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Ursprung des Netzwerks ersten Grades von David Gerald Ely
Einheit | Art der Einheit | Industrie | |
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Wilmington Trust Investment Advisors, Inc.
![]() Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds.
22
| Subsidiary | Investment Managers | 22 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von David Gerald Ely
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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 | Corporate Officer/Principal | |
M&T BANK CORPORATION | Regional Banks | Corporate Officer/Principal | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Economist | |
The Bank of New York Mellon Corp. (Wealth Management)
![]() The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Head-Equity Investments | |
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 | Portfolio Manager-Equities Director of Research - Equity Head-Equity Investments Chief Executive Officer | |
Wilmington Funds Management Corp.
![]() Wilmington Funds Management Corp. Investment ManagersFinance Wilmington Funds Management Corp. (WFMC) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 1981 as Rodney Square Management Corp. They are a subsidiary of M&T Bank Corp. (NYSE: MTB). WFMC provides investment advisory services directly to certain affiliated investment companies which are part of the Wilmington Funds. | Investment Managers | Head-Equity Investments Head-Equity Investments Chief Executive Officer | |
C.L. King & Associates, Inc.
![]() C.L. King & Associates, Inc. Investment Banks/BrokersFinance Founded in 1972 by Candace King, C.L. King & Associates, Inc. is a self-clearing, service-oriented broker/dealer and investment bank located in Albany, New York with additional offices in Boston and New York City. The firm delivers investment research, equity and fixed-income sales and trading, prime brokerage, investment advisor and clearing services to institutional and high net-worth clients and to other broker/dealers. For corporations, they underwrite securities and provide strategic advice in connection with mergers, acquisitions, strategic alternatives and valuation. C.L. King & Associates is a member of FINRA and the SIPC. C.L. King & Associates follows 120 names in 9 sectors. They seek to discover uncovered investment opportunities by seeking out companies that may be ignored by other Wall Street research providers and by identifying value and growth that may be unrecognized by institutional equity investors. The firm provides comprehensive trading services including capital commitment, market making and listed block positioning for their institutional equity clients. C.L. King & Associates' fixed-income group focuses on trading fixed-income securities, primarily in the secondary market. They offer a broad cross section of agencies, convertibles, investment-grade corporates, mortgage-backed securities, municipals, CDs and preferred stock to other broker/Dealers and institutional investors. The firm's investment banking group provides strategic M&A advice and capital raising services to emerging and mid-cap companies, both public and private. In addition, they act as a WBE underwriter in stock and bond offerings by large corporate issuers. C.L. King & Associates' corporate services group offers specialized services to assist corporate clients and their executives in handling delicate stock holding matters. Their services include guiding clients through restricted stock/rule 144 transactions, developing customized rule 10b5-1 trading plans and managing corporate share repurchase programs. The firm's equity research is based on a fundamental, value-oriented approach that focuses on small- and mid-cap companies. The firm offers research on the following sectors: special situations, building materials companies, specialty retail/apparel/footwear, industrials/cyclicals, restaurants/franchising, business services/staffing companies, telecommunications equipment and medical technology/devices/supplies. | Investment Banks/Brokers | Analyst-Equity | |
Radcliffe Capital Management LP
![]() Radcliffe Capital Management LP Investment ManagersFinance Radcliffe Capital Management LP (Radcliffe) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 1996 as RG Capital Management LP and changed their name in 2008. Radcliffe provides investment advisory services on a discretionary basis to pooled investment vehicles, which includes non-US vehicles and to separately managed accounts each offered to institutions and other sophisticated persons. | Investment Managers | Analyst-Equity | |
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 | Corporate Officer/Principal | |
HeadStrong LLC | Corporate Officer/Principal | ||
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 | Chief Executive Officer | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
University of Oxford | College/University | Masters Business Admin | |
GSAM Strategist Portfolios LLC
![]() GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Investment Managers | Corporate Officer/Principal | |
VOYA FINANCIAL, INC. | Life/Health Insurance | Corporate Officer/Principal | |
Fairfield University | College/University | Undergraduate Degree | |
Smith College
![]() Smith College Other Consumer ServicesConsumer Services Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students. | College/University | Undergraduate Degree Undergraduate Degree | |
Haverford College | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Lehigh University | College/University | Masters Business Admin | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree | |
Yale 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 | Masters Business Admin Undergraduate Degree | |
Millersville University | College/University | Undergraduate Degree | |
Mississippi State University | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree | |
University of Maryland | College/University | Masters Business Admin Undergraduate Degree | |
University of Miami
![]() University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Masters Business Admin | |
Villanova University | College/University | Undergraduate Degree | |
Citigroup Private Bank
![]() Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Corporate Officer/Principal | |
Museum of the City of New York
![]() Museum of the City of New York Other Consumer ServicesConsumer Services The Museum of the City of New York functions as a museum. The non-profit company is based in New York, NY. | Other Consumer Services | Director/Board Member | |
Jadavpur University | College/University | Undergraduate Degree | |
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. | Regional Banks | Director/Board Member | |
E.F. Hutton & Co., Inc.
![]() E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal | |
PNC Capital Advisors LLC
![]() PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Bernstein Global Wealth Management
![]() Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Investment Managers | Corporate Officer/Principal | |
Robert H. Smith School of Business | College/University | Masters Business Admin | |
Capital One Advisors LLC
![]() Capital One Advisors LLC Investment ManagersFinance Capital One Advisors LLC (do-business-as ShareBuilder 401k) is an investment management firm headquartered in Seattle, Washington. The firm was founded in 2005 and is a subsidiary of Capital One Holdings LLC, ultimately held by Capital One Financial Corp. (NYSE: COF). ShareBuilder 401k offers 401(k) plan design consulting, employee education, digital setup, and investment management services to any size business and their employees. | Investment Managers | Corporate Officer/Principal | |
Adams Natural Resources Funds, Inc. (Invt Mgmt)
![]() Adams Natural Resources Funds, Inc. (Invt Mgmt) Investment ManagersFinance Adams Natural Resources Funds, Inc. (Invt Mgmt) (dba Adams Funds) is the investment management division of Adams Natural Resources Funds, Inc. (NYSE: PEO), a closed-end investment company headquartered in Baltimore, Maryland. The firm was founded in 1929 under the name Petroleum Corp. of America. Their name was changed to Petroleum & Resources Corp. in 1977 and it was renamed Adams Natural Resources Fund, Inc. in 2015. Adams Funds manages a closed-end equity fund for various types of investors. | Investment Managers | Analyst-Equity | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
C200
![]() C200 Marine ShippingTransportation C200 is a not-for-profit membership organization that aims to educate, inspire, support, and advance women in business. The private company is based in Wilmington, DE and is affiliated with certain subsidiaries of M & T Bank Corporation. Its members include successful women entrepreneurs and corporate leaders who share their expertise, experience, networks, and leadership to support future generations of women leaders worldwide. | Marine Shipping | Corporate Officer/Principal | |
Susquehanna International Group Ltd.
![]() Susquehanna International Group Ltd. Investment Banks/BrokersFinance Part of Philadelphia Trading, Inc., Susquehanna International Group Ltd. is an Irish company that specializes in quantitative research. The company is based in Dublin, Ireland. The company's distinctive approach has made them a leader in the marketplace. The company's programs provide exposure to daily SIG business operations. | Investment Banks/Brokers | Trading-Fixed Income | |
Women’s Forum of New York | Corporate Officer/Principal | ||
Inlet Private Wealth LLC
![]() Inlet Private Wealth LLC Investment ManagersFinance Inlet Private Wealth LLC (IPW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Ted Furniss and Victoria Peaper in 2018. IPW provides independent, customized wealth management solutions that are specifically designed to help address the investment, trust and estate needs of each individual clients and families. | Investment Managers | Founder |
Statistik
International
Vereinigte Staaten | 48 |
Vereinigtes Königreich | 2 |
Indien | 2 |
Irland | 2 |
Sektoral
Finance | 27 |
Consumer Services | 22 |
Transportation | 2 |
Operativ
Corporate Officer/Principal | 27 |
Undergraduate Degree | 22 |
Analyst-Equity | 21 |
Portfolio Manager-Equities | 18 |
Masters Business Admin | 13 |
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