Jeremy A. Cote
Analyst-Equity bij Trillium Asset Management LLC
Oorsprong van het eerstegraads netwerk van Jeremy A. Cote
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Boston College
396
| College/University | Other Consumer Services | 396 |
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients.
27
| Subsidiary | Investment Managers | 27 |
Plymouth State University
6
| College/University | Other Consumer Services | 6 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jeremy A. Cote via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
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 | Analyst-Equity Corporate Officer/Principal | |
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 | Market Strategist | |
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Portfolio Manager-Fixed Income | |
STATE STREET CORPORATION | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
Summit Partners LP
Summit Partners LP Investment ManagersFinance Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Corporate Officer/Principal Private Equity Analyst | |
Liberty Mutual Insurance Co.
Liberty Mutual Insurance Co. Property/Casualty InsuranceFinance Liberty Mutual Insurance Co. provides auto, home and life insurance services. The firm offers insurance for personal automobile, workers compensation, homeowners, commercial multiple peril, commercial automobile, general liability, global specialty, group disability, assumed reinsurance, fire and surety. The company was founded on July 1, 1912 and is headquartered in Boston, MA. | Property/Casualty Insurance | Director/Board Member Corporate Officer/Principal | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Private Equity Investor | |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Investment Managers | Corporate Officer/Principal | |
Balyasny Asset Management LP
Balyasny Asset Management LP Investment ManagersFinance Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity | |
Flock, Inc.
Flock, Inc. Internet Software/ServicesTechnology Services Flock, Inc. develops social web browsers. The firm helps its users to connect, share, and discover web. It also helps its clients to create and share videos, photos, blogs, feeds, and comments across social communities, media providers and popular websites. The company was founded by Bhavin Turakhia, Anthony Young, Geoffrey Arone and Bart Decrem in 2005 and is headquartered in Redwood City, CA. | Internet Software/Services | Consultant / Advisor | |
Nuance Investments LLC
Nuance Investments LLC Investment ManagersFinance Nuance Investments LLC (Nuance) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm was founded by Scott Moore in 2008 and they are owned by SA Moore Family Corp. Nuance provides investment management services and investment products and services to individuals, trusts, estates, charitable organizations, corporations, retirement plans and business entities through separate accounts and mutual funds. | Investment Managers | Sales & Marketing | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Graduate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Analyst-Equity Analyst-Equity | |
Yale University | College/University | Doctorate Degree Graduate Degree Graduate Degree | |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a 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-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Progressive Investment Management Corp.
Progressive Investment Management Corp. Investment ManagersFinance Progressive Investment Management Corp. (Progressive) is an independent, SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1987 as Portfolio 21 Investments, Inc. Progressive provides investment management services on a discretionary basis to individuals, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm offers separately managed accounts that may invest in individual stocks and bonds, mutual funds and Exchange Traded Funds (ETFs) that uses several investment strategies. | Investment Managers | Investment Committee Member Analyst-Equity Corporate Officer/Principal | |
New York University | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
Bentley University | College/University | Graduate Degree Masters Business Admin | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
Wallace E Carroll School of Management | College/University | Undergraduate Degree Graduate Degree | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
The College of William & Mary | College/University | Undergraduate Degree Undergraduate Degree | |
SSC Venture Managers LLC
SSC Venture Managers LLC Investment ManagersFinance SSC Venture Managers LLC (SSC Venture) is a venture capital firm founded in 2014. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor Private Equity Investor | |
University of Connecticut | College/University | Masters Business Admin Masters Business Admin | |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity Corporate Officer/Principal | |
Adams Harkness & Hill Investment Banking
Adams Harkness & Hill Investment Banking Investment ManagersFinance Part of Canaccord Genuity Group, Inc., Adams Harkness & Hill Investment Banking is a company based in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
US SIF
US SIF Miscellaneous Commercial ServicesCommercial Services US SIF is a forum for sustainable and responsible investment that aims to shift investment practices towards sustainability and generate positive social and environmental impacts. The non-profit company is based in Washington. Its members include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, community investing organizations, and nonprofit associations. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
MIT Sloan School of Management | College/University | Masters Business Admin Graduate Degree | |
Sunrise Strategic Partners LLC
Sunrise Strategic Partners LLC Investment ManagersFinance Sunrise Strategic Partners LLC (Sunrise Strategic Partners) is a private equity firm founded in 2016 by Stephen Hughes and Vincent Love. The firm is headquartered in Boulder, Colorado. | Investment Managers | Private Equity Investor | |
Fairfield University | College/University | Undergraduate Degree | |
McDonough School of Business | College/University | Masters Business Admin | |
UBS Investment Bank (New York) | Analyst-Equity | ||
Court Square Capital Partners
Court Square Capital Partners Investment ManagersFinance Court Square Capital Partners LP (Court Square Capital Partners) is a private equity firm founded in 1968. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
BV Investment Partners LLC
BV Investment Partners LLC Investment ManagersFinance BV Investment Partners LLC (BV Investment Partners) is a private equity firm founded in 1983 by Roy F. Coppedge and Anthony J. Bolland. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
University of Colorado Boulder | College/University | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 47 |
Luxemburg | 2 |
Sectoraal
Finance | 31 |
Consumer Services | 15 |
Technology Services | 2 |
Commercial Services | 2 |
Operationeel
Corporate Officer/Principal | 101 |
Undergraduate Degree | 96 |
Analyst-Equity | 63 |
Director/Board Member | 46 |
Private Equity Investor | 44 |
Sterkste connecties
Insiders | |
---|---|
Joseph Hooley | 15 |
Benjamin P Kaplan | 14 |
Anne DelSanto | 11 |
John Murphy | 10 |
Trevor Wahlbrink | 10 |
Paul Aaron Hilton | 9 |
Tony Tursich | 9 |
Emilie Poteat | 8 |
Joseph Gabelli | 8 |
Matt Patsky | 8 |
Christopher Manaro | 8 |
Richard Gentile | 8 |
Emily C. McGinty | 8 |
Nakia A. Maddox-Eubanks | 7 |
Adam Roberts | 7 |
- Beurs
- Insiders
- Jeremy A. Cote
- Bedrijfsconnecties