Patrick S. Cassidy
Trading-Equity bij Charles Schwab Investment Management, Inc.
Oorsprong van het eerstegraads netwerk van Patrick S. Cassidy
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
New York University
429
| College/University | Other Consumer Services | 429 |
The Pennsylvania State University
271
| College/University | Other Consumer Services | 271 |
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.
137
| Operating Division | Investment Managers | 137 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.
48
| Subsidiary | Investment Managers | 48 |
MBL Life Assurance Corp
 MBL Life Assurance Corp Insurance Brokers/ServicesFinance MBL Life Assurance Corp provides insurance services. The private company is based in Newark, NJ.
1
| Private Company | Insurance Brokers/Services | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Patrick S. Cassidy via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Maryland | College/University | Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Doctorate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| T. ROWE PRICE GROUP INC. | Investment Managers | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
| The Johns Hopkins University | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree Graduate Degree | |
T. Rowe Price Investment Management, Inc.
 T. Rowe Price Investment Management, Inc. Investment ManagersFinance T. Rowe Price Investment Management, Inc. (Price IM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned subsidiary of T. Rowe Price Associates, Inc., which itself is a wholly owned subsidiary of T. Rowe Price Group, Inc. (NASDAQ: TROW). Price IM provides discretionary investment advisory services to institutional and individual investors worldwide. The firm also serves as investment subadvisor to mutual funds sponsored by insurance companies, banks, and other third-party financial institutions. | Investment Managers | Chief Investment Officer Analyst-Equity Portfolio Manager-Equities | |
| Loyola University Maryland, Inc. | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| Towson University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Doctorate Degree Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
| Robert H. Smith School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree | |
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 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 | Masters Business Admin Doctorate Degree | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
| James Madison University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Graduate Degree Undergraduate Degree | |
| The College of William & Mary | College/University | Undergraduate Degree Undergraduate Degree | |
| Washington University in St. Louis | College/University | Masters Business Admin Masters Business Admin | |
T. Rowe Price International Ltd.
 T. Rowe Price International Ltd. Investment ManagersFinance T. Rowe Price International Ltd. (Price International) is an investment management firm headquartered in London, UK. The firm was founded in 1979 and is a subsidiary of T. Rowe Price Associates, Inc., itself a subsidiary of T. Rowe Price Group, Inc. (NYSE: TROW) in the US. They provide investment management services to a global client base. Price International is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
T. Rowe Price Trust Co.
 T. Rowe Price Trust Co. Investment ManagersFinance Part of T. Rowe Price Group, Inc., T. Rowe Price Trust Co. provides investment management services. The company is based in Baltimore, MD. The CEO of the company is Edward Cage Bernard. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Portfolio Manager-Fixed Income 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 Undergraduate Degree | |
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 | Undergraduate Degree Graduate Degree | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Chief Executive Officer President | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
| SELINA HOSPITALITY PLC | Hotels/Resorts/Cruise lines | Director/Board Member | |
Bailard, Inc.
 Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Investment Managers | Analyst-Equity | |
| Shanghai Jiao Tong University | College/University | Undergraduate Degree | |
| Illinois Institute of Technology | College/University | Graduate Degree | |
| Loyola University of Chicago | College/University | Graduate Degree | |
3com Corp. (Massachusetts)
 3com Corp. (Massachusetts) Information Technology ServicesTechnology Services 3com Megahertz Corp. provides voice and data networking products and services. The company was founded by Robert M. Metcalfe, Howard S. Charney and John P. Marshall in 1979 and is headquartered in Marlborough, MA. | Information Technology Services | Corporate Officer/Principal | |
General Electric Capital Corp.
 General Electric Capital Corp. Finance/Rental/LeasingFinance General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree | |
| Rose-Hulman Institute of Technology, Inc. | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 48 |
| Verenigd Koninkrijk | 3 |
| China | 2 |
Sectoraal
| Consumer Services | 36 |
| Finance | 13 |
| Commercial Services | 2 |
| Electronic Technology | 2 |
| Technology Services | 2 |
Operationeel
| Corporate Officer/Principal | 105 |
| Undergraduate Degree | 90 |
| Portfolio Manager-Equities | 74 |
| Masters Business Admin | 57 |
| Director/Board Member | 56 |
Sterkste connecties
| Insiders | |
|---|---|
| Kyle Cerminara | 40 |
| Alan Bowers | 20 |
| John Davies Gillespie | 17 |
| Rick Wurster | 13 |
| Rob Sharps | 12 |
| Christopher Fortune | 9 |
| Omar Aguilar | 9 |
| Eric Veiel | 8 |
| Christopher Ralph Bliss | 8 |
| Jane Shi | 8 |
| Kenneth Weirman | 8 |
| P. Bartolo | 8 |
| Dan Martino | 8 |
| Sonny Weng | 8 |
| Brian J. Brennan | 8 |
- Beurs
- Insiders
- Patrick S. Cassidy
- Bedrijfsconnecties
