Ursprung des Netzwerks ersten Grades von Jim J. Seuffert
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
BNY Mellon Advisors, Inc.
BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program.
13
| Subsidiary | Investment Managers | 13 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jim J. Seuffert
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
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 | Corporate Officer/Principal | |
Lockheed Martin Investment Management Co.
Lockheed Martin Investment Management Co. Investment ManagersFinance Lockheed Martin Investment Management Co. (LMIMCo) is a pension fund management firm headquartered in Bethesda, Maryland. The firm is wholly owned by Lockheed Martin Corp. (NYSE: LMT). LMIMCo has the fiduciary responsibility for making investment decisions related to the assets of their parent company’s post-retirement benefit plans. | Investment Managers | Corporate Officer/Principal | |
Brighthouse Investment Advisers LLC
Brighthouse Investment Advisers LLC Investment ManagersFinance Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act. | Investment Managers | Corporate Officer/Principal | |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Analyst-Equity | |
Hamilton, Johnston & Co., Inc.
Hamilton, Johnston & Co., Inc. Investment ManagersFinance Hamilton, Johnston & Co., Inc. is an independent investment consulting firm based in Princeton, NJ. The private company has been providing reasoned, independent, and conflict-free investment consulting services to portfolios of large scale since 1970. The company helps foundations, endowments, retirement plans, family offices, and high-net-worth individuals invest successfully. Hamilton & Company offers an alternative to the formulaic, statistics-based, model-driven, "product" oriented, impersonal, and often unsuccessful investment business. The company emphasizes qualitative analysis of investment opportunities and managers, practical approach to portfolio construction, and delivering superior service and results custom-tailored to the needs of each client. The company serves foundation and endowment funds of all sizes and types, retirement plans, and families and individuals. | Investment Managers | Corporate Officer/Principal | |
Wealthcare Capital Management LLC
Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations. | Investment Managers | Chief Executive Officer | |
Financeware Holdings LLC
Financeware Holdings LLC Investment ManagersFinance Financeware Holdings LLC provides financial services. The company is headquartered in Radnor, PA. | Investment Managers | Director/Board Member | |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Corporate Officer/Principal | |
Drexel University | College/University | Graduate Degree | |
University of Rhode Island | College/University | Undergraduate Degree | |
Pershing LLC
Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
Bloomsburg University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Bucknell University | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Fairfield University | College/University | Undergraduate Degree | |
Temple University (Pennsylvania) | College/University | Masters Business Admin Graduate Degree | |
Millersville University | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
St. Joseph's University | College/University | Masters Business Admin Masters Business Admin | |
University of Michigan | College/University | Undergraduate Degree | |
Chase Investors Management Corp. | Corporate Officer/Principal | ||
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal | |
Money Management Institute
Money Management Institute Investment ManagersFinance Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY. | Investment Managers | Chairman | |
Wheelhouse Analytics LLC
Wheelhouse Analytics LLC Packaged SoftwareTechnology Services Wheelhouse Analytics LLC provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises. Its solutions include distribution analysis, Wheelhouse ED, Admiral, and Builder. The company was founded by Todd A. Buck and Frank J. Coates in 2010 and is headquartered in West Chester, PA. | Packaged Software | Director/Board Member | |
Palladiem LLC
Palladiem LLC Investment ManagersFinance Palladiem LLC is a SEC-registered investment adviser headquartered in Bryn Mawr, Pennsylvania. The firm was founded in 2011 and was acquired by OAR Financial LLC in 2023. Palladiem provides discretionary and non-discretionary investment advisory services to institutional and high-net-worth investors in the form of separate accounts through financial intermediaries. | Investment Managers | President | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Wealthcare Advisory Partners LLC
Wealthcare Advisory Partners LLC Investment ManagersFinance Wealthcare Advisory Partners LLC (WCAP) is a SEC-registered investment advisor and wealth management firm headquartered in West Chester, Pennsylvania. The firm was founded in 2014 and is a wholly-owned subsidiary of Wealthcare Parent Holdings LLC, which is ultimately owned by Wealthcare Capital Management LLC. WCAP offers investment advisory services to individuals, high net-worth individuals, trusts, estates, retirement plans, charitable organizations and other businesses. | Investment Managers | Chief Executive Officer | |
Boulder View Capital LLC
Boulder View Capital LLC Investment ManagersFinance Boulder View Capital LLC provides investment advice. The American company was founded in 2019 by David Michael Feldman. David Michael Feldman has been the CEO since 2019. | Investment Managers | Chief Executive Officer |
Statistik
International
Vereinigte Staaten | 33 |
Frankreich | 2 |
Sektoral
Finance | 20 |
Consumer Services | 13 |
Technology Services | 2 |
Operativ
Corporate Officer/Principal | 13 |
Undergraduate Degree | 11 |
Analyst-Equity | 10 |
Portfolio Manager-Equities | 5 |
Analyst-Fixed Income | 4 |
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