Susan Potto
Portfolio Manager-Aktien bei Ardinall Investment Management LP
Ursprung des Netzwerks ersten Grades von Susan Potto
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
New York University
419
| College/University | Other Consumer Services | 419 |
Emory University
127
| College/University | Other Consumer Services | 127 |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.
87
| Subsidiary | Investment Managers | 87 |
Iridian Asset Management LLC
 Iridian Asset Management LLC Investment ManagersFinance Iridian Asset Management LLC (Iridian) is a SEC-registered investment advisor headquartered in Westport, Connecticut. The firm was founded by Harold Levy and David Cohen in 1995 and is a subsidiary of Iridian Employee Holdings LLC. Iridian provides investment management services to individual and institutional clients on a discretionary basis.
21
| Subsidiary | Investment Managers | 21 |
Eagle Capital Partners
 Eagle Capital Partners Investment ManagersFinance Eagle Capital Partners (ECP) is a private equity investment firm headquartered in Moscow with offices in Ekaterinburg, and incorporated on the Island of Guernsey. The firm manages private equity funds primarily for mid-sized Russian firms. Formerly known as Eagle Venture Partners, set up in 2008 by Belgian-based private equity firms GIMV (XB: GIMB) and KBC Private Equity. For GIMV this partnership is a follow-up to the Eagle Russia Fund they launched in 2006. ECP can trace their initial history to 2000 when they took over the management of a number of established funds in Russia and Kazakhstan. At the time, the European Bank for Reconstruction and Development was the main sponsor of the funds.
3
| Holding Company | Investment Managers | 3 |
Ardinall Investment Management LP
 Ardinall Investment Management LP Investment ManagersFinance Ardinall Investment Management LP is an independent investment firm founded in 2017 that focuses on generating absolute returns through a fundamental investment process, overlaid with a sustainability lens. The private company is based in New York, NY. The company's strategy focuses on investing in companies well-positioned for secular megatrends and benefiting from an unfolding sustainability transformation. Ardinall's executive team includes Maria Jelescu, co-founder and CEO, Susan Potto, partner and co-portfolio manager, Alberto Alonzo, co-founder and senior advisor, Brian Tsai, chief financial officer, and Chris Swanberg, senior operating advisor. The company was founded in 2017 by Maria Simona Dreyfus. Maria Simona Dreyfus has been the CEO since 2017.
1
| Private Company | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Susan Potto
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Cephalon, Inc.
 Cephalon, Inc. Pharmaceuticals: MajorHealth Technology Cephalon, Inc. manufactures and distributes pharmaceutical products. It engages in the discovery and development of medicines for central nervous system disorders, pain, and cancer. The company was founded on August 24, 1987 by Frank Baldino, Jr. and is headquartered in Frazer, PA. | Pharmaceuticals: Major | Director/Board Member | |
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 Corporate Officer/Principal Analyst-Equity | |
| TEMPLETON EMERGING MARKETS INCOME FUND | Investment Trusts/Mutual Funds | President President | |
| SABA CAPITAL INCOME & OPPORTUNITIES FUND II | Investment Trusts/Mutual Funds | President Chief Executive Officer | |
Teva Spanish Holdco, Inc.
 Teva Spanish Holdco, Inc. Pharmaceuticals: MajorHealth Technology Teva Spanish Holdco, Inc. manufactures, markets, and distributes pharmaceutical products. It specializes in offering treatment for cardiovascular, gastrointestinal, infectious, and neurological diseases. The firm was founded in 1974, and is headquartered in Exeter, NH. | Pharmaceuticals: Major | Director/Board Member | |
| TEVA PHARMACEUTICAL INDUSTRIES LIMITED | Pharmaceuticals: Generic | General Counsel | |
Fiduciary Trust Company International
 Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity | |
Templeton Global Advisors Ltd.
 Templeton Global Advisors Ltd. Investment ManagersFinance Templeton Global Advisors Ltd. (TGA) is a SEC-registered investment advisor and mutual fund manager headquartered in Nassau, Bahamas. The firm was founded in 1992 and is a direct subsidiary of Templeton Global Holdings Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN). TGA provides investment advisory and portfolio management services to US Registered Funds and Non-US Registered Funds, as well as Separate Accounts. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities Director of Research - Equity | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Director/Board Member | |
JMP Securities LLC
 JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| ERBA DIAGNOSTICS, INC. | Medical Specialties | Director/Board Member | |
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 Analyst-Equity | |
Franklin Templeton Institutional LLC
 Franklin Templeton Institutional LLC Investment ManagersFinance Franklin Templeton Institutional LLC (FTI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FTI provides investment advisory and portfolio management services under investment management agreements with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds as well as to separate accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| COMMONWEALTH BANK OF AUSTRALIA | Major Banks | Chief Executive Officer | |
| University of Virginia | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Yale University | 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 Undergraduate Degree Undergraduate Degree | |
| Santa Clara University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
Franklin Real Asset Advisors
 Franklin Real Asset Advisors Investment ManagersFinance Founded in 1984, Franklin Real Asset Advisors is a private equity firm headquartered in San Mateo, California with an additional office in New York City. The firm was formerly known as Franklin Templeton Real Estate Advisors. They are subsidiary of Franklin Resources, Inc. (NYSE: BEN). | Investment Managers | Private Equity Investor Private Equity Investor | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree Graduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate 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 Corporate Officer/Principal | |
Standard & Poor's Financial Services LLC
 Standard & Poor's Financial Services LLC Investment ManagersFinance Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Miami University | College/University | Undergraduate Degree Graduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Graduate Degree | |
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 | Doctorate Degree Undergraduate Degree | |
Teva Pharmaceuticals USA, Inc.
 Teva Pharmaceuticals USA, Inc. Pharmaceuticals: MajorHealth Technology Teva Pharmaceuticals USA, Inc. engages in the manufacturing and marketing of generic pharmaceuticals. The firm also provides medical affairs, quality plus safety and trade partner services. The company was founded in 1985 and is headquartered in Parsippany, NJ. | Pharmaceuticals: Major | Corporate Secretary | |
| Teva North America | General Counsel |
Statistik
International
| Vereinigte Staaten | 46 |
| Israel | 2 |
| Bahamas | 2 |
| Australien | 2 |
| Frankreich | 2 |
Sektoral
| Consumer Services | 21 |
| Finance | 20 |
| Health Technology | 6 |
| Miscellaneous | 3 |
| Commercial Services | 3 |
Operativ
| Corporate Officer/Principal | 116 |
| Undergraduate Degree | 94 |
| Director/Board Member | 81 |
| Analyst-Equity | 68 |
| Portfolio Manager-Equities | 54 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| David Cohen | 20 |
| Maria Dreyfus | 19 |
| Ian Narev | 17 |
| Damian Georgino | 16 |
| Eric Ende | 16 |
| Robert LaFleur | 15 |
| Shawn Lyons | 14 |
| John N. Ajay | 12 |
| Barry Snyder | 12 |
| Thomas Chernaik | 11 |
| David Eigen | 11 |
| Noel Goddard | 11 |
| Scott Christensen | 10 |
| David Thomas | 10 |
| John T. Parker | 10 |
- Börse
- Insiders
- Susan Potto
- Unternehmensverbindungen