Provenance du réseau au premier degré de Dan Ledwith
Entité | Type d'entité | Industrie | |
---|---|---|---|
Chevy Chase Trust Co.
Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients.
28
| Subsidiary | Investment Managers | 28 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Dan Ledwith via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal | |
ASB Capital Management LLC
ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Investment Managers | Chairman Portfolio Manager-Equities Analyst-Equity Director of Investments Analyst-Equity | |
Heritage Investors Management Corp.
Heritage Investors Management Corp. Investment ManagersFinance Heritage Investors Management Corp. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethesda, Maryland. The firm was founded by Michael S. Cornfeld in 1974. Heritage manages portfolios of stocks, bonds, exchange traded funds, and money market instruments for individuals, IRAs, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowment funds, conservatorships, associations, foundations, donor advised funds, and guardianships. | Investment Managers | Analyst-Equity | |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Sales & Marketing | |
Atlantis Investment Co., Inc.
Atlantis Investment Co., Inc. Investment ManagersFinance Founded in 1986, Atlantis Investment Co., Inc. is a research firm located in Parsippany, New Jersey. The firm counsels mutual funds, banks, insurance companies, portfolio managers, and individual clients. | Investment Managers | Analyst-Equity | |
United Bank (Virginia)
United Bank (Virginia) Investment ManagersFinance United Bank (Virginia) is an investment management firm headquartered in Vienna, Virginia. The firm is a subsidiary of United Bankshares, Inc. (NASDAQ: UBSI). United Bank provides a range of trust and investment management services for individuals, families and businesses. | Investment Managers | Analyst-Fixed Income | |
PNC Investments LLC
PNC Investments LLC Investment ManagersFinance PNC Investments LLC is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2003 and is a subsidiary of PNC Bank, NA, ultimately owned by PNC Financial Services Group, Inc. (NYSE: PNC). PNC Investments provides investment advisory services to individuals and high-net worth individuals. | Investment Managers | Corporate Officer/Principal | |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
Dartmouth College | College/University | Graduate Degree | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree | |
University of Pennsylvania | College/University | Masters Business Admin | |
Vanderbilt University | College/University | Undergraduate Degree | |
Bridgewater Associates LP
Bridgewater Associates LP Investment ManagersFinance Bridgewater Associates LP (Bridgewater) is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Westport, Connecticut. The firm was founded by Ray Dalio in 1975. They are a subsidiary of Bridgewater Associates Intermediate Holdings LP, which is owned by Bridgewater Associates Holdings, Inc. Bridgewater provides discretionary investment management services to pooled investment vehicles and single investor funds, and managed account clients. | Investment Managers | Chief Operating Officer | |
Berkshire Partners LLC
Berkshire Partners LLC Investment ManagersFinance Berkshire Partners LLC (Berkshire Partners) is a private equity subsidiary of Berkshire Partners Holdings LLC founded in 1986 by Christopher Clifford, Carl Ferenbach, Russel L. Epker, Brad Bloom and Richard Lubin. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Chief Operating Officer | |
George Washington University | College/University | Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Investment Managers | Portfolio Manager-Equities | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
McDermott Will & Emery LLP
McDermott Will & Emery LLP Miscellaneous Commercial ServicesCommercial Services McDermott Will & Emery LLP provides legal services. The company's practices include corporate, employee benefits, health law, intellectual property, private clients, regulation and government affairs, tax, and trial. The company was founded in 1934 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Denison University | College/University | Undergraduate Degree Undergraduate Degree | |
Indiana University | College/University | Graduate Degree | |
Yale University | College/University | Masters Business Admin Masters Business Admin | |
University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
Georgetown University | College/University | Masters Business Admin 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 | Undergraduate Degree | |
West Virginia University | College/University | Undergraduate Degree | |
LGE Corp.
LGE Corp. HomebuildingConsumer Durables LGE Design Build Corp. provides design and construction services. It manages and supervises everything from land analysis, design and planning to permits and construction. The company was founded by David R. Sellers in 1994 and is headquartered in Phoenix, AZ. | Homebuilding | President | |
Loyola University Maryland, Inc. | College/University | Masters Business Admin | |
First National Bank (Ames, Iowa)
First National Bank (Ames, Iowa) Major BanksFinance First National Bank is a nationally chartered commercial bank. The firm offers personal, business banking services including digital banking, checking, cards, video banking, mortgage, auto, personal loans and online banking. It has offices in Ames, Ankeny, Johnston and West Des Moines. The company was founded by Sandor W. Shapery in 1903 and is headquartered in Ames, IA. | Major Banks | Corporate Officer/Principal | |
Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | ||
Old Dominion University | College/University | Undergraduate Degree | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
Pamplin College of Business | College/University | Undergraduate Degree | |
London School of Economics & Political Science | College/University | Graduate Degree | |
Williams College | College/University | Undergraduate Degree | |
Abt Associates, Inc.
Abt Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Abt Associates, Inc. provides research and consulting services. It offers greenhouse gas emissions mitigation, low-emission development strategies, environmental research, air quality regulatory support, decision-support tools and IT solutions, ecological risk assessment, economic and regulatory analysis, value chain development, housing policies and programs, health systems strengthening, and workforce development. The company was founded by Clark Abt on January 12, 1965 and is headquartered in Cambridge, MA. | Miscellaneous Commercial Services | Analyst-Equity | |
Middlebury College | College/University | Undergraduate Degree | |
University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
Towson University | College/University | Undergraduate Degree | |
Blue Point Investment Management LLC
Blue Point Investment Management LLC Investment ManagersFinance Blue Point Investment Management LLC (Blue Point) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Baltimore, Maryland. The firm was founded by Niall O'Malley in 2006. Blue Point offers discretionary portfolio management services to clients through Blue Point, a model account, applied to all equity-oriented separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
Heritage Financial Consultants LLC
Heritage Financial Consultants LLC Investment ManagersFinance Heritage Financial Consultants LLC offers financial planning for individuals, families and businesses. Its services include fee based financial planning, wealth management, estate planning, philanthropic advisory, business succession, insurance strategies, and executive benefit. The company was founded by Brian W. Gracie in 1989 and headquartered in Hunt Valley, MD. | Investment Managers | Corporate Officer/Principal | |
Holy Cross College (Indiana) | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 48 |
Royaume-Uni | 2 |
Sectorielle
Finance | 23 |
Consumer Services | 23 |
Commercial Services | 3 |
Consumer Durables | 2 |
Opérationnelle
Corporate Officer/Principal | 30 |
Undergraduate Degree | 25 |
Portfolio Manager-Equities | 25 |
Analyst-Equity | 22 |
Graduate Degree | 9 |
Relations les plus connectées
- Bourse
- Insiders
- Dan Ledwith
- Connexions Sociétés