Oorsprong van het eerstegraads netwerk van James M. Francis
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Montag & Caldwell, Inc.
 Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds.
23
| Extinct | Investment Managers | 23 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met James M. Francis via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Montag & Caldwell LLC
 Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Chief Operating Officer Chief Executive Officer Analyst-Equity Director of Research - Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Trading-Equity Director of Research - Equity Sales & Marketing | |
| Georgia State University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Wake Forest University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Emory University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Sewanee-The University of the South | College/University | Corporate Officer/Principal Undergraduate Degree | |
| Swinburne University of Technology | College/University | Undergraduate Degree | |
| Goizueta Business School-Emory | College/University | Masters Business Admin | |
| University of Georgia | College/University | Undergraduate Degree | |
| Mississippi State University | College/University | Undergraduate Degree | |
Ostrum Asset Management SA
 Ostrum Asset Management SA Investment ManagersFinance Ostrum Asset Management SA (Ostrum AM) is the asset management subsidiary of Natixis Investment Managers International SA, ultimately held by BPCE SA's Natixis SA (Euronext: KN) in France. Headquartered in Paris, the firm was founded in 1984 and provides a full range of active fixed-income and equity expertise, along with tailored insurance investment management solutions and alternative strategies for institutional clients, individual investors and distributors. Ostrum AM is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UN PRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Director/Board Member | |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Sales & Marketing | |
Artemis Asset Management Ltd.
 Artemis Asset Management Ltd. Financial ConglomeratesFinance Part of Affiliated Managers Group, Inc., Artemis Asset Management Ltd. is a British company that provides investment management and advice services. The company is based in Edinburgh, UK. Artemis Asset Management was acquired by ageas SA/NV on September 30, 2008 for $566.34 million. | Financial Conglomerates | Director/Board Member | |
| ABN AMRO BANK N.V. | Major Banks | Director/Board Member | |
ABN AMRO Asset Management Holding NV
 ABN AMRO Asset Management Holding NV Financial ConglomeratesFinance ABN AMRO Asset Management Holding NV provides asset management services. It has assets under management on behalf of institutional and retail clients. The company uses assist incident and configuration management modules and some limited service level management. The company was founded in 1933 and is headquartered in Amsterdam, the Netherlands. | Financial Conglomerates | Chief Executive Officer | |
| The Currency Exchange Fund NV | Investment Trusts/Mutual Funds | Director/Board Member | |
Apg Groep NV
 Apg Groep NV Personnel ServicesCommercial Services APG Group NV provides financial services. It offers pension fund administration, communication, asset management, and management support and services to pension funds. The company was founded on February 29, 2008 and is headquartered in Heerlen, the Netherlands. | Personnel Services | Director/Board Member | |
Transamerica Corp.
 Transamerica Corp. Life/Health InsuranceFinance Transamerica Corp. provides financial planning and insurance services. It offers life insurance, long term care, dental insurance, medicare solutions, commercial lending, retirement planning, leasing, annuities, and real estate services. The company was founded by Amadeo P. Giannini in 1904 and is headquartered in Cedar Rapids, IA. | Life/Health Insurance | Director/Board Member | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin | |
| St. Lawrence University | College/University | Undergraduate Degree | |
| Macquarie University | College/University | Graduate Degree | |
The Community Foundation for Greater Atlanta, Inc.
 The Community Foundation for Greater Atlanta, Inc. Investment Trusts/Mutual FundsMiscellaneous The Community Foundation for Greater Atlanta provide personalized service to philanthropists. It has creates a network that connects community members, nonprofits and other partners to strengthen the Atlanta region through philanthropy. The Community Foundation for Greater Atlanta was founded in 1951 and is headquartered in Atlanta, GA. | Investment Trusts/Mutual Funds | Director/Board Member | |
| Boston College | College/University | Undergraduate Degree | |
Paul Manners & Associates, Inc.
 Paul Manners & Associates, Inc. Investment ManagersFinance Paul Manners & Associates, Inc. (PMA) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Paul E. Manners in 1979. PMA offers investment management services to corporations, pension plans, endowments, foundations, public funds and high net worth individuals. | Investment Managers | Corporate Officer/Principal | |
Equitable Financial Life Insurance Co.
 Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| Southern Employee Benefits Conference | Corporate Officer/Principal | ||
| All Saint's Episcopal School, Inc. | Corporate Officer/Principal | ||
Blue Grotto Capital LLC
 Blue Grotto Capital LLC Investment ManagersFinance Blue Grotto Capital LLC (Blue Grotto) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Atlanta, Georgia. The firm was founded by Benjamin "Ben" Gordon in 2018. Blue Grotto provides investment advisory services to pooled investment vehicles, certain single-investor investment vehicles, and separately managed accounts. | Investment Managers | Analyst-Equity | |
| Southwest Texas State University | College/University | Undergraduate Degree | |
University of the Pacific
 University of the Pacific Other Consumer ServicesConsumer Services University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California. | College/University | Undergraduate Degree | |
LBP AM
 LBP AM Investment ManagersFinance LBP AM SA (LBP AM) is an asset manager headquartered in Paris, France. Formerly known as La Banque Postale Asset Management SA, the firm was founded in 1988 through the joint venture between Aegon Asset Management and La Banque Postale. LBP AM offers a complete, customized portfolio management solution and services for institutional investors. | Investment Managers | Corporate Officer/Principal | |
| NORA BANK | Major Banks | Director/Board Member | |
AEGON Asset Management Holding BV
 AEGON Asset Management Holding BV Investment ManagersFinance Part of Aegon NV, AEGON Asset Management Holding BV is an active investor with 380 investment professionals managing and advising on assets of €292 billion for a diverse client-base. The company is based in The Hague, Netherlands. The Dutch company organizes its investment capabilities around four focused investment platforms with extensive asset-class expertise, including fixed income, real assets, equities, and multi-asset & solutions. AEGON Asset Management Holding believes in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment. The company has 1,200 employees working across the Americas, Europe, and Asia. | Investment Managers | Chief Executive Officer | |
Municipal Securities Rulemaking Board
 Municipal Securities Rulemaking Board Investment ManagersFinance The Municipal Securities Rulemaking Board is a regulatory organization that oversees the municipal securities market in the United States. The private company is based in Alexandria, VA. Nanette Lawson has been the CEO of the company since 2011. The board was established by Congress in 1975 to protect investors and promote a fair and efficient market for municipal securities. The board sets rules and standards for underwriters, dealers, and municipal advisors, and provides market transparency through its Electronic Municipal Market Access (EMMA) system. | Investment Managers | Corporate Officer/Principal | |
Mississippi State University Foundation
 Mississippi State University Foundation Other Consumer ServicesConsumer Services Mississippi State University Foundation engages as a non-profit organization which receives, invests, and administers private support in the university. The company was founded in 1962 and is headquartered in Mississippi State, MS. | Other Consumer Services | Corporate Officer/Principal | |
| BB&T AM Distributors, Inc. | Corporate Officer/Principal | ||
New York Stock Exchange
 New York Stock Exchange Investment Banks/BrokersFinance Part of Intercontinental Exchange, Inc., New York Stock Exchange is a stock exchange. The company is based in New York, NY. The CEO of the company is Susan M. DeGiulio. | Investment Banks/Brokers | Corporate Officer/Principal | |
ClearBridge LLC
 ClearBridge LLC Investment ManagersFinance ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities. | Investment Managers | Corporate Officer/Principal | |
| Loyola College | College/University | Undergraduate Degree | |
Miller Value Partners LLC
 Miller Value Partners LLC Investment ManagersFinance Miller Value Partners LLC (MVP) is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida. The firm was founded by William (Bill) Miller III in 1999 as LMM LLC. MVP serves as the investment manager for the Miller Value Funds. They also provide investment management services for high net worth and institutional clients, and private funds. | Investment Managers | Corporate Officer/Principal | |
| University of Florida | College/University | Undergraduate Degree | |
| Oglethorpe University | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 37 |
| Nederland | 6 |
| Australië | 3 |
| Frankrijk | 3 |
| Verenigd Koninkrijk | 2 |
Sectoraal
| Finance | 26 |
| Consumer Services | 19 |
| Miscellaneous | 4 |
| Commercial Services | 2 |
Operationeel
| Corporate Officer/Principal | 30 |
| Portfolio Manager-Equities | 28 |
| Undergraduate Degree | 20 |
| Director/Board Member | 15 |
| Analyst-Equity | 15 |
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