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Ursprung des Netzwerks ersten Grades von Brian J. Sokolowski
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Babson College
143
| College/University | Other Consumer Services | 143 |
Fairfield University
65
| College/University | Other Consumer Services | 65 |
Cambridge Trust Co.
![]() Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC).
35
| Holding Company | Investment Managers | 35 |
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.
32
| Private Company | Investment Managers | 32 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Brian J. Sokolowski
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
INDEPENDENT BANK CORP. | Regional Banks | Chief Operating Officer Director of Finance/CFO | |
CANADIAN IMPERIAL BANK OF COMMERCE | Regional Banks | Director/Board Member | |
HarbourVest Partners LLC
![]() HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Cowen & Co. LLC
![]() Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity | |
Moody, Lynn, Lieberson & Walker LLC
![]() Moody, Lynn, Lieberson & Walker LLC Investment ManagersFinance Moody, Lynn, Lieberson & Walker LLC (MLLW) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Moody in 1989 as Moody, Lynn & Lieberson LLC and has changed its name to Moody, Lynn, Lieberson & Walker LLC in 2023. MLLW manages the financial affairs of individuals, families, and select institutional accounts. | Investment Managers | Chief Investment Officer Analyst-Equity | |
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 | Analyst-Fixed Income Portfolio Manager-Equities | |
Rockland Trust Co.
![]() Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Investment Managers | Compliance Officer Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Fidelity Investments Canada ULC
![]() Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program. | Investment Managers | President | |
Fidelity Brokerage Co. | President | ||
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 | Masters Business Admin Masters Business Admin | |
University of Pittsburgh | College/University | Undergraduate Degree | |
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 | Investment Committee Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 | Portfolio Manager-Fixed Income | |
CAMBRIDGE BANCORP | Regional Banks | Director/Board Member Chief Executive Officer Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chief Investment Officer Corporate Officer/Principal Human Resources Officer Director of Finance/CFO Corporate Officer/Principal Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
BDO USA PC
![]() BDO USA PC Miscellaneous Commercial ServicesCommercial Services BDO USA LLP operates as an accounting, auditing, and bookkeeping firm. It offers advisory; audit and assurance; digital; and tax services. The company was founded by Maximillian L. Seidman in 1910 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Wellington West Capital, Inc.
![]() Wellington West Capital, Inc. Investment Banks/BrokersFinance Wellington West Capital, Inc. engages in the provision of securities brokerage services. It also offers investment advice to clients with an offering of managed investment solutions as well as expertise on individual security selection including equities; fixed income; currencies; mutual and exchange-traded funds; alternative investments; and hedging strategies. The company was founded by Charles Spiring in 1993 and is headquartered in Winnipeg, Canada. | Investment Banks/Brokers | Chief Executive Officer | |
Bimcor, Inc.
![]() Bimcor, Inc. Investment ManagersFinance Bimcor, Inc. is a Canadian pension fund manager headquartered in Montreal, Quebec. The firm was founded in 1983 and is a wholly owned subsidiary of BCE Inc. (formerly known as Bell Canada Enterprises Inc.) (TSX: BCE), a telecommunication holding company for the Bell Canada corporate group. Bimcor manages the assets mainly on behalf of pension funds of BCE and their various subsidiaries and affiliates. | Investment Managers | Chief Executive Officer | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Dalhousie University | College/University | Undergraduate Degree | |
Stony Brook University | College/University | Doctorate Degree | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
Great Hill Partners LP
![]() Great Hill Partners LP Investment ManagersFinance Great Hill Partners LP (Great Hill Partners) is a private equity firm founded in 1998 by Christopher S. Gaffney, Steve F. Gormley and John G. Hayes. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor Private Equity Investor | |
Mount Auburn Hospital
![]() Mount Auburn Hospital Hospital/Nursing ManagementHealth Services Mount Auburn Hospital provides healthcare services. It offers care and treatment for addiction, alcohol abuse, arthritis care, athletic injury, breast health, blood disorders, cancer, and colon and rectal surgery. The company was founded in 1886 and is headquartered in Cambridge, MA. | Hospital/Nursing Management | Chairman Chief Executive Officer | |
Canadian Public Accountability Board
![]() Canadian Public Accountability Board Miscellaneous Commercial ServicesCommercial Services Canadian Public Accountability Board operates as an audit regulator. The company was founded in 2003 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
Launchpad Venture Group LLC
![]() Launchpad Venture Group LLC Investment ManagersFinance Launchpad Venture Group LLC (Launchpad Venture Group) is a venture capital firm founded in 2001 by Rick Lucash. The firm is headquartered in Newton, Massachusetts. | Investment Managers | Director/Board Member Chairman | |
Canada-US Fulbright Program Foundation | Chairman | ||
Ontario Securities Commission | General Government | Director/Board Member | |
Perspecta Trust LLC
![]() Perspecta Trust LLC Investment ManagersFinance Perspecta Trust LLC provides bespoke trust, investment and business services for wealthy families. It offers investment management, wealth transfer planning, trustee services, family trust company services and custody and safekeeping. The company was founded by Paul M. Montrone and Paul M. Meister in 2007 and is headquartered in Hampton, NH. | Investment Managers | General Counsel Chief Investment Officer | |
Bryant University | College/University | Undergraduate Degree Undergraduate 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 | |
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 | Chief Executive Officer Chief Investment Officer | |
Progress Partners LLC | Director/Board Member Private Equity Investor | ||
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Progress Partners, Inc.
![]() Progress Partners, Inc. Investment ManagersFinance Progress Partners, Inc. provides financial advisory services. The firm specializes in digital media, sell-side M&A, mergers & acquisitions, buy-side M&A, private equity, software, corporate strategy. The company was founded by Nicholas Morse MacShane in 2002 and is headquartered in Washington, DC. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
Gen II Fund Services LLC
![]() Gen II Fund Services LLC Investment ManagersFinance Gen II Fund Services LLC provides fund administration services to private equity fund sponsors and investors. It offers private equity firms the best-in-class combination of people, process and technology, enabling GPs to most effectively manage their operational infrastructure, financial reporting and investor communications. The company was founded by Norman Leben, Steven Millner and Steven Alecia in 2009 and is headquartered in New York, NY. | Investment Managers | Director/Board Member | |
Louis Dreyfus Highbridge Energy LLC | Private Equity Analyst | ||
Almanac Capital Management LLC
![]() Almanac Capital Management LLC Investment ManagersFinance Almanac Capital Management LLC (Almanac Capital) is an independent alternative investment firm headquartered in New York City. The firm was founded by George Zivic and Willem Kooyker in 2007. Almanac Capital deploys capital for its Founders and a limited number of investors in strategies designed first and foremost for performance, not scalability. | Investment Managers | Analyst-Equity | |
Midland Capital Corp. | President | ||
CIBC Bancorp USA, Inc.
![]() CIBC Bancorp USA, Inc. Financial ConglomeratesFinance Part of Canadian Imperial Bank of Commerce, CIBC Bancorp USA, Inc. operates as a bank holding company. The company is based in Chicago, IL. | Financial Conglomerates | Director/Board Member | |
Kenan-Flagler Business School | College/University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 41 |
Kanada | 9 |
Sektoral
Finance | 27 |
Consumer Services | 13 |
Commercial Services | 3 |
Technology Services | 2 |
Health Services | 2 |
Operativ
Director/Board Member | 138 |
Corporate Officer/Principal | 127 |
Undergraduate Degree | 93 |
Masters Business Admin | 50 |
Private Equity Investor | 50 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Eghosa Omoigui | 29 |
Derek Schoettle | 21 |
John Burns | 17 |
Rishi Reddy | 15 |
Steve Tsao | 15 |
Kevin Kelly | 15 |
R. Gregg Stone | 14 |
Hambleton Lord | 14 |
Amritesh Jatia | 14 |
Denis Sheahan | 13 |
Pedro Molina | 12 |
David Stephen Lynch | 11 |
Cathleen Schmidt | 10 |
Christopher Whalen | 10 |
David J. Arslanian | 10 |
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