Peter M. Lebovitz
Gründer bei Harkness Partners LLC
Ursprung des Netzwerks ersten Grades von Peter M. Lebovitz
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
ALTX Trust
ALTX Trust Investment Trusts/Mutual FundsMiscellaneous ALTX Trust operates as an open end investment management company. The company was founded on August 20, 2013 and is headquartered in Portland, ME.
7
| Private Company | Investment Trusts/Mutual Funds | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Peter M. Lebovitz
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Forum Funds | Director/Board Member | ||
CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
Forum ETF Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
Forum Funds II | Investment Trusts/Mutual Funds | Director/Board Member | |
Outlook Funds Trust
Outlook Funds Trust Financial ConglomeratesFinance Outlook Funds Trust operates as an open-end management investment company. It is an instrument which permits to offer separate series of shares of beneficial interest. The trust reserves the right to create and issue shares of additional funds. Outlook Funds Trust was founded on October 18, 2013 and is headquartered in Portland, ME. | Financial Conglomerates | Compliance Officer | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
AMG Funds LLC
AMG Funds LLC Investment ManagersFinance AMG Funds LLC (AMGF) is a registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1999 as Managers Investment Group LLC. They are a wholly-owned subsidiary of TMF Corp., ultimately owned by Affiliated Managers Group, Inc. (NYSE: AM). AMGF serves as the Investment Manager, Sponsor and Administrator of the AMG Funds family of mutual funds and the Sponsor and Administrator to the AMG Pantheon Funds, which are offered to qualified investors. The firm also provides investment management services, generally on a discretionary basis, to separately managed accounts, primarily under wrap fee programs sponsored by broker-dealers or other firms. | Investment Managers | Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin | |
Lehigh University | College/University | Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree | |
Forum Trust, LLC | President | ||
Corporate Coverage Group | Corporate Officer/Principal | ||
Netherby Advisors LLC
Netherby Advisors LLC Investment ManagersFinance Founded in 2007, Netherby Advisors LLC is a registered investment advisor located in Westport, Connecticut. The firm provides investment management services on a discretionary and sub-advisory basis to banks, trust companies, registered investment advisors, independent broker-dealers, family offices and other parties that provide wealth management services to clients. They also provide investment management services directly to qualified plans (such as 401(k)s, money purchases, profit sharing, defined benefit and institutional pension plans), foundations and endowments. ^ | Investment Managers | Chief Investment Officer | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Samoset Alternative Strategies GP I LLC
Samoset Alternative Strategies GP I LLC Investment ManagersFinance Samoset Alternative Strategies GP I LLC provides investment advice. The private company is based in Darien, CT. | Investment Managers | Corporate Officer/Principal | |
Forum Foundation | President |
Statistik
International
Vereinigte Staaten | 22 |
Kanada | 2 |
Sektoral
Finance | 12 |
Consumer Services | 5 |
Miscellaneous | 4 |
Operativ
Director/Board Member | 7 |
Corporate Officer/Principal | 6 |
Portfolio Manager-Equities | 4 |
Compliance Officer | 3 |
Chief Investment Officer | 3 |
Am stärksten vernetzte Beziehungen
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