Ursprung des Netzwerks ersten Grades von Jose Garcia
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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).
187
| Subsidiary | Investment Managers | 187 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jose Garcia
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| Dartmouth College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin Corporate Officer/Principal Masters Business Admin | |
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 | Corporate Officer/Principal Analyst-Fixed Income President Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
MFS Investment Management Canada Ltd.
 MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm was founded in 1947 and formerly known as McLean Budden Ltd. They are a subsidiary of MFS Institutional Advisors, Inc. and their ultimate parent is Sun Life Financial, Inc. (NYSE, TSX: SLF). MFS Canada manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
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 Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin | |
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 Analyst-Equity Analyst-Equity Analyst-Equity | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Masters Business Admin Corporate Officer/Principal Masters Business Admin | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Bowdoin College
 Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Doctorate Degree Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Sun Life Capital Management (US) LLC
 Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
MFS Investment Management Foundation, Inc.
 MFS Investment Management Foundation, Inc. Movies/EntertainmentConsumer Services MFS Investment Management Foundation, Inc. operates a sports club. | Movies/Entertainment | Corporate Officer/Principal Director/Board Member | |
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-Equities Corporate Officer/Principal | |
| University of California | College/University | Masters Business Admin Undergraduate Degree | |
| Brown University | College/University | Undergraduate Degree Graduate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
MFS International (UK) Ltd.
 MFS International (UK) Ltd. Investment ManagersFinance MFS International (UK) Ltd. (MFSI UK) is an asset management firm headquartered in London, UK. The firm was founded in 1995 and is a subsidiary of MFS International Holdings Pty Ltd., ultimately held by Sun Life Financial, Inc. (NYSE, TSX: SLF) in Canada. MFSI UK provides a range of financial products and services, such as mutual fund management, to individual and institutional investors. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| MFS CHARTER INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Secretary Director/Board Member | |
| International Monetary Fund | General Government | Economist Corporate Officer/Principal | |
MFS Institutional Advisors, Inc.
 MFS Institutional Advisors, Inc. Investment ManagersFinance MFS Institutional Advisors, Inc. (MFSI) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1986 and is a wholly-owned subsidiary of Massachusetts Financial Services Co., dba MFS Investment Management (MFS), which is an indirect, majority-owned subsidiary of Sun Life Financial Inc. (TSX: SLF, NYSE: SLF) in Canada. MFSI provides investment advisory services to institutional investors. The firm also provides advisory services through certain wrap fee programs whose participants include individual and high net-worth individuals. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| Wallace E Carroll School of Management | College/University | Undergraduate Degree Masters Business Admin | |
| F.W. Olin Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
LECG LLC
 LECG LLC Financial ConglomeratesFinance LECG LLC provides financial services. The private company is based in Toronto, CA. and has subsidiaries in United States. | Financial Conglomerates | Corporate Officer/Principal | |
International Data Group, Inc.
 International Data Group, Inc. Packaged SoftwareTechnology Services International Data Group, Inc. engages in the provision of technology media, data, and marketing services. It offers lead generation, multimedia marketing, consulting, and knowledge hub. The firm also provides online media, events and conferences, print publishing, lead-generation services, global marketing solutions, and market research. The company was founded by Patrick Joseph McGovern in 1964 and is headquartered in Framingham, MA. | Packaged Software | Director/Board Member | |
| University of California San Diego | College/University | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 47 |
| Kanada | 4 |
| Vereinigtes Königreich | 2 |
Sektoral
| Consumer Services | 31 |
| Finance | 16 |
| Commercial Services | 3 |
| Miscellaneous | 2 |
| Government | 2 |
Operativ
| Corporate Officer/Principal | 99 |
| Analyst-Equity | 91 |
| Director/Board Member | 89 |
| Undergraduate Degree | 81 |
| Portfolio Manager-Equities | 76 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Marcus Smith | 43 |
| Robert Charles Pozen | 39 |
| Jeff Carp | 13 |
| Bill Adams | 10 |
| Richard Schmalensee | 10 |
| Maile Naylor | 9 |
| Jeffrey L. Shames | 9 |
| John Schneider | 8 |
| Michael Skatrud | 8 |
| David M. Earnest | 8 |
| Ellen Katherine Hazen | 7 |
| Thomas Melendez | 7 |
| David Shindler | 7 |
| David Craig Cavanaugh | 7 |
| Jeffrey Morrison | 7 |
- Börse
- Insiders
- Jose Garcia
- Unternehmensverbindungen
