Robert M. Soucy
Keine laufenden Positionen mehr
Ursprung des Netzwerks ersten Grades von Robert M. Soucy
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Grantham, Mayo, Van Otterloo & Co. LLC
 Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients.
74
| Private Company | Investment Managers | 74 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Robert M. Soucy
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 | Portfolio Manager-Fixed Income Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| STATE STREET CORPORATION | Investment Banks/Brokers | 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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
| EATON VANCE TAX-MANAGED BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Factor Advisors LLC
 Factor Advisors LLC Investment Banks/BrokersFinance Founded in 2009 by Karlheinz Muhr, Stuart Rosenthal and Richard Roll, Factor Advisors LLC is an investment advisor headquartered in Summit New Jersey. The firm manages FactorShares, a family of spread ETFs. They are a subsidiary of Exchange Traded Managers Group LLC. | Investment Banks/Brokers | Founder | |
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
| Oberlin College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | 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 Doctorate Degree Graduate Degree Doctorate Degree Undergraduate Degree Masters Business Admin Graduate Degree Graduate Degree Corporate Officer/Principal | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Director of Research - Fxd Inc | |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
GMO UK Ltd.
 GMO UK Ltd. Investment ManagersFinance GMO UK Ltd. is an investment management headquartered in London, UK. The firm was founded in 2003 and is a subsidiary of Grantham, Mayo, Van Otterloo LLC in the US. GMO UK offers a range of investment products, including equity and fixed-income strategies across global developed and emerging markets, as well as absolute return strategies. Their clients include endowments, pension funds, public funds, foundations and cultural institutions. | Investment Managers | Chief Executive Officer President | |
| American University | College/University | Graduate Degree | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree | |
| Boston College | College/University | Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Johns Hopkins University | College/University | Undergraduate Degree Undergraduate Degree | |
| Suffolk University | College/University | Masters Business Admin Graduate Degree Graduate Degree Graduate Degree | |
| Merrimack College | College/University | Undergraduate Degree | |
| Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | 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 | Masters Business Admin Graduate Degree Undergraduate Degree Graduate 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 Undergraduate Degree Undergraduate Degree | |
| Skidmore College | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Doctorate Degree Masters Business Admin | |
| University of Massachusetts | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| GMO Trust | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Executive Officer | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Washington & Lee University | College/University | Undergraduate Degree | |
| Bryant University | College/University | Undergraduate Degree | |
| The University of New South Wales | College/University | Doctorate Degree | |
Australian Retirement Trust Pty Ltd.
 Australian Retirement Trust Pty Ltd. Investment ManagersFinance Australian Retirement Trust Pty Ltd. is a pension fund management firm headquartered in Brisbane, Australia. Formerly known as Sunsuper Pty Ltd., the firm was founded in 1987 as Mineoi Pty Ltd. and is owned by AustSafe Pty Ltd. Australian Retirement Trust is a super fund formed through the merger of Sunsuper and QSuper. All Sunsuper and QSuper members are now a part of Australian Retirement Trust, and all Australians can join Australian Retirement Trust. The QSuper brand is a part of Australian Retirement Trust which provides superannuation products and services to Queensland Government employees and their families. Australian Retirement Trust seeks out investments to guard and grow their members’ savings and retirement income. | Investment Managers | Corporate Officer/Principal | |
State Street Bank & Trust Co. of California, NA
 State Street Bank & Trust Co. of California, NA Regional BanksFinance Part of State Street Corp., State Street Bank & Trust Co. of California, NA is a nationally chartered commercial bank providing trust services. The company is based in Los Angeles, CA. | Regional Banks | Corporate Officer/Principal | |
| U.S. Department of the Treasury | General Government | Economist | |
| Federal Reserve Bank of New York | General Government | Corporate Officer/Principal | |
| U.S. House of Representatives | General Government | Economist | |
Global Income Builder Portfolio
 Global Income Builder Portfolio Investment Trusts/Mutual FundsMiscellaneous Global Income Builder Portfolio is an open-end investment fund. It invests in common stocks, preferred stocks, other hybrid securities, fixed and floating-rate income instruments of U.S. and foreign issuers. The company was founded on March 3, 2016 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member |
Statistik
International
| Vereinigte Staaten | 46 |
| Australien | 3 |
| Italien | 2 |
| Vereinigtes Königreich | 2 |
Sektoral
| Finance | 23 |
| Consumer Services | 21 |
| Miscellaneous | 4 |
| Government | 4 |
| Commercial Services | 2 |
Operativ
| Director/Board Member | 93 |
| Corporate Officer/Principal | 85 |
| Undergraduate Degree | 61 |
| Independent Dir/Board Member | 55 |
| Portfolio Manager-Equities | 46 |
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