Justin T. Wolstenholme
Portfolio Manager-Aktien bei Welch & Forbes LLC
Ursprung des Netzwerks ersten Grades von Justin T. Wolstenholme
Einheit | Art der Einheit | Industrie | |
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Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, corporations and other business entities.
14
| Subsidiary | Investment Managers | 14 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Justin T. Wolstenholme
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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 Undergraduate Degree Masters Business Admin | |
Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
Community Workshops, Inc.
Community Workshops, Inc. Personnel ServicesCommercial Services Community Workshops, Inc. provides job training, placement and support services. It provides assembly and packaging, food services and catering, property maintenance and staffing solutions. The company was founded in 1877 and is headquartered in Boston, MA. | Personnel Services | Director/Board Member Director/Board Member | |
McCombs School of Business | College/University | Masters Business Admin | |
Washington College | College/University | Undergraduate Degree | |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Chief Operating Officer | |
St. Lawrence University | College/University | Undergraduate Degree | |
Babson College | College/University | Masters Business Admin | |
State Street Global Advisors
State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
Moseley Securities Corp. | Corporate Officer/Principal | ||
Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Investment Managers | Analyst-Equity | |
University of Massachusetts | College/University | Undergraduate Degree | |
Edward Jones Investments
Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Investment Managers | Corporate Officer/Principal | |
Barry Investment Advisors LLC
Barry Investment Advisors LLC Investment ManagersFinance Barry Investment Advisors LLC (BIA) is an independent registered investment advisor headquartered in New Bedford, Massachusetts. The firm was founded by Joseph Barry and Patrick Barry in 2007. BIA provides financial and investment advice to individuals, pension and profit-sharing plans, trusts and estates. | Investment Managers | Corporate Officer/Principal | |
SCS Financial Services LLC
SCS Financial Services LLC Investment ManagersFinance SCS Financial Services LLC provides investment management services. It offers services in both traditional and alternative categories as well as tax, trust and estate planning, asset protection, philanthropic strategy, and family office services. The company was founded by Peter H. Mattoon Antony J. Abbiati, Douglas R. Ederle, Stephen V. Kenney and William C. Walser in 2002 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal | |
The Reed Institute | College/University | Undergraduate Degree | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
F.W. Olin Graduate School of Business | College/University | Masters Business Admin | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal | |
AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | Comptroller/Controller/Auditor | |
Smith College
Smith College Other Consumer ServicesConsumer Services Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students. | College/University | Undergraduate Degree | |
Pell Rudman & Co.
Pell Rudman & Co. Investment Banks/BrokersFinance Part of BrightSphere Investment Group, Inc., Pell Rudman & Co. is an investment manager. The company is based in Boston, MA. Pell Rudman was acquired by Old Mutual (US) Holdings, Inc. on December 24, 1992. | Investment Banks/Brokers | Corporate Officer/Principal | |
Welch & Forbes LLC (Private Equity)
Welch & Forbes LLC (Private Equity) Investment ManagersFinance Welch & Forbes LLC (Private Equity) is a Private Equity firm, a subsidiary of Welch & Forbes LLC founded in 2001. Welch & Forbes LLC (Private Equity) is headquartered in Boston. | Investment Managers | President | |
Tufts University | College/University | Undergraduate Degree | |
The International Grenfell Association
The International Grenfell Association Miscellaneous Commercial ServicesCommercial Services The International Grenfell Association operates as a non profit organization which provides health care, education, religious services, and rehabilitation services to the fisherman and coastal communities of northern Newfoundland and coastal Labrador. The company was founded by Wilfred T. Grenfell in 1914 and is headquartered in St. John's, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
Moody, Lynn, Lieberson & Walker LLC
Moody, Lynn, Lieberson & Walker LLC Investment ManagersFinance Moody, Lynn, Lieberson & Walker LLC (MLLW) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Moody in 1989 as Moody, Lynn & Lieberson LLC and has changed its name to Moody, Lynn, Lieberson & Walker LLC in 2023. MLLW manages the financial affairs of individuals, families, and select institutional accounts. | Investment Managers | Portfolio Manager-Equities | |
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 | |
Boston University | 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 | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 41 |
Kanada | 3 |
Sektoral
Finance | 23 |
Consumer Services | 17 |
Commercial Services | 4 |
Health Services | 2 |
Operativ
Corporate Officer/Principal | 20 |
Portfolio Manager-Equities | 16 |
Undergraduate Degree | 14 |
Masters Business Admin | 5 |
Director/Board Member | 4 |
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