Reid Vaile Smith
Portefeuillebeheerder-Aandelen bij R. M. Davis, Inc.
Oorsprong van het eerstegraads netwerk van Reid Vaile Smith
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Middlebury College
75
| College/University | Other Consumer Services | 75 |
R. M. Davis, Inc.
 R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities.
23
| Private Company | Investment Managers | 23 |
TD Banknorth Wealth Management Group
 TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD).
20
| Extinct | Investment Managers | 20 |
David Wendell Associates, Inc.
 David Wendell Associates, Inc. Investment ManagersFinance David Wendell Associates, Inc. (DWA) is an independent, SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by David T. Wendell in 1979. DWA fee-only services to individuals and families, trusts, retirement accounts, charitable organizations, businesses and banks. It also provides investment advisory consulting services to a bank trust department, a private trustee firm, two law firms and an investment advisory firm.
3
| Private Company | Investment Managers | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Reid Vaile Smith via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
TDAM USA, Inc.
 TDAM USA, Inc. Investment ManagersFinance TDAM USA, Inc. is an investment advisory firm headquartered in New York City. The firm was founded as Waterhouse Asset Management, Inc. in 1995 and do-business-as TD Asset Management. They are a wholly-owned subsidiary of TD Bank US Holding Co., which is wholly-owned by the Toronto-Dominion Bank (NYSE, TSE: TD), a Canadian chartered bank. TDAM USA provides discretionary investment management services to corporations and certain affiliates, such as TDAM and TD Bank, N.A. They also offer services to pension plans, endowments and foundations, but do not directly offer their services to high net-worth or retail clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Head-Fixed Income Invts Analyst-Equity | |
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 Undergraduate Degree Masters Business Admin | |
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 Analyst-Equity Corporate Officer/Principal | |
UNUM Life Insurance Co of America & First UNUM L
 UNUM Life Insurance Co of America & First UNUM L Multi-Line InsuranceFinance Part of Lincoln National Corp., UNUM Life Insurance Co of America & First UNUM L is an American company that provides annuities. The company is based in NY. UNUM Life Insurance Co of America & First UNUM L was acquired by The Lincoln National Life Insurance Co. from Unum Group on October 02, 1996 for $70 million. | Multi-Line Insurance | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Southern Maine | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
H. M. Payson & Co.
 H. M. Payson & Co. Investment ManagersFinance H.M. Payson & Co. (HM Payson) is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded in 1854 by Henry Martyn Payson. They originally specialize in financing public water companies and became nationally known as an underwriter of America’s growing infrastructure. Today, investment advisory and trust services are their exclusive focus. HM Payson provides investment advisory, trust and wealth management services to a wide variety of individuals, trusts, endowments, foundations and retirement plans. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| University of Massachusetts | College/University | Undergraduate Degree Graduate Degree | |
| Elmira College | College/University | Undergraduate Degree Undergraduate Degree | |
| Hofstra University | College/University | Masters Business Admin Graduate Degree | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
Bowdoin College
 Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree Undergraduate Degree | |
Columbia Wanger Asset Management LLC
 Columbia Wanger Asset Management LLC Investment ManagersFinance Columbia Wanger Asset Management LLC (CWAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Columbia Management Investment Advisers LLC, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP). CWAM serves as the investment advisor to a variety of open-end mutual funds that are series or portfolios of Columbia Acorn Trust and Wanger Advisors Trust, two registered investment companies sponsored by the firm and other institutional accounts. | Investment Managers | Portfolio Manager-Equities Director of Research - Equity | |
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 | Masters Business Admin Masters Business Admin | |
| University of New Hampshire | College/University | Undergraduate Degree 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 | Graduate Degree Graduate Degree | |
| Cornell Law School | College/University | Graduate Degree Graduate Degree | |
Maine Medical Center
 Maine Medical Center Hospital/Nursing ManagementHealth Services Maine Medical Center provides health care services. It provides cancer care, geriatrics, emergency medicine, rehabilitation, and radiology services. The firm also provides active programs in undergraduate, graduate, post-graduate medical education, nursing education and allied health professional programs. The company was founded in 1874 and is headquartered in Portland, ME. | Hospital/Nursing Management | Corporate Officer/Principal Corporate Officer/Principal | |
Home for the Aged
 Home for the Aged Medical/Nursing ServicesHealth Services Home for the Aged (Maine) provides independent and assisted living for the elderly of Greater Portland. It offers meals, social activities, transportation, an on-site commissary and assisted living services. The company was founded in 1881 and is headquartered in Portland, ME. | Medical/Nursing Services | Corporate Officer/Principal Corporate Officer/Principal | |
TD Bank, NA
 TD Bank, NA Major BanksFinance TD Bank NA provides investing and banking services. Its offerings include personal, small banking, and commercial services through online banking, bills payments, mobile banking, savings & deposit, digital payments, loans and lines of credit, treasury and management services, checking accounts, government banking, and leasing and equipment finance. The company was founded in 1852 and is headquartered in Cherry Hill, NJ. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
Talson Capital Management LP
 Talson Capital Management LP Investment ManagersFinance Talson Capital Management LP (Talson) is an independent hedge fund manager headquartered in Darien, Connecticut. The firm was founded by Dominic Napolitano in 2009. Talson provides investment advice on a discretionary basis to pooled investment vehicles intended for sophisticated investors, individuals with separately managed accounts, and a corporation. | Investment Managers | Chief Executive Officer | |
Briefing.com, Inc.
 Briefing.com, Inc. Miscellaneous Commercial ServicesCommercial Services Briefing.com, Inc. provides market analysis information for individual and professional investors. It services include stock tracking, news summaries and market commentary. The firm provides content to partners like Charles Schwab, Reuters, MSN, Forbes and Yahoo! Finance. The company was founded in 1992 by Dick Green and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Chief Tech/Sci/R&D Officer | |
Standard & Poor's Financial Services LLC
 Standard & Poor's Financial Services LLC Investment ManagersFinance Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| Morgan Stanley Asia (Singapore) Securities Pte Ltd. | Corporate Officer/Principal | ||
Taboola, Inc.
 Taboola, Inc. Packaged SoftwareTechnology Services Taboola, Inc. provides content distribution and discovery platforms. It enables users to monetize traffic, and distribute organic and sponsored content. The firm serves the publishers, brand marketers, and advertisers. The company was founded by Adam Singolda in July 2007 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
AlphaSense, Inc.
 AlphaSense, Inc. Packaged SoftwareTechnology Services AlphaSense, Inc. is a market intelligence and search platform that uses AI-based technology to provide insights from a vast universe of public and private content, including equity research, company filings, event transcripts, expert calls, news, trade journals, and clients' own research content. The company is based in New York, NY, and has subsidiaries in the UK, Finland, Germany, India, and China. AlphaSense employs over 1,000 people and helps professionals make smarter business decisions by finding information on companies, data, and themes from within millions of research documents in seconds, all with one simple search. The company was founded in 2011 by Raj Neervannan and Jaakko Kokko, and Jaakko Kokko has been the CEO since then. | Packaged Software | Director/Board Member | |
TuneIn, Inc.
 TuneIn, Inc. Packaged SoftwareTechnology Services TuneIn, Inc. provides online programming services. It provides complete radio content and tools to help listeners quickly and easily find their favorite radio stations and personalities plus discover new ones. TuneIn was founded by William F. Moore in 2002 and is headquartered in San Francisco, CA. | Packaged Software | Director/Board Member | |
Spinnaker Trust
 Spinnaker Trust Investment ManagersFinance Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them. | Investment Managers | Head-Equity Investments | |
| TABOOLA.COM LTD. | Internet Software/Services | Director/Board Member | |
Innovation Endeavors LLC
 Innovation Endeavors LLC Investment ManagersFinance Innovation Endeavors LLC (Innovation Endeavors) is a venture capital firm founded in 2010 by Dror Berman and Eric E. Schmidt. The firm is headquartered in Palo Alto, California. | Investment Managers | Private Equity Investor | |
Graham Capital Management LP
 Graham Capital Management LP Investment ManagersFinance Graham Capital Management LP (Graham) is a SEC-registered investment advisor and alternative investment manager headquartered in Rowayton, Connecticut. The firm was founded by Kenneth Tropin in 1994. They are a subsidiary of KGT Investment Partners LP, owned by KGT Capital LP. Graham provides investment advice to global institutions, endowments and foundations, family offices, sovereign wealth funds, investment management advisors, and qualified individual investors. | Investment Managers | Corporate Officer/Principal | |
Farallon Capital Management LLC
 Farallon Capital Management LLC Investment ManagersFinance Farallon Capital Management LLC (Farallon) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 1986 and is a wholly-owned subsidiary of Farallon Capital Management LP. Farallon provides administrative services and discretionary investment management services to private investment funds, the securities of which are offered to investors on a private placement basis; and to separately managed accounts for institutions such as endowments, foundations, charitable organizations and state and municipal government entities. | Investment Managers | Portfolio Manager-Equities | |
RAF Industries, Inc
 RAF Industries, Inc Investment ManagersFinance RAF Industries, Inc. (RAF Industries) is a private equity firm founded in 1979 by Robert Fox. The firm is headquartered in Bala Cynwyd, Pennsylvania. | Investment Managers | Chief Operating Officer | |
| Lincoln Foundation, Inc. | Corporate Officer/Principal | ||
Stoel Rives LLP
 Stoel Rives LLP Miscellaneous Commercial ServicesCommercial Services Stoel Rives LLP provides full suite of transactional and litigation solutions for U.S. and international clients. Its practice areas include corporate, energy, environmental, intellectual property, labor and employment, land use and construction, litigation, natural resources, real estate, renewable energy and technology law. The firm?s clients include financial institutions, public and private utilities, energy and renewable energy companies, developers, manufacturers, retailers, hospitals, universities, agribusinesses, software companies, food and beverage companies, charitable foundations, telecommunications and forestry companies, among others. The company was founded in 1907 and is headquartered in Portland, OR. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Oregon Museum of Science & Industry
 Oregon Museum of Science & Industry Other Consumer ServicesConsumer Services Oregon Museum of Science & Industry operates as a science museum. The firm offers tourist attractions, and educational resources. The company was founded in 1944 and is headquartered in Portland, | Other Consumer Services | Chairman |
Statistieken
Internationaal
| Verenigde Staten | 48 |
| Israël | 3 |
| Singapore | 2 |
Sectoraal
| Consumer Services | 22 |
| Finance | 18 |
| Technology Services | 6 |
| Commercial Services | 4 |
| Health Services | 3 |
Operationeel
| Corporate Officer/Principal | 176 |
| Director/Board Member | 123 |
| Undergraduate Degree | 92 |
| Portfolio Manager-Equities | 76 |
| Analyst-Equity | 44 |
Sterkste connecties
| Insiders | |
|---|---|
| Caroline Beatrice P. Mörner Berg | 24 |
| Jan Haas | 20 |
| John Climaco | 18 |
| John P. Ward | 18 |
| Nicholas Swenson | 16 |
| Pendleton H. Serrurier | 16 |
| Steven Becker | 16 |
| Rick Scanlon | 13 |
| Chun Ding | 12 |
| Jonathan Owsley | 12 |
| Geoff Alexander | 12 |
| Steve Reale | 11 |
| Michael Boardman | 11 |
| Peter Harris | 9 |
| Chad S. Alfeld | 9 |
- Beurs
- Insiders
- Reid Vaile Smith
- Bedrijfsconnecties
