Bobby Yount
Gestionnaire de Portefeuille-Actions chez Commonwealth Equity Services LLC
Provenance du réseau au premier degré de Bobby Yount
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Commonwealth Equity Services LLC
 Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations.
12
| Subsidiary | Investment Managers | 12 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Bobby Yount via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| Bates College | College/University | Undergraduate Degree Undergraduate Degree | |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Analyst-Equity | |
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 | |
| Western Carolina University | College/University | Undergraduate Degree | |
| University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
| Wingate University | College/University | Undergraduate Degree | |
| Wallace E Carroll School of Management | College/University | Graduate Degree | |
| Massachusetts Institute of Technology | College/University | Graduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree | |
| Commonwealth Equity Services, Inc. (Broker) | Investment Banks/Brokers | Chief Executive Officer | |
Commonwealth Financial Advisors LLC
 Commonwealth Financial Advisors LLC Investment ManagersFinance Commonwealth Financial Advisors LLC provides investment advice. The private company is based in Louisville, KY. The CEO of the company is Wayne Michael Bloom. | Investment Managers | Chief Executive Officer | |
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 | Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree | |
| R.G. Dickinson & Co. | Corporate Officer/Principal | ||
| University of Massachusetts | College/University | Undergraduate Degree | |
Southworth Development LLC
 Southworth Development LLC Real Estate DevelopmentFinance Southworth Development LLC is a privately held company founded in 2005, specializing in the development of residential resort and hospitality-branded real estate communities. The company is based in Newton, MA and has subsidiaries in the United States. Southworth Development believes in celebrating life and creating opportunities for their club members, community residents, and resort guests to do the same. | Real Estate Development | Chairman | |
New England Life Insurance Co.
 New England Life Insurance Co. Insurance Brokers/ServicesFinance New England Life Insurance Co. provides insurance and financial products and services. Its services include life insurance, long term care, and disability income insurance. The company is headquartered in Boston, MA. | Insurance Brokers/Services | Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Undergraduate Degree | |
Ironwood Investment Management LLC
 Ironwood Investment Management LLC Investment ManagersFinance Ironwood Investment Management LLC (Ironwood) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Warren Isabelle in 1997 and formerly known as Intrepid Partners LLC and Ironwood Capital Management LLC. Ironwood provides advisory services focused on domestic stocks through several targeted investment products. The firm also serves as portfolio manager to wrap fee programs. Ironwood is a signatory to the United Nations Principles of Responsible Investing (UNPRI). | Investment Managers | Portfolio Manager-Equities | |
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 | |
| The University of North Carolina at Charlotte | College/University | Masters Business Admin | |
| Liberty University | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 28 |
Sectorielle
| Finance | 14 |
| Consumer Services | 13 |
| Commercial Services | 2 |
Opérationnelle
| Undergraduate Degree | 11 |
| Portfolio Manager-Equities | 10 |
| Corporate Officer/Principal | 8 |
| Analyst-Equity | 5 |
| Chairman | 3 |
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