Ursprung des Netzwerks ersten Grades von Barclay Tittmann
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
16
| Subsidiary | Investment Managers | 16 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Barclay Tittmann
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 | Corporate Officer/Principal | |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
| INVESTMENT TECHNOLOGY GROUP | Investment Banks/Brokers | Corporate Officer/Principal | |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
Virtu ITG LLC
 Virtu ITG LLC Investment Banks/BrokersFinance Founded in 1987, ITG, Inc. is a broker/dealer headquartered in New York City. They are a subsidiary of Investment Technology Group, Inc. (NYSE: ITG). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research | Investment Banks/Brokers | Institutional Sales | |
The Bank of New York Mellon Trust Co. NA
 The Bank of New York Mellon Trust Co. NA Major BanksFinance A subsidiary of the Bank of New York (NYSE: BK), Bank of New York Trust Co. NA (BNY) manages trust portfolios for individual investors. They are headquartered in Los Angeles. | Major Banks | Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
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 | Undergraduate Degree | |
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 Corporate Officer/Principal | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Commercial Bank (Alma, Michigan)
 Commercial Bank (Alma, Michigan) Regional BanksFinance Part of Commercial National Financial Corp. (Michigan), Commercial Bank (Alma, MI) is a banking and loan company. Commercial Bank is committed to providing banking and loan services, including home loans, business loans, and deposit accounts. Kevin D. Collison has been the CEO of the company since 1996. | Regional Banks | Corporate Officer/Principal | |
| Scudder Private Investment Counsel /Boston Operations/ | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| American University | College/University | Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin Masters Business Admin | |
| Goucher College | 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 | |
| Yale University | College/University | Undergraduate Degree | |
| Simmons University | College/University | Masters Business Admin | |
| Skidmore College | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree | |
| Middlesex School | College/University | Treasurer | |
| Harvard Business School | College/University | Masters Business Admin | |
| University of Michigan Law School Committee of Visitors | College/University | Graduate Degree | |
Bank of New England
 Bank of New England Regional BanksFinance Bank of New England provides commercial lending and banking services. It offers business online banking, business development, and personal online banking services. The company was founded in 1983 and is headquartered in Salem, NH. | Regional Banks | Corporate Officer/Principal | |
US Trust (Private Equity)
 US Trust (Private Equity) Investment ManagersFinance US Trust (Private Equity) (US Trust ) is a private equity firm a subsidiary of Bank of America NA (Private Banking) founded in 1853. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
| USS Constitution Museum Foundation, Inc. | Corporate Officer/Principal | ||
National Parents Organization, Inc.
 National Parents Organization, Inc. Miscellaneous Commercial ServicesCommercial Services National Parents Organization, Inc. National Parents Organization, Inc. operates as a charitable and educational institution, which promotes shared parenting. It offers educational activities and assistance to families with divorced and separated parents. The company was founded by Ned Holstein in 1998 and is headquartered in Newton Centre, MA. | Miscellaneous Commercial Services | Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Piper East, Inc.
 Piper East, Inc. AirlinesTransportation Piper East, Inc. provides passenger charter services. The company was founded in 1929 and is headquartered in Manchester, NH. | Airlines | Corporate Officer/Principal | |
| Harvard College | College/University | Undergraduate Degree | |
Mastercard International, Inc.
 Mastercard International, Inc. Regional BanksFinance Mastercard International, Inc. provides credit card services. It provides access to round-trip bill payment and presentment for industry providers. The company was founded in 1969 and is headquartered in Purchase, NY. | Regional Banks | Corporate Officer/Principal | |
| Williams College | College/University | Undergraduate Degree | |
OneUnited Bank (Boston, Massachusetts)
 OneUnited Bank (Boston, Massachusetts) Major BanksFinance OneUnited Bank provides banking services. It provides consumer and business banking, as well as online banking services. The firm offers mortgage loans, insurance deposits, personal and business loans. The company is headquartered in Boston, MA. | Major Banks | Corporate Officer/Principal | |
| The Massachusetts Historical Society | Chairman |
Statistik
International
| Vereinigte Staaten | 50 |
Sektoral
| Finance | 24 |
| Consumer Services | 21 |
| Technology Services | 2 |
| Commercial Services | 2 |
| Transportation | 2 |
Operativ
| Corporate Officer/Principal | 36 |
| Portfolio Manager-Equities | 16 |
| Undergraduate Degree | 14 |
| Masters Business Admin | 9 |
| President | 4 |
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