Phil Jameson
Mitglied des Investmentausschusses bei GW & Wade LLC
Ursprung des Netzwerks ersten Grades von Phil Jameson
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
GW & Wade LLC
 GW & Wade LLC Investment ManagersFinance GW & Wade LLC is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations.
20
| Subsidiary | Investment Managers | 20 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Phil Jameson
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
The Ayco Co. LP
 The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Boston University School of Law | College/University | Graduate Degree Graduate Degree Graduate Degree Graduate Degree | |
| Bentley University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| New England School of Law | College/University | Graduate Degree Graduate Degree Graduate 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 | Graduate Degree Graduate Degree Masters Business Admin | |
| Boston College | College/University | Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| Suffolk University | College/University | Masters Business Admin Undergraduate Degree | |
| Villanova University | College/University | 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 | Graduate Degree | |
| London School of Economics & Political Science | College/University | Graduate Degree | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
| San Diego State University | College/University | Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree | |
| FINANCIAL ENGINES INC | Investment Managers | Corporate Officer/Principal | |
| New York University School of Law | College/University | Graduate Degree | |
| The Santa Clara University School of Law | College/University | Graduate Degree | |
| Stephen M. Ross School of Business | College/University | Graduate Degree | |
Pomona College
 Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree | |
Berkshire Partners LLC
 Berkshire Partners LLC Investment ManagersFinance Berkshire Partners LLC (Berkshire Partners) is a private equity subsidiary of Berkshire Partners Holdings LLC founded in 1986 by Christopher Clifford, Carl Ferenbach, Russel L. Epker, Brad Bloom and Richard Lubin. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
| The State University of New York | College/University | 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. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
| Albany Law School | College/University | Graduate Degree | |
| Syracuse University | College/University | Undergraduate Degree | |
| Questrom School of Business | College/University | Masters Business Admin | |
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 | Undergraduate Degree | |
| University of Arizona | College/University | Undergraduate Degree | |
| St. Anselm College | College/University | Undergraduate Degree | |
| Bryant University | College/University | Undergraduate Degree | |
| Boston University | College/University | Graduate Degree | |
| James Madison University | College/University | Undergraduate Degree | |
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 | |
| New England College | College/University | Graduate Degree | |
| St. Lawrence University | College/University | Undergraduate Degree | |
| University of Massachusetts Amherst | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 35 |
| China | 2 |
| Vereinigtes Königreich | 2 |
| Israel | 2 |
Sektoral
| Consumer Services | 30 |
| Finance | 7 |
| Commercial Services | 3 |
Operativ
| Undergraduate Degree | 20 |
| Graduate Degree | 19 |
| Corporate Officer/Principal | 13 |
| Portfolio Manager-Equities | 13 |
| Investment Committee Member | 9 |
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