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Sammy Azzouz
Vorstandsvorsitzender bei Heritage Financial Services LLC
Ursprung des Netzwerks ersten Grades von Sammy Azzouz
Einheit | Art der Einheit | Industrie | |
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Heritage Financial Services LLC
![]() Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations.
11
| Subsidiary | Investment Managers | 11 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Sammy Azzouz
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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 | |
Harvard Management Co., Inc.
![]() Harvard Management Co., Inc. Investment Trusts/Mutual FundsMiscellaneous Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget. | Investment Trusts/Mutual Funds | 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 | |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
NEPC LLC
![]() NEPC LLC Investment ManagersFinance NEPC LLC is an independent investment consultant, private wealth advisor, and OCIO provider that serves over 400 retainer clients and manages $1.60 trillion in total assets. NEPC is based in Boston, MA and has subsidiaries in the United States. The private company has a proprietary research team that focuses on long-term challenges facing investors and uses a client-centric model to build forward-looking investment portfolios for institutional investors and ultra-high-net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
Babson College | College/University | Undergraduate Degree | |
Baldwin-Wallace College | College/University | Undergraduate Degree | |
Bentley University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Merrimack College | College/University | Undergraduate 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 Masters Business Admin | |
Université Laval | College/University | Undergraduate Degree | |
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 | Corporate Officer/Principal | |
The Isenberg School of Management | College/University | Undergraduate Degree | |
Wallace E Carroll School of Management | College/University | Undergraduate Degree | |
Salem Five Cents Savings Bank
![]() Salem Five Cents Savings Bank Savings BanksFinance Salem Five Cents Savings Bank provides online banking services. The Bank offers banking, insurance, investment, mortgages, investment and brokerage services. The company was founded on May 14, 1855 and is headquartered in Salem, MA. | Savings Banks | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 17 |
Kanada | 2 |
Sektoral
Finance | 9 |
Consumer Services | 9 |
Miscellaneous | 2 |
Operativ
Corporate Officer/Principal | 10 |
Undergraduate Degree | 10 |
Portfolio Manager-Equities | 7 |
Investment Committee Member | 3 |
Analyst-Equity | 3 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Chuck Bean | 4 |
Jim Scally | 4 |
Steve Jacobsmeier | 4 |
Andréane Bolduc | 4 |
Matt Carron | 3 |
Michael R. Waldron | 3 |
Rick Pszenny | 3 |
Matt Simoni | 2 |
Bob Weisse | 2 |
Daniel Yusup | 2 |
Sunil Wahal | 1 |
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