![D. Lily Kwag](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Ursprung des Netzwerks ersten Grades von D. Lily Kwag
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Boston University
327
| College/University | Other Consumer Services | 327 |
Rothstein, Kass & Co. LLC
![]() Rothstein, Kass & Co. LLC Miscellaneous Commercial ServicesCommercial Services Rothstein, Kass & Co. LLC provides accounting and business consulting services. The company was founded in 1959 and is headquartered in Roseland, NJ.
16
| Subsidiary | Miscellaneous Commercial Services | 16 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von D. Lily Kwag
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | Analyst-Equity | |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Corporate Officer/Principal Portfolio Manager-Equities | |
Van Eck Associates Corp.
![]() Van Eck Associates Corp. Investment ManagersFinance Van Eck Associates Corp. (VanEck) is an independent, SEC-registered investment advisor and mutual fund management firm founded in 1955 by John van Eck to manage an international equity fund. In 1968, the firm began offering investments in gold shares and other hard assets. Headquartered in New York City, VanEck provides investment advisory services to registered investment companies and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
Bayer Corp.
![]() Bayer Corp. Pharmaceuticals: MajorHealth Technology Bayer Corp. manufactures and markets pharmaceutical, healthcare, nutrition and materials products. The firm offers consumer care, diagnostics, diabetes and animal health products. It also provides material science products, which include coating, adhesive and sealant raw materials polycarbonates polyurethanes and thermoplastic polyurethane elastomers. The company was founded in 1973 and is based in Whippany, NJ. | Pharmaceuticals: Major | Corporate Officer/Principal | |
HarbourVest Partners LLC
![]() HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Fixed Income | |
Choate Investment Advisors LLC
![]() Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Investment Managers | Compliance Officer | |
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 | Analyst-Equity | |
Ramsey Quantitative Systems, Inc.
![]() Ramsey Quantitative Systems, Inc. Investment ManagersFinance Ramsey Quantitative Systems, Inc. (RQSI) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Louisville, Kentucky. The firm was founded by Neil Ramsey in 1996. RQSI serves as the investment manager and provides discretionary advisory services to several private funds and separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
W.L. Ross & Co. LLC
![]() W.L. Ross & Co. LLC Investment ManagersFinance W.L. Ross & Co. LLC (WL Ross & Co) is a private equity subsidiary of Invesco Ltd. founded in 2000 by Wilbur Louis Ross. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
BRI Partners LLC
![]() BRI Partners LLC Miscellaneous Commercial ServicesCommercial Services BRI Partners LLC provides financial advisory services. The private company is based in Chicago, IL and has subsidiaries in Australia. The company was founded by Benjamin Edward McMillan. | Miscellaneous Commercial Services | Founder | |
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-Fixed Income | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Fixed Income | |
Dartmouth College | 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 | Portfolio Manager-Equities Analyst-Fixed Income | |
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-Equity Analyst-Fixed Income | |
Boston Athenæum
![]() Boston Athenæum Miscellaneous Commercial ServicesCommercial Services Boston Athenæum operates and manages an independent membership library. It also provides library services and cultural programs. Boston Athenæum was founded in 1807 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member | |
Blue Cross & Blue Shield of Massachusetts, Inc.
![]() Blue Cross & Blue Shield of Massachusetts, Inc. Miscellaneous Commercial ServicesCommercial Services Blue Cross & Blue Shield of Massachusetts, Inc. provides indemnity insurance and medicare extension programs. The firm offers medical and dental plans, pharmacy coverage, vision coverage and health savings accounts. The company was founded in 1937 and is located in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Leerink Partners LLC
![]() Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
MIT Sloan School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Sidoti & Co. LLC
![]() Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Institutional Sales Corporate Officer/Principal Analyst-Equity | |
New York State Society of Certified Public Accountants
![]() New York State Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services New York State Society of Certified Public Accountants is a non-profit organization. It provides a membership program for certified public accountants that offers in-person and online networking opportunities, Continuing Professional Education courses and conferences, the CPA Journal, and other publications. The company was foudned in 1897 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
![]() The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Boston College | College/University | Undergraduate Degree Graduate Degree | |
Canada Pension Plan Investment Board Private Investments
![]() Canada Pension Plan Investment Board Private Investments Investment ManagersFinance Canada Pension Plan Investment Board Private Investments is a private equity firm, a subsidiary of Canada Pension Plan Investment Board, founded in 1966. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Analyst Private Equity Investor | |
Kairos Manager LLC
![]() Kairos Manager LLC Investment ManagersFinance Kairos Manager LLC (Kairos Manager) is a Venture Capital firm, a subsidiary of Kairos Society PBC, Inc founded in 2016. The firm is headquartered in New York, United State. | Investment Managers | Founder Director/Board Member | |
University of Toronto | College/University | Graduate Degree Graduate Degree | |
Boston University School of Medicine | College/University | Corporate Officer/Principal Graduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
MERAKI ACQUISITION ONE, INC. | Financial Conglomerates | Director/Board Member | |
RG Alts LP
![]() RG Alts LP Investment ManagersFinance RG Alts LP (dba RG Liquid Alts) is an independent investment advisory firm headquartered in Dallas, Texas. Founded in 2019, RG Liquid Alts provides investment advisory services to institutional investors. | Investment Managers | Portfolio Manager-Equities | |
London School of Economics & Political Science | College/University | Graduate Degree | |
Lyster Watson Management, Inc.
![]() Lyster Watson Management, Inc. Investment ManagersFinance Lyster Watson Management, Inc. provides investment advice. The company was founded by Robert Carter Lyster in 1992 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
DxCG
![]() DxCG Packaged SoftwareTechnology Services Part of ISO Properties, Inc., DxCG develops predictive modeling software solutions used by the healthcare industry. The company is based in Boston, MA. | Packaged Software | Corporate Officer/Principal | |
East Coast Asset Management LLC
![]() East Coast Asset Management LLC Investment ManagersFinance East Coast Asset Management LLC (ECAM) is an independent, SEC- registered investment advisor and wealth management firm headquartered in Essex, Massachusetts. The firm was founded by Christopher Begg and Benjamin Favazza in 2008 as East Coast Asset Management, Inc. ECAM provides customized and comprehensive investment management services to individuals, trusts, foundations, endowments, pension, and profit-sharing plans, charitable organizations, and other entities. | Investment Managers | Analyst-Equity | |
Tsinghua University | College/University | Undergraduate Degree | |
BB&T Securities LLC (Broker)
![]() BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Glouston Capital Partners LLC
![]() Glouston Capital Partners LLC Investment ManagersFinance Glouston Capital Partners LLC (Glouston Capital Partners) is a private equity subsidiary of Permal Capital Holdings LLC founded in 1990. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
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 | Analyst-Fixed Income | |
Federal Reserve Bank of Boston | General Government | Corporate Officer/Principal | |
Fudan University | College/University | Undergraduate Degree | |
The Fuqua School of Business | College/University | Masters Business Admin | |
Yeshiva University | College/University | Undergraduate Degree | |
HSBC Bank USA, NA
![]() HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Investment Managers | Private Equity Analyst |
Statistik
International
Vereinigte Staaten | 42 |
Kanada | 4 |
China | 3 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 29 |
Consumer Services | 12 |
Commercial Services | 6 |
Health Technology | 2 |
Technology Services | 2 |
Operativ
Corporate Officer/Principal | 137 |
Director/Board Member | 112 |
Undergraduate Degree | 97 |
Private Equity Investor | 39 |
Graduate Degree | 38 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Ausana Mahagitsiri | 55 |
Hugo Shong | 26 |
Yamen Al-Hajjar | 21 |
Steven Kass | 18 |
Ben McMillan | 12 |
Erik Brue | 12 |
Scott Johnson | 11 |
Gary Cohen | 10 |
Matthew Robert Renna | 10 |
Zi Dong Zhang | 9 |
Ryan Bloomer | 9 |
Joshua A. Sigmon | 7 |
Joann Barsky | 7 |
Callie Gauzer | 7 |
Shayna Harris | 7 |
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