Oorsprong van het eerstegraads netwerk van Kevin T. Lynch
Entiteit | Type entiteit | Industrie | |
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PNC Capital Advisors LLC
PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts.
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| Subsidiary | Investment Managers | 14 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Kevin T. Lynch via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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AVERY DENNISON CORPORATION | Containers/Packaging | Corporate Officer/Principal | |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Beese Fulmer Investment Management, Inc.
Beese Fulmer Investment Management, Inc. Investment ManagersFinance Beese Fulmer Investment Management, Inc. (BFIM) is an independent, SEC-registered investment advisor headquartered in Canton, Ohio. The firm was founded by William Beese and Dennis Fulmer in 1980 and do-business-as Beese Fulmer Private Wealth Management. BFIM provides personalized confidential investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations on a discretionary and nondiscretionary basis. | Investment Managers | Investment Committee Member | |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Analyst-Equity | |
Nuveen Investment Solutions, Inc.
Nuveen Investment Solutions, Inc. Investment ManagersFinance Nuveen Investment Solutions, Inc. provides investment advice. The firm its services to insurance companies, investment companies, pension and profit sharing plans, corporate plan sponsors, public funds, state or municipal government entities, foundations, endowments and investment managers. The company was founded in 1984 and is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
Garland Capital Management, Inc.
Garland Capital Management, Inc. Investment ManagersFinance Garland Capital Management, Inc. (GCM) is an independent, privately-owned investment management firm headquartered in Bellevue, Washington. The firm was founded by John Garland in 1998. GCM offers portfolio management services to individuals, high net-worth individuals, and pension and profit-sharing plans (other than plan participants). | Investment Managers | Portfolio Manager-Equities | |
PNC Investments LLC
PNC Investments LLC Investment ManagersFinance PNC Investments LLC is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2003 and is a subsidiary of PNC Bank, NA, ultimately owned by PNC Financial Services Group, Inc. (NYSE: PNC). PNC Investments provides investment advisory services to individuals and high-net worth individuals. | Investment Managers | Corporate Officer/Principal | |
Wilmington Trust Investment Advisors, Inc.
Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. The firm also serves as sub-advisor to the Wilmington Funds, a family of mutual funds. | Investment Managers | Portfolio Manager-Fixed Income | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree | |
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 | Corporate Officer/Principal | |
Drexel University | College/University | Undergraduate Degree | |
Bloomsburg University of Pennsylvania | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
John Carroll University | College/University | Undergraduate Degree | |
LaSalle University | College/University | Masters Business Admin | |
Lehigh University | College/University | Masters Business Admin | |
Millersville University | College/University | Undergraduate Degree | |
The Ohio University
The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree | |
Rhodes College | College/University | Undergraduate Degree | |
Robert Morris University | College/University | Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
University of Memphis | College/University | Masters Business Admin | |
University of San Francisco | College/University | Undergraduate Degree | |
Steelbridge Laboratories LLC
Steelbridge Laboratories LLC Investment ManagersFinance Steelbridge Laboratories LLC ( Steelbridge Lab) is a venture capital firm founded in 1900 by Tim A Haluszczak, James Haluszczak, Luis A Burgos and Todd Haring. The firm is headquartered in Pittsburgh, Pennsylvania. | Investment Managers | Founder | |
Numoola LLC
Numoola LLC Packaged SoftwareTechnology Services Numoola LLC is a company that offers an intelligent family banking app designed to help kids prepare for a better financial future. The company is based in Pittsburgh, PA and was founded by Tim A. Haluszczak, Luis Burgos, and James Haluszczak. The app combines real money, gamification, and agification to provide kids with real-world financial literacy experience, including budgeting, spending, donating, and investing. James Haluszczak has been the CEO since incorporation. | Packaged Software | Founder | |
ExchangeLodge LLC
ExchangeLodge LLC Internet Software/ServicesTechnology Services ExchangeLodge LLC engages in the development of data integration platform for the alternative asset management industry. It provides solutions to private equity firms, hedge funds, fund of funds, infrastructure funds, and credit funds. The company was founded by James Haluszczak and is headquartered in Pittsburgh, PA. | Internet Software/Services | Founder | |
iralogix, Inc.
iralogix, Inc. Packaged SoftwareTechnology Services iraLogix, Inc. develops technology for individual retirement accounts solutions. Its software technology enables partners to accelerate growth and market share while reducing internal administration and servicing costs associated with accounts of all sizes. The company was founded by Luis Burgos and Joseph Hipsky and is headquartered in Pittsburgh, PA. | Packaged Software | Founder | |
Steelbridge Ventures Consulting LLC
Steelbridge Ventures Consulting LLC Investment ManagersFinance Steelbridge Ventures Consulting LLC provides boutique fund advisory services and solutions to the global alternative investment industry. Its services include consulting services, capital advisory, technology solutions, portfolio company services and center of excellence managed services model. The company was founded by James Haluszczak in 2008 and is headquartered in Pittsburgh, PA. | Investment Managers | Consultant / Advisor | |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Institutional Sales | |
University of Texas at El Paso | College/University | Undergraduate Degree | |
Citco Fund Services (USA), Inc. | Corporate Officer/Principal | ||
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal | |
12th Street Asset Management LLC
12th Street Asset Management LLC Investment ManagersFinance 12th Street Asset Management LLC (12th Street) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Nashville, Tennessee. The firm was founded in 2007 by Michael O’Keefe. 12th Street provides discretionary portfolio management services to individual and institutional investors through separately managed accounts (SMAs), sub-advisory accounts, model portfolios, and a pooled investment vehicle known as 12th Street Asset Management LP. | Investment Managers | Portfolio Manager-Equities | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Westmont College | College/University | Undergraduate Degree | |
Invesco Managed Accounts LLC
Invesco Managed Accounts LLC Investment ManagersFinance Invesco Managed Accounts LLC (IMA) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 2002 as Seattle-Northwest Asset Management LLC. They are a subsidiary of SNW Asset Management Corp., ultimately owned by Invesco Ltd. (NYSE: IVZ). IMA provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, foundations, wrap programs, state and municipal government entities, other investment advisers, credit unions, corporations and other business entities. | Investment Managers | Analyst-Fixed Income |
Statistieken
Internationaal
Verenigde Staten | 46 |
Frankrijk | 2 |
Sectoraal
Finance | 23 |
Consumer Services | 19 |
Technology Services | 4 |
Process Industries | 2 |
Commercial Services | 2 |
Operationeel
Corporate Officer/Principal | 15 |
Undergraduate Degree | 14 |
Portfolio Manager-Equities | 8 |
Analyst-Equity | 7 |
Analyst-Fixed Income | 7 |
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