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Michael Brady
Analyst-Equity bei Moody, Lynn, Lieberson & Walker LLC
Ursprung des Netzwerks ersten Grades von Michael Brady
Einheit | Art der Einheit | Industrie | |
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Moody, Lynn, Lieberson & Walker LLC
![]() Moody, Lynn, Lieberson & Walker LLC Investment ManagersFinance Moody, Lynn, Lieberson & Walker LLC (MLLW) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Moody in 1989 as Moody, Lynn & Lieberson LLC and has changed its name to Moody, Lynn, Lieberson & Walker LLC in 2023. MLLW manages the financial affairs of individuals, families, and select institutional accounts.
7
| Private Company | Investment Managers | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Michael Brady
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
Brown Brothers Harriman & Co. (Investment Management)
![]() Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Corporate Officer/Principal | |
Welch & Forbes LLC
![]() Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities | |
Cambridge Trust Co.
![]() Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC). | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Merrill Lynch Ventures LLC
![]() Merrill Lynch Ventures LLC Investment ManagersFinance Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Investment Managers | Corporate Officer/Principal | |
Roanoke Asset Management Corp.
![]() Roanoke Asset Management Corp. Investment ManagersFinance Roanoke Asset Management Corp. (Roanoke) is an independent registered investment advisor and wealth management firm headquartered in Jersey City, New Jersey. The firm was founded by Edwin Vroom in 1978. Roanoke provides portfolio management services to institutional and individual investors. | Investment Managers | Corporate Officer/Principal | |
Dartmouth College | College/University | Masters Business Admin | |
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 | Undergraduate Degree | |
Boston University | College/University | Undergraduate Degree | |
Kidder Peabody & Co., Inc. /Non Retail Unit/
![]() Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Pell Rudman & Co.
![]() Pell Rudman & Co. Investment Banks/BrokersFinance Part of BrightSphere Investment Group, Inc., Pell Rudman & Co. is an investment manager. The company is based in Boston, MA. Pell Rudman was acquired by Old Mutual (US) Holdings, Inc. on December 24, 1992. | Investment Banks/Brokers | Director of Research - Equity | |
Babson College | College/University | Masters Business Admin | |
Bates College | College/University | Undergraduate Degree | |
Trinity College (Connecticut) | College/University | Undergraduate Degree | |
Tufts University | 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 | |
Providence College | College/University | Undergraduate Degree | |
University of Maine | College/University | Undergraduate Degree | |
Eaton Vance WaterOak Advisors
![]() Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | Investment Managers | Portfolio Manager-Equities | |
United States Congressional Budget Office | General Government | Corporate Officer/Principal | |
ALPS Advisors, Inc.
![]() ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisors, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies. | Investment Managers | Corporate Officer/Principal | |
Ledyard National Bank (Investment Management)
![]() Ledyard National Bank (Investment Management) Investment ManagersFinance Ledyard National Bank (Investment Management) (dba Ledyard Financial Advisors) is the Investment and Trust Services division of Ledyard National Bank, a community bank headquartered in Hanover, New Hampshire. The firm was founded in 1994 to provide outstanding investment management, trust and custody services. They are a subsidiary of Ledyard Financial Group, Inc. (OTCMKTS: LFGP). Ledyard Financial Advisors provides integrated investment, tax, banking and wealth management services to affluent individuals, families and institutions throughout the Upper Valley, Lake Sunapee and Concord Regions. | Investment Managers | Portfolio Manager-Equities | |
South Kent School Corp.
![]() South Kent School Corp. Other Consumer ServicesConsumer Services South Kent School Corp. operates as school. The company was founded in 1923 and is headquartered in South Kent, CT. | Other Consumer Services | Director/Board Member | |
Gardner & Preston Moss, Inc. | Portfolio Manager-Equities | ||
Cambridge Trust Co. (Investment Management)
![]() Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits. | Investment Managers | Portfolio Manager-Equities |
Statistik
International
Vereinigte Staaten | 35 |
Sektoral
Finance | 21 |
Consumer Services | 12 |
Commercial Services | 2 |
Government | 2 |
Operativ
Portfolio Manager-Equities | 16 |
Corporate Officer/Principal | 14 |
Undergraduate Degree | 7 |
Analyst-Equity | 6 |
Portfolio Manager-Fixed Income | 4 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Alec Macmillan | 12 |
Michael Moody | 7 |
Eric Warasta | 6 |
Bob Lieberson | 5 |
Martin Lynn | 4 |
David Walker | 4 |
Nicholas Fitzgerald | 4 |
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