Richard Lyman Bayles
Vorstandsvorsitzender bei Karani Asset Management LLC
Ursprung des Netzwerks ersten Grades von Richard Lyman Bayles
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Columbia Management Advisors, Inc.
 Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA
176
| Extinct | Investment Managers | 176 |
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 serves the needs of high net-worth and ultra-high net-worth individuals and families by providing 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).
68
| Operating Division | Investment Managers | 68 |
Rockefeller & Co., Inc.
 Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world.
14
| Extinct | Investment Managers | 14 |
Karani Asset Management LLC
 Karani Asset Management LLC Investment ManagersFinance Karani Asset Management LLC (Karani) is an independent registered investment advisor and wealth management firm headquartered in New York City. Founded in 2018, Karani provides investment advisory services to high-net-worth individuals, trusts, estates, individual retirement accounts (IRAs), and institutional clients, such as charitable organizations, foundations and endowments, all through separately managed accounts.
1
| Private Company | Investment Managers | 1 |
Lagoda Investment Management LP
 Lagoda Investment Management LP Investment ManagersFinance Lagoda Investment Management LP (Lagoda) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2014 and is principally owned by Fatima Dickey. Lagoda provides discretionary investment advisory services to high-net-worth individuals, trusts, estates, individual retirement accounts (IRAs), and institutional clients, which includes foundations and endowments.
1
| Private Company | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Richard Lyman Bayles
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| LIBERTY ALL-STAR EQUITY FUND | Investment Trusts/Mutual Funds | Comptroller/Controller/Auditor Treasurer | |
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 Corporate Officer/Principal | |
| TRI-CONTINENTAL CORPORATION | Investment Trusts/Mutual Funds | Director of Finance/CFO Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal | |
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 | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Portfolio Manager-Equities 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 Corporate Officer/Principal | |
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 | Chief Investment Officer Corporate Officer/Principal Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
| University of Notre Dame | College/University | Graduate Degree Masters Business Admin | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate 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 | Graduate Degree Doctorate Degree Undergraduate Degree | |
Threadneedle Asset Management Ltd.
 Threadneedle Asset Management Ltd. Investment ManagersFinance Threadneedle Asset Management Ltd. (Threadneedle AM) is the wholly-owned global asset management subsidiary of TC Financing Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. Headquartered in London, the firm was founded in 1994 and manages assets for a range of clients which includes pension schemes, insurance companies, private investors and corporations. Threadneedle AM is a socially responsible investor which believes they have a responsibility to, and will benefit from, exercising environmental and social stewardship throughout their firm. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor 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 | Head-Equity Investments Head-Equity Investments Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director/Board Member Economist Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Chief Investment Officer Portfolio Manager-Equities Director of Research - Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Head-Equity Investments Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities President Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
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 Undergraduate Degree Doctorate 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 Doctorate Degree Graduate Degree | |
| COLUMBIA SELIGMAN PREMIUM TECHNOLOGY GROWTH FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Compliance Officer Corporate Officer/Principal President | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Doctorate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Rockefeller & Co. LLC
 Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | Investment Managers | Portfolio Manager-Equities Economist Director of Research - Fxd Inc | |
| University of Wisconsin | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
| University of Connecticut | College/University | Graduate Degree Undergraduate Degree | |
| Montana State University | College/University | Undergraduate Degree Undergraduate Degree | |
| American University | College/University | Graduate Degree Graduate Degree | |
| University of Massachusetts | College/University | 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 | Graduate Degree Undergraduate Degree | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree Graduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| Bentley University | College/University | Graduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Graduate Degree | |
| Yale University | College/University | Graduate Degree Undergraduate Degree | |
| AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal Chief Investment Officer | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
Harvard Pilgrim Health Care, Inc.
 Harvard Pilgrim Health Care, Inc. Managed Health CareHealth Services Harvard Pilgrim Health Care, Inc. operates as a non-profit organization that provides administrative healthcare services. It offers health insurance options for companies, families, and individuals. The company was founded in 1969 and is headquartered in Wellesley, MA. | Managed Health Care | Director/Board Member | |
The General Hospital Corp.
 The General Hospital Corp. Hospital/Nursing ManagementHealth Services The General Hospital Corp. provides healthcare services. It offers diagnostic and therapeutic are in every specialty and subspecialty of medicine and surgery. The firm's care center provides cancer, digestive disorders, heart disease, transplantation and vascular medicine services. The company was founded in 1811 and is headquartered in Boston, MA. | Hospital/Nursing Management | Director/Board Member |
Statistik
International
| Vereinigte Staaten | 49 |
| Vereinigtes Königreich | 2 |
Sektoral
| Consumer Services | 23 |
| Finance | 21 |
| Miscellaneous | 5 |
| Health Services | 3 |
| Commercial Services | 2 |
Operativ
| Portfolio Manager-Equities | 186 |
| Corporate Officer/Principal | 90 |
| Undergraduate Degree | 76 |
| Analyst-Equity | 64 |
| Director/Board Member | 34 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Greg Shell | 17 |
| Brenda J. Furlong | 15 |
| Colin Moore | 12 |
| Richard Johnson | 11 |
| J. Kevin Connaughton | 11 |
| Richard Beaty | 10 |
| Thomas M. Galvin | 10 |
| Tim R. Anderson | 10 |
| Eric Sandlund | 9 |
| Matt Gelfand | 9 |
| Richard A. Carter | 9 |
| Brian Douglas Neigut | 9 |
| Arthur J. Hurley | 8 |
| Mike Jones | 8 |
| Scott L. Davis | 8 |
- Börse
- Insiders
- Richard Lyman Bayles
- Unternehmensverbindungen