Susan Anne Curry
Analyst-Equity bei Manulife Investment Management (US) LLC
Ursprung des Netzwerks ersten Grades von Susan Anne Curry
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
University of Massachusetts
182
| College/University | Other Consumer Services | 182 |
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.
145
| Subsidiary | Investment Managers | 145 |
John Hancock Advisers, Inc.
 John Hancock Advisers, Inc. Investment ManagersFinance Boston-based John Hancock Advisers, Inc. (JHA) is the mutual fund affiliate of John Hancock Financial Services, Inc. and manages the John Hancock family of retail and institutional mutual funds, as well as separate equity portfolios for private accounts and retirement plans for individual and institutional investors. In 2003, Manulife Financial Corp. (TSX, NYSE: MFC) and John Hancock Financial Services, Inc. (NYSE: JHF) announced that they would merge and would thus create a leading global insurance franchise. The combined company will market products and services under multiple brands including John Hancock in the US and Manulife in Canada and the US.
63
| Extinct | Investment Managers | 63 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Susan Anne Curry
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Analyst-Equity Analyst-Equity Head-Equity Investments Analyst-Equity Analyst-Equity | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Compliance Officer | |
| JOHN HANCOCK INCOME SECURITIES TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Compliance Officer | |
| JOHN HANCOCK INVESTORS TRUST | Investment Trusts/Mutual Funds | Director/Board Member 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 Corporate Officer/Principal | |
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 | Portfolio Manager-Equities Analyst-Equity | |
Manulife Investment Management (North America) Ltd.
 Manulife Investment Management (North America) Ltd. Investment ManagersFinance Manulife Investment Management (North America) Ltd. provides asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors. It manages equity and fixed income mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. The company was founded in 2003 and is headquartered in Toronto, Canada. | Investment Managers | President Director/Board Member | |
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 Analyst-Equity 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 Portfolio Manager-Fixed Income Analyst-Equity 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 | Chief Executive Officer 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 | |
Logan Capital Management, Inc.
 Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| JOHN HANCOCK PREFERRED INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Compliance Officer | |
| JOHN HANCOCK PREFERRED INCOME FUND II | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Compliance Officer | |
| JOHN HANCOCK PREFERRED INCOME FUND III | Investment Trusts/Mutual Funds | President 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 | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| JOHN HANCOCK INVESTMENTS - JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Compliance Officer | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Manulife Investment Management (Europe) Ltd.
 Manulife Investment Management (Europe) Ltd. Investment ManagersFinance Manulife Investment Management (Europe) Ltd. (Manulife Europe) is the Great Britain-based asset management subsidiary of Manufacturers Life Insurance Co., itself a subsidiary of Manulife Financial Corp. (TSE, NYSE: MFC) in Canada. The firm was founded as Trendhandy Trading Ltd. in 1993 and was acquired by Manulife and in 1996. Headquartered in London, Manulife Europe offers clients a variety of funds including international and European equity funds. Their local research capabilities and market presence give them perspective on UK and European markets. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income | |
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 | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate 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 Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Bentley University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree 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 | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Compliance Officer | |
| Federal Reserve Bank of Boston | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Providence College | College/University | Undergraduate Degree Undergraduate Degree | |
| Wallace E Carroll School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Colby College | 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 | |
| Clark University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 48 |
| Kanada | 2 |
| Vereinigtes Königreich | 2 |
Sektoral
| Finance | 23 |
| Consumer Services | 18 |
| Miscellaneous | 9 |
| Government | 2 |
Operativ
| Corporate Officer/Principal | 133 |
| Portfolio Manager-Equities | 112 |
| Analyst-Equity | 102 |
| Undergraduate Degree | 84 |
| Portfolio Manager-Fixed Income | 66 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Andy Arnott | 38 |
| Adam Andrew Weigold | 25 |
| Francis Knox | 24 |
| Barry Evans | 15 |
| Nathan William Thooft | 13 |
| James K. Schmidt | 11 |
| Rob Junkin | 11 |
| Thomas M. Finucane | 10 |
| Marc Feliciano | 10 |
| Vikram Kaura | 10 |
| Roger Hamilton | 9 |
| Alan Edward Norton | 9 |
| Tom Goggins | 8 |
| James Tracy Colby | 8 |
| Joe Bozoyan | 8 |
- Börse
- Insiders
- Susan Anne Curry
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