Morgan Roberts
Directeur/Bestuurslid bij Equinox Venture Capital Fund IV LP
Oorsprong van het eerstegraads netwerk van Morgan Roberts
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Manchester Capital Management LLC
 Manchester Capital Management LLC Investment ManagersFinance Manchester Capital Management LLC (MCM) is an independent, SEC-registered investment advisor headquartered in Manchester Center, Vermont. The firm was founded in 1993 by Edward Cronin Jr. MCM provides advisory services to individuals, family office entities, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, and the Equinox Funds.
41
| Private Company | Investment Managers | 41 |
Equinox Venture Capital Fund IV LP
 Equinox Venture Capital Fund IV LP Investment Trusts/Mutual FundsMiscellaneous Equinox Venture Capital Fund IV LP provides investment services. The company is headquartered in Manchester, VT.
3
| Private Company | Investment Trusts/Mutual Funds | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Morgan Roberts via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Grantham, Mayo, Van Otterloo & Co. LLC
 Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Investment Managers | Corporate Officer/Principal | |
ACNielsen Corp.
 ACNielsen Corp. Miscellaneous Commercial ServicesCommercial Services ACNielsen Corp. provides market research, information and analysis services. The company was founded by Arthur C. Nielsen in 1923 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
| MODULAR MEDICAL, INC. | Medical Specialties | Director/Board Member | |
Lincoln Financial Advisors Corp.
 Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Manufacturers & Traders Trust Co.
 Manufacturers & Traders Trust Co. Regional BanksFinance Manufacturers & Traders Trust Co. operates as a state chartered commercial bank. The firm provide banking, insurance, investments, mortgage and commercial financial services. It also provides cash management, digital banking, business financing, treasury management and merchant services. The company was founded in 1856 and is headquartered in Buffalo, NY. | Regional Banks | Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin | |
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 | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Graduate 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 | Corporate Officer/Principal | |
| Boston College | College/University | Undergraduate Degree Undergraduate 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 | Masters Business Admin Masters Business Admin | |
Cresset Asset Management LLC
 Cresset Asset Management LLC Investment ManagersFinance Cresset Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The California State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California | College/University | Masters Business Admin | |
| St. Mary's College of California | College/University | Undergraduate Degree | |
The Christensen Fund
 The Christensen Fund Investment Trusts/Mutual FundsMiscellaneous The Christensen Fund is a non-profit organization that provides fundraising services. The non-profit company is based in San Francisco, CA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| First Principles Group | Chief Executive Officer | ||
Integral Ad Science, Inc.
 Integral Ad Science, Inc. Internet Software/ServicesTechnology Services Integral Ad Science, Inc. provides a media valuation platform for buying and selling media. Its services include brands, agencies, publishers and AD Tech. The firm serves the advertising industry. The company was founded by Helene Monat, Will Luttrell, Bryan St. John, and Kent Wakeford in 2009 and is headquartered in New York, NY. | Internet Software/Services | Corporate Officer/Principal | |
SM Berger & Co., Inc.
 SM Berger & Co., Inc. Miscellaneous Commercial ServicesCommercial Services SM Berger & Co., Inc. provides public relation services. The private company is based in Cleveland, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The University of Chicago Law School | College/University | Graduate Degree | |
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 | Masters Business Admin | |
| The University of Edinburgh | College/University | Graduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree | |
Clifford Chance US LLP
 Clifford Chance US LLP Miscellaneous Commercial ServicesCommercial Services Clifford Chance U.S. LLP provides legal services. It offers services in the fields of commercial, capital markets, merger, finance and banking, real estate, tax, pensions and employment, litigation, and dispute resolution. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of New Hampshire | College/University | Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
| Colby College | College/University | Undergraduate Degree | |
Local Food Hub, Inc.
 Local Food Hub, Inc. Food RetailRetail Trade Local Food Hub, Inc. is a non profit organization, which engages in partnering with Virginia farmers to increase community access to local food. It provides support services, infrastructure, and market opportunities that connect people with food grown close to home. The company was founded by Kate Collier and is headquartered in Charlottesville, VA. | Food Retail | Director/Board Member | |
The ESOP Association
 The ESOP Association Miscellaneous Commercial ServicesCommercial Services The ESOP Association operates as employer-sponsored advocacy and education association focused on employee stock ownership plans. The company was founded by Robert W. Smily Jr. in 1978 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
| Rensselaer Polytechnic Institute | College/University | Graduate Degree | |
| Colgate University | College/University | Undergraduate Degree | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin | |
| Sewanee-The University of the South | College/University | Undergraduate Degree | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 47 |
| Verenigd Koninkrijk | 2 |
Sectoraal
| Consumer Services | 24 |
| Finance | 16 |
| Commercial Services | 5 |
| Health Technology | 2 |
| Miscellaneous | 2 |
Operationeel
| Corporate Officer/Principal | 66 |
| Undergraduate Degree | 39 |
| Portfolio Manager-Equities | 29 |
| Masters Business Admin | 15 |
| Analyst-Equity | 13 |
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