Provenance du réseau au premier degré de Karen DiMeglio
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Evergreen Investment Management Co., Inc.
 Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts.
131
| Extinct | Investment Managers | 131 |
Tattersall Advisory Group
 Tattersall Advisory Group Investment ManagersFinance Founded in 1997 by Fred Tattersall, Tattersall Advisory Group is a registered investment advisor headquartered in Richmond, Virginia. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). They provide services to pension and profit sharing plans and also manage accounts for high net-worth individuals, banking and thrift institutions, investment companies, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities and Delaware statutory trusts. Tattersall Advisory Group also manages commingled funds and mutual funds.
22
| Extinct | Investment Managers | 22 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Karen DiMeglio via son réseau personnel
| Société | Secteur | Personnes liées | Poste 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 | Head-Equity Investments Analyst-Equity Corporate Officer/Principal Portfolio Manager-Equities | |
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 | Head-Equity Investments Portfolio Manager-Fixed Income | |
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 | Head-Equity Investments Head-Fixed Income Invts | |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
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 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, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Trading-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
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 | Chief Investment Officer Portfolio Manager-Equities | |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Head-Fixed Income Invts Analyst-Equity | |
The Waterford Partners Center LLC
 The Waterford Partners Center LLC Medical/Nursing ServicesHealth Services The Waterford Partners Center LLC operates as an ambulatory surgical center. The company was founded in March 2005 and is headquartered in Waterford, MI. | Medical/Nursing Services | Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | 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 | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Wake Forest University | College/University | Masters Business Admin Masters Business Admin | |
Novare Capital Management LLC
 Novare Capital Management LLC Investment ManagersFinance Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations. | Investment Managers | Analyst-Equity | |
Standard & Poor's Financial Services LLC
 Standard & Poor's Financial Services LLC Investment ManagersFinance Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| Appalachian State University | College/University | Undergraduate Degree | |
| Bentley University | College/University | Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
| Cleveland State University | College/University | Undergraduate Degree | |
| The College of William & Mary | College/University | Undergraduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin | |
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 Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
1607 Capital Partners LLC
 1607 Capital Partners LLC Investment ManagersFinance 1607 Capital Partners LLC (1607 Capital) is a privately-held, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is majority owned by Shannon Fake, Ashley Long, James Mallory, Kirk Tattersall and Rosemont Investment Group LLC. 1607 Capital offers investment advisory services to high-net-worth individuals and institutional clients through commingled private funds (Funds) and separately managed accounts. | Investment Managers | Founder Founder Founder | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Brookfield Public Securities Group LLC
 Brookfield Public Securities Group LLC Investment ManagersFinance Brookfield Public Securities Group LLC (PSG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1989 and is a subsidiary of Brookfield Public Securities Group Holdings LLC, ultimately held by Brookfield Corp. (NYSE, TSE: BN), a Toronto-based global asset manager that focuses on investments in property, renewable power and infrastructure. PSG provides investment advisory services on a discretionary and non-discretionary basis to financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds, retail investors, high net-worth investors and institutional SMAs, UCITS, investment companies and private funds. | Investment Managers | Analyst-Fixed Income Head-Fixed Income Invts | |
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 | Analyst-Equity Corporate Officer/Principal | |
Inter-American Investment Corp.
 Inter-American Investment Corp. General GovernmentGovernment Inter-American Investment Corp. provides financial services to private sector and state-owned enterprises. It offers financial products, advisory services, asset management, small business financing, project financing and project cycle. The company was founded in 1985 and is headquartered in Washington, DC. | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
| Universidad de Buenos Aires | College/University | Undergraduate Degree | |
| Indian Institute of Technology Kanpur | College/University | Undergraduate Degree | |
| Yale School of Management | College/University | Masters Business Admin | |
BASF Catalysts LLC
 BASF Catalysts LLC Integrated OilEnergy Minerals BASF Catalysts LLC supplies environmental and process catalysts. Its products include emission-control systems for automobiles and segments produce pigments and performance additives, chemical catalysts and sorbents. The company was founded in 1908 and is headquartered in Iselin, NJ. | Integrated Oil | Corporate Officer/Principal | |
| MIT Sloan School of Management | College/University | Masters Business Admin | |
LMCG Investments LLC
 LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Investment Managers | Analyst-Equity | |
| Beijing University of Chemical Technology | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 48 |
| Argentine | 2 |
| Inde | 2 |
| Chine | 2 |
Sectorielle
| Finance | 22 |
| Consumer Services | 22 |
| Miscellaneous | 3 |
| Health Services | 2 |
| Commercial Services | 2 |
Opérationnelle
| Corporate Officer/Principal | 103 |
| Portfolio Manager-Equities | 101 |
| Portfolio Manager-Fixed Income | 72 |
| Undergraduate Degree | 68 |
| Analyst-Equity | 55 |
Relations les plus connectées
| Insiders | |
|---|---|
| Dennis Ferro | 20 |
| Albert H. Elfner | 12 |
| Dana E. Erikson | 11 |
| Derrick E. Wenger | 10 |
| Walter T. McCormick | 10 |
| Burns McKinney | 10 |
| Rick Marrone | 9 |
| Bill E. Zieff | 9 |
| Thomas B. Burton | 9 |
| Bobby Paul Carder | 8 |
| James C. Randazzo | 8 |
| Harlan Richard Sonderling | 8 |
| Josh Savadove | 8 |
| Michael Lee | 7 |
| Eric Zarkovich | 7 |
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