Jason Lee
Gestor de Cartera-Acciones en Wilmington Trust Investment Advisors, Inc. .
Origen de la red de primer grado Jason Lee.
Entidad | Tipo de entidad | Industria | |
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University of Pennsylvania
499
| College/University | Other Consumer Services | 499 |
Wilmington Trust Investment Advisors, Inc.
Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds.
46
| Subsidiary | Investment Managers | 46 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Jason Lee a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Wilmington Trust Investment Management LLC
Wilmington Trust Investment Management LLC Investment ManagersFinance Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds. | Investment Managers | Head-Fixed Income Invts Head-Fixed Income Invts Director of Research - Equity Analyst-Fixed Income Director of Research - Equity President Economist Chief Executive Officer | |
Wilmington Funds Management Corp.
Wilmington Funds Management Corp. Investment ManagersFinance Wilmington Funds Management Corp. (WFMC) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 1981 as Rodney Square Management Corp. They are a subsidiary of M&T Bank Corp. (NYSE: MTB). WFMC provides investment advisory services directly to certain affiliated investment companies which are part of the Wilmington Funds. | Investment Managers | Head-Fixed Income Invts Head-Fixed Income Invts Analyst-Equity Head-Equity Investments Chief Investment Officer Economist Chief Executive Officer | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Michigan | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Trustees of the University of Pennsylvania
Trustees of the University of Pennsylvania Investment Trusts/Mutual FundsMiscellaneous Trustees of The University of Pennsylvania engages in the provision of social services. The company was founded in 1740 and is headquartered in Philadelphia, PA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
University of Delaware | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Analyst-Equity Analyst-Equity | |
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 | |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Economist | |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Princeton 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 Analyst-Equity | |
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 | |
George Washington University | College/University | Masters Business Admin Masters Business Admin | |
Smith College
Smith College Other Consumer ServicesConsumer Services Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students. | College/University | 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 | Undergraduate Degree Undergraduate Degree | |
Villanova University | College/University | Masters Business Admin Masters Business Admin | |
University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree Masters Business Admin | |
The University of Pennsylvania Law School | College/University | Corporate Officer/Principal Doctorate Degree | |
Wilmington Trust Corp.
Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | Major Banks | Chief Investment Officer Corporate Officer/Principal | |
Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
Veritas Capital Fund Management LLC
Veritas Capital Fund Management LLC Investment ManagersFinance Veritas Capital Fund Management LLC (Veritas Capital) is a private equity firm founded in 1992 by Robert McKeon and Ramzi Musallam. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
Lehigh University | College/University | Masters Business Admin Undergraduate Degree | |
Yale University | College/University | Graduate Degree Undergraduate Degree | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Private Equity Analyst | |
M&T BANK CORPORATION | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
JPMORGAN CHASE & CO. | Major Banks | Analyst-Equity Corporate Officer/Principal | |
Temple University (Pennsylvania) | College/University | Masters Business Admin Corporate Officer/Principal | |
Pebble Labs, Inc.
Pebble Labs, Inc. Miscellaneous Commercial ServicesCommercial Services Pebble Labs, Inc. is a biotechnology company developing solutions for natural crop yield and food security. The company is headquartered in Santa Fe, NM. | Miscellaneous Commercial Services | Director/Board Member | |
Gotham Green Partners LLC
Gotham Green Partners LLC Investment ManagersFinance Gotham Green Partners LLC (Gotham Green Partners) is a private equity and venture capital firm founded in 2017 by Jason Marc Adler. The firm is headquartered in Santa Monica, California. | Investment Managers | Private Equity Investor | |
Kirkland & Ellis LLP
Kirkland & Ellis LLP Miscellaneous Commercial ServicesCommercial Services Kirkland & Ellis LLP provides legal services. It counsels clients in litigation, corporate and tax, intellectual property and restructuring matters. The firm offers intellectual property, antitrust and competition, international trade and national security, real estate and tax, benefits and estate planning services. The company was founded in 1909 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
George Washington University Law School | College/University | Graduate Degree | |
Georgetown University | College/University | Undergraduate Degree | |
Booz Allen Hamilton, Inc.
Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal | |
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 | |
Le Moyne College | College/University | Undergraduate Degree | |
Trait Biosciences, Inc.
Trait Biosciences, Inc. Agricultural Commodities/MillingProcess Industries Trait Biosciences, Inc. engages in the production and cultivation of medicinal cannabis. It develops novel, natural plant technologies that seek to protect crops from mildew, fungus, viruses, and pests as well as developing agricultural technologies leveraging the plant?s natural metabolic pathways to substantially increase yields. The company is headquartered in Vancouver, Canada. | Agricultural Commodities/Milling | Director/Board Member | |
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Corporate Officer/Principal | |
Deer Management Co. LLC
Deer Management Co. LLC Investment ManagersFinance Deer Management Co. LLC (Bessemer Venture Partners) is a venture capital firm founded in 1911. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
The Brandtech Group LLC
The Brandtech Group LLC Investment ManagersFinance The Brandtech Group LLC (The Brandtech Group) is a venture capital firm founded in 2015 by David Jones, Nick Emery, and Jean-Marc Antoni. The firm is headquartered in New York with additional offices in Brazil, Argentina, Mexico, Canada, Panama, UK, France, Germany, Switzerland, Greece, Netherlands, Ireland, Italy, Czech Rep, Slovakia, Norway, Poland, Sweden, Turkey, South Africa, India, Hong Kong, China, Taiwan, Singapore, Japan, South Korea, Malaysia, Philippines, Australia and Indonesia. | Investment Managers | Private Equity Investor | |
Relay Ventures
Relay Ventures Investment ManagersFinance Relay Ventures (Relay Ventures) is an Independent Venture Capital firm founded in 1996 by Kevin Talbot and John L. Albright. The firm is headquartered in Toronto with additional office in Menlo Park. | Investment Managers | Private Equity Analyst | |
Mizuho Securities USA LLC
Mizuho Securities USA LLC Investment Banks/BrokersFinance Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide. | Investment Banks/Brokers | 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-Equity | |
Fairfield University | College/University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 48 |
Canadá | 3 |
Sectorial
Consumer Services | 25 |
Finance | 20 |
Commercial Services | 4 |
Miscellaneous | 2 |
Industrial Services | 2 |
Operativa
Director/Board Member | 123 |
Undergraduate Degree | 104 |
Corporate Officer/Principal | 84 |
Private Equity Investor | 45 |
Analyst-Equity | 41 |
Las relaciones más conectadas
Insiders | |
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Ramanan Raghavendran | 34 |
Christopher Franklin | 24 |
Eric Reiter | 22 |
Nelson Chai | 20 |
Wendell Pritchett | 19 |
Lisette Nieves | 18 |
Doris Meister | 14 |
Tony Roth | 12 |
Matt Glaser | 10 |
Gregory P. Mitchell | 10 |
Luke Tilley | 9 |
Caroline Kassie | 9 |
Erica Son | 8 |
Stephen P. Winterstein | 8 |
Kenneth Johnson | 8 |
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