Oorsprong van het eerstegraads netwerk van Al Mason
Entiteit | Type entiteit | Industrie | |
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Albert D. Mason, Inc.
Albert D. Mason, Inc. Investment ManagersFinance Albert D. Mason, Inc., do-business-as Mason Capital Partners (MCP), is a registered independent wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Albert D. Mason in 1978. MCP manages money for a handful of institutions, pension funds, charitable trusts, and high net worth individuals. They offer custom managed accounts including balanced, diversified equity, high dividend products.
4
| Private Company | Investment Managers | 4 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Al Mason via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-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, and to investment vehicles that the firm sponsors. | Investment Managers | Trading-Equity | |
Ropes & Gray LLP (Private Client Group)
Ropes & Gray LLP (Private Client Group) Investment ManagersFinance Founded in 1865, Ropes & Gray is a global law firm headquartered in Boston with additional offices in Chicago, Hong Kong, London, New York City, San Francisco, Silicon Valley, Tokyo, and Washington, DC. The firm represents interests across a variety of industries in corporate law and litigation matters. They also offer counsel on labor and employment issues, tax and benefits, creditors' rights and private client services. Ropes & Gray's include large and small companies, financial institutions, government agencies, hospitals and healthcare organizations, colleges and universities, families and individuals. Ropes & Gray's private client group provides comprehensive wealth management services to high net-worth families and individuals. The group focuses on estate and gift planning, estate settlement and trust services including the management of trust assets. Their high net-worth clients include business owners and executives, professionals, retirees and wealthy families. | Investment Managers | Corporate Officer/Principal | |
Zevin Asset Management LLC
Zevin Asset Management LLC Investment ManagersFinance Founded in 1997, Zevin Asset Management LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides investment advice to high net-worth individuals, trusts, non-profit organizations, foundations, partnerships, endowments, and non-taxable retirement accounts such as 401(K) accounts, IRAs, and pension plans. | Investment Managers | Portfolio Manager-Equities | |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The College of William & Mary | College/University | Undergraduate Degree | |
Suffolk University | College/University | Masters Business Admin | |
Merrimack College | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree | |
Nichols & Pratt LLP
Nichols & Pratt LLP Investment ManagersFinance Nichols & Pratt LLP provides investment advice and estate administration services. The private company is based in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Evergreen Investments & Management LLC
Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Trading-Equity | |
Grace Capital, Inc.
Grace Capital, Inc. Investment ManagersFinance Grace Capital, Inc. is an independent investment manager headquartered in Quincy, Massachusetts. The firm was founded by Catherine (Cate) Faddis in 2006. Grace Capital offers custom and separately managed accounts to institutions, high net worth individuals, and family offices. | Investment Managers | Chief Executive Officer | |
Fernwood Investment Management LLC
Fernwood Investment Management LLC Investment ManagersFinance Fernwood Investment Management LLC (Fernwood) is an independent wealth management firm and registered investment advisor headquartered in Quincy, Massachusetts. The firm was founded by Tom Reilly in 2003. Fernwood provides wealth management services and personalized advice for individuals, families, foundations, and endowments. | Investment Managers | Portfolio Manager-Equities | |
Harvard Business School | College/University | Masters Business Admin | |
SagePoint Financial, Inc. (Investment Management)
SagePoint Financial, Inc. (Investment Management) Investment ManagersFinance SagePoint Financial, Inc. (Investment Management) (SagePoint-IM) is the registered investment management division of SagePoint Financial, Inc., a registered FINRA broker-dealer headquartered in Phoenix, Arizona. The firm was founded in 2004 and formerly known as AIG Financial Advisors. They are a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc. SagePoint-IM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 18 |
Sectoraal
Finance | 11 |
Consumer Services | 6 |
Commercial Services | 3 |
Operationeel
Portfolio Manager-Equities | 6 |
Corporate Officer/Principal | 6 |
Analyst-Equity | 3 |
Undergraduate Degree | 3 |
Masters Business Admin | 2 |
Sterkste connecties
Insiders | |
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Cate Faddis | 9 |
Gregg Thomas Picillo | 6 |
Mark Ronald Miller | 4 |
Elliot Bruce | 2 |