Carolee MacLellan
Analist-Vaste Inkomen bij Morgan Stanley Investment Management, Inc.
Oorsprong van het eerstegraads netwerk van Carolee MacLellan
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
The Trustees of Columbia University in The City of New York
438
| College/University | Other Consumer Services | 438 |
Colgate University
117
| College/University | Other Consumer Services | 117 |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.
86
| Subsidiary | Investment Managers | 86 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Carolee MacLellan via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income Head-Equity Investments Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate 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 | Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Calvert Research & Management
 Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Virginia | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The Johns Hopkins University | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
Guggenheim Partners Investment Management LLC
 Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Capital LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal Private Equity Investor | |
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 Undergraduate Degree Undergraduate Degree | |
| MORGAN STANLEY | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity | |
Morgan Stanley Credit Partners
 Morgan Stanley Credit Partners Investment ManagersFinance Morgan Stanley Credit Partners (Morgan Stanley Credit) is a private equity subsidiary of Morgan Stanley Investment Management Ltd. founded in 2009.The firm is headquartered in New York. | Investment Managers | Director of Finance/CFO Private Equity Investor Private Equity Investor | |
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 Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| Brandeis University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree | |
The New School
 The New School Other Consumer ServicesConsumer Services The New School provides education services. It offers art, design, liberal arts, environment, global issues, media and technology, and social science courses. The firm also offers undergraduate, graduate and adult programs. The company was founded in 1919 and is headquartered in New York, NY. | College/University | Director/Board Member Undergraduate Degree | |
| University of California, Irvine | College/University | Undergraduate Degree Undergraduate Degree | |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| New York University | College/University | Undergraduate Degree Graduate Degree | |
Morgan Stanley Investment Management Ltd.
 Morgan Stanley Investment Management Ltd. Investment ManagersFinance Morgan Stanley Investment Management Ltd. (MSIM) is an asset management firm headquartered in London, UK. Founded in 1986, the firm is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSIM offers a range of investment and risk management solutions to institutional and professional investors worldwide. | Investment Managers | Chief Investment Officer Portfolio Manager-Fixed Income | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Masters Business Admin | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Graduate Degree | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance 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 Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | |
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 Market Strategist | |
| University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
| Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
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-Fixed Income | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
Rothschild, Inc.
 Rothschild, Inc. Investment ManagersFinance Part of Rothschild & Co. The company is based in New York, NY. Continuation Holdings AG, Rothschild, Inc. provides investment banking and advisory services. | Investment Managers | Corporate Officer/Principal | |
Littlejohn & Co. LLC
 Littlejohn & Co. LLC Investment ManagersFinance Littlejohn & Co. LLC (Littlejohn) is a private equity firm founded in 1996 by Angus C. Littlejohn, Jr and Michael Klein. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Private Equity Analyst | |
| Imperial College London | College/University | Undergraduate Degree | |
Millennium Partners LLC (New York)
 Millennium Partners LLC (New York) Real Estate Investment TrustsFinance Millennium Partners LLC develops mixed-use properties which includes hotels, condominiums, entertainment and fitness facilities. The company was founded by Christopher M. Jeffries, Philip E. Aarons and Philip H. Lovett in 1991 and is headquartered in New York, NY. | Real Estate Investment Trusts | Corporate Officer/Principal | |
Polen Capital Credit LLC
 Polen Capital Credit LLC Investment ManagersFinance Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Fixed Income | |
| MORGAN STANLEY EMERGING MARKETS DOMESTIC DEBT FUND, INC. | Investment Trusts/Mutual Funds | Corporate Secretary | |
| London School of Economics & Political Science | College/University | Graduate Degree | |
Eurizon Capital SGR SpA
 Eurizon Capital SGR SpA Investment ManagersFinance Eurizon Capital SGR SpA is the wholly-owned asset management subsidiary of Intesa Sanpaolo SpA (BIT: ISP) in Italy. Headquartered in Milan, the firm was formerly known as Sanpaolo IMI Asset Management SGR SpA. Eurizon Capital specializes in asset management and offers a wide range of products for retail clients (mutual funds and managed accounts) as well as to institutional clients, to whom it provides a wide range of tailored investment products and services. The firm is a socially responsible investor which also offers a range of ethical funds. | Investment Managers | Director/Board Member | |
DBX Advisors LLC
 DBX Advisors LLC Investment ManagersFinance DBX Advisors LLC is a SEC-registered investment advisor Headquartered in New York City. The firm was founded in 2010 and is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (NYSE: DB, ETR: DBK). DBX Advisors manages Xtrackers ETFs on behalf of individual and institutional clients. | Investment Managers | Portfolio Manager-Fixed Income | |
University of Hawai'i at Hilo
 University of Hawai'i at Hilo Other Consumer ServicesConsumer Services University of Hawai'i at Hilo engages in the provision of services relating to higher education. It offers bachelor’s degrees, minors, master’s degrees, doctoral degrees, certificate programs, graduate certificate programs, and distance learning. The company was founded in 1947 and is headquartered in Hilo, HI. | College/University | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 47 |
| Verenigd Koninkrijk | 4 |
| Italië | 2 |
Sectoraal
| Consumer Services | 27 |
| Finance | 22 |
| Miscellaneous | 4 |
Operationeel
| Undergraduate Degree | 96 |
| Corporate Officer/Principal | 81 |
| Director/Board Member | 75 |
| Portfolio Manager-Equities | 68 |
| Portfolio Manager-Fixed Income | 45 |
Sterkste connecties
| Insiders | |
|---|---|
| Mary E. Mullin | 40 |
| Curt LaBelle | 32 |
| David Bonita | 27 |
| Susan Y. Choe | 15 |
| Giorgio di Giorgio | 14 |
| Chris Paldino | 13 |
| Ehud A. Gelblum | 13 |
| Lorie A. Slutsky | 13 |
| Richard Russell Lindquist | 9 |
| Grace Kim | 9 |
| Catherine McDermott | 9 |
| David Berdon | 9 |
| Sergei Parmenov | 7 |
| Ryan Meredith | 7 |
| Akbar A. Causer | 7 |
- Beurs
- Insiders
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- Bedrijfsconnecties