Mason Lane Carpenter
Portfolio Manager-Fixed Income bij Whittier Advisors LLC
Oorsprong van het eerstegraads netwerk van Mason Lane Carpenter
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US.
6
| Private Company | Investment Managers | 6 |
Whittier Advisors LLC
Whittier Advisors LLC Investment ManagersFinance Part of Whittier Holdings, Inc., Whittier Advisors LLC is a company that provides investment advice. The company is based in Newport Beach, CA. The company was founded in 2021. The CEO is David A. Dahl.
2
| Subsidiary | Investment Managers | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Mason Lane Carpenter via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Thornburg Investment Management, Inc.
Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Investment Managers | Analyst-Fixed Income | |
BMO Harris Bank, NA (Investment Management)
BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients. | Investment Managers | Corporate Officer/Principal | |
BOK FINANCIAL CORPORATION | Major Banks | Corporate Officer/Principal | |
Natixis Investment Managers LP
Natixis Investment Managers LP Investment ManagersFinance Natixis Investment Managers LP engages in the provision of investment management solutions. Its investments focused on the mutual funds, exchange traded funds, target date funds, retirement, separate accounts, and wealth management. The company was founded in 1997 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Portfolio Manager-Fixed Income | |
Salem Partners LLC
Salem Partners LLC Investment ManagersFinance Salem Partners LLC. provides investment banking services. Its services include valuation services, media and entertainment, healthcare and life sciences, aerospace, defense and government services, real estate and transactions. The company was founded by John Dyett and Stephen Prough in 1997 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
Dartmouth College | College/University | Undergraduate Degree | |
Stanford University | College/University | Undergraduate Degree | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | 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 | Masters Business Admin | |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Investment Managers | Analyst-Equity | |
HSBC Finance Corp.
HSBC Finance Corp. Finance/Rental/LeasingFinance HSBC Finance Corp. operates as a holding company with interests in providing lending products. The company was founded in 1878 and is headquartered in Arlington Heights, IL. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Connecticut College | College/University | Undergraduate Degree | |
Iona College | College/University | Undergraduate Degree | |
University of Nevada
University of Nevada Other Consumer ServicesConsumer Services University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV. | College/University | Undergraduate Degree | |
University of Puget Sound | College/University | Undergraduate Degree | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity | |
University of San Diego | College/University | Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree | |
Johnson Graduate School of Management | College/University | Masters Business Admin | |
City of Hope National Cancer Institute
City of Hope National Cancer Institute Hospital/Nursing ManagementHealth Services City of Hope is a research and treatment center for cancer, diabetes and various life-threatening diseases. The center is founded in 1913 and is headquartered in Los Angeles, CA. | Hospital/Nursing Management | Corporate Officer/Principal | |
Dunham Trust Co.
Dunham Trust Co. Investment ManagersFinance Founded in 1999, Dunham Trust Co. is a privately-held Nevada trust company located in Reno, Nevada. The firm is an affiliate of Dunham & Associates Investment Counsel, Inc., a registered investment advisor and broker/dealer located in San Diego, California. Dunham Trust Co. offers traditional trust services including asset protection, captive insurance investment management, special needs trust, administration, probate services, succession planning and charitable giving, among other services. | Investment Managers | Analyst-Equity | |
Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families. | Investment Managers | Portfolio Manager-Equities | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
UCLA Anderson School of Management | College/University | Masters Business Admin | |
The University of Nevada, Reno | College/University | Masters Business Admin | |
ZIONS BANCORPORATION, NATIONAL ASSOCIATION | Major Banks | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 32 |
Sectoraal
Finance | 16 |
Consumer Services | 15 |
Industrial Services | 2 |
Health Services | 2 |
Operationeel
Portfolio Manager-Equities | 12 |
Undergraduate Degree | 8 |
Corporate Officer/Principal | 8 |
Masters Business Admin | 6 |
Analyst-Equity | 4 |
Sterkste connecties
Insiders | |
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David Ronco | 8 |
David A. Dahl | 6 |
Rebecca Cummins | 6 |
Nick Momyer | 5 |
Carl P. Pierleoni | 5 |
Andy Volpp | 4 |
Jay Karpen | 3 |
Travis Moore | 3 |
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