Heidi H. Vanni
Directeur/Bestuurslid bij Boston Trust Walden, Inc.
Oorsprong van het eerstegraads netwerk van Heidi H. Vanni
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Boston University
342
| College/University | Other Consumer Services | 342 |
Boston College
244
| College/University | Other Consumer Services | 244 |
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds.
45
| Subsidiary | Investment Managers | 45 |
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).
15
| Subsidiary | Investment Managers | 15 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Heidi H. Vanni via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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 | Corporate Officer/Principal Market Strategist | |
| Washington University in St. Louis | College/University | Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
Polen Capital Credit LLC
 Polen Capital Credit LLC Investment ManagersFinance Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Fixed Income | |
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Portfolio Manager-Fixed Income | |
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 | |
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 | Corporate Officer/Principal | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| Harvard Business School | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| The College of William & Mary | College/University | Undergraduate Degree Undergraduate Degree | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
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-Equity | |
| Suffolk University | College/University | Masters Business Admin Graduate Degree | |
| Bentley University | College/University | Graduate Degree Undergraduate Degree | |
| George Washington University | College/University | Graduate Degree Graduate Degree | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree | |
| London School of Economics & Political Science | College/University | 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 | Undergraduate Degree Undergraduate Degree | |
| Brown University | College/University | Doctorate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
Raidah Investment Company
 Raidah Investment Company Investment ManagersFinance Raidah Invetment Co (RIC) is a private equity subsidiary of Public Pension Agency headquartered in Riyadh, Saudi Arabia. The firm was founded in 2007. | Investment Managers | Chief Executive Officer | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal | |
Shandong Disheng Transmission Co., Ltd.
 Shandong Disheng Transmission Co., Ltd. Auto Parts: OEMProducer Manufacturing Shandong Disheng Transmission Co., Ltd. engages in the design, manufacture, and sale of vehicle automatic transmissions and parts. It also involves in the import and export business. The company was founded on December 26, 2009 and is headquartered in Jining, China. | Auto Parts: OEM | Director/Board Member | |
| ARABIAN CEMENT COMPANY | Construction Materials | Director/Board Member | |
| Hartwick College | College/University | Undergraduate Degree | |
| University of International Business & Economics | College/University | Undergraduate Degree | |
| University of Rhode Island | College/University | Undergraduate Degree | |
| Suffolk University Law School | College/University | Graduate Degree | |
1984 Ventures Management LLC
 1984 Ventures Management LLC Investment ManagersFinance 1984 Ventures Management LLC (1984 Ventures) is a venture capital firm founded in 2017 by Ramy Adeeb. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Dreamit Ventures LLC
 Dreamit Ventures LLC Investment ManagersFinance Dreamit Ventures LLC (Dreamit Ventures) is a venture capital and accelerator firm founded in 2008 by David Bookspan, Michael Levinson and Steve D. Welch. The firm is headquartered in Philadelphia, PA with an office in New York, NY. | Investment Managers | Private Equity Analyst | |
AcademixDirect, Inc.
 AcademixDirect, Inc. Miscellaneous Commercial ServicesCommercial Services AcademixDirect, Inc. provides tailored solutions for improving university enrollment and education marketing. The firm uses a technology that incorporates a proprietary matching algorithm, fraud detection software, lead scoring, and targeting capabilities. The company was founded by Al Abhari and Jamie Claire in 2004 and is headquartered in Menlo Park, CA. | Miscellaneous Commercial Services | Private Equity Investor | |
| NATIONAL PETROCHEMICAL COMPANY | Chemicals: Specialty | Director/Board Member | |
| AL RAJHI BANKING AND INVESTMENT CORPORATION | Major Banks | Director/Board Member | |
| Fairfield University | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 37 |
| Saoedi-Arabië | 5 |
| China | 3 |
| Verenigd Koninkrijk | 2 |
Sectoraal
| Consumer Services | 22 |
| Finance | 18 |
| Commercial Services | 3 |
| Producer Manufacturing | 2 |
| Non-Energy Minerals | 2 |
Operationeel
| Corporate Officer/Principal | 103 |
| Undergraduate Degree | 99 |
| Analyst-Equity | 63 |
| Graduate Degree | 53 |
| Masters Business Admin | 48 |
Sterkste connecties
| Insiders | |
|---|---|
| Abdulatif Al-Seif | 18 |
| Ben McMillan | 12 |
| Trevor Wahlbrink | 10 |
| T. Moore | 10 |
| Sylvan Waller | 10 |
| J. David Selvia | 10 |
| Patrick Yip | 9 |
| Aaron Michel | 9 |
| Manu Rekhi | 9 |
| Richard Quiller Williams | 8 |
| Belinda Cavazos | 8 |
| Michael Lucarelli | 7 |
| Jeremy A. Cote | 7 |
| Jeffrey Spencer MacDonald | 7 |
| Stephen Krikelis | 7 |
- Beurs
- Insiders
- Heidi H. Vanni
- Bedrijfsconnecties
