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Dylan Sage
Portefeuillebeheerder-Aandelen bij Baldwin Brothers LLC
Oorsprong van het eerstegraads netwerk van Dylan Sage
Entiteit | Type entiteit | Industrie | |
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Baldwin Brothers LLC
![]() Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities.
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| Private Company | Investment Managers | 17 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Dylan Sage via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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James Caird, Inc.
![]() James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | Investment Managers | Chief Executive Officer Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income | |
Trillium Asset Management LLC
![]() Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Investment Managers | Portfolio Manager-Equities President Corporate Officer/Principal | |
New Summit Investments LLC
![]() New Summit Investments LLC Investment ManagersFinance New Summit Investments LLC (New Summit Investments) is a private equity firm founded in 2016. The firm is headquartered in Manchester, Massachusetts. | Investment Managers | Private Equity Investor President Private Equity Investor | |
Arjuna Capital LLC
![]() Arjuna Capital LLC Investment ManagersFinance Arjuna Capital LLC is a registered independent wealth management firm headquartered in Durham, North Carolina. It was founded by Farnum Brown in 2015. The firm provides investment advisory and financial planning services to high net-worth individuals, families and foundations. | Investment Managers | Market Strategist Chief Investment Officer Director of Research - Equity | |
Private Market Impact Fund I LP
![]() Private Market Impact Fund I LP Investment ManagersFinance Private Market Impact Fund I LP invests in companies located in the United States. The fund target companies operating in the fields of renewable energy and sustainable agriculture. They provides financing for early stage capital requirements. | Investment Managers | Director/Board Member Director/Board Member | |
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 | Undergraduate Degree Undergraduate Degree | |
Boston University | College/University | Doctorate Degree Masters Business Admin | |
Crestwood Advisors Group LLC
![]() Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
Bainbridge Graduate Institute | College/University | Masters Business Admin | |
Questrom School of Business | College/University | Masters Business Admin | |
Crestwood Advisors LLC
![]() Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Investment Managers | Head-Equity Investments | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
The New York Society of Security Analysts, Inc.
![]() The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
The Capital Group Cos., Inc.
![]() The Capital Group Cos., Inc. Investment ManagersFinance The Capital Group Cos., Inc. provides investment management services. The firm manages and underwrites mutual funds in the American Funds family group and provides other financial services. It serves the institutions, consultants, financial advisors, intermediaries, and individual investors. The company was founded by Jonathan Bell Lovelace in 1931 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
Mount Holyoke College | College/University | Undergraduate Degree | |
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. | Investment Managers | Chief Investment Officer | |
SCA Group, Inc.
![]() SCA Group, Inc. Miscellaneous Commercial ServicesCommercial Services Part of ACI Worldwide, Inc., SCA Group, Inc. provides business process consulting services with expertise in the health care sector. The company is based in Hinsdale, IL. SCA Group was acquired by Official Payments Holdings, Inc. on April 04, 2000 for $24.20 million. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Waterhouse Securities, Inc. | Corporate Officer/Principal | ||
Vassar College | College/University | Undergraduate Degree | |
Ithaca College | College/University | Undergraduate Degree | |
Account Management LLC
![]() Account Management LLC Investment ManagersFinance Account Management LLC is an independent and privately-owned wealth management firm headquartered in Boxford, Massachusetts. Founded in 1964, the firm provides investment advisory service to high-net-worth individuals and families of substantial wealth, as well as foundations, business entities, and endowments. | Investment Managers | Chief Executive Officer | |
Détroyat Associés SA
![]() Détroyat Associés SA Investment Banks/BrokersFinance Détroyat Associés SA is a private company based in Paris, France. and has subsidiaries in Netherlands. The French company provides brokerage services. The company was founded in 1968. Philippe Leroy has been the CEO of the company since 2005. Détroyat Associés SA was acquired by Standard & Poor's Financial Services LLC on April 11, 2002. | Investment Banks/Brokers | Corporate Officer/Principal | |
Deutsche Bank Alex. Brown, Inc.
![]() Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Financial Conglomerates | Corporate Officer/Principal | |
Brook Venture Partners LLC
![]() Brook Venture Partners LLC Miscellaneous Commercial ServicesCommercial Services Brook Venture Partners LLC specializes in expansion stage, mid venture, middle market, buyout, late venture stages and mezzanine investments. The company was founded by Frederic H. Morris and is headquartered in Wakefield, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Dakota Wealth LLC
![]() Dakota Wealth LLC Investment ManagersFinance Dakota Wealth LLC, do-business-as Dakota Wealth Management (DWM), is a registered investment management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2006 as Oakmont Partners LLC. They are a wholly owned and controlled subsidiary of Dakota Wealth Management LLC. DWM provides high-net-worth individuals and families with a wide array of wealth planning and investment advisory services. | Investment Managers | Corporate Officer/Principal | |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Syracuse University | College/University | Undergraduate Degree | |
F.L. Putnam Investment Management Co.
![]() F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations. | Investment Managers | Analyst-Equity | |
Federal Street Capital, Inc.
![]() Federal Street Capital, Inc. Investment ManagersFinance Federal Street Capital, Inc. is an alternative investment manager. The private company is based in Wakefield, MA. | Investment Managers | Corporate Officer/Principal | |
Hyams Foundation | Director/Board Member | ||
The University of North Carolina at Charlotte | College/University | Doctorate Degree | |
Fairfield University | College/University | Undergraduate Degree | |
New York University | College/University | Masters Business Admin | |
Morgan Guaranty Ltd.
![]() Morgan Guaranty Ltd. Financial ConglomeratesFinance Part of JPMorgan Chase & Co., Morgan Guaranty Ltd. is an American company that provides financial services. The company is located in the US. | Financial Conglomerates | Corporate Officer/Principal | |
Union College (New York) | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Bank of America California, National Association
![]() Bank of America California, National Association Major BanksFinance Part of Bank of America Corp., Bank of America California, National Association is a nationally chartered commercial bank. The company is based in San Francisco, CA. The CEO of the company is Kevin Christopher Phalen. | Major Banks | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 47 |
Israël | 2 |
Frankrijk | 2 |
Japan | 2 |
Sectoraal
Finance | 28 |
Consumer Services | 16 |
Commercial Services | 5 |
Miscellaneous | 2 |
Technology Services | 2 |
Operationeel
Corporate Officer/Principal | 32 |
Portfolio Manager-Equities | 23 |
Undergraduate Degree | 16 |
Portfolio Manager-Fixed Income | 11 |
Analyst-Equity | 10 |
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