Celene Klimas
Corporate Officer/Principal bij The Boston Security Analysts Society, Inc.
Oorsprong van het eerstegraads netwerk van Celene Klimas
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
OFI Global Institutional, Inc.
 OFI Global Institutional, Inc. Investment ManagersFinance Founded in 1974, OFI Global Institutional, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm is also a commodity pool operator and commodity trading advisor registered with the U.S. Commodity Futures Trading Commission and the National Futures Association. OFI Global Institutional is a wholly-owned subsidiary of OppenheimerFunds, Inc. (OFI), which, in turn, is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC). Massachusetts Mutual Life Insurance Co. (MassMutual), through its subsidiary, is the indirect primary shareholder of OAC. The firm provides investment advisory services to various types of clients, including trusts, pension plans, insurance company separate accounts, foundations, corporations, ERISA qualified retirement plans, governmental plans, foreign entities (including governmental entities, corporations, investment companies and pension plans), mutual funds, private funds, and bank sponsored collective investment trusts.
69
| Extinct | Investment Managers | 69 |
The Boston Security Analysts Society, Inc.
68
| Non-Profit Organization | 68 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Celene Klimas via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Barings LLC
 Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Analyst-Equity Head-Equity Investments Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| 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 Head-Equity Investments Corporate Officer/Principal Analyst-Equity Trading-Equity | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
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 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 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 | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Director of Research - Equity Analyst-Equity Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
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 | |
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 | |
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 | |
| Bentley University | College/University | Undergraduate Degree 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 Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin 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 Masters Business Admin Masters Business Admin Doctorate Degree Graduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Drexel University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 | |
AlphaOne Investment Services LLC
 AlphaOne Investment Services LLC Investment ManagersFinance Founded in 2008, AlphaOne Investment Services LLC (AOIS) is a registered investment advisor and hedge fund manager located in Villanova, Pennsylvania. The firm is a wholly-owned subsidiary of AlphaOne Capital Partners LLC (AOCP). AOCP Holdings LLC is a wholly-owned subsidiary of AlphaOne Holdings LLC, a private company owned by Paul J. Hondros. AOCP acquired Redstone Investment Management LP in 2009. AOIS’ clients consist of a registered investment company (AlphaOne Micro Cap Equity Fund), private unregistered funds, individually managed accounts, and UMA clients. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
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 | |
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 | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| 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 | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 48 |
| Hongkong | 2 |
| Israël | 2 |
Sectoraal
| Finance | 21 |
| Consumer Services | 14 |
| Miscellaneous | 13 |
| Commercial Services | 3 |
| Technology Services | 2 |
Operationeel
| Corporate Officer/Principal | 337 |
| Portfolio Manager-Equities | 103 |
| Director/Board Member | 98 |
| Undergraduate Degree | 95 |
| Analyst-Equity | 92 |
Sterkste connecties
| 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 |
| Brian Watson | 12 |
| Samuel Kidston | 11 |
- Beurs
- Insiders
- Celene Klimas
- Bedrijfsconnecties
