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Robert Mark Shepherd
Algemeen Directeur bij Shepherd Financial Partners LLC
Oorsprong van het eerstegraads netwerk van Robert Mark Shepherd
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Shepherd Financial Partners LLC
![]() Shepherd Financial Partners LLC Investment ManagersFinance Shepherd Financial Partners LLC (SFP) is an independent registered investment advisory firm headquartered in Winchester, Massachusetts. The firm was founded by R. Mark Shepherd in 2015. SFP offers a comprehensive set of portfolio management and wealth planning solutions for individuals, families, business owners, executives and foundations.
4
| Private Company | Investment Managers | 4 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Robert Mark Shepherd via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Ironwood Investment Management LLC
![]() Ironwood Investment Management LLC Investment ManagersFinance Ironwood Investment Management LLC (Ironwood) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Warren Isabelle in 1997 and formerly known as Intrepid Partners LLC and Ironwood Capital Management LLC. Ironwood provides advisory services focused on domestic stocks through several targeted investment products. The firm also serves as portfolio manager to wrap fee programs. Ironwood is a signatory to the United Nations Principles of Responsible Investing (UNPRI). | Investment Managers | Analyst-Equity | |
Suffolk University | College/University | Masters Business Admin | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities | |
Moore Capital Management LP
![]() Moore Capital Management LP Investment ManagersFinance Moore Capital Management LP (Moore Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Louis Bacon in 1989 and is a subsidiary of Moore Capital Advisors LLC, ultimately held by MCM Group Holdings, Inc. Moore Capital provides investment management services on a discretionary basis to US and non-US privately-offered investment funds sponsored by Moore Group. | Investment Managers | Corporate Officer/Principal | |
Hartford Investment Management Co.
![]() Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Investment Managers | Analyst-Equity | |
Garrett Nagle & Co., Inc.
![]() Garrett Nagle & Co., Inc. Investment ManagersFinance Garrett Nagle & Co., Inc. (GN&Co) is an independent, SEC-registered investment advisor headquartered in Woburn, Massachusetts. The firm was founded in 1976 by Garrett J. Nagle, Jr. GN&Co manages portfolios for high-net-worth individuals and institutions. | Investment Managers | Investment Committee Member | |
Boston College | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Lebanon Valley College | College/University | Undergraduate Degree | |
Wallace E Carroll School of Management | College/University | Masters Business Admin | |
University of Pennsylvania | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 13 |
Sectoraal
Finance | 7 |
Consumer Services | 7 |
Operationeel
Portfolio Manager-Equities | 5 |
Undergraduate Degree | 4 |
Analyst-Equity | 3 |
Masters Business Admin | 3 |
Corporate Officer/Principal | 3 |
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