Oorsprong van het eerstegraads netwerk van Jon Stuart
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors.
47
| Extinct | Investment Managers | 47 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jon Stuart via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
American Banknote Corp.
 American Banknote Corp. Data Processing ServicesTechnology Services American Banknote Corp. operates as a holding company with interest in data processing, hosting services. The company was founded in 1795 and is headquartered in Stamford, CT. | Data Processing Services | Corporate Officer/Principal | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | 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 | Portfolio Manager-Equities | |
Westfield Capital Management Co. LP
 Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Investment Managers | Corporate Officer/Principal | |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal | |
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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer | |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree Masters Business Admin | |
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 | Corporate Officer/Principal Graduate Degree Undergraduate Degree Graduate Degree | |
Lexington Insurance Co., Inc.
 Lexington Insurance Co., Inc. Multi-Line InsuranceFinance Lexington Insurance Co., Inc. provides insurance services. It provides property, casualty, financial lines, healthcare, personal lines and specialty lines insurance coverages and services. The company was founded in 1965 and is headquartered in Boston, MA. | Multi-Line Insurance | Corporate Officer/Principal | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Undergraduate Degree Masters Business Admin | |
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 | Graduate Degree | |
EG&G, Inc. /Technical Services Business/
 EG&G, Inc. /Technical Services Business/ Engineering & ConstructionIndustrial Services EG&G, Inc. /Technical Services Business/ provides technical and engineering services. It offers operation and maintenance of military bases, disposal of chemical weapons, construction management, and flight training services for aviation and ground systems. The firm also provides outsourced management and technical support services to agencies such as NASA and the US department of defense. The company was founded in 1947 and is headquartered in Germantown, MD. | Engineering & Construction | Corporate Officer/Principal | |
| Arizona State University | College/University | Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Masters Business Admin | |
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 Undergraduate Degree Undergraduate Degree | |
| Trinity College (Connecticut) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Doctorate Degree Undergraduate Degree 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 | Undergraduate Degree Masters Business Admin | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Trading-Equity President | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Doctorate Degree Undergraduate Degree | |
The First Tee
 The First Tee Miscellaneous Commercial ServicesCommercial Services The First Tee is an international youth development organization that introduces the game of golf and its values to young people through after-school and in-school programs. The non-profit company is based in Saint Augustine, FL. The organization aims to shape the lives of young people from all walks of life by reinforcing values such as integrity, respect, and perseverance through the game of golf. | Miscellaneous Commercial Services | Director/Board Member | |
| Colgate University | College/University | Undergraduate Degree | |
Thompson Island Outward Bound Education Center, Inc.
 Thompson Island Outward Bound Education Center, Inc. Miscellaneous Commercial ServicesCommercial Services Thompson Island Outward Bound Education Center, Inc. provides programs for academic success, leadership and teamwork. Its programs include connections, summer expeditions, discovery, and outward bound professional. The company is headquartered in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member | |
| Villanova University | College/University | Undergraduate Degree | |
The Juilliard School
 The Juilliard School Other Consumer ServicesConsumer Services The Juilliard School operates as an art school. It provides artistic education for musicians, dancers, and actors. The company was founded in 1905 and is headquartered in New York, NY. | College/University | Director/Board Member | |
| Miami University | College/University | Undergraduate Degree | |
| ING Baring Furman Selz LLC | Corporate Officer/Principal | ||
| Fairfield University | College/University | Undergraduate Degree | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
| Suffolk University | College/University | Masters Business Admin | |
| Venice International University | College/University | Graduate Degree | |
| Universita Ca' Foscari di Venezia | College/University | Doctorate Degree |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Italië | 3 |
| Canada | 2 |
Sectoraal
| Consumer Services | 25 |
| Finance | 19 |
| Commercial Services | 4 |
| Technology Services | 2 |
| Industrial Services | 2 |
Operationeel
| Corporate Officer/Principal | 84 |
| Undergraduate Degree | 42 |
| Portfolio Manager-Equities | 36 |
| Director/Board Member | 18 |
| Masters Business Admin | 17 |
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