Oorsprong van het eerstegraads netwerk van Dana E. Erikson
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Evergreen Investment Management Co., Inc.
 Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts.
82
| Extinct | Investment Managers | 82 |
Brookfield Public Securities Group LLC
 Brookfield Public Securities Group LLC Investment ManagersFinance Brookfield Public Securities Group LLC (PSG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1989 and is a subsidiary of Brookfield Public Securities Group Holdings LLC, ultimately held by Brookfield Corp. (NYSE, TSE: BN), a Toronto-based global asset manager that focuses on investments in property, renewable power and infrastructure. PSG provides investment advisory services on a discretionary and non-discretionary basis to financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds, retail investors, high net-worth investors and institutional SMAs, UCITS, investment companies and private funds.
55
| Subsidiary | Investment Managers | 55 |
Hyperion Brookfield Asset Management, Inc.
 Hyperion Brookfield Asset Management, Inc. Investment ManagersFinance Hyperion Capital Management, Inc. is an investment advisory firm located in New York City that offers a range of investment management services for institutional investors.
10
| Extinct | Investment Managers | 10 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Dana E. Erikson via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Fixed Income Corporate Officer/Principal Analyst-Equity | |
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 | Head-Equity Investments Analyst-Equity Corporate Officer/Principal Portfolio Manager-Equities | |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal Analyst-Equity Head-Equity Investments Portfolio Manager-Fixed Income | |
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-Fixed Income | |
| BROOKFIELD CORPORATION | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Corporate Officer/Principal Director/Board Member | |
Security Capital Group, Inc.
 Security Capital Group, Inc. Real Estate DevelopmentFinance Security Capital Group, Inc. provides international real estate research, investment, and operation management services. The company is headquartered in Santa Fe, NM. | Real Estate Development | Corporate Officer/Principal Corporate Officer/Principal | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Head-Equity Investments Head-Equity Investments | |
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, TSE: 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 | Analyst-Equity Portfolio Manager-Equities Analyst-Equity 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 Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity Market Strategist Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity | |
RREEF America LLC
 RREEF America LLC Investment ManagersFinance RREEF America LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1975 and is a direct subsidiary of RoPro US Holding, Inc., ultimately owned by Deutsche Bank AG (ETR: DBK), a publicly held banking corporation organized under the laws of Germany. RREEF provides investment and advisory services to funds and institutional clients on a discretionary and non-discretionary basis. | Investment Managers | Corporate Officer/Principal Head-Equity Investments | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Crystal River Capital, Inc.
 Crystal River Capital, Inc. Real Estate Investment TrustsFinance Crystal River Capital, Inc. operates as a finance company. It offers residential mortgage-backed securities and commercial mortgage-backed securities whole mortgage loans, bridge loans, junior interests in mortgage loans. The company is headquartered in New York, NY. | Real Estate Investment Trusts | Corporate Secretary Chief Investment Officer | |
| CENTER COAST BROOKFIELD MLP & ENERGY INFRASTRUCTURE FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Analyst-Equity Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree | |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 Head-Equity Investments Analyst-Equity | |
| Boston College | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
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 Undergraduate Degree Masters Business Admin | |
| Miami University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Loyola University of Chicago | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Graduate Degree | |
| Indiana University | College/University | Graduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| The College of William & Mary | College/University | Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| Canada | 2 |
Sectoraal
| Finance | 24 |
| Consumer Services | 16 |
| Miscellaneous | 11 |
Operationeel
| Portfolio Manager-Equities | 121 |
| Corporate Officer/Principal | 113 |
| Analyst-Equity | 83 |
| Undergraduate Degree | 75 |
| Director/Board Member | 39 |
Sterkste connecties
| Insiders | |
|---|---|
| Kim G. Redding | 21 |
| Dennis Ferro | 20 |
| John Jay Feeney | 18 |
| David Levi | 15 |
| Albert H. Elfner | 12 |
| Richard M. Cryan | 11 |
| Nicholas Donald Tannura | 11 |
| Burns McKinney | 10 |
| Walter T. McCormick | 10 |
| John Lynch | 10 |
| John Herbert Dolan | 10 |
| Derrick E. Wenger | 10 |
| Bill E. Zieff | 9 |
| Mark A. Shipley | 9 |
| Harlan Richard Sonderling | 8 |
- Beurs
- Insiders
- Dana E. Erikson
- Bedrijfsconnecties