James Putnam
Chairman bij LPL FINANCIAL HOLDINGS INC.
Vermogen: 36 M $ op 31-03-2024
Oorsprong van het eerstegraads netwerk van James Putnam
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
| Public Company | Investment Banks/Brokers | 70 | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.
66
| Subsidiary | Investment Managers | 66 |
LPL Holdings, Inc.
 LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA.
8
| Subsidiary | Investment Managers | 8 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met James Putnam via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | Chief Executive Officer Director/Board Member | |
| GE AEROSPACE | Industrial Machinery | Director/Board Member Corporate Officer/Principal | |
| INTUIT INC. | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Sheridan Healthcare, Inc.
 Sheridan Healthcare, Inc. Medical/Nursing ServicesHealth Services Sheridan Healthcare, Inc. provides medical and healthcare solutions for anesthesiology and other specialties to physicians, hospitals and outpatient centers. It specializes in anesthesia, radiology, emergency medicine, neonatology, and other pediatric subspecialties services. The firm also provides support, training, and management services in non-clinical areas. The company was founded in 1953 and is headquartered in Sunrise, FL. | Medical/Nursing Services | Chairman Director/Board Member | |
UVEST Financial Services Group, Inc.
 UVEST Financial Services Group, Inc. Finance/Rental/LeasingFinance UVEST Financial Services Group, Inc. provides third party brokerage services. It offers investment and insurance programs to regional banks and credit unions. The company was founded on June 19, 1978 and is headquartered in Fort Mill, SC. | Finance/Rental/Leasing | President Director of Finance/CFO President | |
International Data Response Corp.
 International Data Response Corp. Miscellaneous Commercial ServicesCommercial Services Part of The Resource Group, International Data Response Corp. provides telemarketing and customer services. The private company is based in Rancho Santa Fe, CA. International Data Response was acquired by MURT, Inc. on June 30, 1999 for $98.01 million. | Miscellaneous Commercial Services | Chief Executive Officer Comptroller/Controller/Auditor | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Chairman | |
Edward D. Jones & Co. LP
 Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Chairman Director/Board Member Director/Board Member | |
| Optimum Fund Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| University of Notre Dame | College/University | Masters Business Admin Undergraduate Degree Chairman | |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Vanderbilt University | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
Hellman & Friedman LLC
 Hellman & Friedman LLC Investment ManagersFinance Hellman & Friedman LLC (Hellman & Friedman) is a private equity firm founded in 1984 by Warren Hellman and Tully Friedman. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal Investment Committee Member Private Equity Investor Private Equity Investor | |
Mitchell International, Inc.
 Mitchell International, Inc. Packaged SoftwareTechnology Services Mitchell International, Inc provides data, software, and e-business solutions. It offers collision repair shop solutions, physical damage claims, auto casualty, and workers compensation claims management, smart price solutions, and pharmacy solutions. The company was founded by Glenn Mitchell in 1946 and is headquartered in San Diego, CA. | Packaged Software | Corporate Officer/Principal Director/Board Member | |
Pacific Equity Partners Pty Ltd.
 Pacific Equity Partners Pty Ltd. Investment ManagersFinance Pacific Equity Partners Pty Ltd (Pacific Equity Partners) is a private equity firm founded in 1998. The firm is headquartered in Sydney, Australia. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Babson College | College/University | President Masters Business Admin Masters Business Admin | |
| San Diego State University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
| The University of Chicago | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Doctorate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
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 | Masters Business Admin Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal Director/Board Member | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| UTI ASSET MANAGEMENT COMPANY LIMITED | Investment Managers | Director/Board Member Director/Board Member | |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. | Packaged Software | Director/Board Member Chairman | |
| Georgetown University | College/University | Graduate Degree Undergraduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| American Express Financial Advisors, Inc. | Chief Executive Officer Corporate Officer/Principal | ||
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Economist Corporate Officer/Principal | |
| Harvard Law School | College/University | Graduate Degree Graduate Degree | |
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 | Director of Finance/CFO Corporate Officer/Principal | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree | |
Financial Industry Regulatory Authority, Inc.
 Financial Industry Regulatory Authority, Inc. Investment Banks/BrokersFinance Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Investment Banks/Brokers | Director/Board Member Chairman |
Statistieken
Internationaal
| Verenigde Staten | 47 |
| Australië | 2 |
| India | 2 |
| Mexico | 2 |
Sectoraal
| Consumer Services | 21 |
| Finance | 17 |
| Commercial Services | 6 |
| Technology Services | 4 |
| Miscellaneous | 3 |
Operationeel
| Director/Board Member | 316 |
| Corporate Officer/Principal | 178 |
| Undergraduate Degree | 82 |
| Independent Dir/Board Member | 76 |
| Chairman | 71 |
Sterkste connecties
| Insiders | |
|---|---|
| Richard Schifter | 46 |
| Jeffrey Stiefler | 38 |
| Allen Thorpe | 35 |
| Mark Casady | 35 |
| Edward Bernard | 32 |
| William Glavin | 26 |
| H. Eberhart | 25 |
| Corey Thomas | 25 |
| Erik Ragatz | 25 |
| Dick W. Boyce | 25 |
| Jeffrey Goldstein | 24 |
| Viet Dinh | 22 |
| James Sellers Riepe | 20 |
| Mick Hellman | 19 |
| Anne Mulcahy | 17 |
- Beurs
- Insiders
- James Putnam
- Bedrijfsconnecties
