Provenance du réseau au premier degré de Patrick J. O'Brien
| 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.
142
| Extinct | Investment Managers | 142 |
Xavier University
43
| College/University | Other Consumer Services | 43 |
Banc One Investment Advisors
 Banc One Investment Advisors Major BanksFinance Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE).
34
| Extinct | Major Banks | 34 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Patrick J. O'Brien via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
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 | Head-Equity Investments Analyst-Equity | |
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 | |
| HP INC. | Computer Processing Hardware | Corporate Officer/Principal | |
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 | |
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 Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their 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) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity | |
Image Sensing Systems, Inc.
 Image Sensing Systems, Inc. Packaged SoftwareTechnology Services Image Sensing Systems, Inc. engages in the development and marketing of video and radar image processing products used in traffic applications such as intersection control, highway, bridge and tunnel traffic management, and traffic data collection. It operates through the Intersection and Highway business segments. The Intersection segment comprises sale of machine-vision product line, video products, international products, and royalties. The Highway segment consists of radar product lines sold domestically and internationally. The company was founded by Panos G. Michalopoulos on December 20, 1984 and is headquartered in St. Paul, MN. | Packaged Software | Chief Executive Officer | |
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 | Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity | |
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-Equities Portfolio Manager-Equities Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Fixed Income Corporate Officer/Principal Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities Chief Investment Officer | |
Sawgrass Asset Management LLC
 Sawgrass Asset Management LLC Investment ManagersFinance Sawgrass Asset Management LLC (Sawgrass) is a SEC-registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was founded in 1998 by its principals Andrew Cantor, Dean McQuiddy, and Brian Monroe. They are a wholly-owned subsidiary of Sawgrass Asset Management, Inc. (SAM). Sawgrass provides active equity and fixed income investment management services to institutional investors. | Investment Managers | Portfolio Manager-Fixed Income | |
Ener1, Inc.
 Ener1, Inc. Electrical ProductsProducer Manufacturing Ener1, Inc. develops and manufactures compact, high performance lithium-ion (Li-ion) batteries. The company was founded in 1985 and is headquartered in Indianapolis, IN. | Electrical Products | Director of Finance/CFO | |
Vitex Packaging Group, Inc.
 Vitex Packaging Group, Inc. Containers/PackagingProcess Industries Vitex Packaging Group, Inc. provides packaging products and services. It offers packaging solutions to the medical, food, and beverage contract manufacturing markets. The firm specializes in producing top quality, innovative packaging components for food and medical packaging and many of the leading tea and coffee brands. The company was founded in 1954 and is headquartered in Suffolk, VA. | Containers/Packaging | Director of Finance/CFO | |
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 | Head-Fixed Income Invts Private Equity Investor | |
HSBC Securities (USA), Inc.
 HSBC Securities (USA), Inc. Regional BanksFinance Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities. | Regional Banks | Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Corporate Officer/Principal 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 | Analyst-Equity Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
| Boston College | College/University | Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate 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 Undergraduate Degree Masters Business Admin | |
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 Undergraduate Degree | |
| Wake Forest University | College/University | Masters Business Admin Masters Business Admin | |
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 | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
| Babson College | College/University | Masters Business Admin Masters Business Admin | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Doctorate Degree Undergraduate Degree | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
| Cincinnati Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
Keating, Muething & Klekamp PLL
 Keating, Muething & Klekamp PLL Miscellaneous Commercial ServicesCommercial Services Keating Muething & Klekamp PLL provides legal services. The company serves as legal business needs to client companies with specialized practices in such areas such as commercial finance, bankruptcy and real estate development. It was founded by John L. Muething and is headquartered in Cincinnati, OH. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| The University of Texas at Austin | College/University | Undergraduate Degree Masters Business Admin | |
| Bloomsburg University of Pennsylvania | College/University | Undergraduate Degree | |
| Iona College | College/University | Undergraduate Degree | |
| University of Connecticut | College/University | Masters Business Admin | |
Greenwich Partners LLC
 Greenwich Partners LLC Investment Banks/BrokersFinance Part of Tecomet, Inc., Greenwich Partners LLC is a company that provides financial and brokerage services. The company is based in Greenwich, CT. Greenwich Partners was acquired by Ultrexx, Inc. on February 20, 2001. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Arizona State University | College/University | Undergraduate Degree | |
| CONSOLIDATED COMMUNICATIONS HOLDINGS, INC. | Major Telecommunications | Director/Board Member |
Statistiques
Internationale
| Etats-Unis | 49 |
Sectorielle
| Finance | 23 |
| Consumer Services | 16 |
| Process Industries | 4 |
| Commercial Services | 3 |
| Electronic Technology | 2 |
Opérationnelle
| Corporate Officer/Principal | 120 |
| Portfolio Manager-Equities | 79 |
| Undergraduate Degree | 69 |
| Portfolio Manager-Fixed Income | 56 |
| Analyst-Equity | 54 |
Relations les plus connectées
| Insiders | |
|---|---|
| Dennis Ferro | 20 |
| Timothy Thomas Janszen | 18 |
| Dale E. Parker | 13 |
| Peter Henseler | 13 |
| Denis Kelleher | 11 |
| Dana E. Erikson | 11 |
| Walter T. McCormick | 10 |
| David Germany | 10 |
| Burns McKinney | 10 |
| Michael W. Feldser | 9 |
| Lisa Wintersheimer Michel | 9 |
| Stephen Anthony Friscia | 9 |
| Doug Pyle | 9 |
| Robert Joseph Rosing | 9 |
| Bill E. Zieff | 9 |
- Bourse
- Insiders
- Patrick J. O'Brien
- Connexions Sociétés
