Oorsprong van het eerstegraads netwerk van Julie Lee
Entiteit | Type entiteit | Industrie | |
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RhumbLine Advisers LP
RhumbLine Advisers LP Investment ManagersFinance RhumbLine Advisers LP (RhumbLine) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1990 by J. D. Nelson. RhumbLine manages a broad spectrum of passive strategies in both separate client accounts and pooled funds for institutional investors.
15
| Private Company | Investment Managers | 15 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Julie Lee via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Frontier Capital Management Co. LLC
Frontier Capital Management Co. LLC Investment ManagersFinance Frontier Capital Management Co. LLC (Frontier) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Guy Scott in 1980 and is a subsidiary of FCMC Holdings LLC, ultimately owned by Affiliated Manager's Group, Inc. (NYSE: AMG). Frontier is an investment manager that specializes in growth and value equity portfolios for institutions. | Investment Managers | Corporate Officer/Principal | |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Corporate Officer/Principal | |
Natixis Advisors LLC
Natixis Advisors LLC Investment ManagersFinance Natixis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm is a subsidiary of Natixis Investment Managers LP, ultimately owned by BPCE SA in France. Natixis Advisors provides advisory services to investment company clients and separately managed account clients as well as multi-asset portfolio solutions for a variety of funds and portfolios. A department of Natixis Advisors also provides portfolio analysis, consulting, and analytic services to investment professionals. | Investment Managers | Corporate Officer/Principal | |
CheckFree Investment Services
CheckFree Investment Services Miscellaneous Commercial ServicesCommercial Services Part of Fiserv, Inc., CheckFree Investment Services is a company based in Jersey City, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
Los Angeles Capital Management LLC
Los Angeles Capital Management LLC Investment ManagersFinance Los Angeles Capital Management LLC (LACM) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Formerly known as Los Angeles Capital Management & Equity Research, Inc., the firm was founded in 2002 by Thomas Stevens, Hal Williams, and Stuart Matsuda. They are majority owned by LACM Holdings, Inc. LACM offers risk-controlled active equity management services to a broad range of institutional investors. | Investment Managers | Analyst-Equity | |
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
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 Corporate Officer/Principal | |
Boston University | College/University | Masters Business Admin | |
University of Rhode Island | College/University | Undergraduate Degree | |
Bentley University | College/University | Masters Business Admin Undergraduate Degree | |
Bridgewater State College | College/University | Undergraduate Degree | |
Bucknell University | College/University | Undergraduate Degree | |
Clark University | College/University | Undergraduate Degree | |
Fairleigh Dickinson University | College/University | Masters Business Admin | |
Suffolk University | College/University | Undergraduate Degree | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
New Jersey City University | College/University | Masters Business Admin | |
Tufts University | College/University | Undergraduate Degree | |
University of New Hampshire | College/University | Masters Business Admin | |
Bank of America NA (New York Branch)
Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
Massachusetts Bay Community College | College/University | Undergraduate Degree | |
Bryant University | College/University | Undergraduate Degree | |
Business Technology Alliance LLC
Business Technology Alliance LLC Engineering & ConstructionIndustrial Services Business Technology Alliance LLC engages in the business technology services and consulting. The company is headquartered in Boston, MA. | Engineering & Construction | Founder | |
University of Massachusetts Lowell | College/University | Undergraduate Degree | |
University of Massachusetts Amherst | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 29 |
Israël | 2 |
Sectoraal
Consumer Services | 17 |
Finance | 12 |
Commercial Services | 2 |
Industrial Services | 2 |
Operationeel
Corporate Officer/Principal | 17 |
Undergraduate Degree | 13 |
Portfolio Manager-Equities | 10 |
Trading-Equity | 7 |
Masters Business Admin | 5 |