Ursprung des Netzwerks ersten Grades von Jaye Morency
Einheit | Art der Einheit | Industrie | |
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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.
11
| Subsidiary | Investment Managers | 11 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jaye Morency
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 | Head-Fixed Income Invts | |
PGIM, Inc.
PGIM, Inc. Investment ManagersFinance PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a direct subsidiary of PGIM Holding Co. LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses each specializing in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group). | Investment Managers | Portfolio Manager-Fixed Income | |
TransAmerica Series Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
SPDR S&P 500 ETF TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
ADAMS DIVERSIFIED EQUITY FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
ADAMS NATURAL RESOURCES FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Granahan Investment Management, LLC
Granahan Investment Management, LLC Investment ManagersFinance Granahan Investment Management LLC (GIM) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded in 1985 by Jack Granahan, Gary Hatton and Jane White. They are principally owned by GIM Holdings, Inc. GIM provides asset management products and services to registered investment companies, corporations, private and public pension plans, trusts, endowments, and foundations, pooled investment funds, and high net-worth individuals. | Investment Managers | Founder | |
Transamerica Asset Allocation Variable Funds | Director/Board Member | ||
AFFILIATED MANAGERS GROUP, INC. | Investment Managers | Director/Board Member | |
Ohio Public Employees Retirement System
Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | Investment Managers | Corporate Officer/Principal | |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income | |
Natixis Advisors LLC
Natixis Advisors LLC Investment ManagersFinance Natixis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm is a subsidiary of Natixis Investment Managers LP, ultimately owned by BPCE SA in France. Natixis Advisors provides advisory services to investment company clients and separately managed account clients as well as multi-asset portfolio solutions for a variety of funds and portfolios. A department of Natixis Advisors also provides portfolio analysis, consulting, and analytic services to investment professionals. | Investment Managers | Corporate Officer/Principal | |
PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | Corporate Officer/Principal | |
Seizert Capital Partners LLC
Seizert Capital Partners LLC Investment ManagersFinance Seizert Capital Partners LLC (SCP) is an independent registered investment advisor headquartered in Birmingham, Michigan. The firm was founded by Gerald Seizert in 2000. SCP provides discretionary portfolio management services for institutions, high net-worth individuals, and collective investment trusts. | Investment Managers | Founder | |
The Northwestern Mutual Life Insurance Co.
The Northwestern Mutual Life Insurance Co. Life/Health InsuranceFinance The Northwestern Mutual Life Insurance Co. provides insurance and financial security solutions. The firm offers life insurance, long-term care insurance, disability insurance, annuities, and investment products. It also provides financial planning strategies and solutions. The company was founded by John C. Johnston on March 2, 1857 and is headquartered in Milwaukee, WI. | Life/Health Insurance | Corporate Officer/Principal | |
ADVENT CONVERTIBLE AND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
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 | Corporate Officer/Principal | |
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income | |
Transamerica Funds | Investment Trusts/Mutual Funds | Director/Board Member | |
LS Investment Advisors LLC
LS Investment Advisors LLC Investment ManagersFinance LS Investment Advisors LLC (LSIA) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded in 2008 as a spin-off from Natixis Global Asset Management (the parent company of Loomis, Sayles & Co. LP). LSIA provides portfolio management services to individuals, families and institutions. | Investment Managers | Portfolio Manager-Fixed Income Founder | |
Eaton Vance Short Duration Strategic Income Fund
Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Boston University | College/University | Undergraduate Degree | |
University of Utah | College/University | Undergraduate Degree | |
Babson College | College/University | Undergraduate Degree | |
Denison University | College/University | Undergraduate Degree | |
Drake University | College/University | Undergraduate Degree | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Masters Business Admin | |
Rensselaer Polytechnic Institute | College/University | Graduate Degree | |
University of Wisconsin | College/University | Graduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree | |
Wellesley College | College/University | Undergraduate Degree | |
The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | ||
Currier Museum of Art
Currier Museum of Art Other Consumer ServicesConsumer Services Currier Museum of Art is a non-profit company based in Manchester, NH. | Other Consumer Services | Director/Board Member | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Chief Executive Officer | |
SPDR Loomis Sayles Opportunistic Bond ETF
SPDR Loomis Sayles Opportunistic Bond ETF Investment Trusts/Mutual FundsMiscellaneous SPDR Loomis Sayles Opportunistic Bond ETF functions as an exchange traded fund. It is an actively managed multi-asset credit strategy that seeks to capture risk premiums in markets that it believes offer strong risk-adjusted returns potential over a full market cycle due to Loomis Sayles’ credit selection and risk management process. The company was founded on September 28, 2021 and is headquartered in the United States. | Investment Trusts/Mutual Funds | Director/Board Member | |
Peat Marwick Main & Co.
Peat Marwick Main & Co. Miscellaneous Commercial ServicesCommercial Services Peat Marwick Main & Co. provides audit, tax, and advisory services. The private company is based in San Mateo, CA. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Lattice Strategies LLC
Lattice Strategies LLC Investment ManagersFinance Lattice Strategies LLC (Lattice) is a SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was founded by Ted Lucas and R. Jeremy Stone in 2003. They are a wholly-owned subsidiary of Hartford Funds Management Co. LLC, an indirect subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG), a Connecticut-based financial services company. Lattice serves as the investment adviser to the Hartford Multifactor exchange-traded funds (Multifactor ETFs or Hartford ETFs). | Investment Managers | Portfolio Manager-Equities | |
The University of Toledo Foundation | Investment Trusts/Mutual Funds | Director/Board Member | |
University of Toledo (Ohio) | College/University | Masters Business Admin | |
Austin Financial Advisors, Inc.
Austin Financial Advisors, Inc. Investment ManagersFinance Austin Financial Advisors, Inc. provides investment advice. The company is headquartered in Austin, TX. | Investment Managers | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 47 |
Israel | 2 |
Hong Kong | 2 |
Sektoral
Finance | 21 |
Consumer Services | 13 |
Miscellaneous | 12 |
Commercial Services | 3 |
Consumer Durables | 2 |
Operativ
Director/Board Member | 24 |
Corporate Officer/Principal | 18 |
Undergraduate Degree | 11 |
Independent Dir/Board Member | 10 |
Portfolio Manager-Fixed Income | 10 |
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