Jeff Bernier
Head-Equity Investments bei J. M. Forbes & Co. LLP
Ursprung des Netzwerks ersten Grades von Jeff Bernier
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Wachovia Securities, Inc.
22
| Extinct | Investment Banks/Brokers | 22 |
John Hancock Financial Services, Inc.
 John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA.
22
| Subsidiary | Life/Health Insurance | 22 |
Scudder Stevens & Clark Inc
22
| Extinct | Investment Managers | 22 |
Metropolitan Life Insurance Co. (Investment Portfolio)
 Metropolitan Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Metropolitan Life Insurance Co. (Investment Portfolio) (MetLife-IM) is the insurance management division of Metropolitan Life Insurance Co., which is owned by MetLife, Inc. (NYSE: MET), a global provider of insurance, annuities and employee benefit programs. The firm is headquartered in New York City with additional office in Morristown, New Jersey. MetLife-IM offers group dental benefit plans for individuals, employees, retirees and their families and provides dental plan administration for over 20 million people. The firm provides disability products for individuals, as well as employee and association groups who receive them through their employer.
9
| Operating Division | Investment Managers | 9 |
J. M. Forbes & Co. LLP
 J. M. Forbes & Co. LLP Investment ManagersFinance J. M. Forbes & Co. LLP (JM Forbes & Co.) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1838, JM Forbes & Co. provides investment advice and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and corporations.
5
| Private Company | Investment Managers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jeff Bernier
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Head-Fixed Income Invts Corporate Officer/Principal | |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Chief Operating Officer President Compliance Officer | |
| JOHN HANCOCK INCOME SECURITIES TRUST | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Chief Operating Officer Director/Board Member Compliance Officer | |
| JOHN HANCOCK INVESTORS TRUST | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member Director/Board Member Compliance Officer | |
John Hancock Life Insurance Co. (USA)
 John Hancock Life Insurance Co. (USA) Life/Health InsuranceFinance John Hancock Life Insurance Co. (USA) provides investment advice. The firm offers insurance and investment products and services to retail and institutional customers. It is the investment advisor responsible for management of the insurance company and other institutional portfolios. The company is headquartered in Boston, MA. | Life/Health Insurance | President Director of Finance/CFO | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Director/Board Member Portfolio Manager-Equities Director/Board Member Analyst-Equity | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
| John Hancock Signature Services, Inc. | Chairman Director/Board Member | ||
| MANULIFE FINANCIAL CORPORATION | Multi-Line Insurance | Chairman President Corporate Officer/Principal Compliance Officer | |
| JOHN HANCOCK PREFERRED INCOME FUND | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member President Compliance Officer | |
| JOHN HANCOCK PREFERRED INCOME FUND II | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member President Compliance Officer | |
| JOHN HANCOCK PREFERRED INCOME FUND III | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member President Compliance Officer | |
John Hancock Variable Trust Advisers LLC
 John Hancock Variable Trust Advisers LLC Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Variable Trust Advisers LLC is a company that provides fund management services. The company is based in Boston, MA. The company was founded in 1997. Andrew Grant Arnott has been the CEO of the company since 2006. | Investment Banks/Brokers | Corporate Officer/Principal President General Counsel Chief Operating Officer Chairman Compliance Officer | |
| John Hancock Funds LLC | Investment Trusts/Mutual Funds | Chief Executive Officer General Counsel Chief Executive Officer Chairman | |
| John Hancock Funds III | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer Compliance Officer | |
| John Hancock Funds II | Investment Trusts/Mutual Funds | Treasurer General Counsel Chief Operating Officer Chief Executive Officer Compliance Officer | |
| JOHN HANCOCK INVESTMENTS - JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member President Compliance Officer | |
John Hancock Municipal Securities Trust
 John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA. | Finance/Rental/Leasing | Treasurer General Counsel President Compliance Officer | |
| JOHN HANCOCK HEDGED EQUITY & INCOME FUND | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member President Compliance Officer | |
John Hancock Emerging Markets Income Fund
 John Hancock Emerging Markets Income Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Emerging Markets Income Fund is a non-diversified, closed-end management investment company. Its objective is to provide high current income and its secondary investment objective is to seek capital appreciation. The company was founded in 2011 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member Director/Board Member Compliance Officer | |
Hancock John Flexible Income Opportunities Fund
 Hancock John Flexible Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Hancock John Flexible Income Opportunities Fund is a non-diversified, closed-end management investment company. Its objective is to provide current income with the potential for capital appreciation. The company was founded on July 19, 2011 and is headquartered in Boston, MA | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer Director/Board Member Director/Board Member Compliance Officer | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Boston University | College/University | Director/Board Member Director/Board Member Undergraduate Degree | |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member President Compliance Officer | |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member President Compliance Officer | |
| John Hancock Variable Insurance Trust | Investment Trusts/Mutual Funds | Treasurer General Counsel Chief Operating Officer Chief Executive Officer Compliance Officer | |
| Boston College | College/University | Undergraduate Degree Graduate Degree Masters Business Admin 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 | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree Chairman Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
John Hancock Funds, Inc.
 John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Investment Banks/Brokers | President Chief Operating Officer Compliance Officer | |
| Syracuse University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Masters Business Admin | |
| GENWORTH FINANCIAL, INC. | Multi-Line Insurance | Corporate Officer/Principal Director/Board Member | |
| Harvard Law School | College/University | Graduate Degree Graduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
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 Analyst-Equity |
Statistik
International
| Vereinigte Staaten | 48 |
| Kanada | 2 |
Sektoral
| Miscellaneous | 18 |
| Finance | 15 |
| Consumer Services | 15 |
| Commercial Services | 2 |
| Distribution Services | 2 |
Operativ
| Corporate Officer/Principal | 238 |
| Director/Board Member | 191 |
| Undergraduate Degree | 67 |
| President | 62 |
| Independent Dir/Board Member | 58 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Benjamin Duster | 37 |
| Keith Frederick Hartstein | 34 |
| Salvatore Schiavone | 32 |
| John G. Vrysen | 25 |
| Hugh C. McHaffie | 25 |
| Francis Knox | 24 |
| Thomas M. Kinzler | 24 |
| Michael Bell | 22 |
| Mark Mealy | 22 |
| Deborah McAneny | 21 |
| Michel Khalaf | 19 |
| Richard DeWolfe | 17 |
| Maureen Goldfarb | 16 |
| Jane Freeman | 15 |
| William Green | 15 |
- Börse
- Insiders
- Jeff Bernier
- Unternehmensverbindungen