Ursprung des Netzwerks ersten Grades von John Stephen Barrett
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
119
| Subsidiary | Investment Managers | 119 |
Wallace E Carroll School of Management
16
| College/University | Other Consumer Services | 16 |
The University of North Carolina at Greensboro
6
| College/University | Other Consumer Services | 6 |
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.
5
| Subsidiary | Investment Managers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von John Stephen Barrett
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Computer Sciences Corp.
 Computer Sciences Corp. Information Technology ServicesTechnology Services Computer Sciences Corp. provided information technology solutions. It operated through the global business services, global infrastructure services segments. The company was founded by Roy Nutt and Fletcher Roseberry Jones on April 16, 1959 and was headquartered in Tysons, VA. | Information Technology Services | Corporate Officer/Principal | |
MacKay Shields LLC
 MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Fixed Income | |
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-Equity Analyst-Fixed Income Portfolio Manager-Equities | |
| SEI INVESTMENTS COMPANY | Investment Managers | Corporate Officer/Principal 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 | Analyst-Equity Portfolio Manager-Equities | |
| NII HOLDINGS, INC. | Wireless Telecommunications | Director/Board Member | |
PanAgora Asset Management, Inc.
 PanAgora Asset Management, Inc. Investment ManagersFinance PanAgora Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is a subsidiary of PanAgora Holdings, Inc., ultimately held by Power Corp. of Canada (TSE: POW) in Canada. PAM is the sponsor and investment manager for certain private unregistered investment pools, such as funds organized under US tax-qualified group trusts, domestic private funds organized as limited liability companies, and offshore private funds organized as Cayman Islands exempted companies. They also provide investment advisory services to institutional separate account clients. | Investment Managers | Portfolio Manager-Equities | |
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. | Investment Managers | Analyst-Fixed Income Investment Committee Member | |
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 | Chief Investment Officer Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Strategic Advisers LLC
 Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Brown University | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree Doctorate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Undergraduate Degree | |
| Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
FIL Investments (Japan) Ltd.
 FIL Investments (Japan) Ltd. Investment ManagersFinance FIL Investments (Japan) Ltd. (FIJ) is the wholly-owned investment management subsidiary of FIL Japan Holdings KK, ultimately held by FIL Ltd., a Bermuda company that serves as the holding company for the FIL group of companies. Headquartered in Tokyo, FIJ was founded in 1986 and provides discretionary investment advisory services to Japanese and international institutional accounts, mutual funds and other pooled investment vehicles. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Graduate Degree Graduate Degree | |
RBC Dominion Securities, Inc.
 RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Lehigh University | College/University | Undergraduate Degree | |
| Yale University | College/University | Undergraduate 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 | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Graduate Degree | |
| Princeton University | College/University | Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Graduate Degree Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Head-Equity Investments Portfolio Manager-Equities President Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Hope & Comfort Inc | Founder Director/Board Member | ||
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| The Fuqua School of Business | College/University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 44 |
| Kanada | 4 |
| Japan | 2 |
| Israel | 2 |
Sektoral
| Consumer Services | 30 |
| Finance | 16 |
| Technology Services | 2 |
| Communications | 2 |
| Miscellaneous | 2 |
Operativ
| Portfolio Manager-Equities | 98 |
| Undergraduate Degree | 92 |
| Corporate Officer/Principal | 90 |
| Analyst-Equity | 71 |
| Director/Board Member | 62 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Andrew Sassine | 24 |
| Scott Feldman | 24 |
| Judy Mencher | 15 |
| Paul James Hondros | 15 |
| Derek Lane Young | 14 |
| Chuck Lloyd McKenzie | 10 |
| Lucas Watson | 9 |
| Mark S. Rzepczynski | 9 |
| Yolanda Taylor | 9 |
| Linda Forry | 8 |
| Brian B. Hogan | 8 |
| Rachel Meri Zibrak | 8 |
| James M. MacDonald | 7 |
| Bo Bradstreet | 7 |
| Jim F. Catudal | 7 |
- Börse
- Insiders
- John Stephen Barrett
- Unternehmensverbindungen
