Brett Lewthwaite

Corporate Officer/Principal at WADDELL & REED FINANCIAL, INC.

51 year

Finance

Miscellaneous

Network origin in Brett Lewthwaite first degree

Entity	Entity type	Industry
Delaware Wilshire Private Markets Master Fund Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. 53	Mutual Fd-Closed End	Investment Trusts/Mutual Funds	53
WADDELL & REED FINANCIAL, INC. 30	Subsidiary	Investment Banks/Brokers	30
Macquarie Investment Management Ltd. Macquarie Investment Management Ltd. Investment ManagersFinance Macquarie Investment Management Ltd. (MIML) is the investment management subsidiary of Macquarie Funds Management Holdings Pty Ltd., ultimately held by Macquarie Group Ltd. (ASX: MQG, ADR: MQBKY) in Australia. The firm was founded in 1984 and is headquartered in Adelaide. MIML provides investment advisory services to banks or thrift institutions; pension and profit-sharing plans; trust, estate or charitable organizations; corporations/business entities; and individuals. Their clients may also include governments, government agencies, international organizations, educational institutions and pooled investment vehicles. 14	Subsidiary	Investment Managers	14

Chart of Companies connected to the second degree

Multi-company connection

Companies connected to Brett Lewthwaite via their personal network

Company	Sector	Related people	Main position
UBS Asset Management (Americas), Inc. UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.	Investment Managers	Shawn Lytle Joseph J. Devine John Leonard	Head-Equity Investments Head-Equity Investments Head-Equity Investments
Macquarie Investment Management Business Trust Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.	Investment Managers	Richard Salus Daniel Geatens Shawn Lytle Francis X. Morris Christopher S. Beck Liu-Er Chen Joseph J. Devine John Leonard Alex Ely Nikhil G. Lalvani Roger Allen Early John McCarthy Craig Dembek David Hillmeyer Kevin C. Schildt Philip Osaretin Eguae-Obazee Kashif Ishaq Terrance O'Brien Mansur Rasul Roden C. van Roden Gary T. Abrams Stuart George Steve Czepiel Susan L. Natalini Alexander Kozhemiakin Brian Charles McDonnell Chris Gowlland Greg Gizzi Frank George LaTorraca David Connor Adam H. Brown	Corporate Officer/Principal Director/Board Member Chief Executive Officer Head-Equity Investments Head-Equity Investments Head-Equity Investments Head-Equity Investments Head-Equity Investments Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Director of Research - Fxd Inc Portfolio Manager-Fixed Income Analyst-Fixed Income Head-Fixed Income Invts Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Trading-Fixed Income Trading-Equity Trading-Equity Portfolio Manager-Fixed Income Corporate Officer/Principal Head-Equity Investments Analyst-Fixed Income Director of Research - Equity Portfolio Manager-Fixed Income Analyst-Equity Corporate Officer/Principal Head-Fixed Income Invts
SEI INVESTMENTS COMPANY	Investment Managers	William Doran Michael Beattie James Bernstein Stephen Connors	Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor
SEI Institutional Managed Trust	Investment Trusts/Mutual Funds	William Doran Russell Emery	Director/Board Member Compliance Officer
SEI Tax Exempt Trust	Investment Trusts/Mutual Funds	William Doran Russell Emery	Director/Board Member Compliance Officer
ABRDN NATIONAL MUNICIPAL INCOME FUND	Investment Trusts/Mutual Funds	Richard Salus Daniel Geatens Shawn Lytle Steve Czepiel Greg Gizzi David Connor	Director of Finance/CFO Treasurer Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal General Counsel
SEI Asset Allocation Trust	Investment Trusts/Mutual Funds	William Doran Russell Emery	Director/Board Member Compliance Officer
Waddell & Reed LLC Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS.	Investment Managers	Brent K. Bloss Philip James Sanders Roger Hoadley Shawn M. Mihal	Director of Finance/CFO Chief Executive Officer Investor Relations Contact President
Schroder Series Trust	Investment Trusts/Mutual Funds	William Doran Thomas Lemke Randall S. Yanker Russell Emery	Director/Board Member Director/Board Member Director/Board Member Compliance Officer
University of Nebraska	College/University	Michael Daley Amy J. Scupham	Undergraduate Degree Undergraduate Degree
Chartwell Investment Partners LLC Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940.	Investment Managers	Roger Allen Early John McCarthy Craig Dembek	Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income
New Covenant Funds	Investment Trusts/Mutual Funds	William Doran Russell Emery	Director/Board Member Compliance Officer
SEI Insurance Products Trust	Investment Trusts/Mutual Funds	William Doran Russell Emery	Director/Board Member Compliance Officer
The Advisors' Inner Circle Fund II	Investment Trusts/Mutual Funds	William Doran Russell Emery	Director/Board Member Compliance Officer
Schroder Global Series Trust	Investment Trusts/Mutual Funds	William Doran Thomas Lemke Randall S. Yanker Russell Emery	Director/Board Member Director/Board Member Director/Board Member Compliance Officer
Ivy Distributor, Inc. Ivy Distributor, Inc. Investment Banks/BrokersFinance Part of Macquarie Group Ltd., Ivy Distributor, Inc. is a company based in Overland Park, KS.	Investment Banks/Brokers	Shawn M. Mihal Amy J. Scupham	General Counsel President
SEI Alpha Strategy Portfolios LP		William Doran Russell Emery	Director/Board Member Compliance Officer
SEI Opportunity Fund LP	Investment Trusts/Mutual Funds	William Doran Russell Emery	Director/Board Member Compliance Officer
Adviser Managed Trust	Investment Trusts/Mutual Funds	William Doran Russell Emery	Director/Board Member Compliance Officer
The KP Funds The KP Funds Investment Trusts/Mutual FundsMiscellaneous The KP Funds is an open-end management investment company that offers shares of diversified portfolios. The company was founded on March 25, 2013 and is headquartered in Oaks, PA.	Investment Trusts/Mutual Funds	William Doran Russell Emery	Director/Board Member Compliance Officer
The Advisors' Inner Circle Fund III	Investment Trusts/Mutual Funds	William Doran Thomas Lemke Randall S. Yanker Russell Emery	Director/Board Member Director/Board Member Director/Board Member Compliance Officer
O'Connor EQUUS		William Doran Thomas Lemke Randall S. Yanker Russell Emery	Director/Board Member Director/Board Member Director/Board Member Compliance Officer
Winton Series Trust	Investment Trusts/Mutual Funds	William Doran Thomas Lemke Randall S. Yanker Russell Emery	Director/Board Member Director/Board Member Director/Board Member Compliance Officer
SEI Catholic Values Trust SEI Catholic Values Trust Investment Trusts/Mutual FundsMiscellaneous SEI Catholic Values Trust operates as an open-end management investment company. The company provides shares of diversified portfolios. It also offers class A and class Y shares to the shareholders. SEI Catholic Values Trust is headquartered in Oaks, PA.	Investment Trusts/Mutual Funds	William Doran Russell Emery	Director/Board Member Compliance Officer
Winton Diversified Opportunities Fund	Investment Trusts/Mutual Funds	William Doran Thomas Lemke Randall S. Yanker Russell Emery	Director/Board Member Director/Board Member Director/Board Member Compliance Officer
Dartmouth College	College/University	John Leonard Dennis E. Logue	Undergraduate Degree Director/Board Member
University of Pennsylvania	College/University	Jerel Hopkins Philip Osaretin Eguae-Obazee Susan L. Natalini	Undergraduate Degree Masters Business Admin 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	Joseph J. Devine Eric Becker	Masters Business Admin Masters Business Admin
Boston College	College/University	Brian Charles McDonnell Frank George LaTorraca	Undergraduate Degree Graduate Degree
Rutgers State University of New Jersey	College/University	Daniel Geatens Dennis E. Logue Alexander Alston	Undergraduate Degree Masters Business Admin Undergraduate Degree
Macquarie Management Holdings, Inc. Macquarie Management Holdings, Inc. Investment Banks/BrokersFinance Macquarie Management Holdings, Inc. engages in the provision of investment management services. It also offers managed accounts, college savings plans, mutual funds, and retirement plans. The company was founded in 1929 and is headquartered in Philadelphia, PA.	Investment Banks/Brokers	Richard Salus Jerel Hopkins Shawn Lytle David Connor Neil S. Siegel David Brenner Michael F. Capuzzi	Director of Finance/CFO Corporate Officer/Principal President General Counsel Sales & Marketing Chief Administrative Officer Chief Investment Officer
St. Joseph's University	College/University	Michael F. Capuzzi Michael Beattie	Undergraduate Degree Masters Business Admin
University of Illinois	College/University	Alexander Kozhemiakin Frank George LaTorraca	Doctorate Degree Masters Business Admin
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.	Miscellaneous Commercial Services	Philip James Sanders Nikhil G. Lalvani Dan Hanson Amy J. Scupham	Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal
Macquarie Investment Management Global Ltd. Macquarie Investment Management Global Ltd. Investment ManagersFinance Macquarie Investment Management Global Ltd. (MIMGL) is an investment advisory firm headquartered in Sydney, Australia. The firm was founded in 1999 and is a subsidiary of Macquarie Investment Management Holdings Pty Ltd., ultimately owned by a multi-national financial services company, Macquarie Group Ltd. (ASX: MQG; ADR: MQBKY) which originated in 1969. MIMGL provides portfolio management and investment advisory services to both institutional and retail clients.	Investment Managers	Shemara Wikramanayake Benjamin Leung Scot Thompson	Chief Executive Officer Head-Equity Investments Head-Equity Investments
The Advisors' Inner Circle Fund		William Doran Russell Emery	Director/Board Member Compliance Officer
The Wharton School of the University of Pennsylvania	College/University	Jerel Hopkins Roger Allen Early Alexander Alston	Undergraduate Degree Undergraduate Degree Masters Business Admin
Delaware Wilshire Private Markets Fund Delaware Wilshire Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Fund is a non-diversified, closed-end investment fund. The company was founded on March 13, 2020 and is headquartered in Oaks, PA.	Investment Trusts/Mutual Funds	William Doran Thomas Lemke Randall S. Yanker Russell Emery Michael Beattie James Bernstein Stephen Connors	Chairman Director/Board Member Director/Board Member Compliance Officer President Corporate Secretary Director of Finance/CFO
Delaware Wilshire Private Markets Tender Fund	Investment Trusts/Mutual Funds	William Doran Thomas Lemke Randall S. Yanker	Director/Board Member Director/Board Member Director/Board Member
CFA Society of Philadelphia		Nikhil G. Lalvani Roger Allen Early	Corporate Officer/Principal Corporate Officer/Principal

Statistics

International

United States	50
Australia	2

Sectoral

Miscellaneous	25
Finance	13
Consumer Services	10
Commercial Services	2

Operational

Corporate Officer/Principal	163
Director/Board Member	152
Undergraduate Degree	56
Portfolio Manager-Equities	39
Compliance Officer	34

Most connected contacts

Insiders
William Doran	36
Russell Emery	26
Katherine Kline	24
Shawn Lytle	23
Randall S. Yanker	18
Michael Morrissey	18
Roger Allen Early	18
Dennis E. Logue	16
Thomas Lemke	16
Richard Salus	16
Jerel Hopkins	16
Philip James Sanders	15
Sharilyn Gasaway	14
David Connor	14
Daniel Geatens	13

See all connections