Ursprung des Netzwerks ersten Grades von Peter Jon Hadelman
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Copper Rock Capital Partners LLC
 Copper Rock Capital Partners LLC Investment ManagersFinance Copper Rock Capital Partners LLC (Copper Rock) is an independent asset management firm headquartered in Boston, Massachusetts. Founded in 2005, Copper Rock provides specialized equity management for pension and profit-sharing plans, institutional investors, investment limited partnerships and mutual funds.
26
| Extinct | Investment Managers | 26 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Peter Jon Hadelman
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 | Head-Equity Investments Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity | |
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 | |
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 | Portfolio Manager-Equities Portfolio Manager-Equities | |
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. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin 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 | Analyst-Equity Director of Research - Equity | |
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). | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| University of Wisconsin | College/University | Masters Business Admin Graduate Degree | |
| Washington & Lee University | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Graduate 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 | Undergraduate Degree | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
| ASSOCIATES FIRST CAPITAL CORPORATION | Finance/Rental/Leasing | Corporate Officer/Principal | |
| Texas A&M University | College/University | Undergraduate Degree | |
| JACKSAM CORPORATION | Advertising/Marketing Services | Director of Finance/CFO | |
| Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | ||
| Bentley University | College/University | Graduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree | |
| NUVEEN CALIFORNIA SELECT TAX-FREE INCOME PORTFOLIO | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN MASSACHUSETTS QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN MUNICIPAL INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN TAXABLE MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN AMT-FREE MUNICIPAL VALUE FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN DYNAMIC MUNICIPAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| Williams College | College/University | Undergraduate Degree | |
| Hartwick College | College/University | Undergraduate Degree | |
| State Street Corp. /Corporate Trust Business/ | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| California State Polytechnic University (Pomona) | College/University | Undergraduate Degree | |
Bernstein Global Wealth Management
 Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Investment Managers | Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree | |
Portolan Capital Management LLC
 Portolan Capital Management LLC Investment ManagersFinance Portolan Capital Management LLC (Portolan) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by George McCabe in 2004. Portolan provides discretionary portfolio management services to private investment funds, UCITs fund, separately managed accounts and as a sub-adviser to a registered investment company. Investors in the private funds and the UCITS fund are typically high net-worth individuals, charitable institutions, and foundations. | Investment Managers | Analyst-Equity | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity | |
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 | Analyst-Equity | |
Accenture LLC
 Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Hamilton College (New York) | College/University | Undergraduate Degree | |
Goldman Sachs International
 Goldman Sachs International Investment Banks/BrokersFinance Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals. | Investment Banks/Brokers | Trading-Equity | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 49 |
| Israel | 2 |
| Vereinigtes Königreich | 2 |
Sektoral
| Finance | 21 |
| Consumer Services | 16 |
| Miscellaneous | 11 |
| Commercial Services | 4 |
| Industrial Services | 2 |
Operativ
| Analyst-Equity | 39 |
| Portfolio Manager-Equities | 34 |
| Corporate Officer/Principal | 30 |
| Undergraduate Degree | 26 |
| Director/Board Member | 25 |
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