Ursprung des Netzwerks ersten Grades von Stephen Charles Potts
Einheit | Art der Einheit | Industrie | |
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Connecticut College
35
| College/University | Other Consumer Services | 35 |
Boreal Capital Management LLC
Boreal Capital Management LLC Investment ManagersFinance Boreal Capital Management LLC (Boreal) is a SEC-registered investment adviser headquartered in Miami, Florida. The firm was founded in 2009 as Mora Wealth Management LLC. They are a wholly owned subsidiary of Boreal Capital Holdings USA LLC, which is wholly owned by Mora Banc Grup SA in Andorra. Boreal offers discretionary management and investment advisory services to private clients and wealthy families.
2
| Subsidiary | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Stephen Charles Potts
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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, 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 | Portfolio Manager-Fixed Income | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Harvard Management Co., Inc.
Harvard Management Co., Inc. Investment Trusts/Mutual FundsMiscellaneous Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Russell Investment Management LLC
Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Investment Managers | Corporate Officer/Principal | |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Analyst-Equity | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Touradji Capital Management LP
Touradji Capital Management LP Investment ManagersFinance Touradji Capital Management LP (Touradji) is an independent registered investment advisor and hedge fund manager headquartered in Boca Raton, Florida. The firm was founded by Paul Touradji in 2005. Touradji provides investment advisory services to private pooled investment vehicles. | Investment Managers | Compliance Officer | |
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-Equity | |
Sofinnova Investments, Inc.
Sofinnova Investments, Inc. Investment ManagersFinance Sofinnova Investment Inc (Sofinnova Investment) is a venture capital firm founded in 1976 by Jacques F. vallle & Joel F. Martin. The firm is headquartered in Menlo Park, California. | Investment Managers | Private Equity Investor | |
Bergen Record Corp.
Bergen Record Corp. Publishing: NewspapersConsumer Services Bergen Record Corp. engages in publishing and printing. The company is headquartered in Hackensack, NJ. | Publishing: Newspapers | Corporate Officer/Principal | |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
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 Masters Business Admin | |
Universidad Complutense de Madrid | College/University | Undergraduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
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 | |
Nalo Therapeutics, Inc.
Nalo Therapeutics, Inc. Pharmaceuticals: MajorHealth Technology Nalo Therapeutics, Inc. is a company that focuses on developing therapeutics to address unmet needs in cancer. Nalo Therapeutics is based in Belmont, CA and the CEO of the company is Keith Wilson. The company targets oncogenic driver mutations and/or proteins that are often difficult to drug. The company was founded in 2017 and collaborates with UCSF scientific cofounders. | Pharmaceuticals: Major | Director/Board Member | |
Tentarix Biotherapeutics, Inc. | Director/Board Member | ||
Omniox, Inc.
Omniox, Inc. Pharmaceuticals: MajorHealth Technology Omniox, Inc. operates as a biopharmaceutical company which develops medicines for hypoxic diseases. Its technology overcomes fundamental biochemical shortcomings of hemoglobin-based and per fluorocarbon oxygen delivery approaches. The company was founded in 2006 by Stephen P. L. Cary, Michael A. Marletta, Jonathan Winger and Elizabeth Marshall Boon and is headquartered in San Carlos, CA. | Pharmaceuticals: Major | Director/Board Member | |
Tentarix Biotherapeutics LP
Tentarix Biotherapeutics LP BiotechnologyHealth Technology Tentarix Biotherapeutics LP operates as a biotechnology company. The company is headquartered in La Jolla, CA. | Biotechnology | Director/Board Member | |
Covid Apollo Project LLC
Covid Apollo Project LLC Financial ConglomeratesFinance Covid Apollo Project LLC aims to facilitate a safe and sustainable return to work and school by identifying, assembling, developing, and scaling the most promising COVID-19 diagnostic opportunities. Covid Apollo Project is based in Boston, MA. The private company was organized and funded under the leadership of RA Capital, a biotechnology-focused investment firm, in collaboration with Redmile Group, Samsara Biocapital, Perceptive Advisors, and Bain Capital. The CEO of the company is Stefan Willemsen. | Financial Conglomerates | Director/Board Member | |
Samsara Biocapital LLC
Samsara Biocapital LLC Investment ManagersFinance Samsara Biocapital LLC (Samsara Biocapital) is an independent venture capital firm founded in 2016 by Srinivas Akkaraju. The firm is headquartered in Palo Alto, California. | Investment Managers | Private Equity Investor | |
OrsoBio Inc
OrsoBio Inc Miscellaneous Commercial ServicesCommercial Services Orsobio, Inc. is a clinical-stage biopharmaceutical company that focuses on developing therapies to treat obesity and other severe metabolic disorders, such as type 2 diabetes, NASH, and severe dyslipidemias. The company is based in Palo Alto, CA. The company has four programs in clinical and preclinical development with first-in-class compounds that address central pathways in energy metabolism. Orsobio has a team of physicians and scientists who are dedicated to developing therapies to treat organ failure in patients with severe metabolic disorders. The company was founded by Mani Subramanian, who has been the CEO since incorporation. | Miscellaneous Commercial Services | Director/Board Member | |
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 | |
Novo Ventures (US), Inc.
Novo Ventures (US), Inc. Investment ManagersFinance Novo Ventures (US), Inc. is a venture capital firm located in San Francisco. The firm is a subsidiary of Novo A/S and their ultimate parent is Novo Nordisk Fonden. | Investment Managers | Corporate Officer/Principal | |
University of Connecticut | College/University | Masters Business Admin | |
Marist College | College/University | Masters Business Admin | |
Neurogene, Inc.
Neurogene, Inc. BiotechnologyHealth Technology Neurogene, Inc. focuses on developing disease modifying therapeutics for severe neurologic diseases. Its pipeline includes multiple gene therapy products for ultra-rare diseases, as well as a novel technology that has the potential for use in monogenic autism spectrum disorders and indications not well suited for gene therapy. The company was founded by Rachel McMinn in January 2018 and is headquartered in New York, NY. | Biotechnology | Director/Board Member | |
JIYA ACQUISITION CORP. | Financial Conglomerates | Chief Investment Officer | |
Collaborative Investment Series Trust
Collaborative Investment Series Trust Collaborative Investment Series Trust is an open-end investment company, which engages in investing primarily in common stocks of companies domiciled in developed countries outside of the United States. The company was founded on July 26,2017 and is headquartered in Broadview Heights, OH. | President | ||
Brean Capital LLC
Brean Capital LLC Investment Banks/BrokersFinance Brean Capital is an independent investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1973 and provides equity research, corporate finance and advisory investment banking, equity institutional sales and trading, and asset management to institutional investors and corporate clients. Their fixed income business provides sales, trading, research and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products, corporate bonds, and municipal debt. The fixed income sales team employs a highly analytical approach to bond selection, trade execution, and overall bond portfolio management. Under the guidance of fixed income strategists, the fixed income team uses a combination of qualitative and quantitative analyses to create custom investment portfolios and develop targeted, executable bond trading strategies to complement their clients? balance sheets. | Investment Banks/Brokers | Analyst-Equity | |
Nura Bio, Inc.
Nura Bio, Inc. Pharmaceuticals: MajorHealth Technology Nura Bio, Inc. develops neuroprotective drugs. The company is headquartered in South San Francisco, CA. | Pharmaceuticals: Major | Director/Board Member | |
Robert R. Meredith & Co., Inc.
Robert R. Meredith & Co., Inc. Investment ManagersFinance Part of Ascent Asset Management Advisory Services, Inc., Robert R. Meredith & Co., Inc. is an investment firm. The company is based in New York, NY. Robert R. Meredith & Co. was acquired by Ascent Asset Management Advisory Services, Inc. on October 07, 1999. | Investment Managers | Corporate Officer/Principal | |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Investment Managers | Analyst-Equity | |
Wake Forest University | College/University | Doctorate Degree | |
Kellogg School of Management | College/University | Masters Business Admin | |
Rainier Therapeutics, Inc.
Rainier Therapeutics, Inc. BiotechnologyHealth Technology Rainier Therapeutics, Inc. operates as a biotechnology company that develops a targeted biologic for the potential treatment of metastatic bladder cancer. It provides Vofatamab, an antibody that is focused on the fibroblast growth factor of bladder and other cancer. The company was founded by Stephen Lau and is headquartered in San Leandro, CA. | Biotechnology | Director/Board Member | |
Palvella Therapeutics, Inc.
Palvella Therapeutics, Inc. BiotechnologyHealth Technology Palvella Therapeutics, Inc. operates as a rare disease biopharmaceutical company. It develops and commercializes pathogenetically targeted therapies for rare genodermatoses with no approved treatments. Its products include QTORIN, PTX-022, PTX-367, and PTX-014. The company was founded by Wesley H. Kaupinen in 2015 and is headquartered in Wayne, PA. | Biotechnology | Director/Board Member | |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Corporate Officer/Principal | |
Portfolio Advisors LLC
Portfolio Advisors LLC Investment ManagersFinance Portfolio Advisors LLC (Portfolio Advisors) is a private equity firm founded in 1994. The firm is headquartered in Darien, Connecticut with additional offices in Dallas, London, Zurich, Hong Kong and Singapore. | Investment Managers | Compliance Officer |
Statistik
International
Vereinigte Staaten | 45 |
Vereinigtes Königreich | 2 |
Spanien | 2 |
Sektoral
Finance | 24 |
Consumer Services | 10 |
Health Technology | 9 |
Commercial Services | 4 |
Miscellaneous | 2 |
Operativ
Corporate Officer/Principal | 58 |
Director/Board Member | 48 |
Undergraduate Degree | 36 |
Analyst-Equity | 20 |
Masters Business Admin | 18 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Cory Freedland | 22 |
Rajneesh Vig | 17 |
Henry Nisser | 15 |
Yang Diao | 9 |
Ross DeMont | 9 |
Daniel L. Horwood | 9 |
Seth W. Alvord | 8 |
Michael Neft | 8 |
Clayton Kunz | 7 |
Craig Kaplan | 7 |
Yung Kim | 7 |
Doug Neimann | 6 |
Carolyne Lasala | 6 |
Robert Cavilla | 6 |
Daniel Dwyer | 6 |
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- Insiders
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