Peter John Raimondi
Algemeen Directeur bij Dakota Wealth Management LLC (Florida)
Oorsprong van het eerstegraads netwerk van Peter John Raimondi
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Boston University
242
| College/University | Other Consumer Services | 242 |
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans.
37
| Extinct | Investment Managers | 37 |
Dakota Wealth Management LLC (Florida)
 Dakota Wealth Management LLC (Florida) Investment ManagersFinance Dakota Wealth Management LLC provides investment management and advisory services. The company was founded by Peter John Raimondi III and is headquartered in Palm Beach Gardens, FL.
6
| Holding Company | Investment Managers | 6 |
Dakota Wealth LLC
 Dakota Wealth LLC Investment ManagersFinance Dakota Wealth LLC, do-business-as Dakota Wealth Management (DWM), is a registered investment management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2006 as Oakmont Partners LLC. They are a wholly owned and controlled subsidiary of Dakota Wealth Management LLC. DWM provides high-net-worth individuals and families with a wide array of wealth planning and investment advisory services.
5
| Subsidiary | Investment Managers | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Peter John Raimondi via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
F.L. Putnam Investment Management Co.
 F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Investment Committee Member Analyst-Fixed Income | |
eCollege.com, Inc.
 eCollege.com, Inc. Miscellaneous Commercial ServicesCommercial Services eCollege.com provides information services to the postsecondary and K-12 education industries. Its eLearning division designs, builds and supports online degree, certificate/diploma and professional development programs. The company was founded by Bradley N. Cohen in 1966 and is headquartered in Denver, CO. | Miscellaneous Commercial Services | Chief Executive Officer | |
Manulife Investment Management (North America) Ltd.
 Manulife Investment Management (North America) Ltd. Investment ManagersFinance Manulife Investment Management (North America) Ltd. provides asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors. It manages equity and fixed income mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. The company was founded in 2003 and is headquartered in Toronto, Canada. | Investment Managers | Director/Board Member Director/Board Member | |
Cypress Capital Group, Inc.
 Cypress Capital Group, Inc. Investment ManagersFinance Cypress Capital Group, Inc. (CCG) is an independent, SEC-registered investment advisor headquartered in Palm Beach, Florida. Formerly known as Palm Beach Investment Advisors LLC, the firm was founded in 1988 when a Chicago firm headed by Barry Hoyt bought Palm Beach Investment Advisors, which had earlier absorbed Cypress Trust. CCG provides investment advice to individuals and institutional clients throughout the US. | Investment Managers | Director of Research - Equity | |
Schroder Investment Management Ltd.
 Schroder Investment Management Ltd. Investment ManagersFinance Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors. | Investment Managers | Corporate Officer/Principal | |
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 | Doctorate Degree Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal Analyst-Fixed Income | |
Shenkman Capital Management, Inc.
 Shenkman Capital Management, Inc. Investment ManagersFinance Shenkman Capital Management, Inc. (Shenkman) is an independent SEC-registered investment advisor headquartered in New York City, with offices in Stamford, Connecticut; and London, UK. It was founded by Mark R. Shenkman in 1985. The firm provides investment advisory services to a wide variety of clients through multiple platforms, including separately managed accounts, private funds, mutual funds and UCITS. Shenkman is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Portfolio Manager-Fixed Income | |
| Drexel University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Rhode Island | College/University | Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Corporate Officer/Principal | |
| Boston College | College/University | Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Brandeis University | College/University | Undergraduate Degree 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 | Undergraduate Degree | |
| Clark University | College/University | Undergraduate Degree Undergraduate Degree | |
| Tufts University | College/University | Doctorate Degree 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 | Graduate Degree Graduate Degree | |
| Providence College | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name into Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First–Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVB Wealth offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Investment Managers | Analyst-Equity Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Investment Committee Member Investment Committee Member Analyst-Equity Analyst-Equity Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Massachusetts Bar Association
 Massachusetts Bar Association Miscellaneous Commercial ServicesCommercial Services The Massachusetts Bar Association is a non-profit organization that serves the legal profession and the public by promoting the administration of justice, legal education, professional excellence, and respect for the law. The MBA is based in Boston, MA. The organization offers various membership advantages, volunteer opportunities, and educational resources such as CLE programs, practicing with professionalism courses, and publications like the ejournal and Lawyers Journal. The MBA also provides advocacy services, public resources, and exclusive benefits to its members such as the Lawyer Referral Service, Insurance Agency, and MBA On Demand. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Association of the Bar of the City of New York
 The Association of the Bar of the City of New York Miscellaneous Commercial ServicesCommercial Services The Association of the Bar of the City of New York is a voluntary association of lawyers and law students. The organization was founded in 1870 and it is headquartered in New York, NY | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
Brookfield Public Securities Group LLC
 Brookfield Public Securities Group LLC Investment ManagersFinance Brookfield Public Securities Group LLC (PSG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1989 and is a subsidiary of Brookfield Public Securities Group Holdings LLC, ultimately held by Brookfield Corp. (NYSE, TSE: BN), a Toronto-based global asset manager that focuses on investments in property, renewable power and infrastructure. PSG provides investment advisory services on a discretionary and non-discretionary basis to financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds, retail investors, high net-worth investors and institutional SMAs, UCITS, investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income |
Statistieken
Internationaal
| Verenigde Staten | 45 |
| Verenigd Koninkrijk | 3 |
| Canada | 2 |
Sectoraal
| Finance | 31 |
| Consumer Services | 15 |
| Commercial Services | 5 |
Operationeel
| Corporate Officer/Principal | 175 |
| Director/Board Member | 160 |
| Undergraduate Degree | 91 |
| Portfolio Manager-Equities | 84 |
| President | 55 |
Sterkste connecties
| Insiders | |
|---|---|
| Robert Getz | 25 |
| Kai Reiner Sotorp | 23 |
| Jeffrey H. Grammer | 22 |
| Oakleigh Thorne | 20 |
| Yasser Taki Mohammad Al-Baharna | 19 |
| José Antonio Solano Arroyo | 17 |
| Benjamin Waisbren | 13 |
| David Luski | 13 |
| Teow Choon Tan | 12 |
| Widigdo Sukarman | 12 |
| Gregory Horn | 12 |
| Scott Schermerhorn | 11 |
| Richard A. Pierro | 11 |
| Thomas Szkutak | 10 |
| Marc K. Cannon | 10 |
- Beurs
- Insiders
- Peter John Raimondi
- Bedrijfsconnecties
