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Bob Whalen
Analist-Vaste Inkomen bij Tower Bridge Advisors, Inc.
Oorsprong van het eerstegraads netwerk van Bob Whalen
Entiteit | Type entiteit | Industrie | |
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Tower Bridge Advisors, Inc.
![]() Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions.
16
| Private Company | Investment Managers | 16 |
The Swarthmore Group, Inc.
![]() The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments.
11
| Private Company | Investment Managers | 11 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Bob Whalen via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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AUTOMATIC DATA PROCESSING, INC. | Packaged Software | Portfolio Manager-Fixed Income | |
Barings LLC
![]() Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Gardner Lewis Asset Management LP
![]() Gardner Lewis Asset Management LP Investment ManagersFinance Gardner Lewis Asset Management LP (Gardner Lewis) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in Chadds Ford, Pennsylvania. The firm was founded in 1990 by W. Whitfield Gardner and John L. Lewis IV. Gardner Lewis provides investment advisory services on a discretionary basis to both managed account clients as well as private pooled investment vehicles it sponsors intended only for sophisticated investors. | Investment Managers | Analyst-Equity | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Sales & Marketing Corporate Officer/Principal | |
Amalgamated Bank (Investment Management)
![]() Amalgamated Bank (Investment Management) Investment ManagersFinance Amalgamated Bank (Investment Management) (Amalgamated Bank-IM) is the investment management division of Amalgamated Bank (NASDAQ: AMAL), an FDIC-insured commercial bank headquartered in New York City. The firm was founded as Amalgamated Bank of New York in 1923 by the Amalgamated Clothing Workers of America. They have retail branches in New York as well as branches in Las Vegas, Nevada, Lyndhurst, New Jersey, Pasadena, California and Washington, DC. Amalgamated Bank’s corporate divisions also include commercial banking and real estate finance. Through their institutional asset management and custody division, Amalgamated Bank-IM provides investment and trust services to US Taft-Hartley and public sector employee benefit plans, as well as endowments and foundations, non-profits, unions, political organizations and social impact enterprises. | Investment Managers | Sales & Marketing | |
Susquehanna Financial Group LLLP
![]() Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Philadelphia Financial Management of San Francisco LLC
![]() Philadelphia Financial Management of San Francisco LLC Investment ManagersFinance Philadelphia Financial Management of San Francisco LLC (Philadelphia Financial) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded by Jordan Hymowitz and Justin Hughes in 2004 and they are a subsidiary of Philadelphia Financial Management of San Francisco LP. Philadelphia Financial provides discretionary investment advisory services to four private investment funds. | Investment Managers | Corporate Officer/Principal | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Drexel University | College/University | Masters Business Admin Undergraduate Degree | |
Janney Montgomery Scott LLC
![]() Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity Director of Research - Equity Corporate Officer/Principal Analyst-Equity | |
American Chemical Society
![]() American Chemical Society Miscellaneous Commercial ServicesCommercial Services American Chemical Society engages as a scientific society which supports scientific inquiry in the field of chemistry. The company was founded in 1876 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Boston College | College/University | Undergraduate Degree | |
Cedarville University, Inc. | College/University | Undergraduate 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 | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Stetson University | College/University | Undergraduate Degree | |
Suffolk University | College/University | Graduate Degree | |
Susquehanna University | College/University | Undergraduate Degree | |
New York University | College/University | Masters Business Admin Masters Business Admin | |
Purdue University | College/University | Masters Business Admin | |
University of Wisconsin | College/University | Undergraduate Degree | |
CFA Society of Philadelphia | President President Director/Board Member | ||
Villanova University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Widener University | College/University | Undergraduate Degree | |
New York State Insurance Fund
![]() New York State Insurance Fund Investment ManagersFinance New York State Insurance Fund provides investment advice for Insurance Company Portfolio. It offers timely and appropriate indemnity and medical payments to injured workers. The company was founded in1914 and is headquartered in Albany, NY. | Investment Managers | Director/Board Member | |
AlphaOne Investment Services LLC
![]() AlphaOne Investment Services LLC Investment ManagersFinance Founded in 2008, AlphaOne Investment Services LLC (AOIS) is a registered investment advisor and hedge fund manager located in Villanova, Pennsylvania. The firm is a wholly-owned subsidiary of AlphaOne Capital Partners LLC (AOCP). AOCP Holdings LLC is a wholly-owned subsidiary of AlphaOne Holdings LLC, a private company owned by Paul J. Hondros. AOCP acquired Redstone Investment Management LP in 2009. AOIS’ clients consist of a registered investment company (AlphaOne Micro Cap Equity Fund), private unregistered funds, individually managed accounts, and UMA clients. | Investment Managers | Analyst-Equity | |
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Wesleyan University | College/University | Undergraduate Degree | |
Wilmington University | College/University | Undergraduate Degree | |
The John Templeton Foundation
![]() The John Templeton Foundation Investment Trusts/Mutual FundsMiscellaneous The John Templeton Foundation designs funding opportunities for researchers to focus their attention on a group of compelling topics. The non-profit company is based in West Conshohocken, PA and has subsidiaries in United States. The company was founded by John Marks Templeton. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
The Mark Twain House & Museum | Director/Board Member | ||
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 46 |
Frankrijk | 2 |
Hongkong | 2 |
Sectoraal
Finance | 26 |
Consumer Services | 17 |
Commercial Services | 3 |
Technology Services | 2 |
Miscellaneous | 2 |
Operationeel
Portfolio Manager-Equities | 36 |
Corporate Officer/Principal | 32 |
Undergraduate Degree | 22 |
Investment Committee Member | 17 |
Director/Board Member | 14 |
Sterkste connecties
Insiders | |
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Gilbert Casellas | 18 |
Chris Crooks | 11 |
John Lisle | 8 |
Craig Moyer | 8 |
John Strawbridge Lloyd | 8 |
John DeLaney | 7 |
Jim Meyer | 6 |
Chris Gildea | 6 |
Cliffe Cheston | 6 |
Maris Ann Ogg | 6 |
Michael Joseph Adams | 6 |
Ray Reed | 6 |
Jim Vogt | 6 |
Terry Joseph Soffera | 6 |
Joe Arns | 5 |
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