Ursprung des Netzwerks ersten Grades von Nancy Walthall
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds.
37
| Subsidiary | Investment Managers | 37 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Nancy Walthall
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| IBM | Packaged Software | Corporate Officer/Principal | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba 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. (TSX, 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 | Corporate Officer/Principal Analyst-Equity | |
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 | |
| Washington University in St. Louis | College/University | Undergraduate Degree | |
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 | Analyst-Equity Corporate Officer/Principal | |
| PANERA BREAD CO | Restaurants | Director/Board Member | |
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 | |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
Collins Stewart, Inc.
 Collins Stewart, Inc. Investment Banks/BrokersFinance Part of Canaccord Genuity Group, Inc., Collins Stewart, Inc. is a brokerage and financial services provider. The company is based in New York, NY. The company was founded by Julian John Robins. | Investment Banks/Brokers | Corporate Officer/Principal | |
Cohen Capital Management, Inc. (California)
 Cohen Capital Management, Inc. (California) Investment ManagersFinance Cohen Capital Management, Inc. (CCM) is a registered independent wealth management firm headquartered in Corte Madera, California. The firm was founded by Jay A. Cohen in 1995. CCM manages clients’ cash balances, equity and fixed income portfolios on a fully disclosed basis primarily for high net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal | |
Ironwood Investment Management LLC
 Ironwood Investment Management LLC Investment ManagersFinance Ironwood Investment Management LLC (Ironwood) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Warren Isabelle in 1997 and formerly known as Intrepid Partners LLC and Ironwood Capital Management LLC. Ironwood provides advisory services focused on domestic stocks through several targeted investment products. The firm also serves as portfolio manager to wrap fee programs. Ironwood is a signatory to the United Nations Principles of Responsible Investing (UNPRI). | Investment Managers | Corporate Officer/Principal | |
Ceres
 Ceres Miscellaneous Commercial ServicesCommercial Services Ceres operates as a non-profit organization. Its solutions include energy conservation, environmental restoration, management commitment, management commitment, reduction and disposal of wastes and audits and reports. The company was founded in 1989 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Leeb Capital Management, Inc.
 Leeb Capital Management, Inc. Investment ManagersFinance Leeb Capital Management, Inc. (LCM) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded by Stephen Leeb in 1984 and formerly known as Money Growth Institute, Inc. LCM provides quality investment management services to individuals and institutions. | Investment Managers | Trading-Equity | |
| Dartmouth College | College/University | 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 | Graduate Degree | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
| George Washington University | College/University | Graduate Degree | |
| University of Rhode Island | College/University | Undergraduate Degree | |
Village Ventures, Inc.
 Village Ventures, Inc. Investment ManagersFinance Village Ventures, Inc. (Village Ventures) is a venture capital firm founded in 2000 by Matt Haris and Bo Peabody. The firm is headquartered in Williamstown, Massachusetts. | Investment Managers | Private Equity Analyst | |
Boston Common Asset Management LLC
 Boston Common Asset Management LLC Investment ManagersFinance Boston Common Asset Management LLC (Boston Common) is an independent, employee-owned, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Francisco, California. The firm was founded by Geeta B. Aiyer in 2002. Boston Common provides discretionary investment management services to charitable organizations, pension and profit sharing plans, state entities, taxable and tax-exempt institutional clients, high net-worth individuals, commingled investment vehicles and mutual funds. | Investment Managers | Corporate Officer/Principal | |
| American University | College/University | Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
| Brandeis University | College/University | Masters Business Admin Graduate Degree | |
| Colgate University | College/University | Undergraduate Degree | |
| Franklin & Marshall College | College/University | Undergraduate Degree | |
| Union University | College/University | Undergraduate Degree | |
| New York University | College/University | 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 | Undergraduate Degree | |
| Skidmore College | College/University | Undergraduate Degree | |
| Southern New Hampshire University | College/University | Graduate Degree | |
| University of California, Berkeley | College/University | Graduate Degree | |
| University of Maryland | College/University | Undergraduate Degree | |
| Westmont College | College/University | Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree | |
| Georgetown University | College/University | Graduate Degree Undergraduate Degree | |
| London School of Economics & Political Science | College/University | Graduate Degree | |
| St. Lawrence University | College/University | Undergraduate Degree | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Boston Trust Walden Co.
 Boston Trust Walden Co. Regional BanksFinance Boston Trust Walden Co. provides banking services. The firm provides its services to high net worth individuals and their families, foundations, endowments, pension and profit sharing plans, retirement plans of municipalities, corporations, religious organizations, Taft Hartley plans, and labor unions. It also provides financial planning, tax management services, trust services, and estate planning. The company was founded in 1960 and is headquartered in Boston, MA. | Regional Banks | Chairman Chief Executive Officer Chief Executive Officer Chief Operating Officer | |
Boston Trust Walden Corp.
 Boston Trust Walden Corp. Investment ManagersFinance Boston Trust Walden Corp. provides investment advisory services. The company is headquartered in Boston, MA. | Investment Managers | Chairman Chief Executive Officer Chief Executive Officer | |
| Suffolk University Law School | College/University | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 49 |
| Israel | 2 |
| Vereinigtes Königreich | 2 |
Sektoral
| Consumer Services | 30 |
| Finance | 19 |
| Technology Services | 3 |
| Commercial Services | 2 |
Operativ
| Corporate Officer/Principal | 45 |
| Analyst-Equity | 35 |
| Undergraduate Degree | 35 |
| Portfolio Manager-Equities | 32 |
| Investment Committee Member | 30 |
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