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Provenance du réseau au premier degré de Dexter A. Dodge
Entité | Type d'entité | Industrie | |
---|---|---|---|
Freedom Capital Management LLC
![]() Freedom Capital Management LLC Investment ManagersFinance Freedom Capital Management (FCM) LLC (formerly Freedom Capital Management Corp.) is a Boston-based adviser that manages portfolios for institutions and high net worth individuals. The firm manages separate growth and value portfolios for individuals and institutions. FCM was founded in 1930 and was formerly a subsidiary of RBC Dain Rauscher, which is subsidiary of the Royal Bank of Canada (NYSE: RY).
12
| Extinct | Investment Managers | 12 |
Voyageur Asset Management (MA)
3
| Extinct | Investment Managers | 3 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Dexter A. Dodge via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
RBC Global Asset Management (US), Inc.
![]() RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Corporate Officer/Principal | |
Trinity College (Connecticut) | College/University | Undergraduate Degree | |
Harvard College | College/University | Undergraduate Degree | |
Wake Forest University | College/University | Undergraduate Degree | |
The Roosevelt Investment Group LLC
![]() The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Investment Managers | Trading-Equity | |
Syracuse University | College/University | Undergraduate Degree | |
Essex Investment Management Co. LLC
![]() Essex Investment Management Co. LLC Investment ManagersFinance Essex Investment Management Co. LLC (Essex) is an independent registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Hazard and Joseph McNay in 1976. Essex provides investment management services on a discretionary basis to institutional clients, such as employee benefits plans, endowment funds, foundations, religious organizations, and mutual funds. The firm also provides investment management services to individuals (private clients), limited partnerships and limited liability companies. | Investment Managers | Analyst-Equity | |
Ipswich Investment Management Co., Inc.
![]() Ipswich Investment Management Co., Inc. Investment ManagersFinance Founded in 1986, Ipswich Investment Management Co., Inc. is a registered investment advisor located in Ipswich, Massachusetts. The firm's clients include individuals, families, trusts, corporations, pension plans and profit sharing plans. | Investment Managers | Investment Committee Member | |
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 | |
St. Paul's School | College/University | Undergraduate Degree | |
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 | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
US BANCORP | Major Banks | Corporate Officer/Principal | |
Suffolk University | College/University | Graduate Degree | |
College of the Holy Cross (Massachusetts) | College/University | Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree | |
University of Notre Dame | College/University | Undergraduate Degree | |
Babson College | College/University | Undergraduate Degree | |
Bryant University | College/University | Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree | |
Boston College Law School | College/University | Graduate Degree | |
Polaris Capital Management LLC
![]() Polaris Capital Management LLC Investment ManagersFinance Polaris Capital Management LLC (Polaris) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Bernard Horn in 1995 and is a subsidiary of Polaris Capital Management Holdings LLP. Polaris offers global and international equity management services as separately managed accounts and commingled vehicles for institutions and high net-worth individuals. The firm serves as an investment advisor to mutual funds, limited partnerships, and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
University of Pennsylvania | College/University | Masters Business Admin | |
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 | Portfolio Manager-Equities | |
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 | |
Miami University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
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 | |
New Generation Research, Inc.
![]() New Generation Research, Inc. Investment ManagersFinance New Generation Research, Inc. is a publisher and producer of a comprehensive database of business bankruptcy information. The private company was founded in 1978 and is based in an undisclosed location. The firm specializes in providing data, original reporting, and expert analyses with cutting-edge technology to attenuate the noise and amplify the signal in the bankruptcy information environment. This allows lawyers, financiers, and other restructuring professionals to save time, be more productive, and make more money. The American company was founded by George Putnam, who has been the CEO since incorporation. | Investment Managers | Director of Research - Equity | |
University of Michigan | College/University | Undergraduate Degree | |
Longfellow Investment Management Co. LLC
![]() Longfellow Investment Management Co. LLC Investment ManagersFinance Founded in 1986 by John Ciarleglio and David Seeley, Longfellow Investment Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm offers discretionary investment management services primarily to US-based institutions, including banks, corporations, foundations, family offices, insurance companies, mutual funds, pension plans, Taft-Hartley plans, and not-for-profit organizations. | Investment Managers | Portfolio Manager-Fixed Income | |
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 | |
Framingham State College | College/University | Undergraduate Degree | |
Bentley University | College/University | Masters Business Admin | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
![]() U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities |
Statistiques
Internationale
Etats-Unis | 46 |
Royaume-Uni | 2 |
Sectorielle
Finance | 25 |
Consumer Services | 22 |
Miscellaneous | 2 |
Opérationnelle
Corporate Officer/Principal | 17 |
Portfolio Manager-Equities | 17 |
Undergraduate Degree | 15 |
Analyst-Equity | 5 |
Portfolio Manager-Fixed Income | 4 |
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