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Kevin F. Raposo
Analyst-Equity bij Shorepoint Capital Partners LLC
Oorsprong van het eerstegraads netwerk van Kevin F. Raposo
Entiteit | Type entiteit | Industrie | |
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Shorepoint Capital Partners LLC
![]() Shorepoint Capital Partners LLC Investment ManagersFinance Shorepoint Capital Partners LLC (Shorepoint) is an independent, SEC-registered investment advisor headquartered in Norwood, Massachusetts. The firm was founded by Timothy Vanech and Luis Raposo in 2009. Shorepoint provides customized wealth planning and investment management services to individuals and families, institutions, small businesses and retirement plans.
4
| Private Company | Investment Managers | 4 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Kevin F. Raposo via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
GW&K Investment Management LLC
![]() GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
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 | |
Columbia Management Investment Advisers LLC
![]() Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Equities | |
The University of North Carolina at Greensboro | College/University | Undergraduate Degree | |
Wallace E Carroll School of Management | College/University | Masters Business Admin | |
Choate Investment Advisors LLC
![]() Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Suffolk University | College/University | Masters Business Admin | |
University of Massachusetts | College/University | Undergraduate Degree | |
Boston College | College/University | Graduate Degree | |
Babson College | College/University | Undergraduate Degree | |
NGM Insurance Co.
![]() NGM Insurance Co. Insurance Brokers/ServicesFinance Part of American Family Insurance Mutual Holding Co., NGM Insurance Co. is a company that provides insurance services. The company is based in Jacksonville, FL. | Insurance Brokers/Services | Corporate Officer/Principal | |
B&L Asset Management LLC
![]() B&L Asset Management LLC Investment ManagersFinance B&L Asset Management LLC (dba Burns & Levinson Asset Management) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1980 and is a wholly-owned subsidiary of Burns & Levinson LLP. Burns & Levinson Asset Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and corporations. | Investment Managers | Investment Committee Member | |
Harvard College | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 17 |
Sectoraal
Finance | 10 |
Consumer Services | 8 |
Operationeel
Portfolio Manager-Equities | 8 |
Undergraduate Degree | 4 |
Corporate Officer/Principal | 4 |
Analyst-Equity | 3 |
Masters Business Admin | 2 |
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