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Dave Intoppa
Analyst-Equity bei Newton Investment Management North America LLC
Ursprung des Netzwerks ersten Grades von Dave Intoppa
Einheit | Art der Einheit | Industrie | |
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The Boston Company Asset Management LLC
![]() The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements.
137
| Extinct | Investment Managers | 137 |
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.
111
| Subsidiary | Investment Managers | 111 |
Newton Investment Management North America LLC
![]() Newton Investment Management North America LLC Investment ManagersFinance Newton Investment Management North America LLC (NIMNA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2021 and is a subsidiary of MBC Investments Corp., ultimately owned by The Bank of New York Mellon Corp. (NYSE: BK). NIMNA provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, trusts, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions.
36
| Subsidiary | Investment Managers | 36 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Dave Intoppa
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Boston College | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
BNY Mellon Investment Adviser, Inc.
![]() BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Massachusetts Institute of Technology | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Insight North America LLC
![]() Insight North America LLC Investment ManagersFinance Insight North America LLC (INA), dba Insight Investments, is a SEC-registered investment advisor headquartered in New York City. Formerly known as Pareto New York LLC, the firm was founded in 2004 and is a subsidiary of Mellon Global Investment Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). INA provides discretionary and non-discretionary investment advisory services to institutional, individuals, high-net-worth and individual investors in the form of separate account and pooled vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Head-Fixed Income Invts Head-Fixed Income Invts Director of Research - Fxd Inc Portfolio Manager-Fixed Income | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Lehigh University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree 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 | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity | |
Stanford University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Babson College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
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 Masters Business Admin | |
Rensselaer Polytechnic Institute | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Analyst-Equity 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 | Portfolio Manager-Equities Head-Equity Investments Analyst-Equity | |
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 | Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
BlackRock Advisors LLC
![]() BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
DWS Investment Management Americas, Inc.
![]() DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name to DWS as part of the rebranding of Deutsche Asset Management. They are a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for their municipal bond strategies through wrap fee programs. | Investment Managers | Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal | |
Boston University | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
Stanford Graduate School of Business | College/University | Masters Business Admin Graduate Degree | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
London Business School | College/University | Graduate Degree Graduate Degree | |
Wallace E Carroll School of Management | College/University | Masters Business Admin Masters Business Admin | |
University of Illinois | College/University | Doctorate Degree Masters Business Admin | |
Lafayette College | College/University | Undergraduate Degree Undergraduate Degree | |
Invesco Advisers, Inc.
![]() Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Analyst-Equity Director of Research - Equity | |
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 | Masters Business Admin Masters Business Admin | |
Fordham University
![]() Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
The Johns Hopkins University | College/University | Undergraduate Degree Undergraduate Degree | |
The State University of New York | College/University | Undergraduate Degree Masters Business Admin | |
Indiana University | College/University | Masters Business Admin Undergraduate Degree | |
Bowdoin College
![]() Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Graduate Degree Undergraduate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
University of Hong Kong | College/University | Undergraduate Degree | |
Bentley University | College/University | Masters Business Admin | |
University of New Hampshire | College/University | Undergraduate Degree | |
St. Lawrence University | College/University | Undergraduate Degree | |
Canisius College | College/University | Undergraduate Degree | |
Foster Dykema Cabot & Partners LLC
![]() Foster Dykema Cabot & Partners LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Foster Dykema Cabot & Partners LLC is a company that provides investment advice. The company is based in Waltham, MA. | Investment Managers | Chief Investment Officer |
Statistik
International
Vereinigte Staaten | 48 |
Israel | 2 |
Vereinigtes Königreich | 2 |
Hong Kong | 2 |
Sektoral
Consumer Services | 31 |
Finance | 21 |
Operativ
Portfolio Manager-Equities | 192 |
Analyst-Equity | 162 |
Undergraduate Degree | 97 |
Corporate Officer/Principal | 63 |
Masters Business Admin | 50 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Euan Munro | 12 |
Christian Fay | 12 |
David Borah | 11 |
Chuck Trafton | 9 |
Dave Daglio | 9 |
Rob Zeuthen | 9 |
Matt Jenkin | 9 |
Erik A. Swords | 9 |
Bill Rubin | 9 |
Des Mac Intyre | 8 |
Joe Corrado | 8 |
James Boyd | 8 |
Remi Justin Browne | 8 |
Brian Ferguson | 8 |
John Robert Porter | 8 |
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