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Ursprung des Netzwerks ersten Grades von E. Heather Smiley
Einheit | Art der Einheit | Industrie | |
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FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.
127
| Private Company | Investment Managers | 127 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von E. Heather Smiley
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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 Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Director/Board Member Masters Business Admin Undergraduate Degree | |
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 | President Analyst-Equity President Analyst-Equity Director of Finance/CFO Portfolio Manager-Equities | |
Boston College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
Fidelity Investments, Inc.
![]() Fidelity Investments, Inc. Financial ConglomeratesFinance Fidelity Investments, Inc. operates as a financial services company. The company is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO | |
Massachusetts Institute of Technology | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree | |
Fidelity Brokerage Co. | Corporate Officer/Principal Corporate Officer/Principal President | ||
PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | Corporate Officer/Principal Corporate Officer/Principal Sales & Marketing | |
Boston University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
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 Undergraduate Degree | |
Putnam Investment Management LLC
![]() Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal Head-Equity Investments | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Bentley University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Chairman Corporate Officer/Principal Chairman | |
Fidelity Personal Investments | Director of Finance/CFO Corporate Officer/Principal | ||
Providence College | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley Investment Management, Inc.
![]() Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
JPMorgan Chase Bank, NA (Investment Management)
![]() JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Boston University School of Law | College/University | Graduate Degree Graduate Degree | |
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 Corporate Officer/Principal | |
T. Rowe Price Associates, Inc. (Investment Management)
![]() T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Edelman Financial Engines LLC
![]() Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | Investment Managers | Director/Board Member Chairman | |
Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Analyst-Equity Analyst-Equity | |
University of Utah | College/University | Undergraduate Degree Undergraduate Degree | |
Eaton Corp.
![]() Eaton Corp. Auto Parts: OEMProducer Manufacturing Eaton Corp. engages in the provision of energy-efficient solutions. The company was founded by Viggo V. Torbensen and Joseph O. Eaton on August 28, 1916 and is headquartered in Cleveland, OH. | Auto Parts: OEM | Director/Board Member Corporate Officer/Principal | |
Stanford University | College/University | Masters Business Admin Masters Business Admin | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
Texas A&M University | College/University | Undergraduate Degree Undergraduate 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 | Analyst-Equity Corporate Officer/Principal | |
Brandeis University | College/University | Undergraduate Degree Graduate Degree | |
AllianceBernstein LP
![]() AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | President Analyst-Equity | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Granite Investment Advisors LLC
![]() Granite Investment Advisors LLC Investment ManagersFinance Granite Investment Advisors LLC (Granite) is an investment advisory firm headquartered in Concord, New Hampshire. The firm was founded in 1983 and formerly known as E. R. Taylor Investments, as Boston Private Value Investors, Inc. and as Granite Investment Advisors, Inc. They are a subsidiary of Mariner LLC, which is owned by Mariner Wealth Advisors LLC. Granite builds and manages customized investment portfolios for affluent individuals, corporations, and non-profit institutions. | Investment Managers | Analyst-Equity Trading-Equity | |
Putnam U.S. Holdings I LLC
![]() Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Director of Finance/CFO | |
The Retirement Income Industry Association
![]() The Retirement Income Industry Association Miscellaneous Commercial ServicesCommercial Services The Retirement Income Industry Association operates as a business association. The private company is based in Boston. | Miscellaneous Commercial Services | Director/Board Member | |
Ameritas Life Insurance Corp.
![]() Ameritas Life Insurance Corp. Life/Health InsuranceFinance Ameritas Life Insurance Corp. provides insurance services. It offers life insurance, dental, vision and hearing, retirement plans, and disability income. The company was founded in 1887 and is headquartered in Lincoln, NE. | Life/Health Insurance | Corporate Officer/Principal | |
Albion Management Group Ltd.
![]() Albion Management Group Ltd. Investment ManagersFinance Albion Management Group Ltd., do-business-as Albion Financial Group (Albion), is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by John Bird and William (Toby) Levitt in 1982. Albion provides portfolio management services to individuals, families and corporate or business entities. | Investment Managers | Portfolio Manager-Equities |
Statistik
International
Vereinigte Staaten | 51 |
Sektoral
Finance | 26 |
Consumer Services | 20 |
Electronic Technology | 3 |
Producer Manufacturing | 2 |
Commercial Services | 2 |
Operativ
Corporate Officer/Principal | 230 |
Director/Board Member | 201 |
Undergraduate Degree | 94 |
President | 56 |
Independent Dir/Board Member | 50 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Robert Charles Pozen | 39 |
Peter deSilva | 30 |
Michael Forrester | 28 |
Kirk Arnold | 24 |
Arthur Johnson | 21 |
Rahul Gupta | 20 |
Gerald Lieberman | 19 |
David Lawrence Giunta | 18 |
Craig Messinger | 15 |
Kevin Kelly | 15 |
Ellyn A. McColgan | 14 |
Stephen P. Jonas | 14 |
Michel P. Pelletier | 13 |
Rodger Lawson | 13 |
Andra Bolotin | 13 |
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