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Maryelizabeth Conlon-Kesse
Portefeuillebeheerder-Aandelen bij Reynders, McVeigh Capital Management LLC
Oorsprong van het eerstegraads netwerk van Maryelizabeth Conlon-Kesse
Entiteit | Type entiteit | Industrie | |
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Reynders, McVeigh Capital Management LLC
![]() Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company.
22
| Private Company | Investment Managers | 22 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Maryelizabeth Conlon-Kesse via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Grantham, Mayo, Van Otterloo & Co. LLC
![]() Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Investment Managers | Corporate Officer/Principal | |
Dreman Value Management LLC
![]() Dreman Value Management LLC Investment ManagersFinance Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors. | Investment Managers | Corporate Officer/Principal | |
The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Investment Managers | Corporate Officer/Principal | |
Trillium Asset Management LLC
![]() Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Investment Managers | Investment Committee Member Corporate Officer/Principal | |
The Boston Family Office LLC
![]() The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans. | Investment Managers | Portfolio Manager-Equities | |
Dorfman Value Investments LLC
![]() Dorfman Value Investments LLC Investment ManagersFinance Dorfman Value Investments LLC (DVI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by John Dorfman in 1999 as Dorfman Investments LLC and changed their name to Thunderstorm Capital LLC in 2006. They became Dorfman Value Investments LLC in 2014. DVI manages portfolios for individuals and institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Algonquin Advisors LLC
![]() Algonquin Advisors LLC Investment ManagersFinance Algonquin Advisors LLC is an investment management firm headquartered in Greenwich, Connecticut. The firm was founded by George Hubbard in 1998. They were acquired by Cerity Partners LLC in 2020. Algonquin Advisors provides investment services to a select group of wealthy individuals, families, foundations, and other entities with investable assets. | Investment Managers | Analyst-Equity | |
Brown University | College/University | Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
Hamilton College (New York) | College/University | Undergraduate Degree | |
The General Hospital Corp.
![]() The General Hospital Corp. Hospital/Nursing ManagementHealth Services The General Hospital Corp. provides healthcare services. It offers diagnostic and therapeutic are in every specialty and subspecialty of medicine and surgery. The firm's care center provides cancer, digestive disorders, heart disease, transplantation and vascular medicine services. The company was founded in 1811 and is headquartered in Boston, MA. | Hospital/Nursing Management | Portfolio Manager-Equities | |
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 Corporate Officer/Principal | |
COR Financial Solutions Ltd.
![]() COR Financial Solutions Ltd. Packaged SoftwareTechnology Services COR Financial Solutions Ltd. provides software solutions and services to asset managers, wealth managers, and wholesale banks for business problems. The company offers straight through processing, risk, and banking & investment solutions. COR Financial Solutions was founded in 1996 and is headquartered in London, UK. | Packaged Software | Corporate Officer/Principal | |
Janney Montgomery Scott LLC
![]() Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Babson College | College/University | Undergraduate Degree | |
EUSA Liquidation, Inc.
![]() EUSA Liquidation, Inc. Apparel/Footwear RetailRetail Trade Part of EDOB Abwicklungs AG, EUSA Liquidation, Inc. is a company that sells women's clothes and accessories. The company is based in New York, NY. | Apparel/Footwear Retail | Corporate Officer/Principal | |
Bentley University | College/University | Undergraduate Degree Undergraduate Degree | |
Boston College | College/University | Graduate Degree | |
Bowdoin College
![]() Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Bridgewater State College | College/University | Undergraduate Degree | |
Elon University | College/University | Undergraduate Degree Undergraduate Degree | |
James Madison University | College/University | Undergraduate Degree | |
Suffolk University | College/University | Undergraduate Degree | |
Tufts University | 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 | |
Philadelphia University | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
Providence College | College/University | Undergraduate Degree | |
Santa Clara University | College/University | Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree | |
University of Maryland | College/University | Graduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree | |
University of Vermont | College/University | Undergraduate Degree | |
Project Adventure, Inc.
![]() Project Adventure, Inc. Miscellaneous Commercial ServicesCommercial Services Project Adventure, Inc. provides experiential programs to schools, agencies and corporations. It provides services such as the development of health and physical fitness programs, professional development, college programs and customized educational workshops. It also designs, installs and trains people to use its ropes challenge courses.. The company was founded in 1971 and is headquartered in Beverly, MA. | Miscellaneous Commercial Services | Director/Board Member | |
SEED Venture Finance LLC
![]() SEED Venture Finance LLC Investment ManagersFinance SEED Venture Finance LLC (SEED Venture Finance) is a private equity subsidiary of the Southeastern Economic Development Corp. The firm is founded in 2004. It is headquartered in Taunton, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
Park Avenue Securities, Inc. | Corporate Officer/Principal | ||
Massachusetts University of Amherst Foundation | Investment Trusts/Mutual Funds | Chairman | |
The Social Investment Forum
![]() The Social Investment Forum Miscellaneous Commercial ServicesCommercial Services The Social Investment Forum provides investment advice. Its programs include Center for Sustainable Investment Education and Global Sustainable Investment. The company is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
Lowell Blake & Associates, Inc.
![]() Lowell Blake & Associates, Inc. Investment ManagersFinance Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
The BOK Center
![]() The BOK Center Movies/EntertainmentConsumer Services The BOK Center provides sports and entertainment services. The company was founded in 1975 and is headquartered in Tulsa, OK. | Movies/Entertainment | Corporate Officer/Principal | |
GFK Boutique Research, Inc.
![]() GFK Boutique Research, Inc. Miscellaneous Commercial ServicesCommercial Services GFK Boutique Research, Inc. operates as analytics firm. The firm functions as publisher of GfK OvernightNews, and produces forecasts for sales of technology devices based on GfK point-of-sale-data and external data sets. The company is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
State Street Global Advisors
![]() State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
Westminster Kennel Club | Director/Board Member | ||
Reliant Medical Group, Inc.
![]() Reliant Medical Group, Inc. Medical/Nursing ServicesHealth Services Reliant Medical Group, Inc. operates as a a health care organizations. Its medical services include allergy, audiology, bariatric surgery, cardiology, care management, clinical pharmacy, dermatology, endocrinology, eye care services, general surgery, hospital medicine, internal medicine, laboratory, nutrition, occupational medicine, ophthalmology, and pediatrics. The company was founded by John Fallon in 1929 and is headquartered in Worcester, MA. | Medical/Nursing Services | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 49 |
Verenigd Koninkrijk | 2 |
Sectoraal
Consumer Services | 23 |
Finance | 15 |
Commercial Services | 4 |
Health Services | 3 |
Technology Services | 3 |
Operationeel
Corporate Officer/Principal | 27 |
Undergraduate Degree | 23 |
Portfolio Manager-Equities | 20 |
Analyst-Equity | 7 |
Investment Committee Member | 4 |
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