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Aaron Fellows
Analyst-Equity bei Congress Asset Management Co. LLP
Ursprung des Netzwerks ersten Grades von Aaron Fellows
Einheit | Art der Einheit | Industrie | |
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Congress Asset Management Co. LLP
![]() Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.
24
| Subsidiary | Investment Managers | 24 |
Connecticut College
13
| College/University | Other Consumer Services | 13 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Aaron Fellows
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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-Fixed Income Analyst-Equity Corporate Officer/Principal | |
Summit Partners LP
![]() Summit Partners LP Investment ManagersFinance Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
JPMORGAN CHASE & CO. | Major Banks | Analyst-Equity | |
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 | Analyst-Fixed Income | |
Ladenburg Thalmann & Co., Inc. (Broker)
![]() Ladenburg Thalmann & Co., Inc. (Broker) Investment Banks/BrokersFinance Ladenburg Thalmann & Co., Inc. (Broker) is the broker/dealer division of Ladenburg Thalmann & Co., Inc., ultimately held by Advisor Group Holdings, Inc. Headquartered in New York City, the firm was founded in 1876 and offers a full suite of capital markets products and services, including proprietary equity research and a fixed-income trading desk. For institutional asset management clients, the firm provides liquidity, execution, high-quality idea-generating research, and access to corporate management teams. Their institutional coverage includes relationships with over asset management companies all over the world. To corporate clients, they bring access to investor capital, broad distribution capabilities and financial markets advisory. Ladenburg Thalmann is a leader in financing growing middle-market public companies across various industry verticals, including Healthcare & Life Sciences, Yield-Oriented Securities (BDCs, REITs, MLPs), Energy, Power & Infrastructure, and Telecom, Media & Technology. | Investment Banks/Brokers | Analyst-Equity | |
ZUORA, INC. | Packaged Software | Corporate Officer/Principal | |
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 | Undergraduate Degree Graduate Degree | |
Kohlberg Kravis Roberts & Co. LP
![]() Kohlberg Kravis Roberts & Co. LP Investment ManagersFinance Kohlberg Kravis Roberts & Co. LP (KKR) is a private equity subsidiary of KKR & Co. Inc founded in 1976 by Henry Kravis, George Roberts and Jerome Kohlberg. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
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 | Market Strategist | |
Boston University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Riverside Partners LLC (New York)
![]() Riverside Partners LLC (New York) Investment ManagersFinance Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe. | Investment Managers | Public Communications Contact | |
North Carolina Retirement Systems
![]() North Carolina Retirement Systems Investment ManagersFinance The North Carolina Retirement Systems (NCRS) is a State-owned pension fund manager headquartered in Raleigh, North Carolina. NCRS is a division of the Department of State Treasurer, and they administer the pension benefits for state and local government employees. NCRS also administers the Supplemental Retirement Plans (NC 401(k) and NC 457 Plans), retirement savings accounts designed to help public employees in North Carolina achieve their retirement goals. | Investment Managers | Corporate Officer/Principal | |
HEI Hospitality LLC
![]() HEI Hospitality LLC Investment ManagersFinance Founded in 1985, HEI Hospitality LLC is a private equity firm located in Norwalk, Connecticut with an additional office in Scottsdale, Arizona. The firm seeks to provide consistent, risk-adjusted returns to institutional investors, which include several prestigious university endowments. Their managed funds include: the HEI Hospitality Fund LP, the HEI Hospitality Fund II LP and the HEI Hospitality Fund III LP. HEI also owns 2 hotels in a joint venture with Prudential Real Estate Investors | Investment Managers | Corporate Officer/Principal | |
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. | Investment Managers | Corporate Officer/Principal | |
Boston College | College/University | Masters Business Admin 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 | Masters Business Admin Masters Business Admin 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 Graduate Degree | |
Mass General Brigham, Inc.
![]() Mass General Brigham, Inc. Medical/Nursing ServicesHealth Services Mass General Brigham, Inc. engages in the provision of patient care, research, teaching, and community services. It offers community and specialty hospitals, physician network, community health centers, and home care. The firm also sponsors research programs and community health outreach programs. The company was founded in 1994 and is headquartered in Boston, MA. | Medical/Nursing Services | Director/Board Member Corporate Officer/Principal | |
Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Virtu Americas LLC
![]() Virtu Americas LLC Investment Banks/BrokersFinance Virtu Americas LLC is an SEC-registered broker/dealer headquartered in New York City and was founded in 2012. The firm is a direct subsidiary of Virtu Strategic Holdings LLC and their ultimate parent is Virtu Financial, Inc. (NASDAQ: VIRT). Virtu provides brokerage services to their clients. | Investment Banks/Brokers | Analyst-Fixed Income | |
Brown Brothers Harriman & Co.
![]() Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
CCMP Capital Advisors LP
![]() CCMP Capital Advisors LP Investment ManagersFinance CCMP Capital Advisors LP (CCMP Capital Advisors) is a private equity firm, a subsidiary of CCMP Capital LP founded in 1984. The firm is headquartered in New York with additional offices in London. | Investment Managers | Private Equity Analyst | |
Mesa West Capital LLC
![]() Mesa West Capital LLC Investment ManagersFinance Founded in 2004, Mesa West Capital LLC is a private equity firm founded headquartered in Los Angeles. headquartered in california. | Investment Managers | Private Equity Analyst | |
St. Michael's College | College/University | Undergraduate Degree | |
East Carolina University | College/University | Masters Business Admin | |
North Carolina State University | College/University | Undergraduate Degree | |
Bentley University | College/University | Undergraduate Degree | |
State University of New York at Albany | College/University | Undergraduate Degree | |
BTIG LLC
![]() BTIG LLC Investment Banks/BrokersFinance BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. | Investment Banks/Brokers | Analyst-Equity | |
Highline Technologies, Inc.
![]() Highline Technologies, Inc. Packaged SoftwareTechnology Services Highline Technologies, Inc. is a payments platform that automates bill payments directly from payroll. The company is based in Dallas, TX. The platform helps lenders decrease missed payments by up to 2/3rds, reduce credit losses, expand customers’ credit options, and better support financial wellness. The company was founded in 2021 by Darin Cline, Geoff Brown. Geoff Brown has been the CEO since 2021. | Packaged Software | Director/Board Member | |
Lazard Asset Management LLC
![]() Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Investment Managers | Analyst-Equity | |
Growth Factory
![]() Growth Factory Investment ManagersFinance Growth Factory(Growth Factory) is a venture capital firm founded in 2021 by Monique Brown and Souhail Khoury. The firm is headquartered in California. | Investment Managers | Consultant / Advisor | |
Saunders Hotel Group LLC
![]() Saunders Hotel Group LLC Hotels/Resorts/Cruise linesConsumer Services Saunders Hotel Group LLC owns and operates hotels. It manages a chain of hotels in Norwood, Massachusetts; Alexandria, Virginia; New London Connecticut; and Merrimack, New Hampshire. The firm facilities and amenities include guest rooms and suites, function room, indoor pool, exercise room, business center; restaurant and lounge, onsite parking, golf courses, coffee makers, hairdye4rs and wireless Internet access. The company was founded by Roger A. Saunders in 1962 and is headquartered in Boston, MA. | Hotels/Resorts/Cruise lines | Corporate Officer/Principal | |
VU Venture Partners
![]() VU Venture Partners Investment ManagersFinance VU Venture Partners (VU Venture Partners) is a venture capital firm founded in 2018. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Capria Ventures LLC
![]() Capria Ventures LLC Investment ManagersFinance Capria Ventures LLC (Capria Ventures) is a venture capital firm founded in 2012 by Dave Richards and Will Poole. The firm is headquartered in Seattle, Washington. | Investment Managers | Investor Relations Contact | |
University of New Hampshire | College/University | Undergraduate Degree | |
Kenyon College | College/University | Undergraduate Degree | |
Costanoa Venture Capital Management LLC
![]() Costanoa Venture Capital Management LLC Investment ManagersFinance Costanoa Venture Capital Management LLC (Costanoa Ventures) is a venture capital firm founded in 2012 by Greg Sands. The firm is headquartered in Palo Alto, California. | Investment Managers | Private Equity Investor | |
James Madison University | College/University | Undergraduate Degree | |
Vignana Jyothi Educational Institutions | College/University | Masters Business Admin | |
Finwrx Mexico Sapi De Cv
![]() Finwrx Mexico Sapi De Cv Packaged SoftwareTechnology Services Finwrx Mexico Sapi De Cv is a Mexican company that offers a platform called Flexio, which is designed to automate charges and reduce delays in collection. The company is based in Mexico City, Mexico. The platform ensures that charges arrive on time without unnecessary complications or delays. | Packaged Software | Director/Board Member | |
Kevala Technologies, Inc. /US/
![]() Kevala Technologies, Inc. /US/ Alternative Power GenerationUtilities Kevala Technologies, Inc. is an American San Francisco-based company founded by Todd C. Owens, Jake Gordon, and Noah Kusz. The company unifies workforce management to help healthcare organizations save money on staffing. The company's solution allows care teams to spend less time on administrative tasks and more time on providing care. Kevala Technologies, Inc. offers hassle-free shift management to simplify staffing for healthcare organizations. Todd C. Owens has been the CEO since incorporation. | Alternative Power Generation | Director/Board Member |
Statistik
International
Vereinigte Staaten | 45 |
Vereinigtes Königreich | 2 |
Indien | 2 |
Mexiko | 2 |
Sektoral
Finance | 25 |
Consumer Services | 18 |
Technology Services | 4 |
Commercial Services | 2 |
Health Services | 2 |
Operativ
Undergraduate Degree | 38 |
Corporate Officer/Principal | 32 |
Analyst-Equity | 23 |
Portfolio Manager-Equities | 22 |
Investment Committee Member | 18 |
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