Terry Burgess
Private Equity Investor bei Wellington Management Co. LLP (Private Equity)
Ursprung des Netzwerks ersten Grades von Terry Burgess
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Boston College
237
| College/University | Other Consumer Services | 237 |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).
144
| Subsidiary | Investment Managers | 144 |
Wellington Management Co. LLP (Private Equity)
 Wellington Management Co. LLP (Private Equity) Investment ManagersFinance Wellington Management Co. LLP (Private Equity) (Wellington Management) is a private equity firm, a subsidiary of Wellington Management Co. LLP founded in 1933. The firm is headquartered in Boston, Massachusetts.
44
| Subsidiary | Investment Managers | 44 |
Bates College
28
| College/University | Other Consumer Services | 28 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Terry Burgess
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| Boston University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Doctorate Degree Masters Business Admin Masters Business Admin | |
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 Corporate Officer/Principal Masters Business Admin Masters Business Admin Doctorate Degree Undergraduate Degree Undergraduate Degree | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Chief Executive Officer Analyst-Equity Analyst-Equity | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
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 | Analyst-Equity Portfolio Manager-Equities President Corporate Officer/Principal | |
MFS Investment Management Canada Ltd.
 MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm was founded in 1947 and formerly known as McLean Budden Ltd. They are a subsidiary of MFS Institutional Advisors, Inc. and their ultimate parent is Sun Life Financial, Inc. (NYSE, TSX: SLF). MFS Canada manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| MFS CHARTER INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Secretary Chief Executive Officer Director/Board Member | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| University of Massachusetts | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree 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 | Doctorate Degree Undergraduate Degree Masters Business Admin | |
| International Monetary Fund | General Government | Economist Economist Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
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 | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
| The Johns Hopkins University | College/University | Graduate Degree Director/Board Member | |
Templeton Investment Counsel LLC
 Templeton Investment Counsel LLC Investment ManagersFinance Templeton Investment Counsel LLC (TIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Fort Lauderdale, Florida. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton Worldwide, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). TIC provides investment advisory and portfolio management services to US and non-US registered funds, and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
| Yale University | College/University | Undergraduate Degree Graduate Degree | |
MFS Investment Management Foundation, Inc.
 MFS Investment Management Foundation, Inc. Movies/EntertainmentConsumer Services MFS Investment Management Foundation, Inc. operates a sports club. | Movies/Entertainment | Corporate Officer/Principal Director/Board Member | |
| MFS HIGH INCOME MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| MFS INTERMEDIATE INCOME TRUST | Other Consumer Services | Director/Board Member Director/Board Member | |
| MFS GOVERNMENT MARKETS INCOME TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member | |
| F.W. Olin Graduate School of Business | College/University | Masters Business Admin Graduate Degree | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Cambridge | College/University | Undergraduate Degree Undergraduate Degree | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| MFS MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
| Icahn School of Medicine at Mount Sinai | College/University | Doctorate Degree Doctorate Degree | |
| MFS INVESTMENT GRADE MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member | |
| MFS INTERMEDIATE HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| MFS HIGH YIELD MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| MFS MULTIMARKET INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| MFS SPECIAL VALUE TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member | |
| Harvard Medical School | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity |
Statistik
International
| Vereinigte Staaten | 46 |
| Kanada | 3 |
| Israel | 2 |
| Vereinigtes Königreich | 2 |
| Schweden | 2 |
Sektoral
| Consumer Services | 29 |
| Finance | 10 |
| Miscellaneous | 10 |
| Commercial Services | 4 |
| Government | 2 |
Operativ
| Director/Board Member | 135 |
| Corporate Officer/Principal | 109 |
| Undergraduate Degree | 85 |
| Portfolio Manager-Equities | 62 |
| Analyst-Equity | 52 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Marcus Smith | 43 |
| Robert Charles Pozen | 39 |
| Nilesh Kumar | 26 |
| Michael Roberge | 21 |
| Jeff Carp | 13 |
| Vincent M. O'Reilly | 13 |
| Matt Witheiler | 10 |
| Berke Bakay | 10 |
| Bob Deresiewicz | 9 |
| Dominic L. Blue | 9 |
| Maile Naylor | 9 |
| Michael Carmen | 9 |
| Wen Shi | 8 |
| David M. Earnest | 8 |
| Michael E. Gray | 8 |
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- Insiders
- Terry Burgess
- Unternehmensverbindungen