Leah Rachel Sciabarrasi
Oprichter bij Crestwood Advisors LLC
Oorsprong van het eerstegraads netwerk van Leah Rachel Sciabarrasi
Entiteit | Type entiteit | Industrie | |
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Crestwood Advisors LLC
Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses.
12
| Private Company | Investment Managers | 12 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Leah Rachel Sciabarrasi via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | Investment Managers | Analyst-Equity Chief Executive Officer Portfolio Manager-Equities | |
Kenyon College | College/University | Undergraduate Degree Undergraduate Degree | |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Portfolio Manager-Equities | |
Kraematon Investment Advisors, Inc.
Kraematon Investment Advisors, Inc. Investment ManagersFinance Kraematon Investment Advisors, Inc. (KIA) is an independent registered investment advisor headquartered in Braintree, Massachusetts. The firm was founded in 1997 and is owned and operated by Gregory Clinton. KIA offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
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. | Investment Managers | Corporate Officer/Principal | |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
Boston College | College/University | Masters Business Admin | |
John Hancock Funds, Inc.
John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Investment Banks/Brokers | Corporate Officer/Principal | |
Suffolk University | College/University | Undergraduate Degree | |
Relyea Zuckerberg Hanson LLC
Relyea Zuckerberg Hanson LLC Investment ManagersFinance Relyea Zuckerberg Hanson LLC (dba RZH Advisors) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by Carl Zuckerberg in 2000. RZH Advisors provides wealth management services to individuals, business entities, trusts, estates and charitable organizations. | Investment Managers | Analyst-Equity | |
New Mexico State University | College/University | Undergraduate Degree | |
Corby Capital Markets, Inc.
Corby Capital Markets, Inc. Investment Banks/BrokersFinance Corby Capital Markets, Inc. provides securities brokerage services. The private company is based in Boston, MA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities | |
Loring Wolcott & Coolidge Trust LLC
Loring Wolcott & Coolidge Trust LLC Investment ManagersFinance Loring Wolcott & Coolidge Trust LLC provides wealth management services. The private company is based in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
St. Anselm College | College/University | Undergraduate Degree | |
F.W. Olin Graduate School of Business | College/University | Masters Business Admin | |
The Capital Group Cos., Inc.
The Capital Group Cos., Inc. Investment ManagersFinance The Capital Group Cos., Inc. provides investment management services. The firm manages and underwrites mutual funds in the American Funds family group and provides other financial services. It serves the institutions, consultants, financial advisors, intermediaries, and individual investors. The company was founded by Jonathan Bell Lovelace in 1931 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
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 | Chief Investment Officer | |
Baldwin Brothers LLC
Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Investment Managers | Corporate Officer/Principal | |
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 | Undergraduate Degree | |
The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | ||
Hartwick College | College/University | Undergraduate Degree | |
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 | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
University of Delaware | College/University | Undergraduate Degree | |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin | |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity | |
University of New Hampshire | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 37 |
Sectoraal
Finance | 23 |
Consumer Services | 13 |
Commercial Services | 2 |
Operationeel
Portfolio Manager-Equities | 18 |
Corporate Officer/Principal | 16 |
Undergraduate Degree | 10 |
Analyst-Equity | 8 |
Masters Business Admin | 4 |
Sterkste connecties
Insiders | |
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Rob Ix | 8 |
Michael Arthur Eckton | 8 |
Matt Morse | 6 |
Jonathan D. Callahan | 5 |
John Ward Morris | 5 |
Leigh Breitman Hurd | 5 |
Nick Gaskell | 4 |
Chris Auten | 4 |
Jimmy Doogan | 4 |
Chris Mead | 2 |
Luke Neumann | 1 |
Alex Blake | 1 |
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