Ursprung des Netzwerks ersten Grades von Sonia Kowal
Einheit | Art der Einheit | Industrie | |
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Zevin Asset Management LLC
Zevin Asset Management LLC Investment ManagersFinance Founded in 1997, Zevin Asset Management LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides investment advice to high net-worth individuals, trusts, non-profit organizations, foundations, partnerships, endowments, and non-taxable retirement accounts such as 401(K) accounts, IRAs, and pension plans.
10
| Private Company | Investment Managers | 10 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Sonia Kowal
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Barings LLC
Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Calvert Social Investment Fund | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
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 | |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
NWQ Investment Management Co. LLC
NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds. | Investment Managers | Analyst-Equity | |
SPO Partners & Co.
SPO Partners & Co. Investment ManagersFinance SPO Partners & Co. is an independent hedge fund manager headquartered in Mill Valley, California. The firm was co-founded in 1991 by John Scully, William “Bill” Oberndorf and William Patterson. SPO Partners offers investment advisory services only to a small number of investment entities. | Investment Managers | Analyst-Equity | |
Boston Trust Walden, Inc.
Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Investment Managers | Corporate Officer/Principal | |
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 | Doctorate Degree | |
Stanford University | College/University | Masters Business Admin | |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | Investment Managers | Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Boston University | College/University | Undergraduate Degree | |
McGill University | College/University | Masters Business Admin | |
BMO Financial Group, Inc.
BMO Financial Group, Inc. Investment Banks/BrokersFinance BMO Financial Group, Inc. provides wealth management and other financial services. It is a diversified financial services provider which offer clients a broad range of personal, commercial, corporate and institutional financial services across Canada and in the United States through BMO Bank of Montreal, BMO Nesbitt Burns, BMO Capital Markets and Chicago-based subsidiary, Harris Bank. BMO Financial Group is located in Toronto, Canada | Investment Banks/Brokers | Corporate Officer/Principal | |
Standard & Poor's Financial Services LLC
Standard & Poor's Financial Services LLC Investment ManagersFinance Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
Antioch College | College/University | Undergraduate Degree | |
Bates College | College/University | Undergraduate Degree | |
Concordia University | College/University | Graduate 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 | Masters Business Admin | |
Duquesne University of The Holy Spirit | College/University | Graduate Degree | |
Indiana University | College/University | Masters Business Admin | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Graduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
Peace Corps (District of Columbia) | General Government | Corporate Officer/Principal | |
The American University in Cairo | College/University | Undergraduate Degree | |
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 | |
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 | |
The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | ||
Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | ||
Grace Capital, Inc.
Grace Capital, Inc. Investment ManagersFinance Grace Capital, Inc. is an independent investment manager headquartered in Quincy, Massachusetts. The firm was founded by Catherine (Cate) Faddis in 2006. Grace Capital offers custom and separately managed accounts to institutions, high net worth individuals, and family offices. | Investment Managers | Director of Research - Equity | |
Westwood International Advisors, Inc.
Westwood International Advisors, Inc. Investment ManagersFinance Westwood International Advisors, Inc. (Westwood) is an investment management firm headquartered in Toronto, Ontario. The firm was founded in 2012 and is a subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides investment solutions to individual and institutional clients. | Investment Managers | Analyst-Equity | |
ENI Corporate University SpA | College/University | Graduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
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 | |
F&C Management Ltd. (United States)
F&C Management Ltd. (United States) Investment ManagersFinance Part of Ameriprise Financial, Inc., F & C Management Ltd. is a company based in Boston, MA that provides investment services. | Investment Managers | Corporate Officer/Principal | |
Bridgeway Capital, Inc.
Bridgeway Capital, Inc. Investment ManagersFinance Founded in 1990 by Mark Peterson, Bridgeway Capital, Inc. is a private equity firm located in Pittsburgh, Pennsylvania. | Investment Managers | Private Equity Analyst | |
AlphaOne Investment Services LLC
AlphaOne Investment Services LLC Investment ManagersFinance Founded in 2008, AlphaOne Investment Services LLC (AOIS) is a registered investment advisor and hedge fund manager located in Villanova, Pennsylvania. The firm is a wholly-owned subsidiary of AlphaOne Capital Partners LLC (AOCP). AOCP Holdings LLC is a wholly-owned subsidiary of AlphaOne Holdings LLC, a private company owned by Paul J. Hondros. AOCP acquired Redstone Investment Management LP in 2009. AOIS’ clients consist of a registered investment company (AlphaOne Micro Cap Equity Fund), private unregistered funds, individually managed accounts, and UMA clients. | Investment Managers | Portfolio Manager-Equities | |
Monarch Partners LLC
Monarch Partners LLC Investment ManagersFinance Monarch Partners LLC (Monarch Partners) is a venture capital firm founded in 2005 by Jerrold David Gardner. The firm is headquartered in Sandy, Utah. | Investment Managers | Private Equity Analyst | |
Monarch Partners Asset Management LLC
Monarch Partners Asset Management LLC Investment ManagersFinance Monarch Partners Asset Management LLC (Monarch Partners) is an independent, 100% employee-owned investment management firm headquartered in Boston, Massachusetts. The firm was founded by Wayne Archambo in 2010. Monarch Partners manages assets on behalf of Corporate, Public Fund, Endowment, Foundation and Sub-Advisory clients. | Investment Managers | Analyst-Equity |
Statistik
International
Vereinigte Staaten | 41 |
Kanada | 5 |
Israel | 2 |
Ägypten | 2 |
Italien | 2 |
Sektoral
Finance | 26 |
Consumer Services | 18 |
Miscellaneous | 2 |
Electronic Technology | 2 |
Government | 2 |
Operativ
Corporate Officer/Principal | 22 |
Analyst-Equity | 15 |
Portfolio Manager-Equities | 13 |
Undergraduate Degree | 10 |
Masters Business Admin | 7 |
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