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Sam Mitchell
Algemeen Directeur bij Sentinel Benefits Group, Inc.
Oorsprong van het eerstegraads netwerk van Sam Mitchell
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Gordon College
5
| College/University | Other Consumer Services | 5 |
Sentinel Benefits Group, Inc.
![]() Sentinel Benefits Group, Inc. Investment ManagersFinance Sentinel Benefits Group, Inc. provides employee benefit outsourcing solutions. Its offerings includes employee benefits and retirement plan administration, open architecture retirement plan recordkeeping, investment advisory services, defined benefit and cash balance plan services, actuarial consulting, employee stock ownership plans, and group benefits brokerage. The company was founded by Jim Carnevale, Anthony Carnevale, and John Carnevale in 1987 and is headquartered in Wakefield, MA.
4
| Subsidiary | Investment Managers | 4 |
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.
3
| Subsidiary | Investment Managers | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Sam Mitchell via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
COMTECH TELECOMMUNICATIONS CORP. | Telecommunications Equipment | Comptroller/Controller/Auditor | |
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Portfolio Manager-Equities | |
Conning, Inc.
![]() Conning, Inc. Investment ManagersFinance Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients. | Investment Managers | Director of Research - Fxd Inc | |
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. | Investment Managers | Analyst-Equity | |
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 | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Director of Research - Equity | |
Cape Ann Savings Bank
![]() Cape Ann Savings Bank Investment ManagersFinance Cape Ann Savings Bank (CASB) is an independent mutual savings bank headquartered in Gloucester, Massachusetts. Founded in 1846, CASB manages trusts, estates and individual equity portfolios. | Investment Managers | Chief Investment Officer | |
Credit Agricole Securities (USA), Inc.
![]() Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation. | Investment Banks/Brokers | Corporate Officer/Principal | |
CDC IXIS Asset Management Services, Inc. | Corporate Officer/Principal | ||
Sentinel Securities, Inc.
![]() Sentinel Securities, Inc. Investment Banks/BrokersFinance Sentinel Securities, Inc. provides securities brokerage and dealership services. The firm offers equities, options, futures, commodity derivatives, ETFs, and fixed income securities trading services. The company is headquartered in Wakefield, MA. | Investment Banks/Brokers | Director/Board Member | |
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Analyst-Equity | |
Boston University | College/University | Masters Business Admin | |
Brown Brothers Harriman & Co.
![]() Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity | |
Babson College | College/University | Masters Business Admin | |
Boston College | College/University | Graduate Degree | |
New York University | College/University | Graduate Degree | |
Northeastern University
![]() Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
Southern New Hampshire University | College/University | Masters Business Admin | |
University of New Hampshire | College/University | Undergraduate Degree | |
Winslow Technology Group LLC
![]() Winslow Technology Group LLC Information Technology ServicesTechnology Services Winslow Technology Group LLC designs and sells information technology storage solutions. Its services include WTG professional services, hyper converged, Security, cloud, and endpoint solutions. The firm specializes in storage area networks, backup and data management, server and desktop virtualization, and disaster recovery solutions. Winslow Technology Group was founded by Scott A. Winslow in 2003 and is headquartered in Waltham, MA. | Information Technology Services | Corporate Officer/Principal | |
Krannert School of Management | 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 | |
Connectus Wealth Group Ltd.
![]() Connectus Wealth Group Ltd. Investment ManagersFinance Part of Focus Financial Partners, Inc., Connectus Wealth Group Ltd. is a British company that provides wealth management services. The company is based in Altrincham, UK. Connectus Wealth Group was founded in 2020. | Investment Managers | Director/Board Member | |
Webster Bank, NA
![]() Webster Bank, NA Major BanksFinance Webster Bank, NA provides banking services. It offers investment management, financial planning services, banking and lending solutions, fiduciary services and institutional services. The company is headquartered in Waterbury, CT. | Major Banks | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 28 |
Verenigd Koninkrijk | 2 |
Sectoraal
Finance | 18 |
Consumer Services | 9 |
Electronic Technology | 2 |
Technology Services | 2 |
Operationeel
Corporate Officer/Principal | 10 |
Undergraduate Degree | 8 |
Analyst-Equity | 8 |
Portfolio Manager-Equities | 7 |
Director/Board Member | 4 |
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