Ursprung des Netzwerks ersten Grades von Susan S. Werner
| 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.
26
| Subsidiary | Investment Managers | 26 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Susan S. Werner
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| FISERV, INC. | Regional Banks | Corporate Officer/Principal | |
| PNC FINANCIAL SERVICES GROUP, INC. | Major Banks | Corporate Officer/Principal | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal | |
Glenmede Investment Management LP
 Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors. | Investment Managers | Head-Equity Investments | |
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 Investment Committee Member Director of Research - Fxd Inc Portfolio Manager-Equities Director of Research - Fxd Inc Chief Executive Officer Portfolio Manager-Equities Investment Committee Member Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Chief Investment Officer Director/Board Member Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Director of Finance/CFO Director of Research - Equity Trading-Equity Portfolio Manager-Equities Sales & Marketing Compliance Officer 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 Analyst-Equity Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
JPMorgan Chase Co. (Investment Management)
 JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Investment Managers | Corporate Officer/Principal | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Fidelity Bank (Fuquay-Varina, North Carolina)
 The Fidelity Bank (Fuquay-Varina, North Carolina) Regional BanksFinance The Fidelity Bank provides commercial banking services. The firm offers online services, business banking services and personal banking services. The company was founded in 1909 and is headquartered in Fuquay Varina, NC. | Regional Banks | Corporate Officer/Principal | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| LaSalle University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Kidder Peabody & Co., Inc. /Non Retail Unit/
 Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Nuveen Fund Advisors LLC
 Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Founded in 1989, Nuveen Fund Advisors LLC is a fund distributor Chicago, Illinois. The firm is a subsidiary of Nuveen Investments, Inc. and their ultimate parent is Windy City Investments Holdings LLC. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Franklin & Marshall College | College/University | Undergraduate Degree | |
Pennsylvania Academy of the Fine Arts
 Pennsylvania Academy of the Fine Arts Miscellaneous Commercial ServicesCommercial Services Pennsylvania Academy of the Fine Arts operates as a fine arts school and a museum. The firm offers fine arts education, such as painting, drawing, printmaking, and sculpture. It also archives house materials for the study of American art history, museums, and art training. The company was founded in 1805 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member | |
Merrill Lynch Mortgage Capital, Inc.
 Merrill Lynch Mortgage Capital, Inc. Finance/Rental/LeasingFinance Part of Bank of America Corp., Merrill Lynch Mortgage Capital, Inc. is a company that specializes in asset-backed, mortgage-backed, and structured finance. The company is based in New York, NY. | Finance/Rental/Leasing | President | |
| Bloomsburg University of Pennsylvania | College/University | Undergraduate Degree | |
| Villanova University | College/University | Masters Business Admin | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree | |
| Siena College | College/University | Undergraduate Degree | |
| The Rockefeller University | College/University | Graduate Degree | |
| The State University of New York | College/University | Undergraduate Degree | |
| Lake Forest College | College/University | Undergraduate Degree | |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
| Presbyterian College | College/University | Undergraduate Degree | |
| Drexel University | College/University | Undergraduate Degree | |
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 | Chief Operating Officer | |
| Philadelphia University | College/University | Undergraduate Degree | |
Philadelphia Convention & Visitors Bureau, Inc.
 Philadelphia Convention & Visitors Bureau, Inc. Miscellaneous Commercial ServicesCommercial Services The Philadelphia Convention & Visitors Bureau is an organization that organizes meetings, conventions, and tradeshows. Philadelphia Convention & Visitors Bureau is based in Philadelphia, PA and has subsidiaries in the United States. Gregg Caren has been the CEO of the company since 2020. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Delaware | College/University | Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 48 |
Sektoral
| Finance | 27 |
| Consumer Services | 17 |
| Commercial Services | 5 |
Operativ
| Corporate Officer/Principal | 40 |
| Portfolio Manager-Equities | 33 |
| Undergraduate Degree | 23 |
| Director/Board Member | 15 |
| Portfolio Manager-Fixed Income | 10 |
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