Provenance du réseau au premier degré de Willis Pickens Dobbs
Entité | Type d'entité | Industrie | |
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The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.
42
| Operating Division | Investment Managers | 42 |
City Capital, Inc.
City Capital, Inc. Investment ManagersFinance Founded in 1969, City Capital, Inc. is an independent, Atlanta-based investment manager. They manage equity and fixed-income assets for insurance clients located in the U.S., U.K. and Bermuda.
4
| Extinct | Investment Managers | 4 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Willis Pickens Dobbs via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Lehman Brothers Holdings, Inc.
Lehman Brothers Holdings, Inc. Financial ConglomeratesFinance Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Chief Investment Officer Corporate Officer/Principal | |
STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal | |
Wilmington Trust Corp.
Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
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 | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Fixed Income | |
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Investment Managers | Portfolio Manager-Fixed Income | |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Sales & Marketing | |
Chevy Chase Trust Co.
Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients. | Investment Managers | Portfolio Manager-Equities | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Undergraduate Degree Masters Business Admin | |
Babson College | College/University | Undergraduate Degree Masters Business Admin | |
Boston University | College/University | Masters Business Admin Undergraduate Degree | |
State University of New York at Binghamton | College/University | Undergraduate Degree | |
Providence College | College/University | Undergraduate Degree | |
University of Victoria | College/University | Undergraduate Degree | |
Muskingum University | College/University | Undergraduate Degree | |
HAMILTON LANE ALLIANCE HOLDINGS I, INC. | Financial Conglomerates | Director of Finance/CFO | |
Hamilton Lane Advisors LLC
Hamilton Lane Advisors LLC Investment ManagersFinance Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul. | Investment Managers | Director of Finance/CFO | |
Beth Israel Lahey Health, Inc.
Beth Israel Lahey Health, Inc. Medical/Nursing ServicesHealth Services Beth Israel Lahey Health, Inc. is a non-profir organization provides healthcare services. The company is headquartered in Cambridge, MA. | Medical/Nursing Services | Director/Board Member | |
HAMILTON LANE INCORPORATED | Investment Managers | Director of Finance/CFO | |
The Partnership, Inc.
The Partnership, Inc. Commercial Printing/FormsCommercial Services The Partnership, Inc. engages in providing graphic designs. The company was founded by 1987 and is headquartered in Boston, MA. | Commercial Printing/Forms | Director/Board Member | |
The University of Chicago | College/University | Graduate Degree | |
Kenyon College | College/University | Undergraduate Degree | |
BNP Paribas Securities Corp.
BNP Paribas Securities Corp. Investment Banks/BrokersFinance BNP Paribas Securities Corp. engages in the provision of brokerage services. It offers commercial banking, corporate and institutional banking, asset management, fleet services, and real estate. The company was founded on September 7, 1984 and is headquartered New York, NY. | Investment Banks/Brokers | Analyst-Fixed Income | |
Lafayette College | College/University | Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
Drexel Morgan Capital Advisers, Inc.
Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Investment Managers | Corporate Officer/Principal | |
Haverford Financial Services, Inc.
Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions. | Investment Managers | Portfolio Manager-Equities | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
Brown University | College/University | Graduate Degree | |
Purdue University | College/University | Undergraduate Degree | |
GSB Wealth Management LLC
GSB Wealth Management LLC Investment ManagersFinance GSB Wealth Management LLC (GSBWM) is a registered wealth management firm headquartered in Guilford, Connecticut. The firm was founded in 1999 as Asset & Retirement Investment Associates LLC. Following the 2016 merger of Guilford Savings Bank’s Infinex brokerage unit and their subsidiary, Asset & Retirement Investment Associates, the newly formed firm was renamed GSB Wealth Management. GSBWM primarily provides individualized asset management to high net-worth clients. | Investment Managers | Chief Investment Officer |
Statistiques
Internationale
Etats-Unis | 45 |
Canada | 2 |
Sectorielle
Finance | 25 |
Consumer Services | 18 |
Commercial Services | 4 |
Health Services | 2 |
Opérationnelle
Corporate Officer/Principal | 53 |
Portfolio Manager-Equities | 36 |
Undergraduate Degree | 25 |
Director/Board Member | 23 |
Portfolio Manager-Fixed Income | 22 |
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