Stephen White
Analyst-Equity bij Massachusetts Financial Services Co.
Oorsprong van het eerstegraads netwerk van Stephen White
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Babson College
130
| College/University | Other Consumer Services | 130 |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).
123
| Subsidiary | Investment Managers | 123 |
College of the Holy Cross (Massachusetts)
76
| College/University | Other Consumer Services | 76 |
Sun Life Capital Management (US) LLC
 Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients.
8
| Subsidiary | Investment Managers | 8 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Stephen White via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| Boston College | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| Dartmouth College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
MFS Investment Management Canada Ltd.
 MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm was founded in 1947 and formerly known as McLean Budden Ltd. They are a subsidiary of MFS Institutional Advisors, Inc. and their ultimate parent is Sun Life Financial, Inc. (NYSE, TSX: SLF). MFS Canada manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
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 | Analyst-Equity President Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Massachusetts | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
MFS Institutional Advisors, Inc.
 MFS Institutional Advisors, Inc. Investment ManagersFinance MFS Institutional Advisors, Inc. (MFSI) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Massachusetts Financial Services Co., dba MFS Investment Management (MFS), which is an indirect, majority-owned subsidiary of Sun Life Financial Inc. (TSE: SLF, NYSE: SLF) in Canada. Founded in 1986, MFSI provides investment advisory services to institutional investors. The firm also provides advisory services through certain wrap fee programs whose participants include individual and high net-worth individuals. | Investment Managers | Director of Research - Equity Chief Executive Officer Analyst-Equity Portfolio Manager-Equities | |
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 Masters Business Admin Corporate Officer/Principal Masters Business Admin | |
| University of California | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| MFS INVESTMENT GRADE MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Corporate Secretary | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| MFS HIGH INCOME MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Secretary | |
| MFS GOVERNMENT MARKETS INCOME TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Corporate Secretary | |
| MFS MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Secretary | |
| MFS CHARTER INCOME TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Corporate Secretary | |
| MFS SPECIAL VALUE TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Corporate Secretary | |
| MFS MULTIMARKET INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Secretary | |
| MFS INTERMEDIATE INCOME TRUST | Other Consumer Services | Director/Board Member Director/Board Member Corporate Secretary | |
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 Undergraduate Degree | |
| MFS INTERMEDIATE HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Secretary | |
| International Monetary Fund | General Government | Economist Economist Corporate Officer/Principal | |
| MFS HIGH YIELD MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Secretary | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Bentley University | College/University | Masters Business Admin 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 | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Graduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| Questrom School of Business | College/University | Graduate Degree Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate 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 | Doctorate Degree Masters Business Admin | |
| F.W. Olin Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Virginia | College/University | Masters Business Admin Graduate Degree | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Analyst-Equity Analyst-Fixed Income |
Statistieken
Internationaal
| Verenigde Staten | 48 |
| Canada | 3 |
| Israël | 2 |
Sectoraal
| Consumer Services | 31 |
| Finance | 11 |
| Miscellaneous | 10 |
| Government | 2 |
Operationeel
| Corporate Officer/Principal | 96 |
| Undergraduate Degree | 95 |
| Director/Board Member | 87 |
| Analyst-Equity | 76 |
| Portfolio Manager-Equities | 76 |
Sterkste connecties
| Insiders | |
|---|---|
| Marcus Smith | 43 |
| Robert Charles Pozen | 39 |
| Michael Roberge | 21 |
| Heidi Hardin | 17 |
| Bill Adams | 10 |
| Geoffrey Caan | 9 |
| Michael Skatrud | 8 |
| Matt Krummell | 8 |
| David Shindler | 7 |
| Thomas Melendez | 7 |
| Matt Doherty | 7 |
| Sheba Alexander | 7 |
| Jeffrey Morrison | 7 |
| Ryan McAllister | 6 |
| Bradford Mak | 6 |
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