Provenance du réseau au premier degré de Karen Bater
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
abrdn, Inc.
 abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world.
77
| Subsidiary | Investment Managers | 77 |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals.
55
| Operating Division | Investment Managers | 55 |
Standish Mellon Asset Management Co. LLC
 Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements.
38
| Extinct | Investment Managers | 38 |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.
23
| Subsidiary | Investment Managers | 23 |
NWD Investment Management, Inc.
 NWD Investment Management, Inc. Investment ManagersFinance NWD Investment Management, Inc. provides asset management services to institutional and individual investors. It is an asset management firm for individuals and institutional clients, including corporate & public pension plans, foundations & endowments, mutual fund companies and insurance companies. The company was founded in 1999 and is headquartered in Conshohocken, PA.
14
| Subsidiary | Investment Managers | 14 |
Evergreen Investments Associates, Inc.
 Evergreen Investments Associates, Inc. Investment ManagersFinance Evergreen Investments Associates, Inc. provides investment services. The private company is based in Tacoma, WA.
4
| Private Company | Investment Managers | 4 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Karen Bater via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Analyst-Equity Market Strategist Analyst-Equity Head-Equity Investments Corporate Officer/Principal Economist Portfolio Manager-Equities | |
| Villanova University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| ABRDN GLOBAL INFRASTRUCTURE INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Secretary Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Portfolio Manager-Fixed Income Head-Equity Investments Corporate Officer/Principal Analyst-Equity | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Fixed Income Chief Investment Officer Corporate Officer/Principal Portfolio Manager-Equities | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
| The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Masters Business Admin Masters Business Admin 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 | Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
| NAVIGANT CONSULTING, INC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Chief Investment Officer Director of Research - Equity Analyst-Equity | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Compliance Officer Chief Investment Officer Corporate Officer/Principal | |
| The State University of New York | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| ABRDN EMERGING MARKETS EQUITY INCOME FUND INC | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Secretary Compliance Officer | |
| ABRDN ASIA-PACIFIC INCOME FUND INC | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Secretary Compliance Officer | |
| ABRDN AUSTRALIA EQUITY FUND INC | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Secretary Compliance Officer | |
Alpine Woods Capital Investors LLC
 Alpine Woods Capital Investors LLC Investment ManagersFinance Alpine Woods Capital Investors LLC (AWCI) is a SEC-registered investment advisor and hedge fund manager headquartered in Purchase, New York. The firm was founded by Samuel Lieber and Stephen Lieber in 1997 as Alpine Management & Research LLC. They are a wholly-owned subsidiary of Alpine Saxon Woods LLC. AWCI provides investment advisory services to pooled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income | |
| THE INDIA FUND, INC. | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Secretary Compliance Officer | |
| ABRDN GLOBAL INCOME FUND, INC. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Secretary Compliance Officer | |
| ABRDN JAPAN EQUITY FUND INC | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Secretary Compliance Officer | |
| ABERDEEN ASSET MANAGEMENT | Investment Managers | Chief Operating Officer Compliance Officer Director of Finance/CFO | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
| Drew University | College/University | Undergraduate Degree Undergraduate Degree | |
| Drexel University | College/University | Masters Business Admin Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
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 Portfolio Manager-Equities | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree Masters Business Admin | |
Tekla Capital Management LLC
 Tekla Capital Management LLC Investment ManagersFinance Tekla Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Formerly known as Hambrecht & Quist Capital Management LLC, the firm serves as an investment adviser for four closed-end funds – Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Healthcare Fund. | Investment Managers | Chief Executive Officer Analyst-Equity | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 48 |
| Israël | 2 |
| Royaume-Uni | 2 |
| France | 2 |
Sectorielle
| Miscellaneous | 19 |
| Consumer Services | 18 |
| Finance | 15 |
| Commercial Services | 2 |
Opérationnelle
| Corporate Officer/Principal | 261 |
| Director/Board Member | 137 |
| Portfolio Manager-Equities | 93 |
| Undergraduate Degree | 84 |
| Portfolio Manager-Fixed Income | 68 |
Relations les plus connectées
| Insiders | |
|---|---|
| Margo L. Cook | 172 |
| Dan Omstead | 33 |
| Megan Kennedy | 27 |
| Alan Goodson | 26 |
| Jon M. Little | 22 |
| Jeffrey Cotton | 21 |
| Leo Grohowski | 14 |
| Thomas F. Eggers | 13 |
| Mitchell Evan Harris | 11 |
| Greg Hopper | 10 |
| Thomas M. Sipp | 10 |
| Bill Rubin | 9 |
| Rafael Zayas | 9 |
| Douglas J. Gaylor | 9 |
| Timothy A. Mattar | 9 |
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