Lee A. Gardella
Private Equity Analist bij Schroder Adveq Management AG
Oorsprong van het eerstegraads netwerk van Lee A. Gardella
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.
166
| Extinct | Major Banks | 166 |
Schroder Adveq Management AG
 Schroder Adveq Management AG Investment ManagersFinance Schroder Adveq Management AG (Schroder Adveq Management) is a private equity subsidiary of Schroders Plc. The firm was founded by Bruno Raschle in 1997 and is headquartered in Zurich, Switzerland.
44
| Subsidiary | Investment Managers | 44 |
Excelsior Private Equity Fund II, Inc.
10
| Extinct | Investment Managers | 10 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Lee A. Gardella via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Investment Managers | Director/Board Member Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity Analyst-Equity Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
| New York University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Chief Investment Officer Portfolio Manager-Equities | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member Director/Board Member | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Chief Investment Officer Portfolio Manager-Equities | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| CHARLES SCHWAB | Investment Banks/Brokers | Founder Corporate Officer/Principal Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Director/Board Member Undergraduate Degree Graduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
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 | Portfolio Manager-Equities Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
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 | |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree | |
| St. John's University | College/University | Masters Business Admin Undergraduate Degree | |
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 | Portfolio Manager-Equities Chief Investment Officer | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
Peapack-Gladstone Bank
 Peapack-Gladstone Bank Regional BanksFinance Peapack-Gladstone Bank operates as a commercial bank. It provides private banking services to businesses, non-profits and consumers. The firm offers wealth management, commercial and retail solutions, including residential lending and online platforms to clients. The company was founded in 1921 and is headquartered in Bedminster, NJ. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Evercore Trust Co. NA (Invt Mgmt)
 Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts. | Investment Managers | Chief Investment Officer Chief Investment Officer | |
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 | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
| Bryn Mawr College | College/University | Undergraduate Degree Undergraduate Degree | |
| Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
Eaton Vance WaterOak Advisors
 Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | Investment Managers | Portfolio Manager-Equities Market Strategist | |
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Pennsylvania State University | College/University | Graduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
Peapack-Gladstone Bank (Investment Management)
 Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Thunderbird School of Global Management | College/University | Masters Business Admin Masters Business Admin | |
JLL Income Property Trust, Inc.
 JLL Income Property Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous JLL Income Property Trust, Inc. is a real estate investment trust. It owns and manages a diversified portfolio of apartment, industrial, office and retail properties. The company was founded on May 28, 2004 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member Director of Finance/CFO | |
| Virtus Variable Insurance Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
| AEROPOSTALE INC | Apparel/Footwear Retail | Director/Board Member | |
Blue Shield of California
 Blue Shield of California Miscellaneous Commercial ServicesCommercial Services Blue Shield of California engages in the provision of healthcare insurance services. The firm offers insurance products include HMO, preferred provider organization, dental and medicare supplemental plan, accidental death and dismemberment, executive medical reimbursement, life insurance, and vision and short-term health plans. The company was founded in 1938 and is headquartered in Oakland, CA. | Miscellaneous Commercial Services | Director/Board Member | |
| TEMPUR SEALY INTERNATIONAL, INC. | Home Furnishings | Director/Board Member | |
The Commonwealth Club of California
 The Commonwealth Club of California Miscellaneous Commercial ServicesCommercial Services The Commonwealth Club of California operates as public affairs forum. The company was founded in 1924 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member | |
| Women's Initiative | Chairman |
Statistieken
Internationaal
| Verenigde Staten | 51 |
Sectoraal
| Finance | 26 |
| Consumer Services | 18 |
| Commercial Services | 4 |
| Miscellaneous | 3 |
| Retail Trade | 2 |
Operationeel
| Corporate Officer/Principal | 142 |
| Director/Board Member | 140 |
| Portfolio Manager-Equities | 104 |
| Undergraduate Degree | 60 |
| Independent Dir/Board Member | 37 |
Sterkste connecties
| Insiders | |
|---|---|
| Maribeth Rahe | 25 |
| Raghav V. Nandagopal | 24 |
| Geraldine McNamara | 24 |
| Alan Weber | 23 |
| Chuck Schwab | 22 |
| Evelyn Dilsaver | 21 |
| Frances Sevilla-Sacasa | 21 |
| Leo Grohowski | 14 |
| John Babcock | 12 |
| Paul E. Flynn | 11 |
| Steve L. Suss | 11 |
| Kevin Hardage | 11 |
| Richard A. Carter | 9 |
| David Bailin | 9 |
| Peter Crisp | 9 |
- Beurs
- Insiders
- Lee A. Gardella
- Bedrijfsconnecties
