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Provenance du réseau au premier degré de Michael D. Soares
Entité | Type d'entité | Industrie | |
---|---|---|---|
QS Batterymarch Financial Management, Inc.
![]() QS Batterymarch Financial Management, Inc. Investment ManagersFinance Founded in 1969, QS Batterymarch Financial Management, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm is a wholly-owned, independently managed subsidiary of Legg Mason, Inc. (NYSE: LM). They provide investment advisory and sub-advisory services to a wide variety of institutional investors. Legg Mason, Inc.'s acquisition of QS Investors LLC was effective May 30, 2014. As a result, QS Investors, Batterymarch Financial Management, Inc. and Legg Mason Global Asset Allocation LLC became subject to common management and investment oversight, with the objective of integrating the firms to create a combined investment platform offering solutions, quantitative equity, liquid alternatives and multi-manager asset allocation.
27
| Extinct | Investment Managers | 27 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Michael D. Soares via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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QS Investors LLC
![]() QS Investors LLC Investment ManagersFinance QS Investors LLC (QSI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded and formed in August 2010 through an MBO of the Quantitative Strategies Group within DB Advisors, the institutional asset management division of Deutsche Asset Management. QSI is a wholly-owned subsidiary of QS Investors Holdings LLC, ultimately owned by Franklin Resources, Inc. (NYSE: BEN). The firm provides investment advisory and sub-advisory services to a diverse array of institutional and retail clients and funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities | |
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 Undergraduate Degree | |
Massachusetts Institute of Technology | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
Boston University | College/University | Graduate Degree Graduate Degree | |
Boston College | College/University | Graduate Degree Undergraduate Degree | |
Lombard Odier Asset Management (USA) Corp.
![]() Lombard Odier Asset Management (USA) Corp. Investment ManagersFinance Lombard Odier Asset Management (USA) Corp. (LOAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2000 and do-business-as Lombard Odier Investment Managers. The firm is a subsidiary of LO Holding SA and their ultimate parent is Switzerland-based Compagnie Lombard Odier SCmA. LOAM provides investment advisory services on a discretionary basis to private pooled investment vehicles (Funds) and investment advisory accounts. The investors in the Funds consist of endowments, foundations, insurance companies, high net-worth individuals, funds of funds, public and corporate pensions, and other sophisticated investors. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
New York University | College/University | Masters Business Admin | |
Fresh Source Capital LLC
![]() Fresh Source Capital LLC Investment ManagersFinance Fresh Source Capital LLC (Fresh Source Capital) is a private equity firm founded in 2013 by Daniel N. Pullman and Lisa A. Sebesta. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Founder | |
Tufts University | College/University | Graduate Degree | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
Measured Wealth Private Client Group LLC
![]() Measured Wealth Private Client Group LLC Investment ManagersFinance Measured Wealth Private Client Group LLC provides investment advice. The private company is based in Portsmouth, NH. The company was founded in 2014 by Edward Heath Benway. Edward Heath Benway has been the CEO since 2014. | Investment Managers | Chief Investment Officer | |
Dickinson College | College/University | Undergraduate Degree | |
Fair Food Fund
![]() Fair Food Fund Financial ConglomeratesFinance Fair Food Fund provides investment services. It invests in entrepreneurs who are growing community health and wealth through food. The company was founded in 2013 and is headquartered in Ann Arbor, MI. | Financial Conglomerates | Consultant / Advisor | |
EATON VANCE CORP. | Investment Managers | Corporate Officer/Principal | |
MICROSOFT CORPORATION | Packaged Software | Corporate Officer/Principal | |
Lombard Odier (Europe) SA (Netherlands)
![]() Lombard Odier (Europe) SA (Netherlands) Investment ManagersFinance Lombard Odier (Europe) SA (Nederland) (Lombard Odier-Nederland) is the Netherlands-based asset management division of Lombard Odier (Europe) SA, ultimately held by Compagnie Lombard Odier SCmA in Switzerland. Headquartered in Amsterdam, the firm was founded in 1985 and manages Dutch private and institutional assets. Lombard Odier-Nederland also provides services to international clients including wealth management, institutional asset management, traditional and alternative mutual funds, global custody, investment advice, estate and succession planning and services for family offices and financial intermediaries. | Investment Managers | Portfolio Manager-Equities | |
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 | |
Ocean Approved, Inc.
![]() Ocean Approved, Inc. Food: Major DiversifiedConsumer Non-Durables Ocean Approved, Inc. offers seaweed products. Its products include fermented seaweed salad, kelp smoothie cubes, sauerkraut and kimchi. The company was founded by Tollef Olson in 2006 and is headquartered in Saco, ME. | Food: Major Diversified | Director/Board Member | |
University of California San Diego | College/University | Undergraduate Degree | |
SAFE Investment Co. Ltd.
![]() SAFE Investment Co. Ltd. Financial ConglomeratesFinance SAFE Investment Co. Ltd. (SAFEIC) is the Hong Kong-based investment management subsidiary of the State Administration of Foreign Exchange (SAFE), an administration agency headquartered in China. Founded in 1997, SAFEIC is the Hong Kong branch of the Chinese sovereign wealth fund, which serves primarily as a foreign currency reserve. Officials from the SAFE serve on the firm’s Board of Directors. | Financial Conglomerates | Portfolio Manager-Equities | |
Questrom School of Business | College/University | Masters Business Admin | |
Noble Capital Markets, Inc.
![]() Noble Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 1984, Noble Financial Capital Markets is a broker/dealer headquartered in Boca Raton, Florida. The firm is a subsidiary of Noble Financial Group, Inc. Noble Financial Capital Markets' sales & trading team provides strategic insight and reliable solutions to nearly 500 of the dominant small-cap money managers in North America. They are members FINRA, SIPC and MSRB. Noble Financial Capital Markets offers a full array of investment services with a particular focus on under-followed, undervalued, out-of-favor small-cap emerging growth companies. Their research coverage universe includes healthcare, business services & software, defense/defense technology, energy, enterprise hardware, and media & entertainment. | Investment Banks/Brokers | Institutional Sales | |
The Japan Society of Boston, Inc.
![]() The Japan Society of Boston, Inc. Miscellaneous Commercial ServicesCommercial Services The Japan Society of Boston, Inc. is a not-for-profit organization that promotes cultural and economic ties and active interchange between Japanese and Americans for mutual understanding, benefit, and enjoyment. It provides awards, monthly brown bag series, internship program, annual gala dinner, and jobs board. The company was founded in 1904 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member | |
Hamilton College (New York) | College/University | Undergraduate Degree | |
HarbourVest Partners LLC
![]() HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Analyst | |
FRANKLIN RESOURCES, INC. | Investment Managers | Corporate Officer/Principal | |
Brahman Capital Corp.
![]() Brahman Capital Corp. Investment ManagersFinance Brahman Capital Corp. is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. It was founded in 1989 by Mitchell A. Kuflik and Robert J. Sobel. The firm provides investment advice to long/short and long-only private investment funds. | Investment Managers | Corporate Officer/Principal | |
Webster Equity Partners, LLC
![]() Webster Equity Partners, LLC Investment ManagersFinance Webster Equity Partners LLC (Webster Equity Partners) is a private equity firm founded in 2003 by Donald Steiner and Andrew McKee. The firm is headquartered in Waltham, Massachusetts. | Investment Managers | Private Equity Investor | |
Trinity College (Connecticut) | College/University | Undergraduate Degree | |
Skidmore College | College/University | Undergraduate Degree | |
Anchor Capital Advisors LLC
![]() Anchor Capital Advisors LLC Investment ManagersFinance Anchor Capital Advisors LLC (Anchor Capital) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. It was founded in 1983 by William Rice. The firm is owned by employees and by the Lincoln Peak Capital, a private investment firm. Anchor Capital offers investment advisory services to pension and profit-sharing accounts (corporate, joint trusteed and professional corporations), charitable accounts including religious, non-profit foundations and educational institutions, corporations (taxable), banks/thrift institutions, individuals, high net-worth individuals, trusts and estates, and registered investment companies. | Investment Managers | Chief Investment Officer | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
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 | |
Fiduciary Trust Co.
![]() Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Investment Managers | Portfolio Manager-Equities | |
3D/L Capital Management LLC
![]() 3D/L Capital Management LLC Investment ManagersFinance 3D/L Capital Management LLC (3D/L) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately owned by EQIS Holding, Inc. 3D/L offers a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes to their clients. | Investment Managers | Chief Investment Officer | |
University of California, Los Angeles | College/University | Masters Business Admin | |
University of Massachusetts | College/University | Graduate Degree | |
Manning & Napier Advisors LLC
![]() Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Investment Managers | Analyst-Equity |
Statistiques
Internationale
Etats-Unis | 48 |
Israël | 2 |
Pays-Bas | 2 |
Hong Kong | 2 |
Sectorielle
Finance | 32 |
Consumer Services | 16 |
Technology Services | 3 |
Consumer Non-Durables | 2 |
Commercial Services | 2 |
Opérationnelle
Portfolio Manager-Equities | 54 |
Corporate Officer/Principal | 30 |
Undergraduate Degree | 18 |
Analyst-Equity | 15 |
Masters Business Admin | 9 |
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