Ursprung des Netzwerks ersten Grades von Jason John McPharlin
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans.
23
| Extinct | Investment Managers | 23 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jason John McPharlin
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
F.L. Putnam Investment Management Co.
 F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities | |
Cypress Capital Group, Inc.
 Cypress Capital Group, Inc. Investment ManagersFinance Cypress Capital Group, Inc. (CCG) is an independent, SEC-registered investment advisor headquartered in Palm Beach, Florida. Formerly known as Palm Beach Investment Advisors LLC, the firm was founded in 1988 when a Chicago firm headed by Barry Hoyt bought Palm Beach Investment Advisors, which had earlier absorbed Cypress Trust. CCG provides investment advice to individuals and institutional clients throughout the US. | Investment Managers | Director of Research - Equity | |
| Boston University | College/University | Graduate Degree Corporate Officer/Principal | |
Cumberland Advisors, Inc.
 Cumberland Advisors, Inc. Investment ManagersFinance Cumberland Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida (with a branch office in Vineland, New Jersey). The firm was founded by David R. Kotok in 1973. Cumberland Advisors provides investment advisory services to high net worth individuals, institutions, investment companies, public and corporate retirement plans, corporations, foundations and government entities (direct clients as well as managed money through financial advisors). | Investment Managers | Director of Investments | |
| Drexel University | College/University | Undergraduate Degree | |
| Austin College | College/University | Undergraduate Degree | |
| Clark University | College/University | Undergraduate Degree | |
| DeVry University | College/University | Masters Business Admin | |
| Ithaca College | College/University | Undergraduate Degree | |
| Mississippi State University | College/University | Undergraduate Degree | |
| Trinity College (Connecticut) | College/University | Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree | |
| New York University | College/University | Doctorate 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 | Graduate Degree | |
| Providence College | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Investment Managers | Analyst-Equity President Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Investment Committee Member Investment Committee Member Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| University of San Diego | College/University | Undergraduate Degree | |
River Road Asset Management LLC
 River Road Asset Management LLC Investment ManagersFinance River Road Asset Management LLC (River Road) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2005 by R. Andrew Beck, Henry W. Sanders III, and James C. Shircliff. They are a subsidiary of RRAM Acquisition LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). River Road provides institutional separate account and investment sub-advisory services to a broad range of domestic and international clients. | Investment Managers | Portfolio Manager-Equities | |
Temperance Partners
 Temperance Partners Investment ManagersFinance Temperance Partners(Temperance Partners) is a private equity firm founded by Kevin Tice & Paul Sorbara in 2011. The firm is headquartered in Canada and having additional office in New York. | Investment Managers | Founder | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
PayCargo LLC
 PayCargo LLC Miscellaneous Commercial ServicesCommercial Services PayCargo LLC develops financial platform for moving money and vital remittance information between payers and vendors. It offers payer and vendor platform, API integration, and financing products. The company was founded by Juan C. Dieppa in 2007 and is headquartered in Coral Gables, FL. | Miscellaneous Commercial Services | Director/Board Member | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
| Shanghai Jiao Tong University | College/University | Undergraduate Degree | |
| University of New Hampshire | College/University | Undergraduate Degree | |
| Shanghai Institute of Foreign Trade | College/University | Graduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree | |
| Boettcher & Co. | Corporate Officer/Principal | ||
Phenomenelle Angels LLC
 Phenomenelle Angels LLC Investment ManagersFinance Phenomenelle Angels LLC (Phenomenelle Angels) is a venture capital firm founded in 2006 by Lauren A. Flanagan and Joe P. Hildebrandt. The firm is headquartered in Madison, Wisconsin. | Investment Managers | Investment Committee Member |
Statistik
International
| Vereinigte Staaten | 41 |
| China | 4 |
| Kanada | 3 |
| Israel | 2 |
Sektoral
| Finance | 26 |
| Consumer Services | 21 |
| Commercial Services | 2 |
Operativ
| Portfolio Manager-Equities | 48 |
| Corporate Officer/Principal | 27 |
| Undergraduate Degree | 23 |
| Analyst-Equity | 22 |
| Portfolio Manager-Fixed Income | 20 |
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