Oorsprong van het eerstegraads netwerk van Steve Carhart
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
The North Shore Technology Council
33
| Non-Profit Organization | 33 | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.
13
| Subsidiary | Investment Managers | 13 |
Bramshill Investments LLC
 Bramshill Investments LLC Investment ManagersFinance Bramshill Investments LLC (Bramshill) is an employee owned alternative asset management firm headquartered in Naples, Florida. The firm was founded by Art DeGaetano in 2012 and is wholly-owned by Ironmen Holdings LLC. Bramshill provides investment advisory services to institutions, family offices, and high-net-worth individuals.
9
| Subsidiary | Investment Managers | 9 |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.
9
| Subsidiary | Regional Banks | 9 |
Trust & Fiduciary Management Services, Inc.
 Trust & Fiduciary Management Services, Inc. Investment ManagersFinance Founded in 1990, Trust & Fiduciary Management Services, Inc. is a registered investment advisor headquartered in Hasbrouck Heights, New Jersey. The firm is owned by independent investment research firm, Copell Financial LLC.
6
| Extinct | Investment Managers | 6 |
Trust & Fiduciary Income Partners LLC
 Trust & Fiduciary Income Partners LLC Investment ManagersFinance Part of Ironmen Holdings LLC, Trust & Fiduciary Income Partners LLC provides investment advice. The company is based in Hackensack, NJ. The company was founded in 2016. The CEO is Stephen Christopher Selver.
2
| Subsidiary | Investment Managers | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Steve Carhart via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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 Analyst-Equity | |
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). | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| Northern Funds | Investment Trusts/Mutual Funds | President | |
Amundi Pioneer Asset Management USA, Inc.
 Amundi Pioneer Asset Management USA, Inc. Financial ConglomeratesFinance Amundi Pioneer Asset Management USA, Inc. provides investment management services. The company was founded on October 25, 1956 and its headquarters is headquartered in Boston, MA. | Financial Conglomerates | Chief Investment Officer Corporate Officer/Principal Chief Executive Officer | |
Northern Institutional Funds
 Northern Institutional Funds Investment Trusts/Mutual FundsMiscellaneous Northern Institutional Funds operates as a open-end investment fund/unit trust. The company is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | President | |
| ZIPLINK, INC. | Internet Software/Services | Director of Finance/CFO | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| PIONEER HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer | |
| CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| CALAMOS CONVERTIBLE AND HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| PIONEER MUNICIPAL HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| CALAMOS STRATEGIC TOTAL RETURN FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| CALAMOS GLOBAL TOTAL RETURN FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| PIONEER FLOATING RATE FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer | |
NatWest Markets Securities, Inc.
 NatWest Markets Securities, Inc. Investment Banks/BrokersFinance Founded in 1985, NatWest Markets Securities, Inc. is a financial services and brokerage firm headquartered in Stamford, Connecticut. The firm is a subsidiary of RBS Holdings USA, Inc. and their ultimate parent is the Royal Bank of Scotland Plc (LSE: RBS). The firm was formerly known as RBS Securities, Inc., RBS Greenwich Capital, and Greenwich Capital Markets, Inc. NatWest is an institutional fixed-income firm that provides a full range of debt capital markets services to both those seeking to raise capital and those seeking to invest it. The firm is an industry leader in the U.S. Treasury, agency and MBS markets and in providing real estate and asset-backed financing to their clients. NatWest also provides futures brokerage services and trade strategies to select clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| PIONEER DIVERSIFIED HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
CrowdComfort, Inc.
 CrowdComfort, Inc. Packaged SoftwareTechnology Services CrowdComfort, Inc. offers sensor products and software applications. It enables building tenants and operators to share information about maintenance, safety concerns, and other issues. The firm's system can also be used for office management, property inspections, and compliance purposes. The company was founded by B. Eric Graham, Kevin Loos, Abdullah Daoud, Galen Nelson and Christopher Fuentes in 2013 and is headquartered in Wenham, MA. | Packaged Software | Corporate Secretary Founder | |
| CALAMOS DYNAMIC CONVERTIBLE AND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
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 Undergraduate Degree | |
| Stanford University | College/University | Graduate Degree Undergraduate Degree | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
| PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
NTRU Cryptosystems, Inc.
 NTRU Cryptosystems, Inc. Packaged SoftwareTechnology Services NTRU Cryptosystems, Inc. engages providing software security products and services. The company was founded by Jeffrey Hoffstein, Joseph Silverman, Jill Pipher, Daniel Lieman and Fred Pinkett in 1996 and is headquartered in Acton, MA. | Packaged Software | Director/Board Member Chief Executive Officer | |
| Babson College | College/University | Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Doctorate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Suffolk University | College/University | Masters Business Admin Graduate Degree | |
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 | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Copell Financial LLC
 Copell Financial LLC Investment Banks/BrokersFinance Founded in 2005, Copell Financial LLC is an independent research firm located in Hasbrouck Heights, New Jersey with an additional office in New York City. The firm seeks to identify industries that are undergoing a change in dynamics. They look for events and catalysts that affect the fundamentals and the strategic reasons to buy or sell within a certain industry. | Investment Banks/Brokers | Founder Chief Executive Officer | |
Security Innovation, Inc.
 Security Innovation, Inc. Miscellaneous Commercial ServicesCommercial Services Security Innovation, Inc. engages in the provision of secure software management products and services. It includes software security assessments, application security consulting, Internet of things and embedded consulting, and information technology infrastructure. It offers its solutions by finance and insurance, government, healthcare, retail and hospitality, and technology industry; and by platform such as mobile, web and cloud, and internet of things. The company was founded by James A. Whittaker in 2002 and is headquartered in Wilmington, MA. | Miscellaneous Commercial Services | Director/Board Member Chief Executive Officer | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
Pioneer Institutional Asset Management, Inc.
 Pioneer Institutional Asset Management, Inc. Investment ManagersFinance Part of SAS Rue la Boétie, Pioneer Institutional Asset Management, Inc. is a company that provides asset management services. The company is based in Boston, MA. Lisa Marinello Jones has been the CEO of the company since 2014. | Investment Managers | Corporate Officer/Principal President | |
Datum One Series Trust
 Datum One Series Trust Finance/Rental/LeasingFinance Datum One Series Trust operates as a pooled investment company, which has created and issued shares in one or more series. The company is headquartered in Chicago, IL. | Finance/Rental/Leasing | Chairman | |
Northern Trust Investments, Inc.
 Northern Trust Investments, Inc. Regional BanksFinance Part of Northern Trust Corp., Northern Trust Investments, Inc. operates as a non-depository trust institution. The company is based in Chicago, IL. | Regional Banks | Director/Board Member | |
| CALAMOS GLOBAL DYNAMIC INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member | |
| CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TERM TRUST | Investment Trusts/Mutual Funds | Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 49 |
Sectoraal
| Finance | 15 |
| Miscellaneous | 15 |
| Consumer Services | 14 |
| Technology Services | 6 |
| Commercial Services | 3 |
Operationeel
| Director/Board Member | 108 |
| Corporate Officer/Principal | 91 |
| Undergraduate Degree | 42 |
| Portfolio Manager-Equities | 32 |
| Analyst-Equity | 24 |
Sterkste connecties
| Insiders | |
|---|---|
| Fred H. Morris | 20 |
| Ken Taubes | 20 |
| Lloyd Wennlund | 18 |
| Daniel Keith Kingsbury | 16 |
| William F. Bahl | 14 |
| David E. Reibel | 13 |
| Edward A. Adams | 11 |
| Harry W. Short | 10 |
| Jacie Fogelberg | 10 |
| D. Tyler Drolet | 10 |
| Robert Cheney Stimson | 9 |
| Sean Thomas Wright | 9 |
| Mark Madden | 9 |
| William W. Hoyt | 9 |
| Linda E. Saris | 9 |
- Beurs
- Insiders
- Steve Carhart
- Bedrijfsconnecties
