Oorsprong van het eerstegraads netwerk van Thomas G. Morgan
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.
59
| Holding Company | Investment Managers | 59 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Thomas G. Morgan via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Head-Equity Investments Analyst-Equity | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
Granahan Investment Management, LLC
 Granahan Investment Management, LLC Investment ManagersFinance Granahan Investment Management LLC (GIM) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded in 1985 by Jack Granahan, Gary Hatton and Jane White. They are principally owned by GIM Holdings, Inc. GIM provides asset management products and services to registered investment companies, corporations, private and public pension plans, trusts, endowments, and foundations, pooled investment funds, and high net-worth individuals. | Investment Managers | Analyst-Equity | |
Sandler Capital Management
 Sandler Capital Management Investment ManagersFinance Sandler Capital Management (Sandler Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. Founded in 1986, Sandler Capital manages both hedge funds and private equity funds for high-net-worth individuals, large family offices, pension funds, asset managers, and other institutions. | Investment Managers | Analyst-Equity | |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
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-Equity | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Portfolio Manager-Equities | |
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income | |
Weststar Financial Services Corp.
 Weststar Financial Services Corp. Financial ConglomeratesFinance Weststar Financial Services Corp. is a holding company for the Bank of Asheville. It provides consumer and commercial banking services. It offers checking, savings, credit card, lending, investment and cash management services in Asheville, Buncombe County and Western North Carolina. The company has build a strong relationships with thousands of individuals, families, small businesses and major corporations and many nonprofit organizations. The company was founded on February 8, 2000 and is headquartered in Asheville, NC. | Financial Conglomerates | Director/Board Member | |
| INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal | |
| Dartmouth College | College/University | Graduate Degree Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| The University of North Carolina at Charlotte | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Doctorate Degree Graduate Degree | |
| Ohio Wesleyan University | College/University | Undergraduate 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 Undergraduate Degree | |
| University of Missouri | College/University | Graduate Degree Undergraduate Degree | |
| The College of William & Mary | College/University | Masters Business Admin Masters Business Admin | |
| University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Appalachian State University | College/University | Undergraduate Degree Masters Business Admin | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Richmond | College/University | Masters Business Admin Undergraduate Degree | |
Carillon Tower Advisers, Inc.
 Carillon Tower Advisers, Inc. Investment ManagersFinance Carillon Tower Advisers, Inc. (CTA) is a SEC-registered investment adviser headquartered in St. Petersburg, Florida. The firm was founded in 2015 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). CTA provides investment advisory services to a group of non-registered investment companies called the Carillon Tower Series Hedge Fund LLC and the Carillon Family of Mutual Funds. | Investment Managers | Portfolio Manager-Equities | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree | |
| Bloomsburg University of Pennsylvania | College/University | Undergraduate Degree | |
| Emory University | College/University | Undergraduate Degree | |
| Hampden-Sydney College | College/University | Undergraduate Degree | |
Baptist Memorial Hospital-Golden Triangle, Inc.
 Baptist Memorial Hospital-Golden Triangle, Inc. Medical/Nursing ServicesHealth Services Baptist Memorial Hospital-Golden Triangle, Inc. provides healthcare services. Its services include transitional care, hospice, neurological surgery, isloation intensive care, heart catheterization, chemical dependency care. Baptist Memorial Hospital-Golden Triangle was founded in 1969 and is headquartered in Columbus, MS. | Medical/Nursing Services | Director/Board Member | |
SMC Fixed Income Management LLC
 SMC Fixed Income Management LLC Investment ManagersFinance Founded in 2006, SMC Fixed Income Management LLC is a registered investment advisor located in West Windsor, New Jersey. The firm is a subsidiary of Spring Mountain Capital LP. They provide investment management services to mutual funds and managed accounts for high net-worth individuals. | Investment Managers | Analyst-Fixed Income | |
| Kelley School of Business | College/University | Undergraduate Degree | |
| Cleveland State University | College/University | Undergraduate Degree | |
| National Central University | College/University | Undergraduate Degree | |
| Wheaton College (Massachusetts) | College/University | Undergraduate Degree | |
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 |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Canada | 2 |
| Hongkong | 2 |
| Taiwan | 2 |
Sectoraal
| Finance | 25 |
| Consumer Services | 22 |
| Commercial Services | 2 |
| Health Services | 2 |
Operationeel
| Analyst-Equity | 64 |
| Portfolio Manager-Equities | 62 |
| Corporate Officer/Principal | 52 |
| Undergraduate Degree | 48 |
| Portfolio Manager-Fixed Income | 32 |
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