Mike Maxwell
Portfolio Manager-Aktien bei Haverford Financial Services, Inc.
Ursprung des Netzwerks ersten Grades von Mike Maxwell
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Haverford Financial Services, Inc.
 Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions.
25
| Subsidiary | Investment Managers | 25 |
Dickinson College
22
| College/University | Other Consumer Services | 22 |
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed their name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients.
6
| Subsidiary | Investment Managers | 6 |
Legg Mason & Co. LLC (Maryland)
 Legg Mason & Co. LLC (Maryland) Investment ManagersFinance Part of Franklin Resources, Inc., Legg Mason & Co. LLC is a company based in Baltimore, MD that provides asset management services.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Mike Maxwell
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| MARSH & MCLENNAN COMPANIES | Insurance Brokers/Services | Corporate Officer/Principal | |
Walgreen Co.
 Walgreen Co. Drugstore ChainsRetail Trade Walgreen Co. engages in the provision of pharmacy, health, and wellness solutions. Its services include pharmacy, front end, health care services, and consumer services. The company was founded by Charles R. Walgreen, Sr. in 1901 and is headquartered in Deerfield, IL. | Drugstore Chains | Corporate Officer/Principal | |
Harding Loevner LP
 Harding Loevner LP Investment ManagersFinance Harding Loevner LP is a SEC-registered investment advisor headquartered in Bridgewater, New Jersey. The firm was founded in 1989 by former managers for the Rockefeller family. They are a direct subsidiary of Titan NJ LP Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Harding Loevner provides investment management services to a variety of types of clients in the US such as retirement plans, foundations and endowments, sovereign wealth funds, religious institutions, individuals, trusts, broker-dealers, banks, investment advisers, insurance companies, mutual funds, collective investment trust funds, and offshore funds. | Investment Managers | Analyst-Equity | |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
The Haverford Trust Co.
 The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Investment Managers | Founder Director of Research - Fxd Inc Portfolio Manager-Equities Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director/Board Member Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Logan Capital Management, Inc.
 Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Portfolio Manager-Fixed Income 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 | Corporate Officer/Principal | |
NatWest Markets Securities, Inc.
 NatWest Markets Securities, Inc. Investment Banks/BrokersFinance Founded in 1985, NatWest Markets Securities, Inc. is a financial services and brokerage firm headquartered in Stamford, Connecticut. The firm is a subsidiary of RBS Holdings USA, Inc. and their ultimate parent is the Royal Bank of Scotland Plc (LSE: RBS). The firm was formerly known as RBS Securities, Inc., RBS Greenwich Capital, and Greenwich Capital Markets, Inc. NatWest is an institutional fixed-income firm that provides a full range of debt capital markets services to both those seeking to raise capital and those seeking to invest it. The firm is an industry leader in the U.S. Treasury, agency and MBS markets and in providing real estate and asset-backed financing to their clients. NatWest also provides futures brokerage services and trade strategies to select clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Arch Capital Group (U.S.), Inc.
 Arch Capital Group (U.S.), Inc. Insurance Brokers/ServicesFinance Part of Arch Capital Group Ltd., Arch Capital Group (U.S.), Inc. is a company that provides insurance brokerage services. The company is based in Jersey City, NJ. | Insurance Brokers/Services | Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Drexel Morgan Capital Advisers, Inc.
 Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin | |
| The Johns Hopkins University | College/University | Graduate Degree | |
| LaSalle University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Lehigh University | College/University | Undergraduate Degree | |
| Loyola University Maryland, Inc. | College/University | Graduate Degree Masters Business Admin | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree | |
| Franklin & Marshall College | College/University | Undergraduate Degree Undergraduate Degree | |
| Towson University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Masters Business Admin | |
Silvermine Capital Management LLC
 Silvermine Capital Management LLC Investment ManagersFinance Silvermine Capital Management LLC (Silvermine) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2005 by Steven Kalin, Richard Kurth, Jonathan Marks and Aaron Meyer. They are wholly-owned by Man Investments Holdings, Inc., an indirect wholly-owned subsidiary of Man Group plc (LON: EMG) in Great Britain. Silvermine offers investment advisory services to issuers of collateralized loan obligations (CLOs). | Investment Managers | Analyst-Fixed Income Analyst-Equity | |
| St. Joseph's University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
EIG Global Energy Partners LLC
 EIG Global Energy Partners LLC Investment ManagersFinance EIG Global Energy Partners LLC (EIG Global Energy Partners) is a private equity firm founded in 2011. The firm is headquartered in Washington, District of Columbia. | Investment Managers | Private Equity Analyst | |
| Stephen M. Ross School of Business | College/University | Masters Business Admin | |
| St. Joseph University | College/University | Masters Business Admin | |
Warren Equity Partners LLC
 Warren Equity Partners LLC Investment ManagersFinance Warren Equity Partners Manager LP (Warren Equity Partners) is a private equity firm founded in 2015 by Steven Wacaster, Scott Bruckmann and Henrik Dahlback. The firm is headquartered in Jacksonville, Florida. | Investment Managers | Private Equity Investor | |
| Mid-State Restoration Holdings LLC | Director/Board Member | ||
Brown Advisory LLC (Private Equity)
 Brown Advisory LLC (Private Equity) Investment ManagersFinance Brown Advisory LLC /Private Equity/ (Brown Advisory) is a wholly owned subsidiary of Brown Advisory. It was founded in 1999 by Mark Collins Jr. & it is headquartered in Maryland, United States. | Investment Managers | Private Equity Investor | |
Stripes LLC/NY
 Stripes LLC/NY Investment ManagersFinance Stripes LLC /NY/ (Stripes) is an independent private equity firm founded in 2003 by Kenneth Fox. The firm is headquartered in New York, New York. | Investment Managers | Private Equity Analyst | |
Rehabilitation Institute of Chicago
 Rehabilitation Institute of Chicago Hospital/Nursing ManagementHealth Services Rehabilitation Institute of Chicago, also known as Shirley Ryan AbilityLab, provides expert clinical advisory and training services to healthcare organizations worldwide. The non-profit company is based in Chicago, IL. The Margaret & Mark Stephan Legs + Walking Lab is designed for patients and research participants with diagnoses affecting lower-body function due to brain or spinal cord injury and diseases of the nerves, muscles, and bones. Researchers and clinicians focus on advancing trunk, pelvic and leg function, movement, coordination, strength, and balance. The Shirley Ryan AbilityLab is the first-ever "translational" research hospital where clinicians, scientists, innovators, and technologists work together in the same space, applying research in real-time. | Hospital/Nursing Management | Director/Board Member | |
| Lynx Capital Corp. | Corporate Officer/Principal | ||
| Philadelphia Hospitality, Inc. | Director/Board Member | ||
Lane McVicker LLC
 Lane McVicker LLC Multi-Line InsuranceFinance Lane McVicker LLC provides personal lines property and casually insurance to high net worth client. The company was founded by Keith McVicker in 1999 and is headquartered in New York, NY. | Multi-Line Insurance | Corporate Officer/Principal | |
Joffrey Ballet
 Joffrey Ballet Miscellaneous Commercial ServicesCommercial Services Joffrey Ballet provides dance education services. The non-profit company is based in Chicago, IL. | Miscellaneous Commercial Services | Director/Board Member | |
Chicago Theatre Group, Inc.
 Chicago Theatre Group, Inc. Movies/EntertainmentConsumer Services Chicago Theatre Group, Inc. encompasses a drama school and professional acting services. It produces classic and contemporary works which gives voice to wide range of artists and visions. The company was founded in July 1922 and is headquartered in Chicago, IL. | Movies/Entertainment | Director/Board Member | |
Volcano Capital LLC
 Volcano Capital LLC Investment ManagersFinance Volcano Capital LLC (Volcano Capital) is a private equity firm founded in 2009 by Douglas Wall. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst |
Statistik
International
| Vereinigte Staaten | 46 |
| Libanon | 2 |
| Vereinigtes Königreich | 2 |
Sektoral
| Finance | 27 |
| Consumer Services | 16 |
| Retail Trade | 2 |
| Health Services | 2 |
| Commercial Services | 2 |
Operativ
| Corporate Officer/Principal | 73 |
| Undergraduate Degree | 53 |
| Portfolio Manager-Equities | 43 |
| Director/Board Member | 30 |
| Analyst-Equity | 30 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Mary Gay | 15 |
| Joe McLaughlin | 11 |
| Jeff Bagley | 11 |
| Tom Lynch | 10 |
| Halie W. O'Shea | 10 |
| Paolo Boero | 9 |
| Allison Myers | 8 |
| Maxine A. Cuffe | 8 |
| Seth D. Horwitz | 8 |
| George Washington Connell | 7 |
| John Hannum Donaldson | 7 |
| Mary Elizabeth McAuley | 6 |
| Christine Elizabeth Walker Nerney | 6 |
| Keith Eby | 6 |
| Mark Bilali | 6 |
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