Karin Coulter
Portfolio Manager-Aktien bei Crestwood Advisors Group LLC
Ursprung des Netzwerks ersten Grades von Karin Coulter
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Crestwood Advisors Group LLC
 Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments.
10
| Subsidiary | Investment Managers | 10 |
Salve Regina University
6
| College/University | Other Consumer Services | 6 |
James Caird, Inc.
 James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations.
6
| Subsidiary | Investment Managers | 6 |
Weybosset Research & Management LLC
 Weybosset Research & Management LLC Investment ManagersFinance Founded in 2000, Weybosset Research & Management LLC is a registered investment advisor headquartered in Providence, Rhode Island. The firm provides investment management services to high net worth individuals, qualified retirement plans, corporate pension and profit-sharing plans, charitable institutions, endowments, trusts, estates, foundations, and corporations.
2
| Private Company | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Karin Coulter
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Iridian Asset Management LLC
 Iridian Asset Management LLC Investment ManagersFinance Iridian Asset Management LLC (Iridian) is a SEC-registered investment advisor headquartered in Westport, Connecticut. The firm was founded by Harold Levy and David Cohen in 1995 and is a subsidiary of Iridian Employee Holdings LLC. Iridian provides investment management services to individual and institutional clients on a discretionary basis. | Investment Managers | Corporate Officer/Principal | |
Baldwin Brothers LLC
 Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
| SUN LIFE FINANCIAL INC. | Multi-Line Insurance | Corporate Officer/Principal | |
Dunham & Associates Investment Counsel, Inc.
 Dunham & Associates Investment Counsel, Inc. Investment ManagersFinance Dunham & Associates Investment Counsel, Inc. (DAIC) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jeffrey A. Dunham in 1985 and is wholly owned by Dunham & Associates Holdings, Inc. DAIC offers four types of advisory services: mutual funds, wrap programs, separately managed accounts (SMAs) and investment consulting services. | Investment Managers | Corporate Officer/Principal | |
Crestwood Advisors LLC
 Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Investment Managers | Analyst-Equity Analyst-Equity Chief Executive Officer Portfolio Manager-Equities | |
Sisters of Mercy of the Americas, Inc.
 Sisters of Mercy of the Americas, Inc. Other Consumer ServicesConsumer Services Sisters of Mercy of the Americas, Inc. is an international community of Roman Catholic women religious who are committed to serving those in need. The non-profit company is based in Silver Spring, MD. Mercy and healthcare have been intertwined since the 19th century when the first Sisters of Mercy began providing care. The company's asset management program, Mercy Investment Services, manages the endowment, operating, and other funds of the Sisters of Mercy and Mercy ministries. | Other Consumer Services | Corporate Officer/Principal | |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Misericordia University | College/University | Director/Board Member | |
| The College of William & Mary | College/University | Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
| Skidmore College | College/University | Undergraduate Degree | |
| University of Delaware | College/University | Undergraduate Degree | |
| University of San Francisco | College/University | Masters Business Admin | |
| Wright State University (Ohio) | College/University | Undergraduate Degree | |
Equitable Financial Life Insurance Co.
 Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Analyst-Equity | |
| CHARGE ENTERPRISES, INC. | Engineering & Construction | Director/Board Member | |
Vantage Advisors LLC
 Vantage Advisors LLC Investment ManagersFinance Vantage Advisors LLC is a hedge fund manager headquartered in Miami, Florida. The firm is a subsidiary of Vanquish Capital Group LLC. It was founded by Donald Uderitz. In 2022, EP Wealth Advisors LLC, a subsidiary of EPWA, Inc., acquired the firm from Vantage Capital Group LLC. Vantage Advisors provides investment advisory services to high net-worth individuals, funds-of-funds and institutional investors. | Investment Managers | Director of Finance/CFO | |
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 | |
Aaa Northern New England
 Aaa Northern New England Miscellaneous Commercial ServicesCommercial Services Aaa Northern New England is a membership organization that offers a range of services including roadside assistance, discounts, travel planning, and insurance services. The private company is based in Concord, NH. | Miscellaneous Commercial Services | Director/Board Member | |
Hardin County Regional Health Center
 Hardin County Regional Health Center Medical/Nursing ServicesHealth Services Hardin County Regional Health Center provides medical care services. It services include pediatric and adolescent care, adult and geriatric care, OB/GYN, veteran's care, immunizations, general surgery, prenatal care, family planning, and social services. The company is headquartered in Savannah, TN. | Medical/Nursing Services | Director/Board Member | |
| Bryant University | College/University | Masters Business Admin | |
BankNewport
 BankNewport Regional BanksFinance BankNewport operates as a state chartered savings bank. It offers checking and savings accounts; and boat, auto, unsecured personal, home equity, lines of credit, term, small business administration, and commercial real estate loans, as well as mortgages. The firm provides cash management, eBanking, bill pay, eDocuments, mobile banking, and other services. The company was founded in 1819 and is headquartered in Middletown, RI. | Regional Banks | Director/Board Member | |
COR Capital LLC
 COR Capital LLC Investment ManagersFinance COR Capital LLC is an independent investment management firm headquartered in Los Angeles, California. The firm was founded by Steven Sugarman in 2009. COR Capital manages the assets of individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Arlen Capital LLC (Rhode Island)
 Arlen Capital LLC (Rhode Island) Investment ManagersFinance Part of Arlen Corp., Arlen Capital LLC is a company based in Warwick, RI that provides investment advice. | Investment Managers | Corporate Officer/Principal | |
| Organisasi Angkutan Darat | Chairman | ||
Horn Capital Management LLC
 Horn Capital Management LLC Investment ManagersFinance Horn Capital Management LLC provides investment advice. The private company is based in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin | |
| PT EKA SARI LORENA TRANSPORT TBK | Other Transportation | Corporate Officer/Principal | |
| OPTIMUS HEALTHCARE SERVICES, INC. | Beverages: Alcoholic | Director/Board Member | |
| PT Ryanta Mitra Karina | Corporate Officer/Principal | ||
| PT Lorena | Corporate Officer/Principal | ||
| PT Eka Sari Lorena | Corporate Officer/Principal | ||
| PT Jaslin Cairos Prima | Chief Executive Officer | ||
| PT Prima Sari Boga | Corporate Officer/Principal | ||
GetCharged, Inc.
 GetCharged, Inc. Specialty StoresRetail Trade GetCharged, Inc. is a transportation company focused on building the global network of charging and parking stations for micromobility devices, electric scooters, and e-bikes. The company was founded by Andrew Fox and Dan Waldman and is headquartered in New York, NY. | Specialty Stores | Director/Board Member | |
| Newport Restoration Foundation | Director/Board Member | ||
| Newport Hospital Foundation, Inc. | Director/Board Member | ||
| Indonesian Chamber of Commerce & Industry | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 42 |
| Indonesien | 9 |
| Kanada | 2 |
Sektoral
| Finance | 23 |
| Consumer Services | 13 |
| Miscellaneous | 2 |
| Industrial Services | 2 |
| Commercial Services | 2 |
Operativ
| Corporate Officer/Principal | 40 |
| Director/Board Member | 23 |
| Portfolio Manager-Equities | 22 |
| Undergraduate Degree | 17 |
| Analyst-Equity | 16 |
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