Charlie Curtis
Gestionnaire de Portefeuille-Actions chez Welch & Forbes LLC
Provenance du réseau au premier degré de Charlie Curtis
Entité | Type d'entité | Industrie | |
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Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, and corporations and other business entities.
24
| Subsidiary | Investment Managers | 24 |
Washington College
6
| College/University | Other Consumer Services | 6 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Charlie Curtis via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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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 Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Community Workshops, Inc.
Community Workshops, Inc. Personnel ServicesCommercial Services Community Workshops, Inc. provides job training, placement and support services. It provides assembly and packaging, food services and catering, property maintenance and staffing solutions. The company was founded in 1877 and is headquartered in Boston, MA. | Personnel Services | President Director/Board Member Director/Board Member Director/Board Member | |
Boston University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate 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 Undergraduate Degree Masters Business Admin | |
Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
F.W. Olin Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
Moody, Lynn, Lieberson & Walker LLC
Moody, Lynn, Lieberson & Walker LLC Investment ManagersFinance Moody, Lynn, Lieberson & Walker LLC (MLLW) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Moody in 1989 as Moody, Lynn & Lieberson LLC and has changed its name to Moody, Lynn, Lieberson & Walker LLC in 2023. MLLW manages the financial affairs of individuals, families, and select institutional accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Harvard Alumni Association | Chairman | ||
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 | |
Barry Investment Advisors LLC
Barry Investment Advisors LLC Investment ManagersFinance Barry Investment Advisors LLC (BIA) is an independent registered investment advisor headquartered in New Bedford, Massachusetts. The firm was founded by Joseph Barry and Patrick Barry in 2007. BIA provides financial and investment advice to individuals, pension and profit-sharing plans, trusts and estates. | Investment Managers | Corporate Officer/Principal | |
Pension Benefits, Inc.
Pension Benefits, Inc. Investment ManagersFinance Part of Truist Financial Corp., Pension Benefits, Inc. is a company that provides third-party administration for defined-contribution retirement plan and investment advisory services. The company is based in West Chester, PA. Pension Benefits was acquired by Patriot Bank (Pottstown, Pennsylvania) on January 17, 2003. | Investment Managers | Corporate Officer/Principal | |
University of New Hampshire | College/University | Masters Business Admin | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
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 | Corporate Officer/Principal | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Fidelity Investments (New York) | Corporate Officer/Principal | ||
Edward Jones Investments
Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Investment Managers | Corporate Officer/Principal | |
University of Massachusetts | College/University | Undergraduate Degree | |
Brown Advisory Securities LLC
Brown Advisory Securities LLC Investment Banks/BrokersFinance Brown Advisory Securities LLC is a full-service brokerage firm headquartered in Baltimore, Maryland and was founded in 1998. They are a subsidiary of Brown Advisory Management LLC. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Bentley University | College/University | Undergraduate Degree | |
Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Investment Managers | Analyst-Equity | |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal | |
SCS Financial Services LLC
SCS Financial Services LLC Investment ManagersFinance SCS Financial Services LLC provides investment management services. It offers services in both traditional and alternative categories as well as tax, trust and estate planning, asset protection, philanthropic strategy, and family office services. The company was founded by Peter H. Mattoon Antony J. Abbiati, Douglas R. Ederle, Stephen V. Kenney and William C. Walser in 2002 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
American University Washington College of Law | College/University | Graduate 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 | Undergraduate Degree | |
Mirae Asset Securities (USA), Inc. (Broker)
Mirae Asset Securities (USA), Inc. (Broker) Investment Banks/BrokersFinance Founded in 1992, Daewoo Securities (America), Inc. is a broker/dealer headquartered 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. Research is provided by their parent company Daewoo Securities Co. Ltd. (SO: 006800) | Investment Banks/Brokers | Director of Research - Equity | |
Rockville Academy | Director/Board Member | ||
Maryland State Bar Association | Corporate Officer/Principal | ||
The Rotary Foundation of Rotary International
The Rotary Foundation of Rotary International Investment Trusts/Mutual FundsMiscellaneous Rotary Foundation of Rotary International offers health improvement and education support. The firm leads the charge on campaigns such as eradicating polio and promoting peace. It was founded in 1947 and is headquartered in Evanston, IL. | Investment Trusts/Mutual Funds | Director/Board Member | |
Montgomery Bar Association
Montgomery Bar Association Miscellaneous Commercial ServicesCommercial Services Montgomery Bar Association is a legal resource organization located in Norristown, PA. The association provides legal resources, including a lawyer referral service, to the Montgomery County community since 1885. The association offers membership to lawyers and provides benefits such as access to sections and committees, diversity resources, and leadership academy. The association also offers programs such as the MBA Mediation Program, Minority-Owned Business Directory, and Interrogatories Podcast. Additionally, the association provides publications such as Law Reporter and Sidebar Magazine. The Montgomery Bar Association also supports justice-related causes through the Montgomery Bar Foundation. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Miles & Stockbridge PC
Miles & Stockbridge PC Miscellaneous Commercial ServicesCommercial Services Miles & Stockbridge PC is a law firm with over 220 lawyers and seven offices in the United States. The firm provides legal services to national, local, and emerging businesses to help them solve their most challenging problems and preserve and create value. Nancy Whiteman Greene has been the CEO of the American company since 1998. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The District of Columbia Bar
The District of Columbia Bar Miscellaneous Commercial ServicesCommercial Services The District of Columbia Bar provides legal services. The private company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Maryland Bar Foundation, Inc. | Corporate Officer/Principal | ||
Rockville Rotary Club | Corporate Officer/Principal | ||
The Montgomery College Foundation, Inc. | Director/Board Member | ||
Christ Episcopal School | General Counsel | ||
The Bar Association of Montgomery County
The Bar Association of Montgomery County Miscellaneous Commercial ServicesCommercial Services The Bar Association of Montgomery County provides legal services. The company was founded in 1894 and is headquartered in Rockville, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
American Bar Association
American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Bausch & Lomb, Inc.
Bausch & Lomb, Inc. Medical SpecialtiesHealth Technology Bausch & Lomb, Inc. develops, manufactures, and markets eye health products. It offers over-the-counter supplements, eye care products, ophthalmic pharmaceuticals, contact lenses, lens care, ophthalmic surgical devices, and instruments. The company was founded by John Jacob Bausch and Henry Lomb in 1853 and is headquartered in Rochester, NY. | Medical Specialties | General Counsel | |
Concord Law School | College/University | Graduate Degree | |
STAAR SURGICAL COMPANY | Medical Specialties | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 49 |
Israël | 2 |
Canada | 2 |
Sectorielle
Finance | 20 |
Consumer Services | 14 |
Commercial Services | 8 |
Health Technology | 3 |
Miscellaneous | 2 |
Opérationnelle
Corporate Officer/Principal | 46 |
Undergraduate Degree | 32 |
Portfolio Manager-Equities | 29 |
Director/Board Member | 11 |
Masters Business Admin | 11 |
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