Ursprung des Netzwerks ersten Grades von Elizabeth Ferrao
Einheit | Art der Einheit | Industrie | |
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Congress Asset Management Co. LLP
Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.
29
| Subsidiary | Investment Managers | 29 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Elizabeth Ferrao
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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 | Corporate Officer/Principal | |
Drew University | College/University | Undergraduate Degree | |
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 | Analyst-Fixed Income Analyst-Equity Corporate Officer/Principal | |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as 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. (TSE, 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-Fixed Income | |
Massachusetts Mutual Life Insurance Co.
Massachusetts Mutual Life Insurance Co. Life/Health InsuranceFinance Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA. | Life/Health Insurance | Corporate Officer/Principal | |
ABERCROMBIE & FITCH CO. | Apparel/Footwear Retail | Corporate Officer/Principal | |
Dreman Value Management LLC
Dreman Value Management LLC Investment ManagersFinance Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors. | Investment Managers | Portfolio Manager-Fixed Income | |
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. | Investment Managers | Analyst-Equity | |
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Investment Managers | Chief Investment Officer | |
Cadaret, Grant & Co., Inc.
Cadaret, Grant & Co., Inc. Investment Banks/BrokersFinance Cadaret Grant & Co., Inc. (Cadaret Grant) is a registered broker/dealer headquartered in Syracuse, New York. The firm was founded by Mac Cadaret and Art Grant in 1985. They are a subsidiary of AWS 4, Inc., which is owned by Atria Wealth Solutions, Inc. Cadaret Grant provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
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 | Graduate Degree Graduate Degree | |
40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Corporate Officer/Principal | |
Overture Asset Managers LLC
Overture Asset Managers LLC Investment ManagersFinance Overture Asset Managers LLC acquires boutique money managers and provides investment management services. The private company is based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Karvy Consultants Ltd.
Karvy Consultants Ltd. Investment Banks/BrokersFinance Part of Karvy Group, Karvy Consultants Ltd. is a financial services company based in Hyderabad, India. The Indian company offers customised financial solutions to its investors, including online stock broking, wealth management, mutual funds, and in-depth research on various investment products such as equity, commodities, debt, and mutual funds. Additionally, Karvy provides forex and currency services, corporate advisory services, and GST suvidha provider (GSP) services to help taxpayers understand the GSP concept. The CEO of the company is Yugandhar Meka. | Investment Banks/Brokers | Corporate Officer/Principal | |
Assumption College | College/University | Undergraduate Degree | |
Babson College | College/University | Masters Business Admin Masters Business Admin | |
Bates College | College/University | Undergraduate Degree | |
Bentley University | College/University | Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree 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 | |
Clark University | College/University | Undergraduate Degree | |
Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
Hobart & William Smith Colleges | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Graduate Degree | |
Yale University | College/University | Graduate 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 | |
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 Masters Business Admin Undergraduate Degree Masters Business Admin | |
Presbyterian College | College/University | Undergraduate Degree | |
State University of New York at Albany | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree | |
University of Vermont | College/University | Undergraduate Degree | |
University of St. Thomas
University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Graduate Degree | |
Manulife Investment Management Private Markets (US) LLC
Manulife Investment Management Private Markets (US) LLC Investment ManagersFinance Manulife Investment Management Private Markets (US) LLC (Manulife Investment Management) is a private equity subsidiary of Manulife Financial Corp founded in 1997. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor | |
Osmania University | College/University | Undergraduate Degree | |
LMCG Investments LLC
LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Investment Managers | Portfolio Manager-Equities | |
University of St. Michael's College | College/University | Undergraduate Degree | |
HEC Montréal | College/University | Undergraduate Degree | |
Eze Castle Integration, Inc.
Eze Castle Integration, Inc. Data Processing ServicesTechnology Services Eze Castle Integration, Inc. engages in the provision of managed services and technology solutions to the investment management industry. It offers end user IT (information technology) support, infrastructure support, patch management, IT project management, digital transformation, and workforce transformation services. The company was founded by John Ralph Cahaly in 1995 and is headquartered in Boston, MA. | Data Processing Services | Corporate Officer/Principal | |
Blue Bird Technologies LLC
Blue Bird Technologies LLC Multi-Line InsuranceFinance Blue Bird Technologies LLC provides back office services to the insurance industry. It offers business process outsourcing services including policy, premium, customer, claims, catastrophe, document, underwriting and business consulting services. The company was founded by Jeff E. Brown, Francesca D'Angelo and Robert L. Delmastro in April 2000 and is headquartered in Marlborough, MA. | Multi-Line Insurance | Corporate Officer/Principal | |
Bristol Community College | College/University | Undergraduate Degree | |
Enterprise Investments, Inc.
Enterprise Investments, Inc. Miscellaneous Commercial ServicesCommercial Services Enterprise Investments, Inc. provides all other business support services. It is headquartered in Star Prairie, WI | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Bryant University | College/University | Masters Business Admin Undergraduate Degree | |
Majendie Charlton Securities Ltd. | Corporate Officer/Principal | ||
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Colonial Management LLC
Colonial Management LLC Real Estate DevelopmentFinance Colonial Management LLC operates a full service commercial property management. The company was founded January 19, 2007 and is headquartered in Madison, WI. | Real Estate Development | Corporate Officer/Principal | |
Vignana Jyothi Educational Institutions | College/University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 45 |
Indien | 4 |
Kanada | 4 |
Sektoral
Consumer Services | 27 |
Finance | 20 |
Technology Services | 3 |
Retail Trade | 2 |
Commercial Services | 2 |
Operativ
Corporate Officer/Principal | 34 |
Undergraduate Degree | 27 |
Portfolio Manager-Equities | 21 |
Investment Committee Member | 16 |
Analyst-Equity | 14 |
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