Susan K. Arnold
Portefeuillebeheerder-Aandelen bij Washington Trust Advisors, Inc.
Oorsprong van het eerstegraads netwerk van Susan K. Arnold
Entiteit | Type entiteit | Industrie | |
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Washington Trust Advisors, Inc.
Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients.
20
| Subsidiary | Investment Managers | 20 |
Lake Forest College
15
| College/University | Other Consumer Services | 15 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Susan K. Arnold via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal | |
Crown Point Trust Co.
Crown Point Trust Co. Regional BanksFinance Part of Meiji Yasuda Life Insurance Co., Crown Point Trust Co. is a company that serves as a trustee for retirement plan clients. The company is based in Portland, OR. Crown Point Trust was acquired by Dougherty Petroff Associates, Inc. from Bank of America Corp. on September 30, 2005. | Regional Banks | Corporate Officer/Principal | |
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Investment Managers | Portfolio Manager-Equities | |
Mesirow Financial, Inc.
Mesirow Financial, Inc. Investment ManagersFinance A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow. | Investment Managers | Corporate Officer/Principal | |
John Hancock Investment Management LLC
John Hancock Investment Management LLC Investment ManagersFinance John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates. | Investment Managers | Corporate Officer/Principal | |
Benjamin F. Edwards & Co., Inc.
Benjamin F. Edwards & Co., Inc. Investment ManagersFinance Benjamin F. Edwards & Co., Inc. (BFE) is a SEC-registered investment advisor and broker/dealer headquartered in St. Louis, Missouri. The firm was founded in 2008 by Benjamin Edwards IV and Cynthia Böhme. They are a wholly-owned subsidiary of Benjamin Edwards, Inc. BFE provides advice to a wide variety of clients. Their services are provided through various wrap fee programs. | Investment Managers | Corporate Officer/Principal | |
Greenwich Investment Management, Inc.
Greenwich Investment Management, Inc. Investment ManagersFinance Greenwich Investment Management, Inc. (GIM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Norwalk, Connecticut. Founded in 1999, GIM provides tax-exempt bond strategy along with dividend-focused stock portfolio management to a sophisticated clientele — one that includes high-net-worth individuals and their families, financial executives, corporate directors, entrepreneurs and charitable institutions. | Investment Managers | Analyst-Fixed Income | |
PROFESSIONAL DIVERSITY NETWORK, INC. | Commercial Printing/Forms | Director/Board Member | |
Bentley University | College/University | Graduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Boston University | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
Babson College | College/University | Undergraduate Degree Masters Business Admin | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
IHEARTMEDIA, INC. | Broadcasting | Director/Board Member | |
New York University | College/University | Masters Business Admin | |
Colgate University | College/University | Undergraduate Degree | |
New England Financial
New England Financial Insurance Brokers/ServicesFinance Part of MetLife, Inc., New England Financial is a financial advisory and investment management company. New England Financial is based in Boston, MA. The company's team of advisors offers customized investment strategies to individuals and institutions. The company provides investment management services and develop flexible financial plans tailored to their clients' specific goals and interests. | Insurance Brokers/Services | Corporate Officer/Principal | |
Stonehill College, Inc. | College/University | Undergraduate Degree | |
Massachusetts Institute of Technology | College/University | Undergraduate Degree | |
Colby College | College/University | Undergraduate Degree | |
National Association of Real Estate Investment Trusts, Inc.
National Association of Real Estate Investment Trusts, Inc. Real Estate Investment TrustsFinance National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997. | Real Estate Investment Trusts | Corporate Officer/Principal | |
Olin Business School | College/University | Masters Business Admin | |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity | |
Boston University School of Law | College/University | Graduate Degree | |
George Washington University | College/University | Undergraduate Degree | |
Institute for Advanced Study, Inc.
Institute for Advanced Study, Inc. Miscellaneous Commercial ServicesCommercial Services The Institute for Advanced Study is a renowned center for theoretical research and intellectual inquiry located in Princeton, NJ. The institute engages with the greater Princeton community through public lectures, concerts, and events, and extends its influence beyond academia through innovative programs designed to inspire and educate. The institute is dedicated to independent study across the sciences and humanities, with a community of scholars that includes over eight thousand members who have influenced entire fields of study. The school of natural sciences includes nine permanent faculty and approximately fifty postdoctoral researchers working on frontier topics in various fields. The school of social science takes a multidisciplinary and international perspective on social research. The school of historical studies supports all learning for which historical methods are appropriate. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Quant16 | Corporate Officer/Principal | ||
Hilltop Securities, Inc.
Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Analyst-Fixed Income | |
The University of Chicago Harris School of Public Policy | College/University | Corporate Officer/Principal | |
Governmental Accounting Standards Board | Corporate Officer/Principal | ||
The Northern Trust Co.
The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
Salem State University | College/University | Corporate Officer/Principal | |
The University of Chicago | College/University | Graduate Degree | |
Fitch Ratings, Inc.
Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 44 |
Sectoraal
Finance | 25 |
Consumer Services | 16 |
Commercial Services | 3 |
Operationeel
Corporate Officer/Principal | 64 |
Undergraduate Degree | 34 |
Graduate Degree | 14 |
Portfolio Manager-Equities | 12 |
Director/Board Member | 8 |
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