Provenienza dei contatti di primo grado di Lisa Dong
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Westwood Management Corp. (Texas)
 Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles.
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| Subsidiary | Investment Managers | 57 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Lisa Dong tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Barings LLC
 Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
Barrow, Hanley, Mewhinney & Strauss LLC
 Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides US and global equity and fixed income management strategies to institutional investors, mutual funds, and other clients. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI). | Investment Managers | Analyst-Equity Analyst-Equity | |
Mesirow Financial Investment Management, Inc.
 Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
Aviva Investors Americas LLC
 Aviva Investors Americas LLC Investment ManagersFinance Founded in 1997, Aviva Investors Americas LLC is a registered investment advisor headquartered in Des Moines, Iowa. The firm was also previously known as Aviva Capital Management, Inc. Aviva Investors Americas is a subsidiary of Aviva USA Corp. and their ultimate parent is London-based Aviva Plc (LSE: AV). The firm manages assets for life insurance and annuity companies, re-insurance companies and other institutional clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Head-Equity Investments | |
Essex Investment Management Co. LLC
 Essex Investment Management Co. LLC Investment ManagersFinance Essex Investment Management Co. LLC (Essex) is an independent registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Hazard and Joseph McNay in 1976. Essex provides investment management services on a discretionary basis to institutional clients, such as employee benefits plans, endowment funds, foundations, religious organizations, and mutual funds. The firm also provides investment management services to individuals (private clients), limited partnerships and limited liability companies. | Investment Managers | Analyst-Equity | |
| Trinity University | College/University | Undergraduate Degree | |
| University of Nebraska | College/University | Masters Business Admin Undergraduate Degree | |
DePrince, Race & Zollo, Inc.
 DePrince, Race & Zollo, Inc. Investment ManagersFinance DePrince, Race & Zollo, Inc. (DRZ) is an independent, SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 1995 by Gregory DePrince, John Race and Victor Zollo. DRZ provides customized investment management services to institutional clients such as trusts, charitable organizations, investment companies, pension and profit-sharing plans, corporations or business entities, endowments, foundations, and private funds. | Investment Managers | Portfolio Manager-Equities | |
Carlson Capital LP
 Carlson Capital LP Investment ManagersFinance Carlson Capital LP is an independent, SEC-registered investment advisor and alternative asset management firm headquartered in Dallas, Texas. The firm was founded by Clinton Carlson in 1993. Carlson Capital provides discretionary investment advisory services to privately-offered pooled investment vehicles and certain managed accounts. | Investment Managers | Corporate Officer/Principal | |
Westwood Management Corp. (Illinois)
 Westwood Management Corp. (Illinois) Investment ManagersFinance Westwood Management Corp. (WMC) is a registered independent wealth management firm headquartered in Chicago, Illinois. The firm was founded by Michael Perlow in 1976. WMC provides investment advice to high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations and other businesses. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
1st Source Bank
 1st Source Bank Regional BanksFinance 1st Source Bank operates as a chartered commercial bank. It offers personal banking and electronic services. The company was founded in 1863 and is headquartered in South Bend, IN. | Regional Banks | Corporate Officer/Principal | |
Salient Partners LP
 Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Analyst-Equity | |
| WESTWOOD HOLDINGS GROUP, INC. | Investment Managers | Comptroller/Controller/Auditor Chief Investment Officer Chief Tech/Sci/R&D Officer Corporate Officer/Principal Corporate Officer/Principal | |
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-Equity | |
Cushing Asset Management LP
 Cushing Asset Management LP Investment ManagersFinance Cushing Asset Management LP is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2003 and they are a wholly-owned subsidiary of Swank Capital LLC. Cushing Asset Management provides investment management services on a discretionary basis to high net-worth individuals and institutional investors through Private Funds, Mutual Funds, ETFs, Closed-End Funds and Managed Accounts. They also offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers. | Investment Managers | Analyst-Equity | |
Paradigm Spine LLC
 Paradigm Spine LLC Medical SpecialtiesHealth Technology Paradigm Spine LLC designs, develops and markets solutions for the treatment of spinal conditions and diseases. It offers solutions for the disease management of spinal stenosis. The company was founded by by Marc R. Viscogliosi, Anthony G. Viscogliosi, John J. Viscogliosi and Guntmar H. Eisen in 2004 and is headquartered in New York, NY. | Medical Specialties | Corporate Officer/Principal | |
Magnetar Capital Partners LP
 Magnetar Capital Partners LP Financial ConglomeratesFinance Magnetar Capital Partners LLC provides financial management services. It offers solutions to the global event driven, fixed income and energy sectors. The company is headquartered in Delaware. | Financial Conglomerates | Corporate Officer/Principal | |
Small Bone Innovations, Inc.
 Small Bone Innovations, Inc. Medical SpecialtiesHealth Technology Small Bone Innovations, Inc. develops and markets implants for the small bones and joints. It offers Star Ankle, A3 fusion nail, Auto fix stainless steel, Stafix, mini rail system, Fusifix, Silicon pip, Stability sigmoid notch, Rhead, Uni-Elbow radio capitellum and Autofix. The company was founded by Anthony G. Viscogliosi, John L. Viscogliosi, and Marc R. Viscogliosi in May 2004 and is headquartered in Morrisville, PA. | Medical Specialties | Corporate Officer/Principal | |
| SALIENT MIDSTREAM & MLP FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree 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 | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
| Texas Christian University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Texas A&M University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
Thrivent Asset Management LLC
 Thrivent Asset Management LLC Investment ManagersFinance Thrivent Asset Management LLC (TAM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2005, the firm is a wholly-owned subsidiary of Thrivent Financial Holdings, Inc., which in turn is a wholly owned subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. TAM provides investment advisory services to the Thrivent Mutual Funds, a registered investment company under the Investment Company Act of 1940 that is comprised of various mutual fund series. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Indian Institute of Technology Bombay | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin | |
| Rice University | College/University | Masters Business Admin Undergraduate Degree | |
| American University | College/University | Undergraduate Degree | |
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 | |
SilverStone Group, Inc.
 SilverStone Group, Inc. Investment ManagersFinance SilverStone Group, Inc. engages in the provision of insurance services that offers risk management and employee benefits. Its services include HR consulting, property and casualty coverage, risk management, employee benefits, business insurance, and financial planning services. The company was founded by Ruth Nelson and H. H. Nelson in 1945 and is headquartered in Omaha, NE. | Investment Managers | Corporate Officer/Principal | |
| London School of Economics & Political Science | College/University | Graduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree | |
| Rollins College (Florida) | College/University | Masters Business Admin | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
| Bucknell University | College/University | Undergraduate Degree | |
Altrinsic Global Advisors Canada, Inc.
 Altrinsic Global Advisors Canada, Inc. Investment ManagersFinance Altrinsic Global Advisors Canada, Inc., is an investment advisory firm located in Toronto, ON, Canada. The firm is a subsidiary of Altrinsic Global Advisors LLC, a registered investment advisor located in Greenwich, Connecticut. The firm provides investment management services for individuals and institutions. They offer investment advisory services to corporate pension funds, public pension funds, sovereign wealth funds, foundations, endowments, sub-advisory clients, high net worth investors, and other business entities. | Investment Managers | Analyst-Equity |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Regno Unito | 3 |
| India | 2 |
| Canada | 2 |
Settori
| Finance | 27 |
| Consumer Services | 19 |
| Health Technology | 3 |
| Miscellaneous | 2 |
| Commercial Services | 2 |
Posizioni
| Analyst-Equity | 77 |
| Portfolio Manager-Equities | 66 |
| Corporate Officer/Principal | 59 |
| Undergraduate Degree | 53 |
| Masters Business Admin | 17 |
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