Derek Lin
Gestionnaire de Portefeuille-Actions chez Columbia Management Investment Advisers LLC
Provenance du réseau au premier degré de Derek Lin
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
University of Pennsylvania
502
| College/University | Other Consumer Services | 502 |
Queen's University
224
| College/University | Other Consumer Services | 224 |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.
184
| Subsidiary | Investment Managers | 184 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Derek Lin via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| TRI-CONTINENTAL CORPORATION | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Columbia Wanger Asset Management LLC
 Columbia Wanger Asset Management LLC Investment ManagersFinance Columbia Wanger Asset Management LLC (CWAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Columbia Management Investment Advisers LLC, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP). CWAM serves as the investment advisor to a variety of open-end mutual funds that are series or portfolios of Columbia Acorn Trust and Wanger Advisors Trust, two registered investment companies sponsored by the firm and other institutional accounts. | Investment Managers | Chief Executive Officer Director of Research - Equity | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
First Equity Group, Inc.
 First Equity Group, Inc. Investment ManagersFinance First Equity Group, Inc. provides business acquisitions and investment activities. Its services include logistics and distribution, direct marketing, printing and location intelligence, automotive education and entertainment and first equity development, the oldest investment bank focused on the aerospace and defense industry. The company was founded by Aaron P. Hollander and Michael Culver in 1985 and is headquartered in Westport, CT. | Investment Managers | Corporate Officer/Principal | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
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 | Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
SPARQ Systems, Inc. (Canada)
 SPARQ Systems, Inc. (Canada) SemiconductorsElectronic Technology Sparq Systems, Inc. develops and sells advanced photovoltaic microinverters for residential solar systems. It focuses on solar photovoltaic system applications including Ontario based Feed-in-Tariff and residential, industrial and agricultural distributed microgeneration installations. The firm's smart software solution allows solar panel manufacturers to incorporate the microinverter into an integrated panel. The company was founded by Nishith Goel and Praveen K. Jain in 2009 and is headquartered in Kingston, Canada. | Semiconductors | Founder | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Analyst-Fixed Income Analyst-Equity | |
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 | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree | |
ABB Canada, Inc.
 ABB Canada, Inc. Electronic Production EquipmentElectronic Technology Part of ABB Ltd., ABB Canada, Inc. develops electromagnetic stirring equipment. The company is based in Montréal, Canada. Nathalie Pilon has been the CEO of the Canadian company since 2015. | Electronic Production Equipment | Corporate Officer/Principal | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
| The Curtis L. Carlson School of Management | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
RiverSource Life Insurance Co.
 RiverSource Life Insurance Co. Life/Health InsuranceFinance RiverSource Life Insurance Co. offers annuity and insurance solutions. Its principal products are variable deferred annuities and variable and fixed universal life insurance. The firm offers immediate annuities, fixed deferred annuities and traditional life and disability income insurance. The company was founded in 1957 and is headquartered in Minneapolis, MN. | Life/Health Insurance | Director/Board Member Director/Board Member Director/Board Member | |
| University of Mumbai | College/University | Undergraduate Degree Graduate Degree | |
| North Carolina State University | College/University | Graduate 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 Graduate Degree | |
| University of Connecticut | College/University | Graduate Degree Undergraduate Degree | |
| Connecticut College | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Masters Business Admin | |
| Princeton University | College/University | Graduate Degree Graduate Degree | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Doctorate Degree | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Doctorate Degree | |
| Georgetown University | College/University | Graduate Degree Undergraduate Degree | |
| Kelley School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| Brandeis University | College/University | Undergraduate Degree Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 45 |
| Canada | 5 |
| Inde | 2 |
Sectorielle
| Consumer Services | 25 |
| Finance | 22 |
| Electronic Technology | 3 |
| Miscellaneous | 2 |
| Producer Manufacturing | 2 |
Opérationnelle
| Portfolio Manager-Equities | 113 |
| Undergraduate Degree | 93 |
| Corporate Officer/Principal | 87 |
| Analyst-Equity | 82 |
| Director/Board Member | 46 |
