Provenance du réseau au premier degré de Heidi Ann Soumerai
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds.
42
| Subsidiary | Investment Managers | 42 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Heidi Ann Soumerai via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| Boston College | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
Boston Trust Walden Co.
 Boston Trust Walden Co. Regional BanksFinance Boston Trust Walden Co. provides banking services. The firm provides its services to high net worth individuals and their families, foundations, endowments, pension and profit sharing plans, retirement plans of municipalities, corporations, religious organizations, Taft Hartley plans, and labor unions. It also provides financial planning, tax management services, trust services, and estate planning. The company was founded in 1960 and is headquartered in Boston, MA. | Regional Banks | Chairman Chief Executive Officer Chief Executive Officer Chief Operating Officer | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Boston Trust Walden Corp.
 Boston Trust Walden Corp. Investment ManagersFinance Boston Trust Walden Corp. provides investment advisory services. The company is headquartered in Boston, MA. | Investment Managers | Chairman Chief Executive Officer Chief Executive Officer | |
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 Analyst-Equity Analyst-Fixed Income | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| The College of William & Mary | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
| Brandeis University | College/University | Masters Business Admin Graduate Degree | |
| Bentley University | College/University | Graduate Degree Undergraduate Degree | |
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 | |
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 Undergraduate Degree | |
| PANERA BREAD CO | Restaurants | Director/Board Member | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Artience Capital Management LLC
 Artience Capital Management LLC Investment ManagersFinance Artience Capital Management LLC (Artience Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was co-founded by Kim Nordmo and Jolie Bales in 2009. Artience Capital provides investment services to high-net-worth individuals, families and institutions. | Investment Managers | Founder | |
Pomona College
 Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Graduate Degree | |
Cohen Capital Management, Inc. (California)
 Cohen Capital Management, Inc. (California) Investment ManagersFinance Cohen Capital Management, Inc. (CCM) is a registered independent wealth management firm headquartered in Corte Madera, California. The firm was founded by Jay A. Cohen in 1995. CCM manages clients’ cash balances, equity and fixed income portfolios on a fully disclosed basis primarily for high net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
| American University | College/University | Undergraduate Degree | |
Milbank LLP
 Milbank LLP Miscellaneous Commercial ServicesCommercial Services Milbank LLP provides legal services. It serves corporate, finance, financial restructuring, litigation and arbitration, securities, capital markets, trusts, estates, and exempt organizations, and tax markets. The company was founded in 1866 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
Collins Stewart, Inc.
 Collins Stewart, Inc. Investment Banks/BrokersFinance Part of Canaccord Genuity Group, Inc., Collins Stewart, Inc. is a brokerage and financial services provider. The company is based in New York, NY. The company was founded by Julian John Robins. | Investment Banks/Brokers | Corporate Officer/Principal | |
| St. Lawrence University | College/University | Undergraduate Degree | |
| University of Calicut | College/University | Undergraduate Degree | |
Hughes Network Systems LLC
 Hughes Network Systems LLC Specialty TelecommunicationsCommunications Hughes Network Systems LLC provides broadband satellite networking services. The company offers small business, enterprise, government, defense, hospitality, utilities, cellular backhaul and manufacturing services. Hughes Network Systems was founded in 2004 and is headquartered in Germantown, MD. | Specialty Telecommunications | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
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 | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Ceres
 Ceres Miscellaneous Commercial ServicesCommercial Services Ceres operates as a non-profit organization. Its solutions include energy conservation, environmental restoration, management commitment, management commitment, reduction and disposal of wastes and audits and reports. The company was founded in 1989 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Suffolk University Law School | College/University | Graduate Degree | |
Smith College
 Smith College Other Consumer ServicesConsumer Services Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students. | College/University | Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin | |
| University of Toronto | College/University | Undergraduate Degree | |
| University of Delaware | College/University | Masters Business Admin | |
| New York University | College/University | Graduate Degree | |
| University of Maryland | College/University | Undergraduate Degree | |
| Franklin & Marshall College | College/University | Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
PIMCO Investments LLC
 PIMCO Investments LLC Investment Banks/BrokersFinance PIMCO Investments LLC is a registered broker-dealer headquartered in New York City. The firm is a subsidiary of Pacific Investment Management Co. LLC (PIMCO), ultimately owned by Allianz SE (ETR: ALV) in Germany. PIMCO Investments offers trading services in stocks, bonds, options, mutual funds and private placements for qualified investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Rhode Island | 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 |
Statistiques
Internationale
| Etats-Unis | 47 |
| Israël | 2 |
| Inde | 2 |
| France | 2 |
| Canada | 2 |
Sectorielle
| Consumer Services | 28 |
| Finance | 19 |
| Commercial Services | 4 |
| Electronic Technology | 2 |
| Communications | 2 |
Opérationnelle
| Analyst-Equity | 41 |
| Undergraduate Degree | 41 |
| Corporate Officer/Principal | 40 |
| Investment Committee Member | 34 |
| Portfolio Manager-Equities | 34 |
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