Ursprung des Netzwerks ersten Grades von Teresa Occhiolini
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Boston University
342
| College/University | Other Consumer Services | 342 |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as 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. (TSE, 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).
91
| Subsidiary | Investment Managers | 91 |
University of Bocconi
71
| College/University | Other Consumer Services | 71 |
RiverSource Investments LLC
RiverSource Investments LLC Investment ManagersFinance RiverSource Investments LLC, formerly American Express Financial Corp., is a registered investment advisor and mutual fund manager headquartered in Minneapolis, Minnesota with offices in New York City, Maryland, Massachusetts and California. The firm is a wholly-owned subsidiary of Ameriprise Financial Services, Inc. (NYSE: AMP). RiverSource Investments provides investment management services to the RiverSource Investments family of funds (formerly the American Express Funds). The firm also provides investment management services for institutional clients, alternative investments, insurance assets and a managed account program.
36
| Extinct | Investment Managers | 36 |
Cantor Fitzgerald Securities
Cantor Fitzgerald Securities Investment Banks/BrokersFinance Cantor Fitzgerald Securities (CFS) is a financial services provider headquartered in New York City and was founded in 1945. They are a subsidiary of Cantor Fitzgerald LP and their ultimate parent is CF Group Management, Inc. CFS offers an array of financial products and services in the equity and fixed-income capital markets. The firm provides sales and trading, investment banking, asset management, market commentary and market data.
5
| Subsidiary | Investment Banks/Brokers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Teresa Occhiolini
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | 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 | Corporate Officer/Principal President Analyst-Equity Analyst-Equity | |
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 Analyst-Equity | |
Sun Life Capital Management (US) LLC
Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Foley & Lardner LLP
Foley & Lardner LLP Miscellaneous Commercial ServicesCommercial Services Foley & Lardner LLP engages in the provision of legal services. Its practice areas include employee benefits and executive compensation, environmental, estates and trusts, finance, international tax and transfer pricing, private equity and venture capital, real estate, securities, commodities and exchange regulation, taxation, and transactions. The company was founded by Asahel Finch and William Pitt Lynde on September 8, 1842 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | Analyst-Equity Analyst-Equity | |
MFS Investment Management Canada Ltd.
MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm was founded in 1947 and formerly known as McLean Budden Ltd. They are a subsidiary of MFS Institutional Advisors, Inc. and their ultimate parent is Sun Life Financial, Inc. (NYSE, TSX: SLF). MFS Canada manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Masters Business Admin Masters Business Admin | |
Dartmouth College | College/University | Masters Business Admin Masters Business Admin 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 | Corporate Officer/Principal Masters Business Admin Graduate Degree Undergraduate Degree | |
Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Corporate Officer/Principal | |
Boston College | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
Massachusetts Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
Tufts University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin Undergraduate Degree | |
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 Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Questrom School of Business | College/University | Masters Business Admin Graduate Degree | |
London School of Economics & Political Science | College/University | Graduate Degree Graduate Degree | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Undergraduate Degree | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Market Strategist Analyst-Fixed Income | |
McGill University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
American Express Financial Advisors, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
WISA TECHNOLOGIES, INC. | Electronic Production Equipment | Director/Board Member | |
Milliman, Inc.
Milliman, Inc. Insurance Brokers/ServicesFinance Milliman, Inc. engages in the provision of business consulting and actuarial services. The firm solutions include analytics and technology, healthcare, insurance, investment, retirement and compensation, risk management and financial services. The company was founded by Wendell Milliman and Stuart Robertson in 1947 and is headquartered in Seattle, WA. | Insurance Brokers/Services | Corporate Officer/Principal | |
George Washington University | College/University | Graduate Degree | |
Putnam Associates LLC
Putnam Associates LLC Miscellaneous Commercial ServicesCommercial Services Putnam Associates LLC engages in the provision of strategic consulting serving biopharmaceutical, diagnostics, and medical device clients. It specializes in corporate strategy, portfolio licensing and development strategy, new product, established products and franchise strategy, pricing, reimbursement and market access, and other related strategic projects. The company was founded by Kevin J. Gorman in 1988 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Fitch Ratings, Inc.
Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Fixed Income | |
Aon Investments USA, Inc.
Aon Investments USA, Inc. Investment ManagersFinance Aon Investments USA, Inc. (AIUSA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1981 and is wholly owned by Aon Consulting, Inc., an indirect subsidiary of its ultimate parent Aon Plc (NYSE: AON) in Ireland. AIUSA provides professional investment advisory and consulting services to institutional clients. | Investment Managers | Corporate Officer/Principal | |
Stout Risius Ross, Inc.
Stout Risius Ross, Inc. Investment ManagersFinance Stout Risius Ross, Inc. engages in the provision of financial advisory services. It specializes in investment banking, valuation and financial opinions, and dispute advisory and forensic services. It offers services such as mergers and acquisitions, private market financings, distressed transaction advisory, fairness opinions and solvency opinions, securities and value analytics, succession and shareholder planning, real estate valuation, bankruptcy related valuation, antitrust disputes, commercial disputes, family law valuation, and fraud and forensic services. The company was founded by Craige L. Stout in 1991 and is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
Wake Forest University | College/University | Masters Business Admin | |
Medalist Partners LP
Medalist Partners LP Investment ManagersFinance Medalist Partners LP is an independent, SEC-registered investment advisor and alternative investment management firm headquartered in New York City. The firm was founded by Gregory Richter, Michael Ardisson and John Slonieski in 2018. Medalist Partners manages capital primarily on behalf of institutional investors such as pensions, endowments, foundations, family offices and high-net-worth individuals. | Investment Managers | Founder | |
Birla Institute of Technology & Science | College/University | Graduate Degree | |
Tibersoft Corp.
Tibersoft Corp. Packaged SoftwareTechnology Services Tibersoft Corp. is a provider of Operator Intelligence software and data services to the foodservice supply chain. Its products include Tibersoft IQ, an Operator Intelligence solution that helps manufacturers maximize profits by stopping the profit leakage that occurs through poor visibility and control of trade spending activities and; TiberTrack, a Trading Partner Intelligence solution that helps operators maximize profits by stopping the profit leakage that occurs through poor visibility and control of their supply chain activities. The company was founded in 1996 by Christopher W. Martin and Mary Wilson and is headquartered in Westborough, MA. | Packaged Software | Corporate Officer/Principal | |
Candlewood Investment Group LP
Candlewood Investment Group LP Investment ManagersFinance Candlewood Investment Group LP (Candlewood) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Rye, New York. The firm was formed founded by Michael Lau and Indra Chandra in 2010 as the result of a spin-off from Credit Suisse Group AG. Candlewood provides investment management services to private pooled investment vehicles (Candlewood Funds) that are offered to investors on a private placement basis. | Investment Managers | Portfolio Manager-Fixed Income | |
Latham & Watkins LLP
Latham & Watkins LLP Miscellaneous Commercial ServicesCommercial Services Latham & Watkins LLP operates as a full-service law firm or legal matters. It offers services in the areas of finance, litigation, accounting, banking, life sciences, private equity, real estate, government relations, employment law, and outsourcing. The company was founded in 1934 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
East Tennessee State University | College/University | Undergraduate Degree | |
Sullivan & Worcester LLP
Sullivan & Worcester LLP Miscellaneous Commercial ServicesCommercial Services Sullivan & Worcester LLP is a law firm based in Boston, MA and has subsidiaries in the United States. The private company's website provides limited information, but it appears to be a full-service law firm. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 46 |
Kanada | 3 |
Vereinigtes Königreich | 2 |
Indien | 2 |
Sektoral
Finance | 22 |
Consumer Services | 22 |
Commercial Services | 5 |
Electronic Technology | 2 |
Technology Services | 2 |
Operativ
Corporate Officer/Principal | 121 |
Undergraduate Degree | 96 |
Director/Board Member | 87 |
Portfolio Manager-Equities | 51 |
Masters Business Admin | 45 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Robert Charles Pozen | 39 |
Steven J. Wietrecki | 23 |
Abdulatif Al-Seif | 18 |
James C. Shillito | 14 |
Ben McMillan | 12 |
Davide Pelle | 10 |
Bill Adams | 10 |
Unity Stoakes | 9 |
John M. Grady | 9 |
David M. Earnest | 8 |
George Gianarikas | 7 |
David Shindler | 7 |
Parker A. Schweich | 7 |
Stephen Krikelis | 7 |
Carlos K. H. Ho | 7 |
- Börse
- Insiders
- Teresa Occhiolini
- Unternehmensverbindungen