Provenance du réseau au premier degré de Peter A. Zuger
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
State Street Research & Management Co.
 State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds.
95
| Extinct | Investment Banks/Brokers | 95 |
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.
38
| Private Company | Investment Managers | 38 |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.
23
| Subsidiary | Investment Managers | 23 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Peter A. Zuger via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| Boston College | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Corporate Officer/Principal Masters Business Admin Doctorate Degree | |
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 | Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Analyst-Fixed Income | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree Graduate Degree | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal General Counsel Corporate Officer/Principal Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Head-Fixed Income Invts Portfolio Manager-Equities | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Fixed Income | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income Portfolio Manager-Equities Analyst-Equity | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Emory University | College/University | Masters Business Admin Undergraduate Degree Doctorate Degree | |
Putnam Investments Ltd.
 Putnam Investments Ltd. Investment ManagersFinance Putnam Investments Ltd. (PIL) is an investment management firm headquartered in London, UK. The firm was founded in 1982 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Financial Corp. in Canada. PIL is an active asset manager that provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Analyst-Fixed Income Analyst-Equity | |
Shepherd Kaplan Krochuk LLC
 Shepherd Kaplan Krochuk LLC Investment ManagersFinance Shepherd Kaplan Krochuk LLC (SKK) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was originally founded in 2001 by Gregory Fraser, Rudolph Kluiber and Timothy Krochuk as GRT Capital Partners LLC. In 2017, Shepherd Kaplan LLC, a Boston-based registered investment advisor, combined their business with GRT Capital Partners. The transaction resulted in Shepherd Kaplan LLC becoming a majority-owned and wholly-controlled subsidiary of GRT Capital Partners. GRT Capital Partners' name was changed to Shepherd Kaplan Krochuk LLC. SKK offers regular and continuous advisory services for private investment funds, pension plans, investment companies, institutions, endowments & foundations, private clients, family offices, and high net worth individuals. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
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 Doctorate Degree Graduate Degree | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
| Bentley University | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
Frontier Capital Management Co. LLC
 Frontier Capital Management Co. LLC Investment ManagersFinance Frontier Capital Management Co. LLC (Frontier) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Guy Scott in 1980 and is a subsidiary of FCMC Holdings LLC, ultimately owned by Affiliated Manager's Group, Inc. (NYSE: AMG). Frontier is an investment manager that specializes in growth and value equity portfolios for institutions. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Director of Research - Equity | |
Eaton Vance Short Duration Strategic Income Fund
 Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal Corporate Officer/Principal | |
| BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND | Investment Trusts/Mutual Funds | Corporate Secretary Director/Board Member | |
| BLACKROCK CREDIT ALLOCATION INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Secretary Director/Board Member | |
| BLACKROCK TAXABLE MUNICIPAL BOND TRUST | Investment Trusts/Mutual Funds | Corporate Secretary Director/Board Member | |
| BLACKROCK MUNICIPAL INCOME FUND, INC. | Investment Trusts/Mutual Funds | Corporate Secretary Director/Board Member | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
| BLACKROCK DEBT STRATEGIES FUND, INC. | Investment Trusts/Mutual Funds | Corporate Secretary Director/Board Member | |
| BLACKROCK MUNIYIELD QUALITY FUND, INC. | Investment Trusts/Mutual Funds | Corporate Secretary Director/Board Member | |
| Boston University | College/University | Graduate Degree Masters Business Admin | |
| BLACKROCK ENHANCED CAPITAL AND INCOME FUND, INC. | Investment Trusts/Mutual Funds | Corporate Secretary Director/Board Member |
Statistiques
Internationale
| Etats-Unis | 50 |
| Royaume-Uni | 2 |
Sectorielle
| Miscellaneous | 21 |
| Finance | 18 |
| Consumer Services | 14 |
Opérationnelle
| Director/Board Member | 204 |
| Corporate Officer/Principal | 145 |
| Corporate Secretary | 115 |
| Portfolio Manager-Equities | 112 |
| Analyst-Equity | 97 |
Relations les plus connectées
| Insiders | |
|---|---|
| Dick Davis | 140 |
| Howard B. Surloff | 116 |
| Ralph F. Verni | 65 |
| Dennis A. Carson | 21 |
| Cheryl Goodwin | 19 |
| Dan Rice | 17 |
| Joseph Cherian | 11 |
| Bruce A. Ebel | 10 |
| John M. Balder | 10 |
| Richard Jodka | 10 |
| Thomas M. Finucane | 10 |
| Timothy D. Buckley | 10 |
| Andrew Finch Morey | 9 |
| Brian W. Arcese | 9 |
| Jonathan Levin | 9 |
- Bourse
- Insiders
- Peter A. Zuger
- Connexions Sociétés
