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Oorsprong van het eerstegraads netwerk van Jocelyn Schwartz
Entiteit | Type entiteit | Industrie | |
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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.
61
| Private Company | Investment Managers | 61 |
SCS Capital Management LLC
![]() SCS Capital Management LLC Investment ManagersFinance SCS Capital Management LLC (SCS) is a SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2002 by Pater Mattoon, Antony Abbiati and Douglas Ederle. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS). SCS provides client-aligned investment advice to high-net-worth families and institutions.
6
| Subsidiary | Investment Managers | 6 |
New England School of Law
5
| College/University | Other Consumer Services | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jocelyn Schwartz via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | Corporate Officer/Principal Comptroller/Controller/Auditor | |
Massachusetts Mutual Life Insurance Co.
![]() Massachusetts Mutual Life Insurance Co. Life/Health InsuranceFinance Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA. | Life/Health Insurance | Sales & Marketing | |
MICROSOFT CORPORATION | Packaged Software | Corporate Officer/Principal 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-Fixed Income Portfolio Manager-Equities | |
The Options Clearing Corp.
![]() The Options Clearing Corp. Regional BanksFinance The Options Clearing Corp. provides equity derivatives clearing services. It provides central counterparty clearing and settlement services to stock exchanges and trading platforms for options, financial futures, security futures and securities lending transactions. The company was founded in 1973 and is headquartered in Chicago, IL. | Regional Banks | Director/Board Member Director/Board Member | |
Putnam Investment Management LLC
![]() Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Head-Equity Investments | |
H. M. Payson & Co.
![]() H. M. Payson & Co. Investment ManagersFinance H.M. Payson & Co. (HM Payson) is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded in 1854 by Henry Martyn Payson. They originally specialize in financing public water companies and became nationally known as an underwriter of America’s growing infrastructure. Today, investment advisory and trust services are their exclusive focus. HM Payson provides investment advisory, trust and wealth management services to a wide variety of individuals, trusts, endowments, foundations and retirement plans. | Investment Managers | Portfolio Manager-Equities | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Crowdly, Inc.
![]() Crowdly, Inc. Packaged SoftwareTechnology Services Crowdly, Inc. develops enterprise marketing software for converting fans into advocates. It offers a social advocate management platform for Facebook that allows brands to find and rank their top advocates, more effectively engage them, and motivate them into action. The firm’s advocate marketing platform includes advocate and influencer identification, segmentation, activation, automated audience and creation, and advanced audience insights. The company was founded by Daniel M. Sullivan and Scott Segel in 2011 and is headquartered in Boston, MA. | Packaged Software | Director/Board Member | |
Pacific Investment Management Co. LLC
![]() Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin 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 Masters Business Admin | |
Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Vanderbilt University | College/University | Undergraduate Degree Masters Business Admin | |
First Advisors, Inc.
![]() First Advisors, Inc. Real Estate DevelopmentFinance First Advisors, Inc. provides investment, real estate, and consulting services. The firm engages in developing new and redeveloping existing commercial and residential properties. It provides business consulting services in areas such as marketing, sales, strategic planning, and technology. The company was founded by Gary J. Davis September in 1996 and is headquartered in Austin, TX. | Real Estate Development | Corporate Officer/Principal | |
Boston University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
George Washington University | College/University | Undergraduate Degree Graduate Degree | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal | |
National Financial Services LLC (Trading Arm)
![]() National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt | Investment Banks/Brokers | Chief Executive Officer Trading-Equity | |
Baylor University | College/University | Undergraduate Degree Undergraduate Degree | |
Bentley University | College/University | Undergraduate Degree Undergraduate Degree | |
Boston College | College/University | Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
Brigham Young University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Clark University | College/University | Undergraduate Degree Masters Business Admin | |
Fordham University
![]() Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
New York University | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
Nichols College | College/University | 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 | Undergraduate Degree Undergraduate Degree | |
Oklahoma State University | College/University | Undergraduate Degree Undergraduate Degree | |
Pace University | College/University | Undergraduate Degree | |
Rollins College (Florida) | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Tampa, Inc.
![]() The University of Tampa, Inc. Other Consumer ServicesConsumer Services The University of Tampa, Inc. functions as a college/university that offers undergraduate and graduate studies. The company was founded in 1931 and is headquartered in Tampa, FL. | College/University | Undergraduate Degree | |
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 | |
Ballyrock Investment Advisors LLC
![]() Ballyrock Investment Advisors LLC Investment ManagersFinance Part of FMR LLC, Ballyrock Investment Advisors LLC is a company that provides investment advisory services. The company is based in Boston, MA. | Investment Managers | President | |
Fidelity Investments, Inc.
![]() Fidelity Investments, Inc. Financial ConglomeratesFinance Fidelity Investments, Inc. operates as a financial services company. The company is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 49 |
Sectoraal
Finance | 24 |
Consumer Services | 22 |
Technology Services | 3 |
Commercial Services | 3 |
Operationeel
Corporate Officer/Principal | 180 |
Undergraduate Degree | 68 |
Director/Board Member | 65 |
President | 42 |
Chief Executive Officer | 33 |
Sterkste connecties
Insiders | |
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Rahul Gupta | 20 |
David Lawrence Giunta | 18 |
Jeffrey Slovin | 18 |
Kevin Kelly | 15 |
Craig Messinger | 15 |
Danny R. Frank | 13 |
Brian M. Storms | 12 |
Scott E. Doughman | 12 |
Gerard McGraw | 11 |
Steven C. Rubinow | 11 |
Robert Gervis | 11 |
Brian Hickey | 10 |
Tim Burke | 10 |
Jamie Cornell | 9 |
Thomas E. Stamos | 9 |
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