Oorsprong van het eerstegraads netwerk van Kent Insley
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Tiedemann Advisors LLC
 Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities.
25
| Subsidiary | Investment Managers | 25 |
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).
24
| Subsidiary | Investment Managers | 24 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Kent Insley via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
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 Corporate Officer/Principal | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Tiedemann Trust Co.
 Tiedemann Trust Co. Investment ManagersFinance Tiedemann Trust Co. provides investment advice. It offer investment advice, wealth planning and fiduciary services to wealthy families, trusts, endowments and foundations. The company was founded by Carl Hans Tiedemann III in 1999 and is headquartered in Wilmington, DE. | Investment Managers | Founder Corporate Officer/Principal Chief Operating Officer | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
| The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Harvard Kennedy School of Government | College/University | Corporate Officer/Principal Graduate Degree | |
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 | Doctorate Degree Undergraduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Masters Business Admin | |
The Presidio Group LLC (California)
 The Presidio Group LLC (California) Investment Banks/BrokersFinance The Presidio Group LLC provides investment services. It offers wealth advisory and investment banking services. The company was founded by Jeffrey L. Zlot and Brodie Cobb in 1997 and is headquartered in San Francisco, CA. | Investment Banks/Brokers | Director of Finance/CFO Corporate Officer/Principal | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
| EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
Laird Norton Wealth Management LLC
 Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Investment Managers | Market Strategist | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Farmers New World Life Insurance Co.
 Farmers New World Life Insurance Co. Life/Health InsuranceFinance Farmers New World Life Insurance Co., Inc. provides life insurance services. The firm offers universal, term, whole, and variable life insurance products. The company was founded in 1910 and is headquartered in Bellevue, WA. | Life/Health Insurance | Corporate Officer/Principal | |
| EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| Seattle University | College/University | Graduate Degree | |
| Metropolitan State University of Denver | College/University | Undergraduate Degree | |
| EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE SENIOR FLOATING-RATE TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Wake Forest University | College/University | Undergraduate Degree | |
Acdi/Voca
 Acdi/Voca Miscellaneous Commercial ServicesCommercial Services Acdi/Voca provides business consulting services. It promotes broad-based economic growth and the development of civil society in emerging democracies and developing countries. The firm provides programs for agribusiness, enterprise development, financial services, community development, and food security. The company was founded in 1953 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Omidyar Network LLC
 Omidyar Network LLC Investment ManagersFinance Omidyar Network LLC (Omidyar Network) is a venture capital, a subsidiary of Omidyar Network Commons LLC founded in 2004 by Pierre Omidyar and Pam Omidyar. The firm is headquartered in Redwood City, California. | Investment Managers | Private Equity Investor | |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
| London School of Economics & Political Science | College/University | Graduate Degree | |
| University of Bristol | College/University | Undergraduate Degree | |
The Social Investment Forum
 The Social Investment Forum Miscellaneous Commercial ServicesCommercial Services The Social Investment Forum provides investment advice. Its programs include Center for Sustainable Investment Education and Global Sustainable Investment. The company is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
P.R.I.M.E. Finance Foundation
 P.R.I.M.E. Finance Foundation Investment ManagersFinance P.R.I.M.E. Finance Foundation provides financial and advisory services. The non-profit company is based in The Hague, Netherlands. | Investment Managers | Director/Board Member | |
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 | Director/Board Member | |
MFX Solutions, Inc.
 MFX Solutions, Inc. Regional BanksFinance MFX Solutions, Inc. provides hedging products and risk management education to entrepreneurs in low-income countries. Its products includes currency forward contracts, cross currency swaps, currency options, spot transactions and currency delivery and portfolio risk management. The company was founded in 2005 and is headquartered in Washington, DC. | Regional Banks | Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 43 |
| Verenigd Koninkrijk | 3 |
| China | 2 |
| Nederland | 2 |
Sectoraal
| Finance | 19 |
| Consumer Services | 18 |
| Miscellaneous | 8 |
| Commercial Services | 5 |
Operationeel
| Director/Board Member | 66 |
| Corporate Officer/Principal | 61 |
| Undergraduate Degree | 45 |
| Portfolio Manager-Equities | 40 |
| Analyst-Equity | 21 |
Sterkste connecties
| Insiders | |
|---|---|
| Keith Quinton | 33 |
| Stephanie Cohn-Rupp | 21 |
| Arnie Scott | 14 |
| Carl Hans Tiedemann | 14 |
| Robert Hormats | 13 |
| Jeff Zlot | 10 |
| Kevin Moran | 10 |
| Joe Trainor | 8 |
| Matt Krummell | 8 |
| Michael E. Gray | 8 |
| Michael Keller | 7 |
| Corey Danzig | 7 |
| Thomas Melendez | 7 |
| Teresa Wells | 7 |
| Gary A. Lasman | 6 |
- Beurs
- Insiders
- Kent Insley
- Bedrijfsconnecties
