Denise A. Franchetti
Corporate Officer/Principal bij CFA Society of Philadelphia
Oorsprong van het eerstegraads netwerk van Denise A. Franchetti
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
CFA Society of Philadelphia
24
| Non-Profit Organization | 24 | |
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.
12
| Non-Profit Organization | Miscellaneous Commercial Services | 12 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Denise A. Franchetti via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Fixed Income Analyst-Fixed Income Sales & Marketing | |
| LINCOLN NATIONAL CORPORATION | Life/Health Insurance | Chief Investment Officer Corporate Officer/Principal | |
| SEI INVESTMENTS COMPANY | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
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 Portfolio Manager-Equities | |
| 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 | 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 | |
| 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-Fixed Income | |
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 | |
| Boston University | College/University | Masters Business Admin Masters Business Admin | |
| Drexel University | College/University | Graduate Degree Masters Business Admin | |
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 | Director of Research - Fxd Inc Analyst-Fixed Income Director of Research - Fxd Inc Portfolio Manager-Fixed Income | |
| Haverford College | College/University | Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Masters Business Admin | |
| Philadelphia University | College/University | Director/Board Member Undergraduate Degree | |
| St. Joseph's University | College/University | Masters Business Admin Masters Business Admin | |
| University of Connecticut | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| Villanova University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Assured Guaranty Corp.
 Assured Guaranty Corp. Regional BanksFinance Assured Guaranty Corp. operates as financial guarantor. It is a diversified financial guarantor engages in insuring both public finance and structured finance obligations, including asset-backed securities. The company was founded in 1988 and is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Assured Guaranty Municipal Corp.
 Assured Guaranty Municipal Corp. Investment ManagersFinance Assured Guaranty Municipal Corp. provides financial services the focuses on municipal bonds and international infrastructure financing. It offers public finance, global infrastructure, global structured finance, and reinsurance. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 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 Corporate Officer/Principal | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
Mondrian Investment Partners (US), Inc.
 Mondrian Investment Partners (US), Inc. Investment ManagersFinance Mondrian Investment Partners (US), Inc. (MIP) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by Patricia Karolyi in 1990 and is a subsidiary of Mondrian Investment Group (US), Inc. MIP’s sole activity is to carry out the marketing and client services activities for Mondrian Investment Partners Ltd. (MIPL) in North America., which provides investment management services (the investment and reinvestment of assets) to a broad-based group of international institutional investors. | Investment Managers | Chief Executive Officer Founder Portfolio Manager-Equities | |
| EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President | |
| Boston Municipal Analysts Forum | Corporate Officer/Principal Corporate Officer/Principal | ||
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Calvert Research & Management
 Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Mondrian Qrpey Local Currency Emd Fund LP
 Mondrian Qrpey Local Currency Emd Fund LP Financial ConglomeratesFinance Mondrian Qrpey Local Currency Emd Fund LP is an investment fund. The company is headquartered in headquartered, DE. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 48 |
| Israël | 2 |
| Hongkong | 2 |
Sectoraal
| Miscellaneous | 25 |
| Finance | 14 |
| Consumer Services | 10 |
| Commercial Services | 2 |
Operationeel
| Corporate Officer/Principal | 182 |
| Undergraduate Degree | 35 |
| President | 28 |
| Director/Board Member | 27 |
| Portfolio Manager-Fixed Income | 20 |
Sterkste connecties
| Insiders | |
|---|---|
| Cindy Clemson | 33 |
| Adam Andrew Weigold | 25 |
| Craig Brandon | 23 |
| Roger Allen Early | 18 |
| Sherry Rexroad | 13 |
| Gregg L. Bienstock | 12 |
| Helen R. Bosley | 12 |
| Karen Grimes | 12 |
| Christopher Kevin McHugh | 10 |
| J. Scott Coleman | 10 |
| Natalie R. Cohen | 10 |
| Robert Anthony Vogel | 10 |
| Wayne Anglace | 10 |
| Matt Potter | 9 |
| Christopher Jahnle | 8 |
- Beurs
- Insiders
- Denise A. Franchetti
- Bedrijfsconnecties
