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Alex Jovanovic
Portfolio Manager-Aktien bei Trillium Asset Management LLC
Ursprung des Netzwerks ersten Grades von Alex Jovanovic
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Tufts University
110
| College/University | Other Consumer Services | 110 |
Trillium Asset Management LLC
![]() Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients.
29
| Subsidiary | Investment Managers | 29 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Alex Jovanovic
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
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 Corporate Officer/Principal | |
BNY Mellon Investment Adviser, Inc.
![]() BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Portfolio Manager-Equities | |
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 Comptroller/Controller/Auditor | |
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
![]() Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Market Strategist Analyst-Equity | |
Dimension Capital Management LLC
![]() Dimension Capital Management LLC Investment ManagersFinance Dimension Capital Management LLC (DCM) is a SEC-registered investment advisor headquartered in Coral Gables, Florida. The firm was founded by Onofre Torres in 1980 and is majority owned by MNA Capital LLC. DCM provides investment advisory services on a discretionary and non-discretionary basis to individuals, trusts, foundations, pension funds and corporate entities. | Investment Managers | Analyst-Equity | |
Eventide Asset Management LLC
![]() Eventide Asset Management LLC Investment ManagersFinance Eventide Asset Management LLC (Eventide) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2008 by Finni Kuruvilla, Jason Myhre, Roben John, David Barksdale and Anil Thomas. Eventide provides portfolio management for registered mutual funds and offers non-discretionary Model Allocations and Models to financial intermediaries such as wrap fee program sponsors. | Investment Managers | Chief Executive Officer | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Market Strategist | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Graduate Degree Doctorate Degree | |
Dartmouth College | College/University | Undergraduate Degree Masters Business Admin | |
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 | Undergraduate Degree Doctorate Degree Graduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Adams Harkness & Hill Investment Banking
![]() Adams Harkness & Hill Investment Banking Investment ManagersFinance Part of Canaccord Genuity Group, Inc., Adams Harkness & Hill Investment Banking is a company based in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Progressive Investment Management Corp.
![]() Progressive Investment Management Corp. Investment ManagersFinance Progressive Investment Management Corp. (Progressive) is an independent, SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1987 as Portfolio 21 Investments, Inc. Progressive provides investment management services on a discretionary basis to individuals, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm offers separately managed accounts that may invest in individual stocks and bonds, mutual funds and Exchange Traded Funds (ETFs) that uses several investment strategies. | Investment Managers | Investment Committee Member Analyst-Equity Corporate Officer/Principal | |
Bentley University | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
Boston College | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
Bowdoin College
![]() Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Graduate Degree Undergraduate Degree | |
Yale University | College/University | Doctorate Degree Graduate Degree Masters Business Admin | |
New York University | College/University | Graduate Degree Masters Business Admin Graduate Degree Doctorate Degree | |
Georgetown University | College/University | Undergraduate Degree Graduate Degree | |
American Museum of Natural History
![]() American Museum of Natural History Other Consumer ServicesConsumer Services The American Museum of Natural History is a scientific and cultural institution. Its exhibitions and scientific collections, which serve as a field guide to the people and present a panorama of the world's cultures. The company was founded by Albert Smith Bickmore, William E. Dodge, Jr., Theodore Roosevelt, Sr., Joseph Choate and J. Pierpont Morgan on April 6, 1869 and is headquartered in New York, NY. | Other Consumer Services | General Counsel | |
The State University of New York | College/University | Undergraduate Degree | |
The Chinese University of Hong Kong | College/University | Undergraduate Degree Corporate Officer/Principal | |
École des Hautes Études Commerciales de Paris | College/University | Masters Business Admin | |
The Phi Beta Kappa Society
![]() The Phi Beta Kappa Society Miscellaneous Commercial ServicesCommercial Services The Phi Beta Kappa Society operates as an organization for liberal arts and science education. The non-profit company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Fletcher School of Law | College/University | Graduate Degree Graduate Degree | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
US SIF
![]() US SIF Miscellaneous Commercial ServicesCommercial Services US SIF is a forum for sustainable and responsible investment that aims to shift investment practices towards sustainability and generate positive social and environmental impacts. The non-profit company is based in Washington. Its members include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, community investing organizations, and nonprofit associations. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
Apis Partners LLP
![]() Apis Partners LLP Investment ManagersFinance Apis Partners LLP is an Independent Private Equity firm founded in 2014 by Matteo Stefanel and Udayan Goyal. The firm is headquartered in London, UK with offices in Singapore, Dubai and Giza. | Investment Managers | Private Equity Investor | |
Venture University LLC
![]() Venture University LLC Investment ManagersFinance Venture University LLC (Venture University) is a venture capital subsidiary of VU Investing Platform founded in 2018 by J. Skyler Fernandes and Jenna Fernandes. The firm is headquartered in San Francisco, California. | Investment Managers | Founder | |
The Next Big Thing LLC
![]() The Next Big Thing LLC Miscellaneous Commercial ServicesCommercial Services The Next Big Thing LLC provides business services. The private company is based in Cary, NC. The company was founded by Jenna Fernandes, J. Skyler Fernandes. Jenna Fernandes has been the CEO since incorporation. | Miscellaneous Commercial Services | Chief Executive Officer | |
XINXIANG ERA GROUP COMPANY LIMITED | Restaurants | Director/Board Member | |
Rubique Technologies India Pvt Ltd.
![]() Rubique Technologies India Pvt Ltd. Finance/Rental/LeasingFinance Rubique Technologies India Pvt Ltd. provides an marketplace for financial products. It offers retail, home, education, car, business, auto, and personal loans, as well as credit cards and loans against property. The firm is a financial e-commerce portal that provides solution to financing needs of individual and small and medium enterprises. The company was founded by Manavjeet Singh on October 22, 2014 and is headquartered in Mumbai, India. | Finance/Rental/Leasing | Director/Board Member | |
Hong Kong Tourism Board
![]() Hong Kong Tourism Board Other Consumer ServicesConsumer Services Hong Kong Tourism Board engages in arranging and assembling tours. The company was founded on April 1, 2001 and is headquartered in Hong Kong. | Other Consumer Services | Director/Board Member | |
SB Investment Advisers (UK) Ltd.
![]() SB Investment Advisers (UK) Ltd. Investment ManagersFinance SB Investment Advisers (UK) Ltd. is a Private Equity firm, a subsidiary of SoftBank Group Corp. founded in 2016 by Masayoshi Son. SB Investment Advisers (UK) Ltd. is headquartered in London, UK. | Investment Managers | Director/Board Member | |
Great Elm Capital Management, Inc.
![]() Great Elm Capital Management, Inc. Investment ManagersFinance Great Elm Capital Management Inc ( Great Elm Capital Management ) subsidiary of Great Elm Capital Group, Inc (NASDAQ: GEC) founded in 2016. The firm is headquartered in Waltham, Massachusetts. | Investment Managers | Investment Committee Member | |
Oxford Energy Policy Club | Corporate Officer/Principal | ||
NATIONAL ENERGY SERVICES REUNITED CORP. | Oilfield Services/Equipment | Director/Board Member | |
CI CI Investment Ltd.
![]() CI CI Investment Ltd. Financial ConglomeratesFinance CI CI Investment Ltd. engages in property holding and investment. The company was founded on December 3, 2012 and is headquartered in Hong Kong. | Financial Conglomerates | Director/Board Member |
Statistik
International
Vereinigte Staaten | 36 |
Hong Kong | 5 |
Vereinigtes Königreich | 3 |
Frankreich | 2 |
Ägypten | 2 |
Sektoral
Finance | 21 |
Consumer Services | 20 |
Commercial Services | 4 |
Process Industries | 2 |
Industrial Services | 2 |
Operativ
Corporate Officer/Principal | 118 |
Undergraduate Degree | 99 |
Director/Board Member | 80 |
Analyst-Equity | 69 |
Graduate Degree | 44 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Shaun Rodriguez | 21 |
Pranav Tripathi | 16 |
Ryan D. Teksten | 15 |
Lindsey Tannenbaum | 12 |
Monte R. Haymon | 11 |
Gabriel Haddad Silva | 11 |
Tim Rotolo | 11 |
Celia Torres | 10 |
Matthew Engler | 10 |
Kurt Dalton | 9 |
Paul Aaron Hilton | 9 |
Tony Tursich | 9 |
Matt Patsky | 8 |
Eamon Aghdasi | 8 |
Sean Greely | 8 |
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