James Reid Holman
Gestionnaire de Portefeuille-Actions chez Merk Investments LLC
Provenance du réseau au premier degré de James Reid Holman
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY.
114
| Extinct | Investment Managers | 114 |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.
79
| Subsidiary | Investment Managers | 79 |
Merk Investments LLC
 Merk Investments LLC Investment ManagersFinance Merk Investments LLC is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Alexander “Axel” Merk in 2000. Merk Investments provides discretionary investment advice to registered investment companies and a closed-end fund.
5
| Private Company | Investment Managers | 5 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à James Reid Holman via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity Director of Research - Equity Analyst-Equity | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Rochester Christian University | College/University | Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | Masters Business Admin Masters Business Admin Undergraduate Degree Doctorate Degree | |
| Texas A&M University | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
OFI Steelpath, Inc.
 OFI Steelpath, Inc. Investment ManagersFinance OFI Steelpath, Inc. is an investment management firm headquartered in Dallas, Texas. The firm was founded in 1959and formerly known as Shareholder Financial Services, Inc. They are a subsidiary of Oppenheimer Acquisition Corp., ultimately held by Invesco Ltd. (NYSE: IVZ). OFI Steelpath provides investment advisory services on a discretionary and non-discretionary basis to a wide variety of clients. | Investment Managers | Director of Research - Equity Chief Executive Officer Treasurer | |
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 | Portfolio Manager-Equities Analyst-Equity Corporate Officer/Principal | |
| Stanford University | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
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. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
| University of Colorado Denver | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
Oppenheimer Acquisition Corp.
 Oppenheimer Acquisition Corp. Finance/Rental/LeasingFinance Oppenheimer Acquisition Corp. provides mortgage banking and investment services. The company was founded in 1990 and is headquartered in New York, NY. | Finance/Rental/Leasing | Director/Board Member Chief Executive Officer Corporate Officer/Principal | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Brown University | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
Colorado Public Employees' Retirement Association
 Colorado Public Employees' Retirement Association Investment ManagersFinance The Colorado Public Employees' Retirement Association (Colorado PERA) is the State-owned pension fund manager headquartered in Denver, Colorado. The firm was founded by state law in 1931. Colorado PERA provides retirement and other benefits to current and former employees of the Colorado state government, public school teachers in the state, many university and college employees, judges, many employees of cities and towns, State Troopers, and the employees of many other public entities. Colorado PERA is a substitute for Social Security for most of these public employees. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin | |
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 | |
| The New School for Social Research | College/University | Corporate Officer/Principal Doctorate Degree | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Rockefeller & Co. LLC
 Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| ASA GOLD AND PRECIOUS METALS LIMITED | Investment Trusts/Mutual Funds | Chief Operating Officer President | |
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-Fixed Income Corporate Officer/Principal | |
| University of Arizona | College/University | Undergraduate Degree Masters Business Admin | |
Deutsche Bank AG, New York Branch
 Deutsche Bank AG, New York Branch Regional BanksFinance Deutsche Bank AG provides financial and banking services. It also offers commercial and investment banking services. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Crossmark Global Investments, Inc.
 Crossmark Global Investments, Inc. Investment ManagersFinance Crossmark Global Investments, Inc. (Crossmark) is a SEC-registered investment advisor and faith-based boutique investment management firm headquartered in Houston, Texas. The firm was founded in 1987 and is wholly-owned by Crossmark Global Holdings, Inc. Crossmark provides a full suite of investment strategies to institutional investors, financial advisors, and the clients they serve. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Analyst-Equity Chief Executive Officer | |
| INVESCO BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO | |
| Syracuse University | College/University | Undergraduate Degree Graduate Degree | |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Undergraduate Degree Graduate 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 | Graduate Degree Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 50 |
| Royaume-Uni | 2 |
Sectorielle
| Finance | 24 |
| Consumer Services | 23 |
| Miscellaneous | 6 |
Opérationnelle
| Corporate Officer/Principal | 149 |
| Portfolio Manager-Equities | 141 |
| Analyst-Equity | 137 |
| Undergraduate Degree | 92 |
| Director/Board Member | 61 |
Relations les plus connectées
| Insiders | |
|---|---|
| Art Steinmetz | 47 |
| Adrien Deberghes | 30 |
| William Glavin | 26 |
| Joseph C. Benedetti | 17 |
| Brian Watson | 12 |
| Brian W. Wixted | 12 |
| Kristin Pak | 11 |
| Benjamin Ram | 11 |
| David Nadel | 10 |
| Dok Young Lee | 10 |
| Peter Strzalkowski | 10 |
| Krishna Memani | 10 |
| Brian Hickey | 10 |
| Hemant Baijal | 10 |
| Thomas Blakey | 10 |
- Bourse
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