Provenance du réseau au premier degré de Ron Halterman
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Washington Trust Advisors, Inc.
 Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients.
14
| Subsidiary | Investment Managers | 14 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Ron Halterman via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
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 | Analyst-Equity | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
Crown Point Trust Co.
 Crown Point Trust Co. Regional BanksFinance Part of Meiji Yasuda Life Insurance Co., Crown Point Trust Co. is a company that serves as a trustee for retirement plan clients. The company is based in Portland, OR. Crown Point Trust was acquired by Dougherty Petroff Associates, Inc. from Bank of America Corp. on September 30, 2005. | Regional Banks | Corporate Officer/Principal | |
The Washington Trust Co. of Westerly (Investment Management)
 The Washington Trust Co. of Westerly (Investment Management) Investment ManagersFinance The Washington Trust Co. of Westerly (Investment Management) (WTC-IM) is the asset management division of The Washington Trust Co. of Westerly, a community bank headquartered in Westerly, Rhode Island. The firm was founded in 1902 and is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTC-IM offers a range of personal and business financial services which includes trust services, investment management services and wealth management services. They manage portfolios for individuals, institutions and ERISA pension plans. | Investment Managers | Chief Investment Officer | |
Amica Mutual Insurance Co.
 Amica Mutual Insurance Co. Multi-Line InsuranceFinance Amica Mutual Insurance Co. provides investment advice for Insurance Company Portfolio. The firm operates as direct writer of personal insurance with auto, homeowners, personal excess liability and marine coverages. The company was founded in 1907 and is headquartered in Lincoln, RI. | Multi-Line Insurance | Corporate Officer/Principal | |
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Investment Managers | Portfolio Manager-Equities | |
| Boston University | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
| George Washington University | College/University | Undergraduate Degree | |
New England Financial
 New England Financial Insurance Brokers/ServicesFinance Part of MetLife, Inc., New England Financial is a financial advisory and investment management company. New England Financial is based in Boston, MA. The company's team of advisors offers customized investment strategies to individuals and institutions. The company provides investment management services and develop flexible financial plans tailored to their clients' specific goals and interests. | Insurance Brokers/Services | Corporate Officer/Principal | |
Willkie Farr & Gallagher LLP
 Willkie Farr & Gallagher LLP Miscellaneous Commercial ServicesCommercial Services Willkie Farr & Gallagher LLP engages in the provision of legal services. It specializes in antitrust and competition, asset management, business reorganization and restructuring, communications and media, corporate and financial services, cybersecurity and privacy, energy, and executive compensation and employee benefits practice areas. The company was founded in 1888 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree | |
| Bentley University | College/University | Graduate Degree | |
| Colby College | College/University | Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree | |
| Duquesne University of The Holy Spirit | College/University | Undergraduate Degree | |
| Syracuse University | College/University | Undergraduate Degree | |
| Stonehill College, Inc. | College/University | Undergraduate Degree | |
| Suffolk University | College/University | Graduate Degree | |
| Tufts University | College/University | Undergraduate Degree | |
| University of British Columbia | College/University | Undergraduate Degree | |
| New York University | College/University | 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 | |
| Salem State University | College/University | Corporate Officer/Principal | |
| University of Massachusetts | College/University | Undergraduate Degree | |
| Georgetown University | College/University | Graduate Degree | |
Legacy Holding Co.
 Legacy Holding Co. Financial ConglomeratesFinance Legacy Holding Co. functions as an investment holding private company. The company is based in Houston, TX. | Financial Conglomerates | Corporate Officer/Principal | |
| Boston University School of Law | College/University | Graduate Degree | |
Deloitte Corporate Finance LLC
 Deloitte Corporate Finance LLC Investment ManagersFinance Part of Deloitte LLP (New York), Deloitte Corporate Finance LLC provides financial advisory services. The company is based in New York, NY. The CEOs of the company are Hector Calzada, Paul Warley, Thomas Sloop. | Investment Managers | Corporate Officer/Principal | |
CIBC Wood Gundy Corp.
 CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada. | Investment Banks/Brokers | Corporate Officer/Principal | |
Peak Financial Management, Inc.
 Peak Financial Management, Inc. Investment ManagersFinance Peak Financial Management, Inc. (Peak Financial) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Pran Tiku in 1991. Peak Financial provides wealth management services to individuals and families. | Investment Managers | Corporate Officer/Principal | |
The Rhode Island Foundation
 The Rhode Island Foundation Miscellaneous Commercial ServicesCommercial Services The Rhode Island Foundation operates as a community and philanthropic organization. The company was founded by Jesse H. Metcalf in 1916 and is headquartered in Providence, RI. | Miscellaneous Commercial Services | Director/Board Member |
Statistiques
Internationale
| Etats-Unis | 39 |
| Canada | 3 |
Sectorielle
| Finance | 20 |
| Consumer Services | 19 |
| Commercial Services | 3 |
| Technology Services | 2 |
Opérationnelle
| Corporate Officer/Principal | 23 |
| Undergraduate Degree | 13 |
| Portfolio Manager-Equities | 7 |
| Graduate Degree | 5 |
| Analyst-Equity | 3 |
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