Ryan Tracy
Analist-Vaste Inkomen bij Appleton Partners, Inc.
Oorsprong van het eerstegraads netwerk van Ryan Tracy
Entiteit | Type entiteit | Industrie | |
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Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers.
27
| Subsidiary | Investment Managers | 27 |
St. Michael's College
10
| College/University | Other Consumer Services | 10 |
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Connectie in verschillende bedrijven
Bedrijven verbonden met Ryan Tracy via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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EATON VANCE CORP. | Investment Managers | 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 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 | Analyst-Fixed Income | |
Cabot Wealth Management, Inc.
Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Investment Managers | Portfolio Manager-Fixed Income | |
Boston Trust Walden, Inc.
Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Investment Managers | Portfolio Manager-Equities | |
Opus Investment Management, Inc.
Opus Investment Management, Inc. Investment ManagersFinance Opus Investment Management, Inc. (Opus) is a SEC-registered investment advisor headquartered in Worcester, Massachusetts. They began as the asset management division of the former State Mutual Life Assurance Co. of America (State Mutual), incorporated in 1844 in Worcester, Massachusetts. The firm was founded in 1985, doing business first as SMA Financial Corp. and then as Allmerica Asset Management, reflecting corporate parentage. In 2003, their name was changed to Opus Investment Management, Inc. They are a wholly-owned subsidiary of The Hanover Insurance Group, Inc. (NYSE: THG) (previously Allmerica Financial Corp.). Opus generally offers discretionary investment advisory services on fixed income products to institutional investors such as insurance companies, self-insurance groups and other financial institutions. For some of their clients that wish to have equity market exposure, the firm also offers advisory services related to mutual funds and exchange traded funds. | Investment Managers | Analyst-Fixed Income | |
St. Germain Investment Management, Inc.
St. Germain Investment Management, Inc. Investment ManagersFinance St. Germain Investment Management, Inc. (St. Germain Investments) is a SEC-registered investment advisor headquartered in Springfield, Massachusetts. The firm was founded in 2010 and is a wholly owned subsidiary of D.J. St. Germain Co., Inc. St. Germain Investments provides discretionary investment management (portfolio management) services for individuals, businesses, non-profit charitable organizations, and institutional clients, as well as financial planning assistance. | Investment Managers | Head-Fixed Income Invts | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Corporate Officer/Principal | |
State Street Global Markets LLC
State Street Global Markets LLC Investment Banks/BrokersFinance Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Champlain Investment Partners LLC
Champlain Investment Partners LLC Investment ManagersFinance Champlain Investment Partners LLC (CIP) is a SEC-registered investment advisor headquartered in Burlington, Vermont. The firm was founded by Scott Brayman, Judith O’Connell, Wendy Nunez, and Mary Michel in 2004. They are a subsidiary of CIP Management Holdings LP. CIP provides investment advice to investment companies, pooled investment vehicles, corporate and public pension plans, health care and religious organizations, endowments and foundations, Taft-Harley plans, colleges and universities, family offices, private banks and corporations and other businesses. | Investment Managers | Head-Equity Investments | |
Rock Point Advisors LLC
Rock Point Advisors LLC Investment ManagersFinance Rock Point Advisors LLC is an independent, SEC-registered wealth advisory firm headquartered in Burlington, Vermont. It was founded by Michael Huffman and Todd Wulfson in 2004. The firm provides portfolio management and investment counseling services to individuals, trusts, partnerships, corporations, retirement plans, and charitable organizations. | Investment Managers | Investment Committee Member | |
The Bank of New York Mellon Trust Co. NA
The Bank of New York Mellon Trust Co. NA Major BanksFinance A subsidiary of the Bank of New York (NYSE: BK), Bank of New York Trust Co. NA (BNY) manages trust portfolios for individual investors. They are headquartered in Los Angeles. | Major Banks | Corporate Officer/Principal | |
CYS INVESTMENTS INC | Real Estate Investment Trusts | Corporate Officer/Principal | |
Timber Creek Capital Management LLC
Timber Creek Capital Management LLC Investment ManagersFinance Timber Creek Capital Management LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. It was founded in 2008 by Thomas Brennecke and John Will Brennecke. The firm provides portfolio management services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. | Investment Managers | Analyst-Fixed Income | |
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 | Undergraduate Degree | |
Boston University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree | |
Virtus Fixed Income Advisers LLC
Virtus Fixed Income Advisers LLC Investment ManagersFinance Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients. | Investment Managers | Analyst-Fixed Income | |
Keystone Investment Management Group, Inc.
Keystone Investment Management Group, Inc. Financial ConglomeratesFinance Part of Enerforce Energy Ltd, Keystone Investment Management Group, Inc. invests capital in certain portfolio companies. Keystone Investment Management Group was acquired by Enerforce Energy Ltd on March 10, 1999. | Financial Conglomerates | Corporate Officer/Principal | |
Amherst College | College/University | Undergraduate Degree | |
Bates College | College/University | Undergraduate Degree Undergraduate Degree | |
Bentley University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin | |
Suffolk University | College/University | Undergraduate Degree | |
Lafayette College | College/University | Undergraduate Degree Undergraduate Degree | |
Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
Trinity College (Connecticut) | 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 | Masters Business Admin | |
University of Connecticut | College/University | Masters Business Admin | |
University of Southern Maine | College/University | Masters Business Admin | |
CEI Ventures, Inc.
CEI Ventures, Inc. Investment ManagersFinance CEI Ventures, Inc (CEI Ventures) is a venture capital subsidiary of Coastal Enterprises, Inc founded in 1994 by Nat V. Henshaw. The firm is headquartered in Brunswick, Maine. | Investment Managers | Private Equity Investor | |
The State University of New York | College/University | Undergraduate Degree | |
University of Lund | College/University | Graduate Degree | |
Glouston Capital Partners LLC
Glouston Capital Partners LLC Investment ManagersFinance Glouston Capital Partners LLC (Glouston Capital Partners) is a private equity subsidiary of Permal Capital Holdings LLC founded in 1990. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor | |
Hercules Capital
Hercules Capital Investment ManagersFinance Hercules Capital is a venture capital firm founded in 2003 by Scott Harvey, Manuel Henriquez, and Roy Liu. The firm is headquartered in Palo Alto, California. | Investment Managers | Corporate Officer/Principal | |
Appleton Partners Business Trust
Appleton Partners Business Trust Investment ManagersFinance Appleton Partners Business Trust provides financial planning services. The company is headquartered in Boston, MA. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
Regent Wealth Management Group, Inc.
Regent Wealth Management Group, Inc. Investment ManagersFinance Regent Wealth Management Group, Inc. provides investment advice. It offers financial planning and wealth management. The company was founded by Alan Weiss in 1987 and is headquartered in Woodbridge, CT. | Investment Managers | Corporate Officer/Principal | |
The Bank of New York Mellon (New York)
The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
BNY Mellon, NA
BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
UGE INTERNATIONAL LTD. | Miscellaneous | Corporate Officer/Principal | |
Ocean Approved, Inc.
Ocean Approved, Inc. Food: Major DiversifiedConsumer Non-Durables Ocean Approved, Inc. offers seaweed products. Its products include fermented seaweed salad, kelp smoothie cubes, sauerkraut and kimchi. The company was founded by Tollef Olson in 2006 and is headquartered in Saco, ME. | Food: Major Diversified | Director/Board Member | |
Simmons School of Management | College/University | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 44 |
Zweden | 2 |
Canada | 2 |
Sectoraal
Finance | 27 |
Consumer Services | 18 |
Miscellaneous | 2 |
Consumer Non-Durables | 2 |
Operationeel
Corporate Officer/Principal | 37 |
Undergraduate Degree | 35 |
Analyst-Fixed Income | 18 |
Portfolio Manager-Fixed Income | 17 |
Investment Committee Member | 15 |
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