Ursprung des Netzwerks ersten Grades von Keith D. Lowe
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Evergreen Investment Management Co., Inc.
 Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts.
149
| Extinct | Investment Managers | 149 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Keith D. Lowe
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
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. | Investment Managers | Head-Equity Investments Analyst-Equity Corporate Officer/Principal Portfolio Manager-Equities | |
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 | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree 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 Undergraduate Degree Masters Business Admin | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| Boston College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal Head-Equity Investments Portfolio Manager-Fixed Income | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Undergraduate Degree Masters Business Admin | |
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 Portfolio Manager-Equities | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Inter-American Investment Corp.
 Inter-American Investment Corp. General GovernmentGovernment Inter-American Investment Corp. provides financial services to private sector and state-owned enterprises. It offers financial products, advisory services, asset management, small business financing, project financing and project cycle. The company was founded in 1985 and is headquartered in Washington, DC. | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Head-Equity Investments Analyst-Equity | |
| Babson College | College/University | Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
| The University of North Carolina at Charlotte | College/University | Masters Business Admin Masters Business Admin | |
Novare Capital Management LLC
 Novare Capital Management LLC Investment ManagersFinance Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations. | Investment Managers | Analyst-Equity | |
| Appalachian State University | College/University | Undergraduate Degree | |
| University of California San Diego | College/University | Doctorate Degree | |
LMCG Investments LLC
 LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Investment Managers | Analyst-Equity | |
| Cleveland State University | College/University | Undergraduate Degree | |
| The College of William & Mary | College/University | Masters Business Admin | |
| Hampden-Sydney College | College/University | Undergraduate Degree | |
Granahan Investment Management, LLC
 Granahan Investment Management, LLC Investment ManagersFinance Granahan Investment Management LLC (GIM) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded in 1985 by Jack Granahan, Gary Hatton and Jane White. They are principally owned by GIM Holdings, Inc. GIM provides asset management products and services to registered investment companies, corporations, private and public pension plans, trusts, endowments, and foundations, pooled investment funds, and high net-worth individuals. | Investment Managers | Analyst-Equity | |
| Bloomsburg University of Pennsylvania | College/University | Undergraduate Degree | |
| Emory University | College/University | Undergraduate Degree | |
Baptist Memorial Hospital-Golden Triangle, Inc.
 Baptist Memorial Hospital-Golden Triangle, Inc. Medical/Nursing ServicesHealth Services Baptist Memorial Hospital-Golden Triangle, Inc. provides healthcare services. Its services include transitional care, hospice, neurological surgery, isloation intensive care, heart catheterization, chemical dependency care. Baptist Memorial Hospital-Golden Triangle was founded in 1969 and is headquartered in Columbus, MS. | Medical/Nursing Services | Director/Board Member | |
| South University | College/University | Undergraduate Degree | |
| Iona College | College/University | Undergraduate Degree | |
| University of Connecticut | College/University | Masters Business Admin | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
HSBC Securities (USA), Inc.
 HSBC Securities (USA), Inc. Regional BanksFinance Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities. | Regional Banks | Corporate Officer/Principal | |
| Universidad de Buenos Aires | College/University | Undergraduate Degree | |
| MIT Sloan School of Management | College/University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 49 |
| Hong Kong | 2 |
| Argentinien | 2 |
Sektoral
| Consumer Services | 24 |
| Finance | 22 |
| Commercial Services | 3 |
| Government | 2 |
| Health Services | 2 |
Operativ
| Portfolio Manager-Equities | 103 |
| Corporate Officer/Principal | 90 |
| Analyst-Equity | 67 |
| Portfolio Manager-Fixed Income | 57 |
| Undergraduate Degree | 56 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Dennis Ferro | 20 |
| Albert H. Elfner | 12 |
| Denis Kelleher | 11 |
| Dana E. Erikson | 11 |
| Burns McKinney | 10 |
| Walter T. McCormick | 10 |
| Derrick E. Wenger | 10 |
| Bill E. Zieff | 9 |
| Stephen Anthony Friscia | 9 |
| Josh Savadove | 8 |
| James C. Randazzo | 8 |
| Harlan Richard Sonderling | 8 |
| Bobby Paul Carder | 8 |
| Jack McPherson | 8 |
| Michael Lee | 7 |
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