investments Associates, Inc.
 Evergreen Investments Associates, Inc. Investment ManagersFinance Evergreen Investments Associates, Inc. provides investment services. The private company is based in Tacoma, WA.
4
| Private Company | Investment Managers | 4 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Karen Bater via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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 | Portfolio Manager-Fixed Income Head-Equity Investments Corporate Officer/Principal Analyst-Equity | |
| Drew University | College/University | Undergraduate Degree Undergraduate Degree | |
| ABRDN AUSTRALIA EQUITY FUND INC | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Secretary Compliance Officer | |
| ABRDN ASIA-PACIFIC INCOME FUND INC | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Secretary Compliance Officer | |
| THE INDIA FUND, INC. | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Secretary Compliance Officer | |
| ABRDN JAPAN EQUITY FUND INC | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Secretary Compliance Officer | |
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). | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Director/Board Member | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Compliance Officer Chief Investment Officer Corporate Officer/Principal | |
| NAVIGANT CONSULTING, INC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Fixed Income Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Chief Investment Officer Director of Research - Equity Analyst-Equity | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Fixed Income Corporate Officer/Principal | |
| ABRDN GLOBAL INCOME FUND, INC. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Secretary Compliance Officer | |
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Analyst-Equity Market Strategist Analyst-Equity Head-Equity Investments Corporate Officer/Principal Economist Portfolio Manager-Equities | |
Alpine Woods Capital Investors LLC
 Alpine Woods Capital Investors LLC Investment ManagersFinance Alpine Woods Capital Investors LLC (AWCI) is a SEC-registered investment advisor and hedge fund manager headquartered in Purchase, New York. The firm was founded by Samuel Lieber and Stephen Lieber in 1997 as Alpine Management & Research LLC. They are a wholly-owned subsidiary of Alpine Saxon Woods LLC. AWCI provides investment advisory services to pooled investment vehicles. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
| The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Villanova University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin | |
| ABRDN GLOBAL INFRASTRUCTURE INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Secretary Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| ABRDN EMERGING MARKETS EQUITY INCOME FUND INC | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Secretary Compliance Officer | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| ABERDEEN ASSET MANAGEMENT | Investment Managers | Chief Operating Officer Compliance Officer Director of Finance/CFO | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| University of London | College/University | Graduate Degree Undergraduate 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 Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Graduate Degree | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Graduate Degree Undergraduate Degree | |
| Drexel University | College/University | Masters Business Admin Undergraduate Degree | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a 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 Analyst-Equity | |
DWS Investments (UK) Ltd.
 DWS Investments (UK) Ltd. Investment ManagersFinance DWS Investments (UK) Ltd. (DWS UK) is a hedge fund manager headquartered in London, UK. The firm is a subsidiary of Deutsche Asset Management Holding SE, ultimately held by Deutsche Bank AG (ETR: DBK, NYSE: DB) in Germany. Created in the mid-1990s as a department within Deutsche Bank, the firm was founded in 2004. Formerly known as Deutsche Asset Management (UK) Ltd., the firm changed their name to DWS Investments UK Ltd. in 2018. DWS UK provides investment management services for retail, institutional and wealth management clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 47 |
| Verenigd Koninkrijk | 4 |
Sectoraal
| Consumer Services | 19 |
| Miscellaneous | 16 |
| Finance | 16 |
| Commercial Services | 2 |
Operationeel
| Corporate Officer/Principal | 260 |
| Director/Board Member | 122 |
| Undergraduate Degree | 83 |
| Portfolio Manager-Equities | 81 |
| Portfolio Manager-Fixed Income | 68 |
Sterkste connecties
| Insiders | |
|---|---|
| Margo L. Cook | 171 |
| Dan Omstead | 33 |
| Megan Kennedy | 27 |
| Alan Goodson | 26 |
| Jeffrey Cotton | 21 |
| Leo Grohowski | 14 |
| Mitchell Evan Harris | 11 |
| Thomas M. Sipp | 10 |
| Greg Hopper | 10 |
| Timothy A. Mattar | 9 |
| Douglas J. Gaylor | 9 |
| Rafael Zayas | 9 |
| Robert Mattson | 8 |
| Alexander Kozhemiakin | 8 |
| James Boyd | 8 |
- Beurs
- Insiders
- Karen Bater
- Bedrijfsconnecties
