Julio C. Sical
Trading-Fixed Income bei Breckinridge Capital Advisors, Inc.
Ursprung des Netzwerks ersten Grades von Julio C. Sical
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Breckinridge Capital Advisors, Inc.
 Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices.
36
| Private Company | Investment Managers | 36 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Julio C. Sical
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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. | Investment Managers | Portfolio Manager-Fixed Income | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal | |
TDAM USA, Inc.
 TDAM USA, Inc. Investment ManagersFinance TDAM USA, Inc. is an investment advisory firm headquartered in New York City. The firm was founded as Waterhouse Asset Management, Inc. in 1995 and do-business-as TD Asset Management. They are a wholly-owned subsidiary of TD Bank US Holding Co., which is wholly-owned by the Toronto-Dominion Bank (NYSE, TSE: TD), a Canadian chartered bank. TDAM USA provides discretionary investment management services to corporations and certain affiliates, such as TDAM and TD Bank, N.A. They also offer services to pension plans, endowments and foundations, but do not directly offer their services to high net-worth or retail clients. | Investment Managers | President | |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | Director of Research - Fxd Inc | |
Longfellow Investment Management Co. LLC
 Longfellow Investment Management Co. LLC Investment ManagersFinance Founded in 1986 by John Ciarleglio and David Seeley, Longfellow Investment Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm offers discretionary investment management services primarily to US-based institutions, including banks, corporations, foundations, family offices, insurance companies, mutual funds, pension plans, Taft-Hartley plans, and not-for-profit organizations. | Investment Managers | Analyst-Fixed Income | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Cumberland Advisors, Inc.
 Cumberland Advisors, Inc. Investment ManagersFinance Cumberland Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida (with a branch office in Vineland, New Jersey). The firm was founded by David R. Kotok in 1973. Cumberland Advisors provides investment advisory services to high net worth individuals, institutions, investment companies, public and corporate retirement plans, corporations, foundations and government entities (direct clients as well as managed money through financial advisors). | Investment Managers | Analyst-Fixed Income | |
S&P Global Ratings
 S&P Global Ratings Investment ManagersFinance S&P Global Ratings provides independent credit risk research. It offers issuer credit ratings that provide an opinion on the overall capacity of an entity to meet its financial commitments, issue credit ratings that provide an opinion of the creditworthiness of an obligor with respect to a specific financial obligation(s) or specific financial program and loan ratings. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
S&P Global Market Intelligence, Inc.
 S&P Global Market Intelligence, Inc. Internet Software/ServicesTechnology Services S&P Global Market Intelligence, Inc. provides integrated financial information and technology solutions. It provides data and analytics for global financial professionals. The firm works with different client firms, including investment banks, asset management firms, private equity firms, universities, and corporations. The company was founded in 1999 and is headquartered in New York, NY. | Internet Software/Services | Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Emerson College | College/University | Undergraduate Degree | |
| Florida State University | College/University | Undergraduate Degree | |
| Stonehill College, Inc. | College/University | Undergraduate Degree | |
| Suffolk University | College/University | 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 | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| Union College (New York) | College/University | Undergraduate Degree | |
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 | Graduate Degree Graduate Degree | |
| Skidmore College | College/University | Undergraduate Degree | |
| Southern New Hampshire University | College/University | Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree | |
| University of Illinois | College/University | Graduate Degree | |
| University of Maryland | College/University | Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree | |
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 | Portfolio Manager-Equities Corporate Officer/Principal | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
SCS Financial Services LLC
 SCS Financial Services LLC Investment ManagersFinance SCS Financial Services LLC provides investment management services. It offers services in both traditional and alternative categories as well as tax, trust and estate planning, asset protection, philanthropic strategy, and family office services. The company was founded by Peter H. Mattoon Antony J. Abbiati, Douglas R. Ederle, Stephen V. Kenney and William C. Walser in 2002 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Analyst-Fixed Income | |
Municipal Securities Rulemaking Board
 Municipal Securities Rulemaking Board Investment ManagersFinance The Municipal Securities Rulemaking Board is a regulatory organization that oversees the municipal securities market in the United States. The private company is based in Alexandria, VA. Nanette Lawson has been the CEO of the company since 2011. The board was established by Congress in 1975 to protect investors and promote a fair and efficient market for municipal securities. The board sets rules and standards for underwriters, dealers, and municipal advisors, and provides market transparency through its Electronic Municipal Market Access (EMMA) system. | Investment Managers | Corporate Officer/Principal Director/Board Member | |
| Bryant University | College/University | Undergraduate Degree Corporate Officer/Principal | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Corporate Officer/Principal | |
National Federation of Municipal Analysts
 National Federation of Municipal Analysts Miscellaneous Commercial ServicesCommercial Services The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Questrom School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Graduate Degree | |
John Hancock Financial Network, Inc.
 John Hancock Financial Network, Inc. Investment ManagersFinance John Hancock Financial Network, Inc. provides financial services. It offers a business model and gives entrepreneurial financial professionals the power to build businesses. The company was founded on December 18, 1998 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
| Wallace E Carroll School of Management | College/University | Masters Business Admin | |
| University of California | College/University | Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin | |
| University of Massachusetts Boston | College/University | Masters Business Admin | |
Claritas Health Ventures
 Claritas Health Ventures Investment ManagersFinance Claritas Health Ventures (Claritas Health Ventures) is a healthcare venture arm of Claritas Capital LLC founded in 2008 by John H. Chadwick and Theresa Sexton. Claritas Health Ventures is headquartered in Nashville, Tennessee. | Investment Managers | Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
| Harvard College | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 48 |
| Kanada | 2 |
Sektoral
| Consumer Services | 29 |
| Finance | 18 |
| Technology Services | 2 |
| Commercial Services | 2 |
Operativ
| Corporate Officer/Principal | 49 |
| Undergraduate Degree | 32 |
| Analyst-Fixed Income | 23 |
| Masters Business Admin | 21 |
| Portfolio Manager-Fixed Income | 17 |
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