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Erin Marie Foley
Trading-Equity bij O'Shaughnessy Asset Management LLC
Oorsprong van het eerstegraads netwerk van Erin Marie Foley
Entiteit | Type entiteit | Industrie | |
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O'Shaughnessy Asset Management LLC
![]() O'Shaughnessy Asset Management LLC Investment ManagersFinance O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada.
24
| Subsidiary | Investment Managers | 24 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Erin Marie Foley via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
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 | Corporate Officer/Principal | |
ORACLE CORPORATION | Packaged Software | Corporate Officer/Principal | |
FACTSET RESEARCH SYSTEMS, INC. | Data Processing Services | Corporate Officer/Principal | |
Cohen & Steers Capital Management, Inc.
![]() Cohen & Steers Capital Management, Inc. Investment ManagersFinance Cohen & Steers Capital Management, Inc. (Cohen & Steers) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin Cohen and Robert Steers in 1986. They are a subsidiary of Cohen & Steers, Inc. (NYSE: CNS). Cohen & Steers serves institutional and individual investors through a wide range of investment products and services, which includes separately managed accounts, registered funds in the US and Europe, and private funds. | Investment Managers | Analyst-Equity | |
Carnegie Mellon University
![]() Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Graduate Degree | |
DWS Investment Management Americas, Inc.
![]() DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Corporate Officer/Principal | |
Bear Stearns Asset Management, Inc.
![]() Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Trading-Equity Corporate Officer/Principal Corporate Officer/Principal | |
LSV Asset Management
![]() LSV Asset Management Investment ManagersFinance LSV Asset Management (LSV) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1994 by Josef Lakonishok, Andrei Shleifer and Robert Vishny. They are affiliated with SEI Investments Co. (SEI) (NASDAQ: SEIC), because SEI Funds, Inc., a wholly-owned subsidiary of SEI, owns a minority interest in LSV. LSV provides discretionary investment management services in portfolios of publicly traded global equity securities to a variety of institutional investors and commingled investment funds. | Investment Managers | Sales & Marketing | |
AQR Capital Management LLC
![]() AQR Capital Management LLC Investment ManagersFinance AQR Capital Management LLC (AQR) is a SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Clifford Asness, David Kabiller, and John Liew in 1998. They are a wholly-owned subsidiary of AQR Capital Management Holdings LLC and their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG). AQR provides investment management services to institutional clients through managed accounts. Their investors may include investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds and foreign official institutions, corporations or other businesses entities. | Investment Managers | Sales & Marketing | |
University of Notre Dame | College/University | Graduate Degree | |
TRG Management LP
![]() TRG Management LP Investment ManagersFinance TRG Management LP, dba The Rohatyn Group (TRG), is a SEC-registered alternative asset management firm headquartered in New York City. The firm was founded in 2002 by Nicolas Rohatyn. They are owned by TRG Management Principals LP. TRG provides both discretionary and non-discretionary investment advisory services to several pooled investments vehicles and separately managed accounts, which from time to time may include a wide variety of investors. | Investment Managers | Corporate Officer/Principal | |
Franklin Advisers, Inc.
![]() Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Portfolio Manager-Equities | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
Dartmouth College | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Graduate Degree | |
Guardian Capital LP
![]() Guardian Capital LP Investment ManagersFinance Guardian Capital LP is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1962 as GDN Management Ltd and changed their name to Guardian Capital, Inc. in 1987 and Guardian Capital LP in 2004. They are a subsidiary of Guardian Capital Group Ltd. (TSE: GCG). Guardian Capital provides fee-based investment supervisory services to investment funds (pooled funds and mutual funds), pension and profit sharing plans, charitable organizations, and other Canadian institutional investors. The firm offers similar services to US-based clients. | Investment Managers | Corporate Officer/Principal | |
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 | Portfolio Manager-Equities | |
Boston University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
Zephyr Management LP
![]() Zephyr Management LP Investment ManagersFinance Zephyr Management LP (Zephyr Management) is a private equity firm founded in 1994 by Thomas Barry. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
University of Rhode Island | College/University | Undergraduate Degree | |
Lazard Asset Management LLC
![]() Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Investment Managers | Corporate Officer/Principal | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
State University of New York at Albany | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Graduate Degree | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
Positive Sum Advisors LLC
![]() Positive Sum Advisors LLC Investment ManagersFinance Positive Sum Advisors LLC (Positive Sum) is a venture capital firm founded in 2020 by Sam Cates and James Patrick O'Shaughnessy. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Chief Executive Officer | |
Charles River Systems, Inc.
![]() Charles River Systems, Inc. Packaged SoftwareTechnology Services Charles River Systems, Inc. provides software and technology consulting services. It also offers implementation, application management services and hosting services. The firm offers Charles River Investment Management Solution that controls operational risk, simplifies day-to-day system management, and decreases technology costs by hosting and managing the enterprise software to wealth managers, advisors, alternative investment managers and institutional investment managers. The company was founded by Peter K. Lambertus in 1984 and is headquartered in Burlington, MA. | Packaged Software | Corporate Officer/Principal | |
Huazhong University of Science & Technology | College/University | Undergraduate Degree | |
New York University | College/University | Undergraduate Degree | |
Pace University | College/University | Undergraduate Degree | |
The Martin J. Whitman School of Management | College/University | Undergraduate Degree | |
Jilin University | College/University | Undergraduate Degree | |
New England Institute of Technology | College/University | Undergraduate Degree | |
QS Investors LLC
![]() QS Investors LLC Investment ManagersFinance QS Investors LLC (QSI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded and formed in August 2010 through an MBO of the Quantitative Strategies Group within DB Advisors, the institutional asset management division of Deutsche Asset Management. QSI is a wholly-owned subsidiary of QS Investors Holdings LLC, ultimately owned by Franklin Resources, Inc. (NYSE: BEN). The firm provides investment advisory and sub-advisory services to a diverse array of institutional and retail clients and funds. | Investment Managers | Portfolio Manager-Equities | |
University of Massachusetts | College/University | Undergraduate Degree | |
Colgate University | College/University | Undergraduate Degree | |
University of Kansas | College/University | Undergraduate Degree | |
First Manhattan Consulting Group LLC
![]() First Manhattan Consulting Group LLC Miscellaneous Commercial ServicesCommercial Services First Manhattan Consulting Group LLC provides omni-channel marketing services. Its services include small business and consumer direct mail campaigns, digital marketing campaigns, and intellectual property and data assets. The company was founded by James M. McCormick and Robert M. Tetenbaum and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Toronto | College/University | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 42 |
Canada | 4 |
China | 3 |
Israël | 2 |
Sectoraal
Consumer Services | 23 |
Finance | 21 |
Technology Services | 5 |
Commercial Services | 2 |
Operationeel
Corporate Officer/Principal | 20 |
Portfolio Manager-Equities | 19 |
Undergraduate Degree | 19 |
Analyst-Equity | 16 |
Graduate Degree | 8 |
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