Ursprung des Netzwerks ersten Grades von Ian Wolf
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Trillium Asset Management LLC
 Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients.
37
| Subsidiary | Investment Managers | 37 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Ian Wolf
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Progressive Investment Management Corp.
 Progressive Investment Management Corp. Investment ManagersFinance Progressive Investment Management Corp. (Progressive) is an independent, SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1987 as Portfolio 21 Investments, Inc. Progressive provides investment management services on a discretionary basis to individuals, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm offers separately managed accounts that may invest in individual stocks and bonds, mutual funds and Exchange Traded Funds (ETFs) that uses several investment strategies. | Investment Managers | Chief Investment Officer Investment Committee Member Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| Yale University | College/University | Doctorate Degree Graduate Degree Masters Business Admin | |
Calamos Advisors LLC
 Calamos Advisors LLC Investment ManagersFinance Calamos Advisors LLC is a SEC-registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
| University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
Adams Harkness & Hill Investment Banking
 Adams Harkness & Hill Investment Banking Investment ManagersFinance Part of Canaccord Genuity Group, Inc., Adams Harkness & Hill Investment Banking is a company based in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Bentley University | College/University | Graduate Degree Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
US SIF
 US SIF Miscellaneous Commercial ServicesCommercial Services US SIF is a forum for sustainable and responsible investment that aims to shift investment practices towards sustainability and generate positive social and environmental impacts. The non-profit company is based in Washington. Its members include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, community investing organizations, and nonprofit associations. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Calamos Investments LLC
 Calamos Investments LLC Investment ManagersFinance Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. | Investment Managers | Head-Equity Investments Head-Equity Investments | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| ATLANTICA SUSTAINABLE INFRASTRUCTURE PLC | Alternative Power Generation | Director/Board Member | |
| Fairleigh Dickinson University | College/University | Masters Business Admin | |
Journey Tree, Inc.
 Journey Tree, Inc. Investment ManagersFinance Journey Tree, Inc. provides investment advice. The private company is based in Eugene, OR. | Investment Managers | Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin | |
| University of Guelph | College/University | Graduate Degree | |
| University of Toronto | College/University | Undergraduate Degree | |
NorthStar Asset Management, Inc.
 NorthStar Asset Management, Inc. Investment ManagersFinance NorthStar Asset Management, Inc. (NorthStar) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Julie N.W. Goodridge in 1990. They manage assets for individuals, families, trusts, and not-for-profit organizations who are interested in socially responsible investing. NorthStar is a signatory to the UN Principles of Responsible Investment (UNPRI), member of the Shareholder Rights Group, US SIF: The Forum for Sustainable and Responsible Investment, and Confluence Philanthropy. | Investment Managers | Corporate Officer/Principal | |
Asset Management Corp.
 Asset Management Corp. Investment ManagersFinance Asset Management Corp. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Plano, Texas. Founded in 1986, the firm provides portfolio management services to individuals, high net worth-individuals, profit-sharing plans, charitable institutions, foundations, endowments, private investment funds and trust programs. | Investment Managers | Corporate Officer/Principal | |
| Nichols College | College/University | Undergraduate Degree | |
| Northern Arizona University | College/University | Graduate Degree | |
| Whitman College | College/University | Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree | |
| North Carolina A&T State University | College/University | Undergraduate Degree | |
Oxford Bioscience Partners
 Oxford Bioscience Partners Investment ManagersFinance Oxford Bioscience Partners is an Independent Venture Capital firm founded in 1992 by Edmund Martin Olivier, Alan G. Walton and Cornelius T. Ryan. The firm is headquartered in Boston. | Investment Managers | Corporate Officer/Principal | |
Green Century Capital Management, Inc.
 Green Century Capital Management, Inc. Investment ManagersFinance Green Century Capital Management, Inc. (Green Century) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Mindy S. Lubber in 1991 and is a subsidiary of Paradigm Partners. They serve as the investment advisor to the Green Century Funds. Green Century is a signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
| Brandeis University | College/University | Graduate Degree | |
| Boise State University | College/University | Graduate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree | |
Boston Common Asset Management LLC
 Boston Common Asset Management LLC Investment ManagersFinance Boston Common Asset Management LLC (Boston Common) is an independent, employee-owned, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Francisco, California. The firm was founded by Geeta B. Aiyer in 2002. Boston Common provides discretionary investment management services to charitable organizations, pension and profit sharing plans, state entities, taxable and tax-exempt institutional clients, high net-worth individuals, commingled investment vehicles and mutual funds. | Investment Managers | Sales & Marketing | |
| Plymouth State University | College/University | Undergraduate Degree | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal | |
Factory Mutual Insurance Co.
 Factory Mutual Insurance Co. Specialty InsuranceFinance Factory Mutual Insurance Co. provides commercial and industrial property insurance worldwide. Its products include sustainability select, cargo insurance, alternative risk transfer:Rent-A-Captain and business interruption coverage. The firm services include boiler and machinery services, predictive analytics and claims services. The company was founded in 1999 and is headquartered in Johnston, RI. | Specialty Insurance | Corporate Officer/Principal | |
Leerink Partners LLC
 Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Harvard Medical School | College/University | Corporate Officer/Principal | |
Wyeth Pharmaceuticals LLC
 Wyeth Pharmaceuticals LLC Pharmaceuticals: MajorHealth Technology Wyeth Pharmaceuticals LLC develops pharmaceutical, biotechnology and vaccine technologies. The company was registered on May 5, 2003 and is headquartered in Collegeville, PA. | Pharmaceuticals: Major | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
| University of Wisconsin-Eau Claire | College/University | Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree | |
Glass, Lewis & Co. LLC
 Glass, Lewis & Co. LLC Investment ManagersFinance Glass, Lewis & Co. LLC (Glass Lewis) is an independent investment research firm headquartered in San Francisco, California. The firm was founded in 2003 by Kevin J. Cameron & Gregory P. Taxin. Glass Lewis provides investment research and advice on proxy votes to institutional investor and?publicly listed?companies. Their clients include pension plans, mutual funds, and asset managers. | Investment Managers | Corporate Officer/Principal | |
Carret Asset Management LLC
 Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | Investment Managers | Analyst-Equity | |
| F.W. Olin Graduate School of Business | College/University | Masters Business Admin | |
| Dongbei University of Finance & Economics | College/University | Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 47 |
| Kanada | 3 |
| Vereinigtes Königreich | 2 |
| China | 2 |
Sektoral
| Consumer Services | 27 |
| Finance | 22 |
| Commercial Services | 2 |
| Utilities | 2 |
| Health Technology | 2 |
Operativ
| Corporate Officer/Principal | 49 |
| Portfolio Manager-Equities | 43 |
| Analyst-Equity | 36 |
| Undergraduate Degree | 34 |
| Graduate Degree | 13 |
