Analyst-Equity bei Boston Trust Walden, Inc.
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
George Washington University
130
| College/University | Other Consumer Services | 130 |
Boston Trust Walden, Inc.
![]() Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds.
37
| Subsidiary | Investment Managers | 37 |
Westmont College
8
| College/University | Other Consumer Services | 8 |
Beziehungen zu mehreren Unternehmen
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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 | Corporate Officer/Principal Analyst-Fixed Income | |
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba 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. (TSX, 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 | Corporate Officer/Principal Analyst-Equity 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 | Analyst-Equity Corporate Officer/Principal | |
Invesco Advisers, Inc.
![]() Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
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 | Corporate Officer/Principal | |
PANERA BREAD CO | Restaurants | Director/Board Member | |
Fogel Neale Partners LLC
![]() Fogel Neale Partners LLC Investment ManagersFinance Fogel Neale Partners LLC provides investment advice. It offers welath management services to the people. The company was founded in 2009 and is headquartered in New York, NY. | Investment Managers | Private Equity Investor | |
Verato, Inc.
![]() Verato, Inc. Packaged SoftwareTechnology Services Verato, Inc. provides cloud-based solutions. It specializes in identity verification, matching, and resolution. The firm?s products validate and correct identity records and link duplicate identities within and across enterprises in real-time. The firm serves healthcare, financial, retail and public sectors. The company was founded by J. Brent Williams in 2012 and is headquartered in McLean, VA. | Packaged Software | Director/Board Member | |
Jefferies LLC
![]() Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Fixed Income Corporate Officer/Principal | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree 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 | Portfolio Manager-Equities Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
Nomura Securities International, Inc.
![]() Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Market Strategist | |
Boston College | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
Yale University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
The World Bank | Supranational | Corporate Officer/Principal Corporate Officer/Principal | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
International Monetary Fund | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
The College of William & Mary | College/University | Undergraduate Degree Undergraduate Degree | |
ARZAN FINANCIAL GROUP FOR FINANCING AND INVESTMENT - KPSC | Investment Managers | Director/Board Member Director/Board Member | |
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 Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | 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 | Masters Business Admin | |
London School of Hygiene & Tropical Medicine | College/University | Graduate Degree | |
Peace Corps (District of Columbia) | General Government | Corporate Officer/Principal | |
Bluewave Technology Group LLC
![]() Bluewave Technology Group LLC Information Technology ServicesTechnology Services Bluewave Technology Group LLC is an advisory and sourcing partner that specializes in modernizing IT and telecom infrastructure. The company is based in Parsippany, NJ and has subsidiaries in Ireland and the United States. The company's team of technology experts and analysts guides businesses of all sizes to make well-informed technology decisions. Bluewave partners with proven cloud, colocation, network, mobility, security, and CX providers to develop the best solution while maximizing technology investments and ensuring long-term success. The company was founded in 1998 by Seth Penland, who has been the CEO since then. | Information Technology Services | Director/Board Member | |
Massachusetts Institute of Technology Retirement Plan | Investment Managers | Human Resources Officer | |
TerraPact, Inc.
![]() TerraPact, Inc. Financial ConglomeratesFinance TerraPact, Inc. provides infrastructure acquisitions and asset management services. The private company is based in Brentwood, TN. Benjamin S. Myers has been the CEO of the company since 2019. | Financial Conglomerates | Director/Board Member | |
Creighton University | College/University | Doctorate Degree | |
Skidmore College | College/University | Undergraduate Degree |
International
Vereinigte Staaten | 39 |
Israel | 2 |
Kuwait | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 20 |
Consumer Services | 18 |
Government | 4 |
Technology Services | 3 |
Operativ
Director/Board Member | 138 |
Corporate Officer/Principal | 106 |
Undergraduate Degree | 95 |
Independent Dir/Board Member | 85 |
Analyst-Equity | 63 |
Insiders | |
---|---|
Catherine Lynch | 88 |
Emad Abdullah Abdulrahman Al-Essa | 16 |
Michael Sutton | 14 |
David Rubin | 13 |
Alex Funk | 11 |
Evan DeCorte | 11 |
Kashif Sheikh | 9 |
Phil M. Fogel | 9 |
Andrew Poole | 9 |
Noël Kurdi | 9 |
Ryan Lowe | 8 |
Jeffrey Kairupan | 8 |
Belinda Cavazos | 8 |
Richard Quiller Williams | 8 |
Jonathan Sanborn | 8 |