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Bill Pfeiffer
Portefeuillebeheerder-Aandelen bij New England Guild Wealth Advisors, Inc.
Oorsprong van het eerstegraads netwerk van Bill Pfeiffer
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
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.
19
| Subsidiary | Investment Managers | 19 |
St. Anselm College
10
| College/University | Other Consumer Services | 10 |
McCallum Graduate School of Business
5
| College/University | Other Consumer Services | 5 |
Keane, Inc.
![]() Keane, Inc. Information Technology ServicesTechnology Services Keane, Inc. provides information technology services. The private company is based in Boston.
5
| Private Company | Information Technology Services | 5 |
Elkin B Mccallum Graduate School of Business
4
| College/University | Other Consumer Services | 4 |
New England Guild Wealth Advisors, Inc.
![]() New England Guild Wealth Advisors, Inc. Investment ManagersFinance New England Guild Wealth Advisors, Inc. (Guild) is an independent registered investment advisor and wealth management firm headquartered in Avon, Connecticut. Founded in 1991, Guild provides investment advisory services to individuals, families, retirement plans, trusts and endowments, on both a discretionary and a nondiscretionary basis.
1
| Private Company | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Bill Pfeiffer via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
THE CHINA FUND, INC. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Secretary | |
NTT DATA, Inc.
![]() NTT DATA, Inc. Information Technology ServicesTechnology Services NTT DATA, Inc. provides infrastructure, business process outsourcing and application solutions and services. It offers advisory services, application development and management, bi, analytics and performance management, business process outsourcing, cloud lifecycle services, digital business, enterprise application services, infrastructure services and strategic staffing services. The company was founded in 1965 and is headquartered in Boston, MA. | Information Technology Services | Director/Board Member Human Resources Officer President | |
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). | Investment Managers | Corporate Officer/Principal | |
THE TAIWAN FUND, INC. | Investment Trusts/Mutual Funds | Corporate Secretary Corporate Secretary | |
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 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, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Analyst-Equity | |
Deutsche Bank Securities, Inc.
![]() Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal | |
Appleton Partners, Inc.
![]() Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
R. M. Davis, Inc.
![]() R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Investment Managers | Director/Board Member | |
Systematic Financial Management LP
![]() Systematic Financial Management LP Investment ManagersFinance Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients. | Investment Managers | Corporate Officer/Principal | |
PGIM Investments LLC
![]() PGIM Investments LLC Investment ManagersFinance PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds. | Investment Managers | Corporate Officer/Principal | |
WatchGuard, Inc.
![]() WatchGuard, Inc. Electronic Production EquipmentElectronic Technology WatchGuard, Inc. manufactures and distributes in-car and wearable video products. Its products include in-car video systems, body-worn cameras, motorcycle and interview room video systems, and evidence management. The company was founded by Robert V. Vanman in 2002 and is headquartered in Allen, TX. | Electronic Production Equipment | Director/Board Member | |
Lombard Odier Asset Management (USA) Corp.
![]() Lombard Odier Asset Management (USA) Corp. Investment ManagersFinance Lombard Odier Asset Management (USA) Corp. (LOAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2000 and do-business-as Lombard Odier Investment Managers. The firm is a subsidiary of LO Holding SA and their ultimate parent is Switzerland-based Compagnie Lombard Odier SCmA. LOAM provides investment advisory services on a discretionary basis to private pooled investment vehicles (Funds) and investment advisory accounts. The investors in the Funds consist of endowments, foundations, insurance companies, high net-worth individuals, funds of funds, public and corporate pensions, and other sophisticated investors. | Investment Managers | Analyst-Equity | |
Three Rivers Operating Co., Inc.
![]() Three Rivers Operating Co., Inc. Integrated OilEnergy Minerals Three Rivers Operating Co., Inc. engages in the exploration, development, production and acquisition of oil and natural gas. Its drilling activities are primarily focused in the operating areas including bone spring formation, the wolfberry, conventional permian within permian basin. The company was founded on March 8, 2010 and is headquartered in Austin, TX. | Integrated Oil | Comptroller/Controller/Auditor | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
Boston University | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
REALPAGE, INC. | Packaged Software | Corporate Officer/Principal | |
Bentley University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Clark University | College/University | Undergraduate Degree | |
Columbus College of Art & Design | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Masters Business Admin | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Suffolk University | College/University | Masters Business Admin Graduate Degree | |
Citco Fund Services (USA), Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
The University of Arkansas | College/University | Undergraduate Degree | |
Lightspeed Systems, Inc.
![]() Lightspeed Systems, Inc. Packaged SoftwareTechnology Services Lightspeed Systems, Inc. develops network security and management solutions. It offers integrated solution for mobile management, safety, and collaborative learning. The firm's services include solutions include network security, internet filtering, monitoring, management, and optimization. The company was founded by Robert E. McCarthy III in 2000 and is headquartered in Austin, TX. | Packaged Software | Director of Finance/CFO | |
Lightspeed Solutions LLC
![]() Lightspeed Solutions LLC Packaged SoftwareTechnology Services Lightspeed Solutions LLC provides custom IT and software solutions for the education system. The private company is based in Austin, TX. The CEO of the company is Brian Thomas. | Packaged Software | Director of Finance/CFO | |
The Support Center, Inc.
![]() The Support Center, Inc. Hospital/Nursing ManagementHealth Services The Support Center, Inc. provides adult medical day treatment services. Its services include therapeutic recreational, medical and health services, nutrition plans, social work and case management services, physical therapy and podiatry, transportation services to and from the center. The company is headquartered in Silver Spring, MD. | Hospital/Nursing Management | Corporate Officer/Principal | |
Homesite Group, Inc. (Investment Portfolio)
![]() Homesite Group, Inc. (Investment Portfolio) Investment ManagersFinance Homesite Group, Inc. (Investment Portfolio) (Homesite Group-IP) is the investment portfolio division of Homesite Group, Inc., an insurance company headquartered in Boston, Massachusetts. The firm is owned by American Family Insurance Mutual Holding Co. Homesite Group-IP manages the investment portfolio of insurance clients. | Investment Managers | Director of Finance/CFO | |
University of Arkansas System | College/University | Undergraduate Degree | |
Axiometrics, Inc.
![]() Axiometrics, Inc. Internet Software/ServicesTechnology Services Axiometrics, Inc. provides data and analysis on the multifamily housing sector. The firm’s services include axioinsight, feasibility and axiomonitor. The company was founded by Ronald G. Johnsey in 1995 and is headquartered in Dallas, TX. | Internet Software/Services | President | |
Columbia Management Investment Advisers LLC
![]() Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Equity | |
University of New Hampshire | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Undergraduate Degree | |
Massachusetts Society of Certified Public Accountants, Inc.
![]() Massachusetts Society of Certified Public Accountants, Inc. Miscellaneous Commercial ServicesCommercial Services Massachusetts Society of Certified Public Accountants, Inc. provide services in public accounting, industry and business, government and education. The firm offers advocacy, continuing professional education, peer review, membership, communications and academic and career development department. The company was founded in 1900 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
HEWLETT PACKARD ENTERPRISE COMPANY | Computer Processing Hardware | Private Equity Investor | |
Middlebury College | College/University | Undergraduate Degree | |
Millstreet Capital Acquisition Corp.
![]() Millstreet Capital Acquisition Corp. Financial ConglomeratesFinance Millstreet Capital Acquisition Corp. operates as a blank check company. It is a special purpose acquisition company which is incorporated for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was headquartered in Boston, MA. | Financial Conglomerates | Director of Finance/CFO | |
Deloitte Tax LLP
![]() Deloitte Tax LLP Other Consumer ServicesConsumer Services Deloitte Tax LLP provides tax services. The firm offers corporate, management, and individual advisory. The company is headquartered in New York, NY. | Other Consumer Services | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 47 |
Sectoraal
Finance | 17 |
Consumer Services | 16 |
Technology Services | 7 |
Miscellaneous | 3 |
Electronic Technology | 3 |
Operationeel
Corporate Officer/Principal | 58 |
Undergraduate Degree | 36 |
Director/Board Member | 28 |
Analyst-Equity | 14 |
Masters Business Admin | 13 |
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