Sandip A. Bhagat
Chief Investment Officer bij Whittier Trust Co.
Oorsprong van het eerstegraads netwerk van Sandip A. Bhagat
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.
156
| Subsidiary | Investment Managers | 156 |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.
39
| Private Company | Investment Managers | 39 |
Van Kampen Asset Management
 Van Kampen Asset Management Investment ManagersFinance Van Asset Management is a registered investment advisor and mutual fund manager headquartered in Houston, Texas. The firm traces its origins to 1927 when Kenneth Stevens Van Strum founded Van Strum Financial Service. In 1934, the firm was renamed Van Strum & Towne, Inc. In 1994, Van Kampen Merritt and American Capital merged, creating Van Kampen American Capital. In June 1996, Van Kampen American Capital was acquired by Morgan Stanley. In 1998, Van Kampen American Capital changed their name to Van Kampen Asset Management. Can Kampen Asset Management is a division of Morgan Stanley Investment Banking. Their ultimate parent is Morgan Stanley (NYSE: MS). The firm's products include mutual funds, closed-end funds, separately managed accounts, 529 portfolios, unit trusts and insurance trusts.
36
| Extinct | Investment Managers | 36 |
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.
18
| Private Company | Investment Managers | 18 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Sandip A. Bhagat via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| MORGAN STANLEY INDIA INVESTMENT FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member President | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
New York Life Investment Management LLC
 New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, ultimately held by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to affiliated insurance company clients, third-party institutional clients, investment companies, other pooled investment vehicles, and wrap fee programs sponsored by unaffiliated entities. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal | |
| MORGAN STANLEY CHINA A SHARE FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member President | |
| MORGAN STANLEY EMERGING MARKETS DOMESTIC DEBT FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member President | |
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
First Trust Global Resource Solution Fund
 First Trust Global Resource Solution Fund Investment ManagersFinance First Trust Global Resource Solution Fund is a closed-end management investment company. The fund's primary investment objective is to seek current income. Its secondary objective is capital appreciation. The company was founded on October 10, 2011 and is headquartered in Wheaton, IL. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
First Trust Strategic Allocation Fund
 First Trust Strategic Allocation Fund Investment ManagersFinance First Trust Strategic Allocation Fund is a closed-end management investment company. Its primary investment objective is to seek current income. The fund's secondary investment objective is capital appreciation. The company was founded on October 10, 2011 and is headquartered in Wheaton, IL | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Director of Research - Equity Market Strategist | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree | |
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 Masters Business Admin | |
| Stanford University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
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 Undergraduate Degree Masters Business Admin Masters Business Admin | |
First Trust Portfolios LP
 First Trust Portfolios LP Investment Banks/BrokersFinance Part of AJM Ventures LLC, First Trust Portfolios LP is a financial services company based in Wheaton, IL. The company offers a range of investment products, including unit investment trusts, exchange-traded funds, mutual funds, and closed-end funds. The company's website provides research and commentary on available portfolios, asset allocation, and advanced portfolio searches. The company also offers target outcome investments, variable annuities, and structured investments. First Trust Portfolios is not ranked in any publication lists like the INC 5000. | Investment Banks/Brokers | Director of Finance/CFO Corporate Officer/Principal | |
| Emory University | College/University | Graduate Degree Undergraduate Degree | |
| The College of William & Mary | College/University | Undergraduate Degree Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Johns Hopkins University | College/University | Undergraduate Degree Graduate Degree | |
| Yale University | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Affinity Investment Advisors LLC
 Affinity Investment Advisors LLC Investment ManagersFinance Affinity Investment Advisors LLC (Affinity) is an independent, SEC-registered investment advisor headquartered in Newport Beach, California. Originally founded in 1992, Affinity manages the investment assets for a wide range of clients, including corporate pension and general accounts, public pension plans, Taft-Hartley funds, endowments, foundations, and high net worth clients. | Investment Managers | Portfolio Manager-Equities Trading-Equity Director of Finance/CFO | |
Lenox Hill Neighborhood House, Inc.
 Lenox Hill Neighborhood House, Inc. Miscellaneous Commercial ServicesCommercial Services Lenox Hill Neighborhood House operates as a non-profit organization. Its programs include older adult services, early childhood center, legal advocacy, healthy foods and wellness, homelessness and housing, adult education, visual and performing arts, fitness and aquatics, summercamp. The company was founded in 1894 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Villanova University | 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 | Chairman Director/Board Member | |
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 |
Statistieken
Internationaal
| Verenigde Staten | 49 |
Sectoraal
| Consumer Services | 19 |
| Miscellaneous | 16 |
| Finance | 14 |
| Commercial Services | 3 |
Operationeel
| Corporate Officer/Principal | 134 |
| Portfolio Manager-Equities | 110 |
| Director/Board Member | 90 |
| Undergraduate Degree | 77 |
| Analyst-Equity | 68 |
Sterkste connecties
| Insiders | |
|---|---|
| James Dykas | 44 |
| Joseph Kearns | 35 |
| Randy S. Takian | 32 |
| Alexander Denner | 25 |
| Jeffrey Hiller | 24 |
| Jonathan Stuart Thomas | 21 |
| Mitchell M. Merin | 21 |
| Coleen D. Lynch | 21 |
| Jeffrey Lawrence Randolph | 15 |
| Ray M. Tierney | 11 |
| Abhishek Sud | 10 |
| David Hideo Sugimoto | 10 |
| Andrew Woeber | 9 |
| Mary Catherine Schafer | 9 |
| Chad Hufsey | 9 |
- Beurs
- Insiders
- Sandip A. Bhagat
- Bedrijfsconnecties
