Zach Zeller
Analyst-Equity bij Congress Asset Management Co. LLP
Oorsprong van het eerstegraads netwerk van Zach Zeller
Entiteit | Type entiteit | Industrie | |
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Congress Asset Management Co. LLP
Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.
24
| Subsidiary | Investment Managers | 24 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Zach Zeller via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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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 | Analyst-Fixed Income Analyst-Equity Corporate Officer/Principal | |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Fixed Income | |
ABERCROMBIE & FITCH CO. | Apparel/Footwear Retail | Corporate Officer/Principal | |
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin | |
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base. | Investment Managers | Analyst-Equity | |
Choate Investment Advisors LLC
Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Investment Managers | Chief Executive Officer | |
Century Capital Management Ltd. (Canada)
Century Capital Management Ltd. (Canada) Investment ManagersFinance Century Capital Management Ltd. operates as an alternative investment manager. The company is headquartered in Vancouver, Canada. | Investment Managers | Chief Executive Officer | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Boston College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Boston University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 Masters Business Admin Masters Business Admin | |
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 Graduate Degree | |
Mass General Brigham, Inc.
Mass General Brigham, Inc. Medical/Nursing ServicesHealth Services Mass General Brigham, Inc. engages in the provision of patient care, research, teaching, and community services. It offers community and specialty hospitals, physician network, community health centers, and home care. The firm also sponsors research programs and community health outreach programs. The company was founded in 1994 and is headquartered in Boston, MA. | Medical/Nursing Services | Director/Board Member Corporate Officer/Principal | |
Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Karvy Consultants Ltd.
Karvy Consultants Ltd. Investment Banks/BrokersFinance Part of Karvy Group, Karvy Consultants Ltd. is a financial services company based in Hyderabad, India. The Indian company offers customised financial solutions to its investors, including online stock broking, wealth management, mutual funds, and in-depth research on various investment products such as equity, commodities, debt, and mutual funds. Additionally, Karvy provides forex and currency services, corporate advisory services, and GST suvidha provider (GSP) services to help taxpayers understand the GSP concept. The CEO of the company is Yugandhar Meka. | Investment Banks/Brokers | Corporate Officer/Principal | |
Vignana Jyothi Educational Institutions | College/University | Masters Business Admin | |
Osmania University | College/University | Undergraduate Degree | |
Eze Castle Integration, Inc.
Eze Castle Integration, Inc. Data Processing ServicesTechnology Services Eze Castle Integration, Inc. engages in the provision of managed services and technology solutions to the investment management industry. It offers end user IT (information technology) support, infrastructure support, patch management, IT project management, digital transformation, and workforce transformation services. The company was founded by John Ralph Cahaly in 1995 and is headquartered in Boston, MA. | Data Processing Services | Corporate Officer/Principal | |
University of St. Thomas
University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Graduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
ADESA, Inc.
ADESA, Inc. Specialty StoresRetail Trade ADESA, Inc. engages in the provision of whole car auction solutions. It offers vehicle remarketing services for buyers and sellers, including vehicle live auctioning, reconditioning services, repossessions, marshalling, transportation and logistics, lease end-of-term support, title processing, title duplication and correction services, inventory protection, vehicle licensing, and consigned vehicle marketing. The company was founded in 1989 and is headquartered in Carmel, IN. | Specialty Stores | Corporate Officer/Principal | |
University College Dublin | College/University | Masters Business Admin | |
Bridgewater State College | College/University | Undergraduate Degree | |
Museum of Science
Museum of Science Other Consumer ServicesConsumer Services Museum of Science operates as a museum. The company was founded in 1830 and is headquartered in Boston, MA. | Other Consumer Services | Corporate Officer/Principal | |
State University of New York at Albany | College/University | Undergraduate Degree | |
Bentley University | College/University | Undergraduate Degree | |
University of Notre Dame | College/University | Undergraduate Degree | |
North Carolina State University | College/University | Undergraduate Degree | |
East Carolina University | College/University | Masters Business Admin | |
North Carolina Retirement Systems
North Carolina Retirement Systems Investment ManagersFinance The North Carolina Retirement Systems (NCRS) is a State-owned pension fund manager headquartered in Raleigh, North Carolina. NCRS is a division of the Department of State Treasurer, and they administer the pension benefits for state and local government employees. NCRS also administers the Supplemental Retirement Plans (NC 401(k) and NC 457 Plans), retirement savings accounts designed to help public employees in North Carolina achieve their retirement goals. | Investment Managers | Corporate Officer/Principal | |
St. Michael's College | College/University | Undergraduate Degree | |
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. | Investment Managers | Corporate Officer/Principal | |
James Madison University | College/University | Undergraduate Degree | |
Connecticut College | College/University | Undergraduate Degree | |
New York University | College/University | Masters Business Admin | |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity | |
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 | |
Brigham & Women's Faulkner Hospital, Inc.
Brigham & Women's Faulkner Hospital, Inc. Miscellaneous Commercial ServicesCommercial Services Brigham & Women's Faulkner Hospital, Inc. provides health care services. The firm’s services include medical, surgical & psychiatric care, emergency, ambulatory and diagnostic services. It also offers services in the areas of internal medicine, cardiology, psychiatry, pulmonary and orthopedics, gastroenterology. The hospital was founded in 1900 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member | |
University of St. Michael's College | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 43 |
India | 4 |
Canada | 3 |
Verenigd Koninkrijk | 2 |
Ierland | 2 |
Sectoraal
Consumer Services | 26 |
Finance | 15 |
Commercial Services | 5 |
Technology Services | 4 |
Retail Trade | 3 |
Operationeel
Corporate Officer/Principal | 29 |
Undergraduate Degree | 25 |
Portfolio Manager-Equities | 22 |
Analyst-Equity | 18 |
Masters Business Admin | 17 |
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