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Rob Baird
Oprichter bij Progressive Investment Management Corp.
Oorsprong van het eerstegraads netwerk van Rob Baird
Entiteit | Type entiteit | Industrie | |
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Progressive Investment Management Corp.
![]() Progressive Investment Management Corp. Investment ManagersFinance Progressive Investment Management Corp. (Progressive) is an independent, SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1987 as Portfolio 21 Investments, Inc. Progressive provides investment management services on a discretionary basis to individuals, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm offers separately managed accounts that may invest in individual stocks and bonds, mutual funds and Exchange Traded Funds (ETFs) that uses several investment strategies.
10
| Private Company | Investment Managers | 10 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Rob Baird via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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AMG Funds I | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Trillium Asset Management LLC
![]() Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
Green Century Capital Management, Inc.
![]() Green Century Capital Management, Inc. Investment ManagersFinance Green Century Capital Management, Inc. (Green Century) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Mindy S. Lubber in 1991 and is a subsidiary of Paradigm Partners. They serve as the investment advisor to the Green Century Funds. Green Century is a signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
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 | Undergraduate Degree | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
AMG Funds LLC
![]() AMG Funds LLC Investment ManagersFinance AMG Funds LLC (AMGF) is a registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1999 as Managers Investment Group LLC. They are a wholly-owned subsidiary of TMF Corp., ultimately owned by Affiliated Managers Group, Inc. (NYSE: AM). AMGF serves as the Investment Manager, Sponsor and Administrator of the AMG Funds family of mutual funds and the Sponsor and Administrator to the AMG Pantheon Funds, which are offered to qualified investors. The firm also provides investment management services, generally on a discretionary basis, to separately managed accounts, primarily under wrap fee programs sponsored by broker-dealers or other firms. | Investment Managers | Founder | |
Merriman Capital, Inc.
![]() Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | Investment Banks/Brokers | Institutional Sales | |
The University of Oregon Investment Group
![]() The University of Oregon Investment Group Investment ManagersFinance The University of Oregon Investment Group (UOIG) is the state-owned investment advisor headquartered in Eugene, Oregon. Founded in 1998, UOIG provides students with the opportunity to participate in the operation of an investment management organization. The firm’s overall mission is to enhance their members’ education through learning in-depth equity research processes, valuation techniques, portfolio management, and market analysis. | Investment Managers | Analyst-Equity | |
Newground Social Investment SPC
![]() Newground Social Investment SPC Investment ManagersFinance Newground Social Investment SPC (Newground) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by Bruce Herbert in 1994. Newground offers comprehensive, values-aligned wealth management, tax planning, financial planning, and philanthropic consultation for individuals and institutions nationwide. | Investment Managers | Chief Executive Officer | |
Calamos Advisors LLC
![]() Calamos Advisors LLC Investment ManagersFinance Calamos Advisors LLC is a SEC-registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Brandeis University | College/University | Graduate Degree | |
The College of William & Mary | College/University | Undergraduate Degree | |
Portland State University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin | |
University of California, Berkeley | College/University | Masters Business Admin | |
University of Oregon | College/University | Undergraduate Degree Undergraduate Degree | |
University of Puget Sound | College/University | Undergraduate Degree | |
University of South Carolina | College/University | Undergraduate Degree | |
University of Vermont | College/University | Undergraduate Degree | |
Calamos Investments LLC
![]() Calamos Investments LLC Investment ManagersFinance Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. | Investment Managers | Head-Equity Investments | |
Calvert Social Investment Foundation, Inc.
![]() Calvert Social Investment Foundation, Inc. Financial ConglomeratesFinance Calvert Social Investment Foundation, Inc. provides community investment notes to social development organizations. The firm connects individual investors with organizations working globally, developing affordable housing, creating jobs, protecting the environment, and working in other ways for the social good. The company was founded in 1995 and is headquartered in Bethesda, MD. | Financial Conglomerates | Director/Board Member | |
The Social Investment Forum
![]() The Social Investment Forum Miscellaneous Commercial ServicesCommercial Services The Social Investment Forum provides investment advice. Its programs include Center for Sustainable Investment Education and Global Sustainable Investment. The company is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
NorthStar Asset Management, Inc.
![]() NorthStar Asset Management, Inc. Investment ManagersFinance NorthStar Asset Management, Inc. (NorthStar) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Julie N.W. Goodridge in 1990. They manage assets for individuals, families, trusts, and not-for-profit organizations who are interested in socially responsible investing. NorthStar is a signatory to the UN Principles of Responsible Investment (UNPRI), member of the Shareholder Rights Group, US SIF: The Forum for Sustainable and Responsible Investment, and Confluence Philanthropy. | Investment Managers | Analyst-Equity | |
Calvert Research & Management
![]() Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | Investment Managers | Chairman | |
Recompose PBC
![]() Recompose PBC MiscellaneousMiscellaneous Recompose PBC operates as a non classified establishment. The company was founded by Katrina Spade in 2017 and is headquartered in Seattle, WA. | Miscellaneous | Director/Board Member | |
Pest Solutions LLC
![]() Pest Solutions LLC Miscellaneous Commercial ServicesCommercial Services Part of Rentokil Initial Plc, Pest Solutions LLC is a company that provides pest control services. The company is based in Beaverton, OR. The company was founded in 2006 by Eric Ufer. Pest Solutions was acquired by The Terminix International Co. LP on March 26, 2021. | Miscellaneous Commercial Services | Founder |
Statistieken
Internationaal
Verenigde Staten | 37 |
Sectoraal
Finance | 22 |
Consumer Services | 12 |
Miscellaneous | 3 |
Commercial Services | 3 |
Operationeel
Corporate Officer/Principal | 12 |
Undergraduate Degree | 11 |
Portfolio Manager-Equities | 10 |
President | 9 |
Analyst-Equity | 9 |