Oorsprong van het eerstegraads netwerk van Jerry Milkowski
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Maple Capital Management, Inc.
Maple Capital Management, Inc. Investment ManagersFinance Maple Capital Management, Inc. (Maple Capital) is an independent, SEC-registered investment advisor headquartered in Montpelier, Vermont. The firm was founded by John Boland and Ramsey Luhr in 2004 through a management buyout of the private client group of NL Capital Management, Inc. Maple Capital provides portfolio management services to individuals, families, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and insurance companies.
20
| Private Company | Investment Managers | 20 |
NL Capital Management, Inc.
NL Capital Management, Inc. Investment ManagersFinance Founded in 1969, NL Capital Management, Inc. is a registered investment advisor that provides asset management for institutions as well as individuals and their families. A subsidiary of the National Life Group, the firm is located in Montpelier, Vermont.
4
| Extinct | Investment Managers | 4 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jerry Milkowski via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Schroder Capital Management International, Inc.
Schroder Capital Management International, Inc. Investment ManagersFinance Part of Schroders Plc, Schroder Capital Management International, Inc. is a company based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Portfolio Manager-Equities | |
NLG Capital, Inc.
NLG Capital, Inc. Investment ManagersFinance NLG Capital, Inc. is a registered investment advisor headquartered in Birmingham, Alabama. It was founded in 1968 and formerly known as Sentinel Asset Management, Inc. They became NLG Capital, Inc. in 2022. The firm is wholly-owned by NLV Financial Corp., which is a wholly-owned subsidiary of National Life Holding Co. NLG Capital offers discretionary investment advisory services to various types of institutional clients, focusing on fixed income investments. | Investment Managers | Portfolio Manager-Fixed Income President Analyst-Equity Portfolio Manager-Equities | |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Opus Investment Management, Inc.
Opus Investment Management, Inc. Investment ManagersFinance Opus Investment Management, Inc. (Opus) is a SEC-registered investment advisor headquartered in Worcester, Massachusetts. They began as the asset management division of the former State Mutual Life Assurance Co. of America (State Mutual), incorporated in 1844 in Worcester, Massachusetts. The firm was founded in 1985, doing business first as SMA Financial Corp. and then as Allmerica Asset Management, reflecting corporate parentage. In 2003, their name was changed to Opus Investment Management, Inc. They are a wholly-owned subsidiary of The Hanover Insurance Group, Inc. (NYSE: THG) (previously Allmerica Financial Corp.). Opus generally offers discretionary investment advisory services on fixed income products to institutional investors such as insurance companies, self-insurance groups and other financial institutions. For some of their clients that wish to have equity market exposure, the firm also offers advisory services related to mutual funds and exchange traded funds. | Investment Managers | Portfolio Manager-Fixed Income | |
Buckhead Capital Management LLC
Buckhead Capital Management LLC Investment ManagersFinance Buckhead Capital Management LLC (Buckhead Capital) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1994 by Eugene Pearce and Matthew Reams. Buckhead Capital offers investment supervisory services and manage investment advisory accounts for individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations and other commercial entities, pension and profit-sharing plans, and registered investment advisors. In addition, the firm provides investment advisory services to participants of wrap fee programs sponsored by other firms. | Investment Managers | 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 | |
Champlain Investment Partners LLC
Champlain Investment Partners LLC Investment ManagersFinance Champlain Investment Partners LLC (CIP) is a SEC-registered investment advisor headquartered in Burlington, Vermont. The firm was founded by Scott Brayman, Judith O’Connell, Wendy Nunez, and Mary Michel in 2004. They are a subsidiary of CIP Management Holdings LP. CIP provides investment advice to investment companies, pooled investment vehicles, corporate and public pension plans, health care and religious organizations, endowments and foundations, Taft-Harley plans, colleges and universities, family offices, private banks and corporations and other businesses. | Investment Managers | Founder | |
John Hancock Investment Management LLC
John Hancock Investment Management LLC Investment ManagersFinance John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates. | Investment Managers | Corporate Officer/Principal | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
NBT Bank NA
NBT Bank NA Investment ManagersFinance NBT Bank NA provides banking services. It offers mortgage loans, online banking, and card and payment services. The company was founded in 1856 and is headquartered in Norwich, NY. | Investment Managers | Corporate Officer/Principal | |
Boston University | College/University | Masters Business Admin | |
GSAM Strategist Portfolios LLC
GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Investment Managers | Analyst-Equity | |
Wake Forest University | College/University | Masters Business Admin | |
Boston College | College/University | Undergraduate Degree | |
Champlain College | College/University | Undergraduate Degree | |
Syracuse University | College/University | Undergraduate Degree | |
Indiana University | College/University | Undergraduate Degree | |
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 | Undergraduate Degree Graduate Degree | |
New York University | College/University | Masters Business Admin Undergraduate Degree | |
University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
Heating, Airconditioning & Refrigeration Distributors Intl | Corporate Officer/Principal | ||
Tulane University (Louisiana) | College/University | Masters Business Admin | |
Standard & Poor's Investment Advisory Services (UK) Ltd.
Standard & Poor's Investment Advisory Services (UK) Ltd. Investment ManagersFinance Standard & Poor's Investment Advisory Services (UK) Ltd. is the Great Britain-based financial research subsidiary of S&P Global, Inc. (NYSE: SPGI) in the US. Formerly known as McGraw-Hill Financial Research Europe Ltd., established in 1994 as Standard & Poor's LLC, the firm is located in London. | Investment Managers | Analyst-Equity | |
Lehigh University | College/University | Undergraduate Degree | |
North Carolina State University | College/University | Undergraduate Degree | |
Equity Services, Inc. (Vermont)
Equity Services, Inc. (Vermont) Investment ManagersFinance Part of National Life Insurance Co., Equity Services, Inc. (ESI) is a broker-dealer and registered investment adviser located in Montpelier, VT. The company helps businesses turn their visions into reality by providing commission and fee-based solutions, as well as offering flexibility in how businesses structure themselves and market their brand. ESI believes in doing good for their clients, employees, and community, and offers securities and investment advisory services through registered representatives and investment adviser representatives. The company's advisory platform, ESI Illuminations, is sponsored through an ongoing agreement with Envestnet. | Investment Managers | Corporate Officer/Principal | |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity | |
Johnson State College | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Masters Business Admin | |
Keene State College | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 45 |
Israël | 2 |
Kaaimaneilanden | 2 |
Verenigd Koninkrijk | 2 |
Sectoraal
Finance | 31 |
Consumer Services | 17 |
Operationeel
Corporate Officer/Principal | 27 |
Undergraduate Degree | 20 |
Portfolio Manager-Equities | 19 |
Analyst-Equity | 16 |
Portfolio Manager-Fixed Income | 10 |
Sterkste connecties
- Beurs
- Insiders
- Jerry Milkowski
- Bedrijfsconnecties