Jacob Boak
Analyst-Equity bei Manning & Napier Advisors LLC
Ursprung des Netzwerks ersten Grades von Jacob Boak
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.
67
| Subsidiary | Investment Managers | 67 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jacob Boak
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| LAKELAND INDUSTRIES, INC. | Apparel/Footwear | Director/Board Member | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity | |
| Rochester Christian University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
Homestead Advisers Corp.
 Homestead Advisers Corp. Investment ManagersFinance Homestead Advisers Corp. is a SEC-registered investment adviser headquartered in Arlington, Virginia. It was founded in 1990 as RE Advisers Corp. and became Homestead Advisers Corp. in 2022. The firm is a direct, wholly-owned subsidiary of Homestead Financial Services Corp. (formerly RE Investment Corp.), which is a direct, wholly-owned subsidiary of NRECA United, Inc., a holding company of the National Rural Electric Cooperative Association (NRECA). Homestead Advisers provides investment supervisory services to investment companies, employee benefit plans, pension and profit-sharing plans, corporations and other business entities. They also provide retirement planning services to individuals that participate in NRECA’s sponsored 401(k) Pension Plan or Retirement Security Plan. | Investment Managers | Analyst-Equity | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Corporate Officer/Principal Analyst-Equity | |
Howe & Rusling, Inc.
 Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Investment Managers | Chief Investment Officer Analyst-Equity | |
West Coast Financial LLC
 West Coast Financial LLC Investment ManagersFinance West Coast Financial LLC (WCF) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by E. David Yossem in 1983. WCF serves the financial needs of individuals, families, trusts, nonprofits, and businesses. | Investment Managers | Analyst-Equity | |
| MANNING & NAPIER, INC. | Investment Managers | Chief Executive Officer Chief Executive Officer Chief Executive Officer Chief Investment Officer Chief Executive Officer Director/Board Member | |
| Brown University | College/University | Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
| Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Masters Business Admin Undergraduate Degree | |
| Tongji University | College/University | Undergraduate Degree | |
Green Street Advisors LLC
 Green Street Advisors LLC Investment Banks/BrokersFinance Founded in 1985, Green Street Advisors LLC is a SEC-registered investment advisor and broker/dealer located in Newport Beach, California. The firm is affiliated with Green Street Investors and is a subsidiary of Green Street Holdings, Inc. Green Street Advisors' research concentrates on publicly-traded real estate securities including REITs and other publicly-traded real estate companies. The firm provides insight, advice and service to a variety of clients worldwide who seek thorough, timely analysis on private and public commercial real estate markets. Green Street Advisors' clients use their research at the macro, sector, market and company levels to improve their decision-making in many aspects of the real estate capital allocation process. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| Canisius College | College/University | Undergraduate Degree Undergraduate Degree | |
| Clarkson University | College/University | Undergraduate Degree Undergraduate Degree | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
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 | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Occidental College | College/University | 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 | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Quinnipiac University | College/University | Undergraduate Degree | |
Rochester Institute of Technology
 Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
| St. Bonaventure University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Central Florida | College/University | Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| Vassar College | College/University | Undergraduate Degree | |
ABB, Inc.
 ABB, Inc. Industrial MachineryProducer Manufacturing ABB, Inc. provides power and automation products, systems, solutions and services. It manufactures components such as motors, generators, circuit breakers and programmable logic controllers for the automated processes of industries such as oil and gas, pulp and paper, chemicals and pharmaceuticals. The company was founded in 1980 and is headquartered in Cary, NC. | Industrial Machinery | Corporate Officer/Principal | |
| St. John Fisher College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
The HON Co. LLC
 The HON Co. LLC Office Equipment/SuppliesProducer Manufacturing The HON Co. LLC manufactures and distributes office furniture. It offers chairs, desks, tables, storage and files, and workstations. The company was founded by Claude Maxwell Stanley, Clement T. Hanson, and H. Wood Miller founded in 1944 and is headquartered in Muscatine, IA. | Office Equipment/Supplies | Corporate Officer/Principal | |
| Johnson Graduate School of Management | College/University | Masters Business Admin | |
The Hartford Cos.
 The Hartford Cos. Specialty InsuranceFinance The Hartford Cos. provides property and casualty insurance services. | Specialty Insurance | Corporate Officer/Principal | |
Princeton Review LLC
 Princeton Review LLC Miscellaneous Commercial ServicesCommercial Services Part of Education Holdings 1, Inc., Princeton Review LLC is a company that provides examination review services. The company is based in Albuquerque, NM. The company was founded by John S. Katzman, Robert L. Cohen. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
| University of Rochester Simon Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
| The Martin J. Whitman School of Management | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
W.G. Shaheen & Associates Ltd.
 W.G. Shaheen & Associates Ltd. Investment ManagersFinance W.G. Shaheen & Associates Ltd. (do business as Whitney & Co.) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded in 1975, and offers discretionary portfolio management services to individuals, high net-worth individuals, pension plans/profit sharing plans, and foundations/charities. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
| USC Marshall School of Business | College/University | Masters Business Admin | |
Global Petroleum Corp.
 Global Petroleum Corp. Wholesale DistributorsDistribution Services Global Petroleum Corp. provides storage and distribution services for petroleum products. The private company is based in Houston, TX. | Wholesale Distributors | Corporate Officer/Principal | |
| University of Massachusetts Lowell | College/University | Graduate Degree | |
| Harvard Business School | College/University | Masters Business Admin | |
Grp Financial California LLC
 Grp Financial California LLC Investment ManagersFinance Part of HUB International Ltd., Grp Financial California LLC is a retirement plan consulting and education company. Based in San Clemente, CA, the company partners with a wide array of organizations, including for-profit, not-for-profit, and publicly traded companies, to provide specialized resources for all retirement plan needs. The company offers services for various types of plans, such as 401 (k), 403 (b), defined benefit, 401 (a), 457 (b), and non-qualified plans. Grp Financial California has relationships with all record keepers and mutual fund companies, and their team of specialists assesses current retirement plans and creates solutions to help secure employees' financial futures. On December 14, 2021, Grp Financial California was acquired by HUB International Ltd. | Investment Managers | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 46 |
| China | 2 |
Sektoral
| Consumer Services | 28 |
| Finance | 15 |
| Producer Manufacturing | 3 |
| Consumer Non-Durables | 2 |
| Commercial Services | 2 |
Operativ
| Analyst-Equity | 64 |
| Undergraduate Degree | 60 |
| Corporate Officer/Principal | 45 |
| Portfolio Manager-Equities | 26 |
| Masters Business Admin | 25 |
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