Ursprung des Netzwerks ersten Grades von Eric Norman Gutterson
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
50
| Operating Division | Investment Managers | 50 |
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.
31
| Subsidiary | Investment Managers | 31 |
Middleton & Co., Inc.
 Middleton & Co., Inc. Investment ManagersFinance Middleton & Co., Inc. is a registered investment counseling firm headquartered in Boston, Massachusetts. The firm was founded by Thomas Mike Middleton in 1984 and is principally owned by the Middleton & Co. Employee Stock Ownership Trust. They provide objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations.
8
| Subsidiary | Investment Managers | 8 |
Back Bay Advisors LP
3
| Extinct | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Eric Norman Gutterson
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| Drew University | College/University | Undergraduate Degree | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Dalton, Greiner, Hartman, Maher & Co. LLC
 Dalton, Greiner, Hartman, Maher & Co. LLC Investment ManagersFinance Dalton, Greiner, Hartman, Maher & Co. LLC (DGHM) is an investment advisory firm headquartered in New York City. It was founded in 1982 by Tim Dalton, Ken Greiner, Jim Hartman and Kevin Maher. The firm is a subsidiary of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH), a bank holding company. DGHM offers investment advisory services on a discretionary basis to high net-worth individuals, trusts, estates, and charitable organizations, endowments and foundations, pension and profit-sharing plans, Taft-Hartley plans, and corporations or business entities. | Investment Managers | Analyst-Equity 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 | Analyst-Equity Analyst-Equity | |
Buckhead Capital Management LLC
 Buckhead Capital Management LLC Investment ManagersFinance Buckhead Capital Management LLC (Buckhead Capital) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1994 by Eugene Pearce and Matthew Reams. Buckhead Capital offers investment supervisory services and manage investment advisory accounts for individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations and other commercial entities, pension and profit-sharing plans, and registered investment advisors. In addition, the firm provides investment advisory services to participants of wrap fee programs sponsored by other firms. | Investment Managers | Portfolio Manager-Equities | |
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity | |
CWA Asset Management Group LLC
 CWA Asset Management Group LLC Investment ManagersFinance CWA Asset Management Group (CWA) LLC is a SEC-registered investment advisor and wealth management firm headquartered in Naples, Florida. The firm was founded in 2011 and is primarily owned by CWA Holdings LLC. CWA provides portfolio management and investment advisory services primarily to individuals, high net worth individuals or families, as well as trusts, endowments, charitable organizations, insurance companies, pension plans, foundations and other business entities. | Investment Managers | Director of Research - Equity | |
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin 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 Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Wake Forest University | College/University | Masters Business Admin Undergraduate Degree | |
Capital Guaranty Corp
 Capital Guaranty Corp Multi-Line InsuranceFinance Part of Assured Guaranty Ltd., Capital Guaranty Corp underwrites financial guaranty insurance. The company is based in San Francisco, CA. Capital Guaranty was acquired by Assured Guaranty Municipal Holdings, Inc., part of Assured Guaranty Ltd. from July 05, 2000 on December 20, 1995 for $200 million. | Multi-Line Insurance | Corporate Officer/Principal | |
Connie Lee Insurance Co.
 Connie Lee Insurance Co. Specialty InsuranceFinance Part of Ambac Financial Group, Inc., Connie Lee Insurance Co. is an American company that guarantees university construction loans. The company is based in Washington. Connie Lee Insurance was acquired by Ambac Assurance Corp. on October 22, 1997. | Specialty Insurance | Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin | |
| Syracuse University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Georgetown University | College/University | Masters Business Admin Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
| St. John's University | College/University | Undergraduate Degree Masters Business Admin | |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| Fordham University School of Law | College/University | Graduate Degree | |
The Bank of New York Mellon (New York)
 The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 48 |
Sektoral
| Finance | 29 |
| Consumer Services | 20 |
Operativ
| Portfolio Manager-Equities | 108 |
| Corporate Officer/Principal | 76 |
| Undergraduate Degree | 63 |
| Analyst-Equity | 59 |
| Portfolio Manager-Fixed Income | 45 |
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