Gilpin Willson Bartels
Mitglied des Investmentausschusses bei Fiduciary Trust Company International of Pennsylvania
Ursprung des Netzwerks ersten Grades von Gilpin Willson Bartels
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Fiduciary Trust Company International of Pennsylvania
 Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations.
20
| Subsidiary | Investment Managers | 20 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Gilpin Willson Bartels
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
The Glenmede Trust Co., NA
 The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Spartan Capital Management LLC (Old)
 Spartan Capital Management LLC (Old) Investment ManagersFinance Founded in 2004 by David Robinson and Gilpin Bartels, Spartan Capital Management LLC is a registered investment advisor located in West Chester, Pennsylvania. The firm manages assets for high net-worth individuals and institutions. | Investment Managers | Founder Founder Analyst-Equity | |
| Eastern University | College/University | Director/Board Member Undergraduate Degree | |
The Haverford Trust Co.
 The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| Villanova University | College/University | Undergraduate Degree Graduate Degree | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Rollins College (Florida) | College/University | Undergraduate Degree Undergraduate Degree | |
The Bank of New York Mellon (New York)
 The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
PTC 450 Ltd.
 PTC 450 Ltd. Financial ConglomeratesFinance PTC 450 Ltd. engages in the provision of investment services. The company is headquartered in Radnor, PA. | Financial Conglomerates | President Director/Board Member | |
Deutsche Bank Alex. Brown, Inc.
 Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Financial Conglomerates | Corporate Officer/Principal | |
| University of Pittsburgh | College/University | Undergraduate Degree | |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
| Allegheny College | College/University | Undergraduate Degree | |
| FISERV, INC. | Regional Banks | Corporate Officer/Principal | |
| Wilmington College | College/University | Undergraduate Degree | |
Power Support (USA), Inc.
 Power Support (USA), Inc. Electronics/Appliance StoresRetail Trade Power Support (USA), Inc. provides and distributes accessories for wireless devices. The company was founded in 2004 and is headquartered in Burbank, CA. | Electronics/Appliance Stores | Corporate Officer/Principal | |
| Hobart & William Smith Colleges | College/University | Undergraduate Degree | |
Radnor Capital Management LLC
 Radnor Capital Management LLC Investment ManagersFinance Radnor Capital Management LLC (RCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wayne, Pennsylvania. The firm was founded by Pierce Archer and Douglas Pyle in 2012. RCM provides independent, tax- and fee-sensitive investment counseling and individualized portfolio management to high-net-worth individuals, families, non-profit organizations and other institutional accounts. | Investment Managers | Portfolio Manager-Equities | |
| Bucknell University | College/University | Undergraduate Degree | |
| Drew University | College/University | Undergraduate Degree | |
| STIFEL FINANCIAL CORP. | Investment Managers | Corporate Officer/Principal | |
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 | |
Chestnut Hill Academy
 Chestnut Hill Academy Other Consumer ServicesConsumer Services Chestnut Hill Academy develops global leader’s one child at a time. The firm ofers balance of an exceptional academic environment, a traditional school, and truly exceptional enrichment activities, such as field trips, service learning programs, musical performances and leadership opportunities. The company was founded by Susan Peterson and William Alsdurf in 1998 and is headquartered in Bellevue, WA. | Other Consumer Services | Corporate Officer/Principal | |
| Lehigh University | College/University | Undergraduate Degree | |
NorthStar Asset Management LLC
 NorthStar Asset Management LLC Investment ManagersFinance NorthStar Asset Management LLC (NorthStar) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by Robert Bobrow in 2000. NorthStar specializes in the individual management of portfolios for individuals, businesses and charitable organizations, and pension and profit-sharing plans on either a discretionary or non-discretionary basis. | Investment Managers | Portfolio Manager-Equities | |
| Ohio Wesleyan University | College/University | Undergraduate Degree | |
Bryn Mawr Hospital
 Bryn Mawr Hospital Medical/Nursing ServicesHealth Services Bryn Mawr Hospital provides healthcare services. It is an acute care facility providing inpatient and outpatient services for the western suburbs of Philadelphia. The company was founded in 1893 and is located in Bryn Mawr, PA. | Medical/Nursing Services | Chairman | |
| Duke University School of Law | College/University | Graduate Degree | |
The Mann Center for the Performing Arts
 The Mann Center for the Performing Arts Movies/EntertainmentConsumer Services The Mann Center for the Performing Arts operates as the outdoor music centers that presents world-class artists. The company was founded in 1935 and is headquartered in Philadelphia, PA. | Movies/Entertainment | Director/Board Member | |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Lafayette College | College/University | Undergraduate Degree | |
| University of Denver | College/University | Masters Business Admin | |
| St. Joseph's University | College/University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Finance | 29 |
| Consumer Services | 20 |
| Retail Trade | 2 |
| Commercial Services | 2 |
| Health Services | 2 |
Operativ
| Corporate Officer/Principal | 39 |
| Portfolio Manager-Equities | 30 |
| Undergraduate Degree | 19 |
| Analyst-Equity | 8 |
| Portfolio Manager-Fixed Income | 8 |
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