Oorsprong van het eerstegraads netwerk van Bill A. Flemer
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.
9
| Subsidiary | Investment Managers | 9 |
Beacon Fiduciary Advisors, Inc.
Beacon Fiduciary Advisors, Inc. Investment ManagersFinance Formerly Beacon Fiduciary Advisors, Inc., Bank of New York Co. NA (BNY) is a registered investment advisor that manages assets for high net worth individuals. Located in Chestnut Hill, Massachusetts, the firm was acquired by The Bank of New York Company, Inc. (NYSE: BK) in 2002.
7
| Extinct | Investment Managers | 7 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Bill A. Flemer via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
FERRO CORPORATION | Industrial Specialties | Chairman | |
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 | |
INVESTMENT TECHNOLOGY GROUP | Investment Banks/Brokers | Corporate Officer/Principal | |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-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 offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income | |
Hellman, Jordan Management Co., Inc.
Hellman, Jordan Management Co., Inc. Investment ManagersFinance Hellman, Jordan Management Co., Inc. (HJMC) is a registered investment advisor headquartered in Quincy, Massachusetts. The firm was founded by Gerald R. Jordan, Jr. in 1978 and they are wholly owned by Jordan Capital Management, Inc. HJMC provides portfolio management services for two primary families and employee accounts, which consist of high net worth individuals, trusts, profit-sharing plans, and private foundations. | Investment Managers | Analyst-Equity | |
MATERION CORPORATION | Electronic Equipment/Instruments | Director/Board Member | |
Virtu ITG LLC
Virtu ITG LLC Investment Banks/BrokersFinance Founded in 1987, ITG, Inc. is a broker/dealer headquartered in New York City. They are a subsidiary of Investment Technology Group, Inc. (NYSE: ITG). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research | Investment Banks/Brokers | Institutional Sales | |
The Bank of New York Mellon Trust Co. NA
The Bank of New York Mellon Trust Co. NA Major BanksFinance A subsidiary of the Bank of New York (NYSE: BK), Bank of New York Trust Co. NA (BNY) manages trust portfolios for individual investors. They are headquartered in Los Angeles. | Major Banks | Corporate Officer/Principal | |
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Investment Managers | Portfolio Manager-Equities | |
Brown University | College/University | Undergraduate Degree | |
Dartmouth College | College/University | Undergraduate 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 Corporate Officer/Principal | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
Playhouse Square Foundation
Playhouse Square Foundation Movies/EntertainmentConsumer Services Playhouse Square Foundation is a non-for-profit performing arts center that aims to engage individuals and attract guests to its annual events. The organization offers real estate services, space rentals and group and private tours. The organization was founded in 1973 and is headquartered in Cleveland, OH. | Movies/Entertainment | Director/Board Member | |
Adams Harkness & Hill Investment Banking
Adams Harkness & Hill Investment Banking Investment ManagersFinance Part of Canaccord Genuity Group, Inc., Adams Harkness & Hill Investment Banking is a company based in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Ipswich Investment Management Co., Inc.
Ipswich Investment Management Co., Inc. Investment ManagersFinance Founded in 1986, Ipswich Investment Management Co., Inc. is a registered investment advisor located in Ipswich, Massachusetts. The firm's clients include individuals, families, trusts, corporations, pension plans and profit sharing plans. | Investment Managers | Chief Executive Officer | |
Babson College | College/University | Masters Business Admin | |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Graduate Degree | |
Clark University | College/University | Undergraduate Degree | |
Colorado State University | College/University | Undergraduate Degree | |
Kent State University (Ohio) | College/University | Graduate Degree | |
Yale University | College/University | Undergraduate Degree | |
University of Alberta | College/University | Graduate Degree | |
Norwich University | College/University | Undergraduate Degree | |
Simmons University | College/University | Masters Business Admin | |
Skidmore College | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
US Trust (Private Equity)
US Trust (Private Equity) Investment ManagersFinance US Trust (Private Equity) (US Trust ) is a private equity firm a subsidiary of Bank of America NA (Private Banking) founded in 1853. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
University of Liege | College/University | Doctorate Degree | |
Citibank, Inc. (New York)
Citibank, Inc. (New York) Major BanksFinance Part of Citigroup, Inc., Citibank, Inc. is a commercial bank based in New York, NY. Citibank, Inc. provides commercial banking services. Michael Louis Corbat has been the CEO of the company since 2020. | Major Banks | Corporate Officer/Principal | |
Constitution Capital Partners LLC
Constitution Capital Partners LLC Investment ManagersFinance Constitution Capital Partners LLC (Constitution Capital) is a private equity firm founded in 2008 by Daniel Michael Cahill and John Joseph Guinee. The firm is headquartered in Andover, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Investment Managers | Portfolio Manager-Equities | |
Bank of New England
Bank of New England Regional BanksFinance Bank of New England provides commercial lending and banking services. It offers business online banking, business development, and personal online banking services. The company was founded in 1983 and is headquartered in Salem, NH. | Regional Banks | Corporate Officer/Principal | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin | |
Lesley University | College/University | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 45 |
Canada | 2 |
België | 2 |
Sectoraal
Finance | 26 |
Consumer Services | 19 |
Process Industries | 2 |
Producer Manufacturing | 2 |
Electronic Technology | 2 |
Operationeel
Corporate Officer/Principal | 19 |
Portfolio Manager-Equities | 17 |
Undergraduate Degree | 10 |
Analyst-Equity | 6 |
Portfolio Manager-Fixed Income | 6 |
Sterkste connecties
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