Dan Miller
Head-Equity Investments bei GW&K Investment Management LLC
Ursprung des Netzwerks ersten Grades von Dan Miller
Einheit | Art der Einheit | Industrie | |
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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.
270
| Subsidiary | Investment Managers | 270 |
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base.
50
| Subsidiary | Investment Managers | 50 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Dan Miller
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Boston College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Doctorate 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 Undergraduate Degree Masters Business Admin Doctorate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Massachusetts Institute of Technology | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Doctorate Degree | |
Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Suffolk University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | Corporate Officer/Principal Head-Equity Investments Corporate Officer/Principal Corporate Officer/Principal | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
PUTNAM PREMIER INCOME TRUST | Investment Trusts/Mutual Funds | Chief Investment Officer Chief Investment Officer Chief Executive Officer President | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
University of Michigan | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
Colgate University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
PUTNAM MANAGED MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal President | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
New York University | College/University | Graduate Degree Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Columbia Wanger Asset Management LLC
Columbia Wanger Asset Management LLC Investment ManagersFinance Columbia Wanger Asset Management LLC (CWAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Columbia Management Investment Advisers LLC, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP). CWAM serves as the investment advisor to a variety of open-end mutual funds that are series or portfolios of Columbia Acorn Trust and Wanger Advisors Trust, two registered investment companies sponsored by the firm and other institutional accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Chief Operating Officer Corporate Officer/Principal | |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Head-Equity Investments Analyst-Equity | |
University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin | |
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 | Analyst-Equity Head-Equity Investments | |
Johnson Graduate School of Management | College/University | Masters Business Admin Masters Business Admin | |
Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Chief Investment Officer | |
Princeton University | College/University | Undergraduate Degree Graduate Degree | |
PUTNAM MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer President | |
University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
Putnam Investments Ltd.
Putnam Investments Ltd. Investment ManagersFinance Putnam Investments Ltd. (PIL) is an investment management firm headquartered in London, UK. The firm was founded in 1982 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Financial Corp. in Canada. PIL is an active asset manager that provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
University of California | College/University | Masters Business Admin Undergraduate Degree | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Cabot Wealth Management, Inc.
Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Investment Managers | Corporate Officer/Principal Chief Investment Officer | |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
The Putnam Advisory Co. LLC
The Putnam Advisory Co. LLC Investment ManagersFinance The Putnam Advisory Co. LLC (PAC) is a SEC-registered investment advisor and hedge fund manager headquartered in The Putnam Advisory Co. LLC 76203, Massachusetts. The firm was founded in 1968 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Corp. of Canada (TSE: POW). PAC manages assets for institutional and international clients as well as various pooled investment funds. | Investment Managers | Head-Fixed Income Invts Chief Executive Officer | |
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 | |
HIGH INCOME SECURITIES FUND | Investment Trusts/Mutual Funds | President President | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Babson College | College/University | Undergraduate Degree Masters Business Admin |
Statistik
International
Vereinigte Staaten | 49 |
Israel | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Consumer Services | 28 |
Finance | 19 |
Miscellaneous | 5 |
Commercial Services | 2 |
Operativ
Corporate Officer/Principal | 103 |
Undergraduate Degree | 96 |
Portfolio Manager-Equities | 94 |
Analyst-Equity | 77 |
Masters Business Admin | 52 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Bob Reynolds | 38 |
Charles Haldeman | 30 |
Masroor Siddiqui | 13 |
Steve Peacher | 10 |
Pam Holding | 10 |
Ned Shadek | 8 |
Bill Sterling | 8 |
Saba S. Malak | 8 |
Gerard Sullivan | 7 |
Jeff Knight | 7 |
Christopher J. Stevo | 7 |
Sheba Alexander | 7 |
Aaron Christopher Clark | 7 |
Brian Thomas Hertzog | 7 |
Stephen Patrick Dexter | 7 |
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