Oorsprong van het eerstegraads netwerk van Jim E. Russell
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, and corporations and other business entities.
16
| Subsidiary | Investment Managers | 16 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jim E. Russell via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | 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 | Sales & Marketing | |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | Corporate Officer/Principal | |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Chief Operating Officer | |
Moody, Lynn, Lieberson & Walker LLC
Moody, Lynn, Lieberson & Walker LLC Investment ManagersFinance Moody, Lynn, Lieberson & Walker LLC (MLLW) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Moody in 1989 as Moody, Lynn & Lieberson LLC and has changed its name to Moody, Lynn, Lieberson & Walker LLC in 2023. MLLW manages the financial affairs of individuals, families, and select institutional accounts. | Investment Managers | Analyst-Equity | |
Merrill Lynch Ventures LLC
Merrill Lynch Ventures LLC Investment ManagersFinance Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Investment Managers | Corporate Officer/Principal | |
Marble Harbor Investment Counsel LLC
Marble Harbor Investment Counsel LLC Investment ManagersFinance Marble Harbor Investment Counsel LLC (Marble Harbor) is an independent, SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2005 by Paul Davis. Marble Harbor offers customized investment solutions for individuals, families, endowments, and foundations. | Investment Managers | Chief Executive Officer Analyst-Equity | |
Brown University | College/University | Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
Dartmouth College | College/University | Masters Business Admin Undergraduate Degree | |
Hamilton College (New York) | College/University | 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 | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Community Workshops, Inc.
Community Workshops, Inc. Personnel ServicesCommercial Services Community Workshops, Inc. provides job training, placement and support services. It provides assembly and packaging, food services and catering, property maintenance and staffing solutions. The company was founded in 1877 and is headquartered in Boston, MA. | Personnel Services | Chairman President Director/Board Member Director/Board Member | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
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 | |
McCombs School of Business | College/University | Masters Business Admin | |
Washington College | College/University | Undergraduate 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 | Corporate Officer/Principal | |
The Riverwoods Co., At Exeter, New Hampshire
The Riverwoods Co., At Exeter, New Hampshire Hospital/Nursing ManagementHealth Services The Riverwoods Co. At Exeter New Hampshire provides nursing services. The firm is a non-profit continuing care retirement community. It offers life care concept, independent living, health and wellness, assisted living, skilled nursing and social services. The company was founded by Maryanna Hatch and Rosemary Coffin in 1994 and is headquartered in Exeter, NH. | Hospital/Nursing Management | Director/Board Member | |
Harvard Alumni Association | Chairman | ||
Fidelity Investments (New York) | Corporate Officer/Principal | ||
Bentley University | College/University | Undergraduate Degree | |
Goulston & Storrs PC
Goulston & Storrs PC Miscellaneous Commercial ServicesCommercial Services Goulston & Storrs PC provides legal services. It offers banking and finance, bankruptcy and restructuring, capital markets, litigation, data privacy, hospitality and recreational, innovation development and licensing, real estate, and public law and partnership solutions. The company was founded in 1900 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | 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 | |
Ropes & Gray LLP
Ropes & Gray LLP Miscellaneous Commercial ServicesCommercial Services Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
F.W. Olin Graduate School of Business | College/University | Masters Business Admin | |
Missouri State University | College/University | Undergraduate Degree | |
Gardner & Preston Moss, Inc. | Portfolio Manager-Equities | ||
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 | Portfolio Manager-Equities | |
University of Kansas | College/University | Graduate Degree | |
Occidental College | College/University | Undergraduate Degree | |
University of Denver | College/University | Undergraduate Degree | |
Fedcap Rehabilitation Services, Inc.
Fedcap Rehabilitation Services, Inc. Miscellaneous Commercial ServicesCommercial Services Fedcap Rehabilitation Services, Inc. is a non-profit organization. It offers community and skills development programs and services through its practice areas; education, workforce development, occupational health, and economic development. The firm’s programs and services include youth and young adult services, community impact institute, mental health services, vocational evaluations and training, and veterans programs. The company was founded in 1935 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member |
Statistieken
Internationaal
Verenigde Staten | 48 |
Sectoraal
Finance | 22 |
Consumer Services | 18 |
Commercial Services | 7 |
Health Services | 2 |
Operationeel
Corporate Officer/Principal | 23 |
Portfolio Manager-Equities | 22 |
Undergraduate Degree | 18 |
Portfolio Manager-Fixed Income | 9 |
Masters Business Admin | 8 |
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