Brad Gardner
Gestionnaire de Portefeuille-Actions chez Boston Financial Management LLC
Provenance du réseau au premier degré de Brad Gardner
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Emerson Investment Management LLC
 Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions.
23
| Extinct | Investment Managers | 23 |
Boston Financial Management LLC
 Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations.
21
| Subsidiary | Investment Managers | 21 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Brad Gardner via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
| John Hancock California Municipal Bond Fund | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| John Hancock Current Interest | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| JOHN HANCOCK INCOME SECURITIES TRUST | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
| JOHN HANCOCK INVESTORS TRUST | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| John Hancock Sovereign Bond Fund | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| Virtus Variable Insurance Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
| STIFEL FINANCIAL CORP. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| JOHN HANCOCK PREFERRED INCOME FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| JOHN HANCOCK PREFERRED INCOME FUND II | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
| JOHN HANCOCK PREFERRED INCOME FUND III | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
| John Hancock Funds III | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
| John Hancock Funds II | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
| JOHN HANCOCK INVESTMENTS - JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
John Hancock Municipal Securities Trust
 John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA. | Finance/Rental/Leasing | Chairman Chairman Director/Board Member | |
| John Hancock Exchange Traded Fund Trust | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| JOHN HANCOCK HEDGED EQUITY & INCOME FUND | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
John Hancock Emerging Markets Income Fund
 John Hancock Emerging Markets Income Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Emerging Markets Income Fund is a non-diversified, closed-end management investment company. Its objective is to provide high current income and its secondary investment objective is to seek capital appreciation. The company was founded in 2011 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| John Hancock Strategic Diversified Income Fund | Chairman Director/Board Member | ||
| John Hancock Floating Rate High Income Fund | Chairman Director/Board Member | ||
John Hancock Collateral Trust
 John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
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 Corporate Officer/Principal | |
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 | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree | |
John Hancock Funds, Inc.
 John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Investment Banks/Brokers | Chairman Director/Board Member | |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
| Babson College | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree 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 | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| Wydown Group | Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer | ||
| Wallace E Carroll School of Management | College/University | Corporate Officer/Principal Corporate Officer/Principal Masters Business Admin | |
| John Hancock Variable Insurance Trust | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Hobart & William Smith Colleges | College/University | Undergraduate Degree Undergraduate Degree | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree | |
Nixon Peabody Trust Co. LLC
 Nixon Peabody Trust Co. LLC Investment ManagersFinance Nixon Peabody Trust Co. LLC (NPT) is an investment adviser headquartered in Boston, Massachusetts. They are a direct subsidiary of Nixon Peabody LLP. Formerly known as Watch Point Trust Co. LLC, the firm was founded by Charles Gaziano. NPT provides wealth management, financial and investment planning and fiduciary services to individuals and families. | Investment Managers | Analyst-Equity Trading-Equity | |
| Harvard Business School | College/University | Masters Business Admin Doctorate Degree |
Statistiques
Internationale
| Etats-Unis | 49 |
Sectorielle
| Miscellaneous | 22 |
| Finance | 13 |
| Consumer Services | 11 |
| Commercial Services | 3 |
Opérationnelle
| Director/Board Member | 116 |
| Corporate Officer/Principal | 58 |
| Chairman | 49 |
| Independent Dir/Board Member | 46 |
| Portfolio Manager-Equities | 37 |
Relations les plus connectées
| Insiders | |
|---|---|
| Deborah Jackson | 57 |
| James Maclay Oates | 46 |
| Hassell McClellan | 44 |
| Griff Noble | 11 |
| Louis Pyle Crosier | 10 |
| Henry Peabody | 10 |
| Steve Kenney | 9 |
| Steve McCabe | 8 |
| David Robert MacDougall | 8 |
| Mike Brown | 8 |
| K. C. King | 6 |
| Stacy Austin Reinhart | 6 |
| Tim Robinson | 6 |
| Alyson L. Nickse | 5 |
| Jen Eustance | 5 |
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