Walter J. Marullo
Corporate Officer/Principal bei The Boston Security Analysts Society, Inc.
Ursprung des Netzwerks ersten Grades von Walter J. Marullo
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
The Boston Security Analysts Society, Inc.
68
| Non-Profit Organization | 68 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Walter J. Marullo
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| CSP INC. | Information Technology Services | Director/Board Member Director/Board Member Director/Board Member | |
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 | Portfolio Manager-Equities Analyst-Equity Trading-Equity | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| SPORT-HALEY HOLDINGS INC | Wholesale Distributors | Chief Executive Officer Director/Board Member Director/Board Member | |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal President Corporate Officer/Principal | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal President Corporate Officer/Principal | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Corporate Officer/Principal Portfolio Manager-Fixed Income | |
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
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 1, 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, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity | |
Impax Asset Management LLC
 Impax Asset Management LLC Investment ManagersFinance Impax Asset Management LLC is a SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. It was founded in 1971 as Pax World Management LLC. They became Impax Asset Management LLC when they were acquired by Great Britain-based Impax Asset Management Group plc in 2018. Impax Asset Management provides portfolio management services to registered mutual funds and separate account management to institutional clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President | |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Birch Hill Investment Advisors LLC
 Birch Hill Investment Advisors LLC Investment ManagersFinance Birch Hill Investment Advisors LLC (Birch Hill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2007 by Miner Crary, Gary Mikula, Robert O'Neil and Thomas Reilly. Birch Hill provides investment advisory services to individuals, trusts, IRA’s and other employee benefit plans, endowment and foundations accounts. | Investment Managers | Chief Executive Officer Founder | |
Eaton Vance Short Duration Strategic Income Fund
 Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 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 | Investment Committee Member Portfolio Manager-Equities Corporate Officer/Principal Head-Fixed Income Invts Corporate Officer/Principal Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Equities | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Drexel University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| LUPIN LIMITED | Pharmaceuticals: Other | Director/Board Member Director/Board Member | |
| RALLIS INDIA LIMITED | Chemicals: Agricultural | Director/Board Member Director/Board Member | |
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 Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
| Bentley University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Boston College | College/University | Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Massachusetts | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Breckinridge Capital Advisors, Inc.
 Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | Investment Managers | Portfolio Manager-Fixed Income Director of Research - Fxd Inc Analyst-Fixed Income | |
| Providence College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
National Federation of Municipal Analysts
 National Federation of Municipal Analysts Miscellaneous Commercial ServicesCommercial Services The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
State Street Global Advisors
 State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Sales & Marketing Corporate Officer/Principal | |
| FINO PAYMENTS BANK LIMITED | Regional Banks | Director/Board Member Director/Board Member | |
| EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Investment Managers | Analyst-Equity Analyst-Equity | |
| JSW STEEL LIMITED | Steel | Director/Board Member Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Doctorate Degree 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 Portfolio Manager-Fixed Income |
Statistik
International
| Vereinigte Staaten | 44 |
| Indien | 5 |
| Israel | 2 |
| Hong Kong | 2 |
Sektoral
| Finance | 19 |
| Miscellaneous | 15 |
| Consumer Services | 11 |
| Commercial Services | 3 |
| Technology Services | 2 |
Operativ
| Corporate Officer/Principal | 295 |
| Director/Board Member | 94 |
| Undergraduate Degree | 66 |
| Portfolio Manager-Equities | 53 |
| President | 38 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Punita Kumar Sinha | 48 |
| Cindy Clemson | 33 |
| Adam Andrew Weigold | 25 |
| Craig Brandon | 23 |
| Fernando Diaz | 21 |
| Geoff S. Oblak | 19 |
| Erik Thoresen | 18 |
| William H. Ahern | 18 |
| Mike Allison | 18 |
| Punita Kumar Sinha | 15 |
| Norton H. Reamer | 13 |
| Charles Jobson | 13 |
| Christian Cameron Bertelsen | 12 |
| Peter Charles Sinatra | 11 |
| Samuel Kidston | 11 |
- Börse
- Insiders
- Walter J. Marullo
- Unternehmensverbindungen