Paul Roger Martel
Fondateur chez YHB Investment Advisors, Inc.
Provenance du réseau au premier degré de Paul Roger Martel
Entité | Type d'entité | Industrie | |
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YHB Investment Advisors, Inc.
YHB Investment Advisors, Inc. Investment ManagersFinance YHB Investment Advisors, Inc. (YHB) is a SEC-registered investment advisor headquartered in West Hartford, Connecticut. The firm was founded by Paul Martel in 1989. YHB offers client-centric investment management services for individuals, families, institutions, and nonprofit organizations.
21
| Private Company | Investment Managers | 21 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Paul Roger Martel via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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University of Connecticut | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Times Square Capital Management, Inc.
Times Square Capital Management, Inc. Financial ConglomeratesFinance Part of The Cigna Group, CIGNA Investment Management Corp. is a company that provides investment services. The company is based in Bloomfield, CT. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Trinity College (Connecticut) | College/University | Undergraduate Degree Undergraduate Degree | |
Central Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
Western New England University | College/University | Undergraduate Degree Undergraduate Degree | |
Horizon Kinetics Asset Management LLC
Horizon Kinetics Asset Management LLC Investment ManagersFinance Horizon Kinetics Asset Management LLC (HKAM) is a SEC-registered investment advisor headquartered in New York City. Formerly known as Horizon Asset Management LLC, the firm was founded in 1994 by Murray Stahl, Steven Bregman, Peter Doyle, Tom Ewing, and John Meditz. They are a subsidiary of Horizon Kinetics LLC. HKAM manages separately managed accounts, open-ended and closed-ended investment companies, and private funds for a wide variety of investors. | Investment Managers | Corporate Officer/Principal | |
University of Hartford | College/University | Graduate Degree | |
St. Mary's College (Maryland) | College/University | Undergraduate Degree | |
Grant/GrossMendelsohn LLC
Grant/GrossMendelsohn LLC Investment ManagersFinance Grant/GrossMendelsohn LLC, dba GGM Wealth Advisors (GGM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Baltimore, Maryland. Founded in 2000, GGM provides investment advisory services to individuals, employee benefit plans, trusts, estates, charitable organizations or other business entities. | Investment Managers | Director of Research - Equity | |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Portfolio Manager-Fixed Income | |
Villanova University | College/University | Masters Business Admin | |
St. Joseph University | College/University | Undergraduate Degree | |
Nomura Asset Management USA, Inc.
Nomura Asset Management USA, Inc. Investment ManagersFinance Nomura Asset Management USA, Inc. (NAM-USA) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly owned subsidiary of Nomura Asset Management Co., Ltd., which is wholly owned by Nomura Holdings, Inc. (TYO: 8604; NYSE: NMR) in Japan. NAM-USA offers discretionary investment management services to institutional clients such as corporate pension plans, US registered investment companies and non-US pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal | |
Save the Children United States | Corporate Officer/Principal | ||
Babson College | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
GSAM Strategist Portfolios LLC
GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Investment Managers | Analyst-Equity | |
Southern New Hampshire University | College/University | Masters Business Admin | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
Johnson Graduate School of Management | College/University | Masters Business Admin | |
Hartford Investment Management Co.
Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Investment Managers | Corporate Officer/Principal | |
Duquesne University of The Holy Spirit | College/University | Undergraduate Degree | |
ConocoPhillips Alaska, Inc.
ConocoPhillips Alaska, Inc. Oil & Gas ProductionEnergy Minerals ConocoPhillips Alaska, Inc. engages in oil and gas exploration and production. It supplies fuels, lubricants, and chemicals around the world. The company was founded in August 2002 and is headquartered in Anchorage, AK. | Oil & Gas Production | Corporate Officer/Principal | |
The Hartford Steam Boiler Inspection & Insurance Co.
The Hartford Steam Boiler Inspection & Insurance Co. Life/Health InsuranceFinance The Hartford Steam Boiler Inspection & Insurance Co. provides insurance services. It offers inspection and engineering services to business and industry. The company was founded on June 30, 1866 and is headquartered in Hartford, CT. | Life/Health Insurance | Corporate Officer/Principal | |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Brigham Young University | College/University | Undergraduate Degree | |
Healing the Children | Corporate Officer/Principal | ||
University of Denver | College/University | Undergraduate Degree | |
Colorado State University | College/University | Graduate Degree | |
Arthur Anderson & Co. | Corporate Officer/Principal | ||
Massachusetts Mutual Life Insurance Co.
Massachusetts Mutual Life Insurance Co. Life/Health InsuranceFinance Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA. | Life/Health Insurance | Corporate Officer/Principal | |
JPMorgan Fleming Asset Management (USA), Inc.
JPMorgan Fleming Asset Management (USA), Inc. Investment ManagersFinance Part of JPMorgan Chase & Co., JPMorgan Fleming Asset Management (USA), Inc. provides investment advice. The company is based in Wilmington, DE. The CEO of the company is Paul T. Bateman. | Investment Managers | Corporate Officer/Principal | |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
Eastern Connecticut State University | College/University | Undergraduate Degree | |
Cigna Holding Co.
Cigna Holding Co. Life/Health InsuranceFinance Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT. | Life/Health Insurance | Corporate Officer/Principal | |
ALTANA Pharma US, Inc.
ALTANA Pharma US, Inc. Pharmaceuticals: MajorHealth Technology ALTANA Pharma US, Inc. develops respiratory and gastrointestinal products. The company is headquartered in Florham Park, NJ. | Pharmaceuticals: Major | Corporate Officer/Principal | |
JPMorgan Futures, Inc.
JPMorgan Futures, Inc. Investment Banks/BrokersFinance Part of JPMorgan Chase & Co., JPMorgan Futures, Inc. is a company that offers security brokerage services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Notre Dame | College/University | Masters Business Admin | |
University of Saint Joseph | College/University | Undergraduate Degree | |
University of Illinois | College/University | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 47 |
Liban | 2 |
République Tchèque | 2 |
Sectorielle
Consumer Services | 22 |
Finance | 22 |
Energy Minerals | 2 |
Commercial Services | 2 |
Health Technology | 2 |
Opérationnelle
Corporate Officer/Principal | 28 |
Portfolio Manager-Equities | 19 |
Undergraduate Degree | 18 |
Masters Business Admin | 7 |
Analyst-Equity | 4 |
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