Edward Swenson
Fondateur chez Dynasty Financial Partners LLC
Provenance du réseau au premier degré de Edward Swenson
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
ClearBridge Investments LLC
 ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. They are a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). The firm was founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments manages separate accounts for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds.
106
| Subsidiary | Investment Managers | 106 |
Citigroup Global Markets, Inc.
 Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY.
54
| Subsidiary | Investment Banks/Brokers | 54 |
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY.
29
| Subsidiary | Investment Managers | 29 |
Dynasty Financial Partners, Inc.
 Dynasty Financial Partners, Inc. Information Technology ServicesTechnology Services Dynasty Financial Partners, Inc. provides technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The company was incorporated on August 16, 2021 and is headquartered St. Petersburg, FL.
13
| Holding Company | Information Technology Services | 13 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Edward Swenson via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
ClearBridge LLC
 ClearBridge LLC Investment ManagersFinance ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Chief Investment Officer Analyst-Equity Portfolio Manager-Equities Investment Committee Member Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
| New York University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin | |
| Emory University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate 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 Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| LMP CAPITAL AND INCOME FUND INC. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Georgetown University | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Washington & Lee University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Corporate Officer/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 Analyst-Equity Corporate Officer/Principal | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Brandeis University | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
| Stanford University | College/University | Undergraduate Degree Doctorate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Director/Board Member Masters Business Admin Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
Capgemini America, Inc.
 Capgemini America, Inc. Packaged SoftwareTechnology Services Capgemini America, Inc. engages in the provision of software solutions. It offers outsourcing, consulting, and digital transformation. The company is headquartered in New York, NY. | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
Franklin Distributors LLC
 Franklin Distributors LLC Investment Banks/BrokersFinance Legg Mason Investors Services LLC is a fund distributor located in Baltimore, Maryland. The firm is a subsidiary of Legg Mason, Inc. Legg Mason Investors Services is a member of FINRA and the SIPC | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Lincoln Center for the Performing Arts, Inc.
 Lincoln Center for the Performing Arts, Inc. Movies/EntertainmentConsumer Services Lincoln Center for the Performing Arts, Inc. provides entertainment services. It offers dance, music, film, opera, theater, family, and festivals and programs. The company was founded by Dwight D. Eisenhower on May 14, 1959 and is headquartered in New York, NY. | Movies/Entertainment | Director/Board Member Corporate Officer/Principal | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| MIT Sloan School of Management | College/University | Graduate Degree Masters Business Admin | |
| The College of William & Mary | College/University | Undergraduate Degree Undergraduate Degree | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Haverford College | College/University | Undergraduate Degree Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Director/Board Member Masters Business Admin | |
Franklin Templeton Private Portfolio Group LLC
 Franklin Templeton Private Portfolio Group LLC Investment ManagersFinance Franklin Templeton Private Portfolio Group LLC (FTPPG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2007 as Legg Mason Private Portfolio Group LLC and changed their name to Franklin Templeton Private Portfolio Group LLC in 2022. They are a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). FTPPG, together with their subadvisors, provides investment advisory services for a wide range of clients in sponsor firm investment programs such as individuals, pension and profit-sharing plans, endowments, foundations, unions and state and local governmental entities. The firm also manages wrap fee programs. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 49 |
| Israël | 2 |
| France | 2 |
Sectorielle
| Consumer Services | 29 |
| Finance | 21 |
| Miscellaneous | 2 |
| Technology Services | 2 |
Opérationnelle
| Corporate Officer/Principal | 162 |
| Director/Board Member | 124 |
| Portfolio Manager-Equities | 114 |
| Undergraduate Degree | 83 |
| Analyst-Equity | 81 |
Relations les plus connectées
| Insiders | |
|---|---|
| Todd Thomson | 29 |
| Harvey Golub | 27 |
| Brian Posner | 19 |
| Gordon Baird | 17 |
| Christopher Coleman | 16 |
| Jeffrey C. Johnson | 15 |
| Jim Brown | 15 |
| Julie Silcock | 15 |
| Shmuel Levinson | 14 |
| Henchy Enden | 13 |
| Peter J. Vanderlee | 11 |
| Kent Vance Bailey | 10 |
| Kevin Caliendo | 10 |
| Hersh Cohen | 10 |
| Terrence Murphy | 10 |
- Bourse
- Insiders
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- Connexions Sociétés
