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Oorsprong van het eerstegraads netwerk van Lester Elliot Satlow
Entiteit | Type entiteit | Industrie | |
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Cabot Wealth Management, Inc.
![]() Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions.
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| Private Company | Investment Managers | 4 |
Grafiek van bedrijven verbonden in de tweede graad
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Bedrijven verbonden met Lester Elliot Satlow via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Loring, Wolcott & Coolidge Fiduciary Advisors LLP
![]() Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Investment Managers | Analyst-Equity | |
Boston University | College/University | Undergraduate Degree | |
Fort Washington Investment Advisors, Inc.
![]() Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
Zacks Investment Research, Inc. (Small Cap Research) | Investment Managers | Analyst-Equity | |
Kellogg School of Management | College/University | Masters Business Admin | |
Rutabaga Capital Management LLC
![]() Rutabaga Capital Management LLC Investment ManagersFinance Rutabaga Capital Management LLC (Rutabaga) is an independent investment advisory firm headquartered in Cambridge, Massachusetts. The firm was founded by Peter C. Schliemann in 1999. Rutabaga provides discretionary investment management services to institutional clients, which includes corporations, pensions, endowments, profit-sharing plans, mutual funds, private investment funds, trust programs and charitable organizations. | Investment Managers | Analyst-Equity | |
INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal | |
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 | |
Take Command Insurance Agency, Inc.
![]() Take Command Insurance Agency, Inc. Life/Health InsuranceFinance Take Command Insurance Agency LLC engages in providing health insurance services. The company was founded by Jack Hooper and Matthew H. Mcphail in 2014 and is headquartered in Dallas, TX. | Life/Health Insurance | Founder | |
Gerson Lehrman Group, Inc.
![]() Gerson Lehrman Group, Inc. Miscellaneous Commercial ServicesCommercial Services Gerson Lehrman Group, Inc. provides membership network for learning and expertise. The firm promotes knowledge exchange through conversations, small group convenings, mentorships, surveys, and other interactions with its network of experts. The company was founded by Alexander Saint-Amand, Thomas D. Lehrman, and Mark Gerson in 1998 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Putnam Investment Management LLC
![]() Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity | |
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 | Masters Business Admin | |
Rensselaer Polytechnic Institute | College/University | Undergraduate Degree | |
TERADYNE INC. | Electronic Production Equipment | Corporate Officer/Principal | |
Krannert School of Management | College/University | Undergraduate Degree | |
Sentinel Pension Advisors, Inc.
![]() Sentinel Pension Advisors, Inc. Investment ManagersFinance Sentinel Pension Advisors, Inc. (SPA) is a SEC-registered investment advisor headquartered in Wakefield, Massachusetts. The firm was founded in 1998 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPA provides portfolio management services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer a Wrap Fee Program. | Investment Managers | Chief Investment Officer | |
EF Hutton Group
![]() EF Hutton Group Investment Banks/BrokersFinance EF Hutton Group (EF Hutton) is an independent broker/dealer firm headquartered in New York City. The firm was founded in 2020 as Kingswood Capital Markets and rebranded to EF Hutton Group in 2021. EF Hutton offers an international suite of proprietary and customized solutions within the public and private investment banking, middle and emerging growth markets. | Investment Banks/Brokers | Analyst-Equity |
Statistieken
Internationaal
Verenigde Staten | 21 |
Sectoraal
Finance | 13 |
Consumer Services | 7 |
Commercial Services | 2 |
Electronic Technology | 2 |
Operationeel
Analyst-Equity | 9 |
Portfolio Manager-Equities | 7 |
Corporate Officer/Principal | 6 |
Undergraduate Degree | 4 |
Chief Investment Officer | 2 |
Sterkste connecties
Insiders | |
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Tim Moore | 10 |
Matthew McPhail | 5 |
Dennis Carl Wassung | 5 |
Craig Edward Goryl | 4 |
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