Ursprung des Netzwerks ersten Grades von James T. Moorhead
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds.
77
| Subsidiary | Investment Managers | 77 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von James T. Moorhead
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Compliance Officer | |
| JOHN HANCOCK INCOME SECURITIES TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Compliance Officer | |
| JOHN HANCOCK INVESTORS TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Compliance Officer | |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
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-Fixed Income Analyst-Fixed Income | |
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 | Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
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 | Portfolio Manager-Equities Analyst-Equity | |
John Hancock Financial Services, Inc.
 John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Life/Health Insurance | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 | Portfolio Manager-Equities Portfolio Manager-Equities | |
| JOHN HANCOCK PREFERRED INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Compliance Officer | |
| JOHN HANCOCK PREFERRED INCOME FUND II | Investment Trusts/Mutual Funds | Corporate Officer/Principal Compliance Officer | |
| JOHN HANCOCK PREFERRED INCOME FUND III | Investment Trusts/Mutual Funds | Corporate Officer/Principal Compliance Officer | |
Cushing Asset Management LP
 Cushing Asset Management LP Investment ManagersFinance Cushing Asset Management LP is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2003 and they are a wholly-owned subsidiary of Swank Capital LLC. Cushing Asset Management provides investment management services on a discretionary basis to high net-worth individuals and institutional investors through Private Funds, Mutual Funds, ETFs, Closed-End Funds and Managed Accounts. They also offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Notre Dame | College/University | Masters Business Admin Masters Business Admin | |
| JOHN HANCOCK INVESTMENTS - JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Compliance Officer | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Masters Business Admin | |
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 | Analyst-Equity Investment Committee Member | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
BNP Paribas Asset Management USA, Inc.
 BNP Paribas Asset Management USA, Inc. Investment ManagersFinance BNP Paribas Asset Management USA, Inc. (BNPP AM USA) is a registered investment advisor headquartered in New York City. The firm was founded in 1972 as Fischer Francis Trees & Watts, Inc. (FFTW). In 2015, FFTW’s affiliated US registered investment advisor, BNP Paribas Asset Management Inc., was merged into FFTW. FFTW was re-branded as BNP Paribas Asset Management USA, Inc. in 2017. The firm is a wholly-owned subsidiary of BNP Paribas Asset Management USA Holdings, Inc. (BNPP AM), part of International Financial Services division of BNP Paribas (EPA: BNP) (BNPP). BNPP AM USA provides customized investment management services to institutional clients. They also provide non-discretionary investment management activities and/or act as collateral manager for structured products such as CDOs and CLOs. | Investment Managers | Portfolio Manager-Equities | |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Compliance Officer | |
| Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree 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 Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| Providence College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Bentley University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
John Hancock Life Insurance Co. (USA) (Investment Portfolio)
 John Hancock Life Insurance Co. (USA) (Investment Portfolio) Investment ManagersFinance John Hancock Life Insurance Co. (USA) (Investment Portfolio) is the investment portfolio division of John Hancock Life Insurance Co. (USA), an insurance company headquartered in Boston, Massachusetts. The firm is a subsidiary of The Manufacturers Investment Corp., ultimately held by Manulife Financial Corp. (TSX, NYSE: MFC) in Canada. | Investment Managers | Compliance Officer Corporate Officer/Principal Corporate Officer/Principal | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Undergraduate Degree | |
| University of Massachusetts | College/University | Masters Business Admin Undergraduate Degree | |
| Bryant University | College/University | Undergraduate Degree Undergraduate Degree | |
Bright Rock Capital Management LLC
 Bright Rock Capital Management LLC Investment ManagersFinance Bright Rock Capital Management LLC (BRCM) is a registered investment advisor headquartered in Hanover, Massachusetts and was founded in 2010. The firm is a subsidiary of Rockland Trust Co. and their ultimate parent is Independent Bank Corp. (NASDAQ: INDB). BRCM offers investment advisory services to the Bright Rock Funds, high-net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | ||
| Fairfield University | College/University | Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 49 |
| Israel | 2 |
Sektoral
| Finance | 22 |
| Consumer Services | 19 |
| Miscellaneous | 9 |
Operativ
| Portfolio Manager-Equities | 95 |
| Corporate Officer/Principal | 87 |
| Analyst-Equity | 77 |
| Undergraduate Degree | 64 |
| Masters Business Admin | 30 |
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