CN Chen
Investitore di Private Equity presso Oberland Capital Management LLC
Provenienza dei contatti di primo grado di CN Chen
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Amherst College
89
| College/University | Other Consumer Services | 89 |
Oberland Capital Management LLC
Oberland Capital Management LLC Investment ManagersFinance Oberland Capital Management LLC (Oberland Capital) is a private equity firm founded in 2013 by Jean-Pierre Naegeli and Andrew Rubinstein. The firm is headquartered in New York.
14
| Private Company | Investment Managers | 14 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a CN Chen tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Warburg Pincus LLC
Warburg Pincus LLC Investment ManagersFinance Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Analyst Private Equity Investor | |
General Atlantic LLC
General Atlantic LLC Investment ManagersFinance General Atlantic LLC (General Atlantic) is a private equity firm founded in 1980 by Charles F. Feeney. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
AQR Capital Management LLC
AQR Capital Management LLC Investment ManagersFinance AQR Capital Management LLC (AQR) is a SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Clifford Asness, David Kabiller, and John Liew in 1998. They are a wholly-owned subsidiary of AQR Capital Management Holdings LLC and their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG). AQR provides investment management services to institutional clients through managed accounts. Their investors may include investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds and foreign official institutions, corporations or other businesses entities. | Investment Managers | Corporate Officer/Principal Director/Board Member | |
KB FINANCIAL GROUP INC. | Regional Banks | Public Communications Contact | |
AdvisorEngine, Inc.
AdvisorEngine, Inc. Packaged SoftwareTechnology Services AdvisorEngine, Inc. operates as a digital wealth management technology company which engages in integrating private-label robo-advice technology within a full enterprise B2B digital wealth management platform. It focuses online and traditional wealth management processes and workflows to help advisors build deeper relationships with their clients. Its open architecture platform provides fully customizable robo-advisor tools, dashboards to analyze and track business development online account opening and funding, billing, data aggregation and performance reporting. The firm helps investment firms scale their existing business profitably and connect with the next generation of clients and advisors. The company was founded by David Scalzo, Rich Cancro and Vladimir Baranovin in 2014 and is headquartered in New York. | Packaged Software | Chief Operating Officer | |
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 | 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 Private Equity Analyst | |
Stanford University | College/University | Masters Business Admin | |
University of Pennsylvania | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Bain & Co., Inc.
Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Consultant / Advisor | |
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 | Private Equity Analyst | |
Bloomberg LP
Bloomberg LP Data Processing ServicesTechnology Services Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY. | Data Processing Services | Corporate Officer/Principal Corporate Officer/Principal | |
Paul Capital Partners LP
Paul Capital Partners LP Investment ManagersFinance Founded in 1991 by Philip Paul, Paul Capital Partners LP is a private equity firm located in San Francisco with additional offices in New York City, Hong Kong, London, Paris and São Paulo. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Analyst Private Equity Analyst | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Yale University | College/University | Doctorate Degree Doctorate Degree | |
Harvard Law School | College/University | Graduate Degree Graduate Degree | |
Brown Brothers Harriman Capital Partners
Brown Brothers Harriman Capital Partners Investment ManagersFinance Brown Brothers Harriman Capital Partners (BBH Capital Partners) is a private equity subsidiary of Brown Brothers Harriman & Co. (Alternative Investments Group) founded in 1997. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Analyst | |
New York University | College/University | Graduate Degree Masters Business Admin | |
Yale School of Management | College/University | Graduate Degree Masters Business Admin | |
Guggenheim Partners Investment Management LLC
Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a SEC-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 Partners 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 | Analyst-Equity Private Equity Investor | |
Georgetown University | College/University | Graduate Degree Graduate Degree | |
Essex Woodlands Management, Inc.
Essex Woodlands Management, Inc. Investment ManagersFinance Essex Woodlands Management, Inc. (EW Healthcare Partners) is a private equity firm founded in 1985 by Jim L. Currie and Martin P. Sutter. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor Private Equity Investor | |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Harvard Medical School | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
Guidepost Growth Management Co. LLC
Guidepost Growth Management Co. LLC Investment ManagersFinance Guidepost Growth Management Co. LLC (Guidepost Growth Mgmt) is a private equity subsidiary of North Bridge Venture Partners founded in 2007 by Doug A. Kingsley and Jim M. Moran. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Copley Equity Partners LLC
Copley Equity Partners LLC Investment ManagersFinance Copley Equity Partners LLC (Copley Equity Partners) is a private equity firm founded in 2012 by Peter Trovato, Andrew J. Miller and Robert T. Hale. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor | |
Crestview Advisors LLC
Crestview Advisors LLC Investment ManagersFinance Crestview Advisors LLC (Crestview Partners) is a private equity firm founded in 2004 by Tom Sawyer Murphy Jr. and Barry Stuart Volpert. The firm is headquartered in Madison, New York. | Investment Managers | Private Equity Analyst | |
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 | |
Eight Enterprises LLC
Eight Enterprises LLC Investment ManagersFinance Eight Enterprises LLC (8VC) is a private equity/venture capital firm founded in 2015 by Joseph T. Lonsdale. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
NestEgg Wealth, Inc.
NestEgg Wealth, Inc. Investment ManagersFinance NestEgg Wealth, Inc. provides investment advice. It gathers data from all your bank, retirement and credit card accounts for financial planning advice. The company was founded by Alexey Sokolin on May 5, 2011 and is headquartered in New York, NY. | Investment Managers | Chief Executive Officer | |
PennantPark Investment Advisers LLC
PennantPark Investment Advisers LLC Investment ManagersFinance PennantPark Investment Advisers LLC (PennantPark) is a private equity firm founded in 2007 by Art Penn. The firm is headquartered in Miami, Florida with additional offices in New York, Chicago, Houston and Los Angeles. | Investment Managers | Private Equity Investor | |
INTERPRIVATE III FINANCIAL PARTNERS INC. | Financial Conglomerates | Consultant / Advisor | |
ConsenSys Software, Inc.
ConsenSys Software, Inc. Packaged SoftwareTechnology Services ConsenSys Software, Inc. provides market block chain technology services. Its products are Infura, Quorum, Codefi, MetaMask, and Diligence. It offer solutions to the asset management, capital markets, decentralized finance, global trade and commerce, payments and money, and all solutions and use cases. The company was founded by Joseph Lubin in 2014 and is headquartered in Brooklyn, NY. | Packaged Software | Sales & Marketing | |
Paine Schwartz Partners LLC
Paine Schwartz Partners LLC Investment ManagersFinance Paine Schwartz Partners LLC (Paine Schwartz Partners) is a private equity firm founded in 2006 by Dexter Paine, Kevin Michael Schwartz and Mitchell S. Presser. The firm is headquartered in San Mateo, California. | Investment Managers | Private Equity Analyst | |
Argonautic Investment Management Ltd.
Argonautic Investment Management Ltd. Investment ManagersFinance Argonautic Investment Management Ltd. (Argonautic ventures) is a private equity/venture capital firm founded in 2017 by Howard Liu and Rita Chiu. The firm is headquartered in George Town, Cayman Islands. | Investment Managers | Private Equity Investor | |
The University of Texas at Austin | College/University | Masters Business Admin | |
Jetblue Technology Ventures LLC
Jetblue Technology Ventures LLC Investment ManagersFinance JetBlue Technology Ventures LLC (JetBlue Technology Ventures) is a venture capital subsidiary of JetBlue Airways Corp founded in 2016 by Bonny W. Simi. The firm is headquartered in San Carlos, California. | Investment Managers | Private Equity Investor | |
Kenan-Flagler Business School | College/University | Masters Business Admin | |
Verizon Ventures LLC
Verizon Ventures LLC Investment ManagersFinance Verizon Ventures LLC (Verizon Ventures) is a venture capital subsidiary of Verizon Communications, Inc founded in 1990. The firm is headquartered in Basking Ridge, New Jersey. | Investment Managers | Private Equity Investor |
Statistiche
Distribuzione geografica
Stati Uniti | 44 |
Svizzera | 2 |
Germania | 2 |
Corea del Sud | 2 |
Isole Cayman | 2 |
Settori
Finance | 32 |
Consumer Services | 13 |
Technology Services | 4 |
Commercial Services | 2 |
Posizioni
Undergraduate Degree | 90 |
Corporate Officer/Principal | 85 |
Private Equity Investor | 65 |
Director/Board Member | 63 |
Analyst-Equity | 49 |
Contatti più connessi
Insiders | |
---|---|
Cecilia Gonzalo | 20 |
Michael Alan Kreger | 11 |
Todd Schell | 11 |
Pavel A. Chernyshov | 10 |
Alexey Sokolin | 10 |
Conner Mulvee | 10 |
Tomas Kiselak | 10 |
Jeff Cantwell | 9 |
Michael York | 8 |
Jean-Pierre Naegeli | 7 |
Nick Michlewicz | 7 |
Jin Kim | 7 |
Ashfaq Qadri | 7 |
David G. Masterman | 7 |
Mark Crane | 7 |
- Borsa valori
- Insiders
- CN Chen
- Connessioni Società