Oorsprong van het eerstegraads netwerk van Joseph Marini
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.
65
| Operating Division | Investment Managers | 65 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Joseph Marini via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| CAMDEN PROPERTY TRUST | Real Estate Investment Trusts | Director/Board Member | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Chief Executive Officer 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 Corporate Officer/Principal | |
| ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Corporate Officer/Principal | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Director of Research - Equity | |
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 | Analyst-Equity Analyst-Equity | |
| University of Notre Dame | College/University | Masters Business Admin Undergraduate Degree | |
| Thunderbird School of Global Management | College/University | Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Nissay Asset Management Corp.
 Nissay Asset Management Corp. Investment ManagersFinance Nissay Asset Management Corp. (NAM) is the asset management subsidiary of Nippon Life Insurance Co. in Japan. The firm was founded in 1998 when Nissay Investment Advisors Co., Ltd. and Nissay Investment Trust Management Co., Ltd. merged. Headquartered in Tokyo with a branch office in Osaka, NAM provides investment advisory services to individual clients, customers of defined contribution plans, investment trusts for business and financial corporations, and group pensions. | Investment Managers | Portfolio Manager-Equities | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Head-Equity Investments Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
| University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| Shiga University | College/University | Undergraduate Degree | |
| The Pennsylvania State University | College/University | Graduate Degree | |
Foreign Policy Association
 Foreign Policy Association Miscellaneous Commercial ServicesCommercial Services The Foreign Policy Association is an organization that provides resources and materials to inform citizens about foreign policy. The non-profit company is based in New York, NY. The company offers a discussion program on foreign affairs called Great Decisions, which includes articles, master classes, and a national opinion ballot report. The CEO of the company is Noel V. Lateef. | Miscellaneous Commercial Services | Director/Board Member | |
Banco Itaú International
 Banco Itaú International Regional BanksFinance Banco Itaú International provides international banking services. It also provides global portfolio management services. The company was founded on November 01, 1971 and is headquartered in Miami, FL. | Regional Banks | Director/Board Member | |
| Miami University | College/University | Undergraduate Degree | |
| University of Miami School of Business | College/University | Corporate Officer/Principal | |
Balance Point Capital Advisors LLC
 Balance Point Capital Advisors LLC Investment ManagersFinance Balance Point Capital Advisors LLC (Balance Point Capital) is a private equity firm founded in 2007 by Seth W. Alvord and John L. Ritter. The firm is headquartered in Westport, Connecticut. | Investment Managers | Consultant / Advisor | |
| University of Mumbai | College/University | Masters Business Admin | |
| Lafayette College | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 44 |
| Japan | 3 |
| India | 2 |
Sectoraal
| Finance | 24 |
| Consumer Services | 14 |
| Miscellaneous | 6 |
| Electronic Technology | 3 |
| Energy Minerals | 2 |
Operationeel
| Portfolio Manager-Equities | 128 |
| Corporate Officer/Principal | 69 |
| Director/Board Member | 58 |
| Undergraduate Degree | 42 |
| Portfolio Manager-Fixed Income | 38 |
Sterkste connecties
| Insiders | |
|---|---|
| Raghav V. Nandagopal | 24 |
| Frances Sevilla-Sacasa | 21 |
| Kenneth D. Lewis | 18 |
| H. Jay Sarles | 16 |
| Tim Leach | 13 |
| Lee A. Gardella | 11 |
| Tim R. Anderson | 10 |
| Thomas M. Galvin | 10 |
| Doug Pyle | 9 |
| Fatima Katarzyna Dickey | 9 |
| Richard A. Carter | 9 |
| Kevin Cronk | 8 |
| Arthur J. Hurley | 8 |
| Scott L. Davis | 8 |
| H. Marshall Schwarz | 8 |
- Beurs
- Insiders
- Joseph Marini
- Bedrijfsconnecties
