Lauriann Kloppenburg
Directeur/Membre du Conseil chez ADAMS DIVERSIFIED EQUITY FUND, INC.
Fortune : 433 220 $ au 30/04/2024
Provenance du réseau au premier degré de Lauriann Kloppenburg
Entité | Type d'entité | Industrie | |
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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 its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds.
248
| Subsidiary | Investment Managers | 248 |
Wellesley College
40
| College/University | Other Consumer Services | 40 |
Transamerica Asset Allocation Variable Funds
21
| Umbrella Fund | 21 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 18 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 18 | |
Forté Foundation
9
| Private Company | 9 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Lauriann Kloppenburg via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
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 Corporate Officer/Principal | |
Transamerica Partners Funds Group II | Investment Trusts/Mutual Funds | Director/Board Member General Counsel Corporate Officer/Principal Director/Board Member Director/Board Member Compliance Officer Corporate Officer/Principal Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO Director/Board Member | |
Rochester Christian University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Jennison Associates LLC
Jennison Associates LLC Investment ManagersFinance Jennison Associates LLC is a SEC-registered investment advisor and mutual fund manager which was founded in 1969 by Spiros Segalas and six colleagues. The firm was acquired by The Prudential Insurance Company of America (PICA) in 1985. They are a subsidiary of PGIM, Inc., ultimately held by Prudential Financial, Inc. (NYSE: PRU). Headquartered in New York City, Jennison Associates provides portfolio management services to corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities and other governmental entities, trusts, registered mutual funds and their investment managers and other financial institutions, individuals (primarily through wrap fee programs), collective and common trusts, private funds, insurance companies, sovereign funds, foreign funds such as UCITs and SICAVs, and other US and international institutions. | Investment Managers | Portfolio Manager-Equities 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. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). 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-Fixed Income Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Portfolio Manager-Equities Corporate Officer/Principal | |
Transamerica Fund Services, Inc. | Chief Administrative Officer Director/Board Member General Counsel General Counsel Corporate Officer/Principal Comptroller/Controller/Auditor | ||
The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager)
The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager) Investment ManagersFinance The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager) (dba Adams Express) is the mutual fund management division of the Adams Diversified Equity Fund, Inc. (NYSE: ADX), an investment company headquartered in Baltimore, Maryland. The firm was founded in 1929 and formerly known as Adams Express Co. Adams Express manages a closed-end equity fund for various types of investors. | Investment Managers | Analyst-Equity Chief Executive Officer Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
Boston University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
Adams Natural Resources Funds, Inc. (Invt Mgmt)
Adams Natural Resources Funds, Inc. (Invt Mgmt) Investment ManagersFinance Adams Natural Resources Funds, Inc. (Invt Mgmt) (dba Adams Funds) is the investment management division of Adams Natural Resources Funds, Inc. (NYSE: PEO), a closed-end investment company headquartered in Baltimore, Maryland. The firm was founded in 1929 under the name Petroleum Corp. of America. Their name was changed to Petroleum & Resources Corp. in 1977 and it was renamed Adams Natural Resources Fund, Inc. in 2015. Adams Funds manages a closed-end equity fund for various types of investors. | Investment Managers | Analyst-Equity Chief Executive Officer Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
Wallace E Carroll School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Babson College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin Masters Business Admin | |
Massachusetts Institute of Technology | College/University | Masters Business Admin Masters Business Admin Graduate Degree 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 Masters Business Admin Graduate Degree Masters Business Admin | |
Bentley University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Michigan State University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
MIT Sloan School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Villanova University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Doctorate Degree Masters Business Admin Masters Business Admin | |
Transamerica Asset Management, Inc.
Transamerica Asset Management, Inc. Investment ManagersFinance Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper. | Investment Managers | Head-Equity Investments Chief Investment Officer Comptroller/Controller/Auditor | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
DRI-McGraw Hill | Corporate Officer/Principal Corporate Officer/Principal | ||
F.W. Olin Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
Wilmington Trust Investment Advisors, Inc.
Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
The Johns Hopkins University | College/University | Graduate Degree Masters Business Admin | |
Johnson Graduate School of Management | College/University | Masters Business Admin Masters Business Admin | |
University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
Boston College | College/University | Masters Business Admin Graduate Degree | |
Bryant University | College/University | Undergraduate Degree Masters Business Admin | |
Maryland State Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
George Washington University | College/University | Masters Business Admin Graduate Degree | |
University of New Hampshire | College/University | Masters Business Admin Undergraduate Degree | |
UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
University of Michigan | College/University | Masters Business Admin Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 49 |
Nouvelle-Zélande | 2 |
Sectorielle
Consumer Services | 27 |
Finance | 16 |
Miscellaneous | 3 |
Commercial Services | 2 |
Process Industries | 2 |
Opérationnelle
Corporate Officer/Principal | 182 |
Undergraduate Degree | 85 |
Director/Board Member | 67 |
Masters Business Admin | 56 |
Portfolio Manager-Equities | 52 |
Relations les plus connectées
Insiders | |
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Mary Gay | 15 |
Elizabeth Strouse | 13 |
Greg Buckley | 12 |
Sandra N. Bane | 12 |
Mark Stoeckle | 12 |
Mike Rega | 12 |
Gerry Seizert | 11 |
Timothy Scott Galbraith | 11 |
Jim Haynie | 11 |
Eugene Michael Mannella | 10 |
Kenneth Dale | 10 |
Jane Nelson | 10 |
Jeff Schollaert | 9 |
Christopher Staples | 9 |
Lawrence L. Hooper | 9 |
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