Shellie Kurek Peters
Portfolio Manager-Aktien bei The Colony Group LLC
Ursprung des Netzwerks ersten Grades von Shellie Kurek Peters
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.
24
| Subsidiary | Investment Managers | 24 |
Wilmington Trust Co.
 Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976.
13
| Subsidiary | Regional Banks | 13 |
St. John Fisher College
6
| College/University | Other Consumer Services | 6 |
Bridgewater Wealth & Financial Management LLC
 Bridgewater Wealth & Financial Management LLC Investment ManagersFinance Bridgewater Wealth & Financial Management LLC provides investment advice. The company is based in Bethesda, MD. The company was founded in 1996 by Ronald Joseph Rubin.
4
| Extinct | Investment Managers | 4 |
RBC Dain Rauscher Corp.
1
| Extinct | Investment Banks/Brokers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Shellie Kurek Peters
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 Corporate Officer/Principal | |
Wilmington Trust Corp.
 Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | Major Banks | Chief Executive Officer Director/Board Member General Counsel Chief Executive Officer Director of Finance/CFO Corporate Officer/Principal | |
| M&T BANK CORPORATION | Regional Banks | Director/Board Member Director/Board Member Chief Executive Officer Corporate Officer/Principal Director/Board Member President Corporate Officer/Principal Corporate Officer/Principal | |
Neville, Rodie & Shaw, Inc.
 Neville, Rodie & Shaw, Inc. Investment ManagersFinance Neville, Rodie & Shaw, Inc. (NRS) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1933 and is wholly-owned by its active employees. NRS provides investment management services to individuals, including high net-worth individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans and other corporations and institutions. | Investment Managers | Analyst-Equity | |
D. L. Carlson Investment Group, Inc.
 D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson Investment Group, Inc. (D.L. Carlson) is an independent registered investment advisor headquartered in Concord, New Hampshire. It was founded by Dave L. Carlson in 1989. D.L. Carlson provides sophisticated wealth management services and customized portfolios to individual clients. The firm also offers a US Equity Strategy along with balanced and core fixed income portfolio solutions to institutional investors. | Investment Managers | Analyst-Equity | |
Wilmington Trust Investment Management LLC
 Wilmington Trust Investment Management LLC Investment ManagersFinance Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
M&T Securities, Inc.
 M&T Securities, Inc. Investment Banks/BrokersFinance Part of M&T Bank Corp., M&T Securities, Inc. provides brokerage services. The company is based in Buffalo, NY. | Investment Banks/Brokers | Director/Board Member Chief Executive Officer Director/Board Member | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
Manufacturers & Traders Trust Co.
 Manufacturers & Traders Trust Co. Regional BanksFinance Manufacturers & Traders Trust Co. operates as a state chartered commercial bank. The firm provide banking, insurance, investments, mortgage and commercial financial services. It also provides cash management, digital banking, business financing, treasury management and merchant services. The company was founded in 1856 and is headquartered in Buffalo, NY. | Regional Banks | Director/Board Member Chief Executive Officer Corporate Officer/Principal Director/Board Member President Treasurer | |
Focus Financial Partners LLC
 Focus Financial Partners LLC Investment ManagersFinance Focus Financial Partners LLC operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY. | Investment Managers | Chief Executive Officer | |
Wilmington Trust, N.A.
 Wilmington Trust, N.A. Investment ManagersFinance Part of M&T Bank Corp., Wilmington Trust, N.A. is a premier provider of wealth and institutional services. The company is based in Wilmington, DE. Wilmington Trust was founded in 1903 and the CEOs are Doris Powers Meister and William Marder. Wilmington Trust offers intelligence backed by deep experience to power portfolios and manage risk. Wilmington Trust's investment management core tenets can enhance portfolio diversification while reducing volatility and potential for loss. The company's team specializes in capital markets transactions, including default, bankruptcy, corporate debt, high yield, M&A, loan agency, and more. The company also provides estate planning and trust strategies to preserve and transfer wealth. | Investment Managers | Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Chief Executive Officer Treasurer | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
| University of Pennsylvania | College/University | Graduate Degree Masters Business Admin Undergraduate 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 | Analyst-Equity | |
Deutsche Bank Alex. Brown, Inc.
 Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Financial Conglomerates | Corporate Officer/Principal | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
New Hampshire Retirement System
 New Hampshire Retirement System Investment ManagersFinance New Hampshire Retirement System is a pension fund that has been administered in Concord, New Hampshire since 1967. | Investment Managers | Portfolio Manager-Equities | |
| Boston College | College/University | Director/Board Member Masters Business Admin Masters Business Admin | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
| Canisius College | College/University | Masters Business Admin Undergraduate Degree | |
| Daemen University | College/University | Director/Board Member | |
| Lehigh 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 | Undergraduate Degree Undergraduate Degree | |
| Union College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
| Southern New Hampshire University | College/University | Masters Business Admin | |
| State University of New York at Buffalo | College/University | Corporate Officer/Principal Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of New Hampshire | College/University | Graduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Legal Momentum
 Legal Momentum Miscellaneous Commercial ServicesCommercial Services Legal Momentum is a non-profit organization which engages in the provision of economic and personal security for all women and girls by advancing equity in education, workplace, and courts. It manages and operates National Judicial Education Program which focuses on sexual assault and the intersection of sexual assault and domestic violence. The organization was founded on March 16, 1970 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Chief Executive Officer | |
| University at Buffalo Foundation, Inc. | Other Consumer Services | Director/Board Member | |
| M&T Real Estate | Corporate Officer/Principal Chairman Director/Board Member | ||
| National Asset & Liability Managers Association | Corporate Officer/Principal | ||
Jones Barclay Boston & Co.
 Jones Barclay Boston & Co. Investment ManagersFinance Jones Barclay Boston & Co. provides investment advice. The company was founded by Craig Jones, Ian Barclay and Mike Boston and is headquartered in Denver, CO. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
New England Private Wealth Advisors LLC
 New England Private Wealth Advisors LLC Investment ManagersFinance New England Private Wealth Advisors LLC (NEPWA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded in 2005 by Ira Gene Rapaport. NEPWA provides highly customized and integrated investment advisory/wealth planning services for individuals and institutional clients. | Investment Managers | Corporate Officer/Principal | |
TFC Financial Management, Inc.
 TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations. | Investment Managers | Chief Investment Officer | |
| Ub Council | College/University | Corporate Officer/Principal Director/Board Member | |
| M&T Real Estate Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Finance | 27 |
| Consumer Services | 19 |
| Electronic Technology | 2 |
| Commercial Services | 2 |
| Health Services | 2 |
Operativ
| Director/Board Member | 92 |
| Corporate Officer/Principal | 78 |
| Undergraduate Degree | 45 |
| Portfolio Manager-Equities | 34 |
| Masters Business Admin | 21 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| René Jones | 25 |
| Donald Foley | 20 |
| Kevin Pearson | 17 |
| Brook Smith | 16 |
| Mark James Czarnecki | 14 |
| D. Warman | 13 |
| Carol A. Baldwin Moody | 13 |
| Michael A. DiGregorio | 10 |
| Michael Jeffrey Nathanson | 10 |
| Michael P. Pinto | 10 |
| Angel Colon | 9 |
| Robert Bojdak | 9 |
| Rachel Meri Zibrak | 8 |
| Marshall Griffin Rowe | 8 |
| Ted T. Cecala | 8 |
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- Unternehmensverbindungen
