Oorsprong van het eerstegraads netwerk van Tom Bullitt
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Ballentine Partners LLC
 Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families.
34
| Subsidiary | Investment Managers | 34 |
Beacon Fiduciary Advisors, Inc.
 Beacon Fiduciary Advisors, Inc. Investment ManagersFinance Formerly Beacon Fiduciary Advisors, Inc., Bank of New York Co. NA (BNY) is a registered investment advisor that manages assets for high net worth individuals. Located in Chestnut Hill, Massachusetts, the firm was acquired by The Bank of New York Company, Inc. (NYSE: BK) in 2002.
7
| Extinct | Investment Managers | 7 |
Adams Harkness & Hill Investment Banking
 Adams Harkness & Hill Investment Banking Investment ManagersFinance Part of Canaccord Genuity Group, Inc., Adams Harkness & Hill Investment Banking is a company based in Boston, MA.
7
| Subsidiary | Investment Managers | 7 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Tom Bullitt via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| BB BIOTECH AG | Financial Conglomerates | Corporate Officer/Principal | |
Grantham, Mayo, Van Otterloo & Co. LLC
 Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Investment Managers | Corporate Officer/Principal 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 | Analyst-Equity Corporate Officer/Principal | |
Unilever United States, Inc.
 Unilever United States, Inc. Household/Personal CareConsumer Non-Durables Unilever United States, Inc. engages in the manufacture of personal care and consumer products. It distributes laundry detergents, shampoos, ice cream, dinner products, soaps, and body wash under the brand names Axe, Ben & Jerry's, Bertolli, Breyers, Caress, Country Crock, Degree, and Dove. The company was founded 1877 and is headquartered in Englewood Cliffs, NJ. | Household/Personal Care | Corporate Officer/Principal | |
PanAgora Asset Management, Inc.
 PanAgora Asset Management, Inc. Investment ManagersFinance PanAgora Asset Management, Inc. (PanAgora) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. All ownership interests of PanAgora are owned by PanAgora employees and Power Corporation of Canada (TSX: POW), indirectly through its subsidiaries. Founded in 1989, PanAgora is a quantitative investment manager of distinct and innovative Equity, Multi Asset and Risk Premia strategies that are designed to address the needs of institutional investors worldwide. | Investment Managers | Corporate Officer/Principal | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Fiduciary Trust International LLC
 Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Investment Managers | Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
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 Graduate Degree Undergraduate Degree Masters Business Admin | |
Bellevue Asset Management AG
 Bellevue Asset Management AG Investment ManagersFinance Bellevue Asset Management AG (Bellevue AM) is the wholly-owned asset management subsidiary of Bellevue Group AG (SWX: BBN), an independent Swiss financial group. The firm is headquartered in Küsnacht, Switzerland and has additional offices in Germany, Austria and Luxembourg. Founded in 1993, Bellevue AM provides a diverse spectrum of top-tier investment solutions with a focus on global healthcare sector for private and institutional clients. They offer their flagship investment vehicle, the listed investment company BB Biotech AG. | Investment Managers | Portfolio Manager-Equities | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
| George Washington University | College/University | Graduate Degree Masters Business Admin | |
Washington Trust Advisors, Inc.
 Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Investment Managers | Corporate Officer/Principal | |
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 | |
Mecc, Inc.
 Mecc, Inc. Property/Casualty InsuranceFinance Part of W.R. Berkley Corp., Mecc, Inc. is a company that offers vintage VW camper van rentals. Based in St. Louis, MO, the company provides comprehensive lists of guided activities and all provisions for their VW van rentals. The company is known for having the best VW Camper Van Rentals and offer a hassle-free experience for adventurers looking for a unique and experiential nature feeling. Mecc was acquired by W.R. Berkley Corp. on November 08, 1995 for $138 million. | Property/Casualty Insurance | Corporate Officer/Principal | |
Hamilton Capital Management, Inc.
 Hamilton Capital Management, Inc. Investment ManagersFinance Hamilton Capital Management, Inc. (Hamilton Capital) is an independent, SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded by R. Matthew Hamilton in 1997. Hamilton Capital provides investment management services to corporations, public and private foundations, charitable trusts, endowments and qualified retirement plans. | Investment Managers | Corporate Officer/Principal | |
Mercer Management Consulting, Inc.
 Mercer Management Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Mercer Management Consulting, Inc. provides management consulting services. The company offers business design innovation, brand strategy, operational excellence, transformation, and portfolio strategy services. The firm was founded in 1990 and is located in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Veritable LP
 Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Investment Managers | Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin | |
| Bentley University | College/University | Graduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| Brandeis University | College/University | Undergraduate Degree Undergraduate Degree | |
| Colby College | College/University | Undergraduate Degree | |
The Colorado College
 The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree | |
| Duquesne University of The Holy Spirit | College/University | Masters Business Admin | |
| East Carolina University | College/University | Corporate Officer/Principal | |
| Indiana University of Pennsylvania | College/University | Undergraduate Degree | |
| Kenyon College | College/University | Undergraduate Degree | |
| Suffolk University | College/University | Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Graduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Fletcher School of Law | College/University | Graduate Degree Graduate Degree | |
| University of Vermont | College/University | Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree | |
Bellevue Research, Inc.
 Bellevue Research, Inc. Investment ManagersFinance Founded in 1998, Bellevue Research, Inc. is a fundamental equity investment research firm located in Boston. The firm is US investment research arm of Bellevue Asset Management AG, a privately-owned asset management group based in Zurich, Switzerland. Their ultimate parent is Bellevue Group AG. Bellevue research provides research to Bellevue Asset Management with coverage of the biotechnology, genetic engineering and pharmaceuticals sectors. | Investment Managers | Director of Research - Equity | |
City National Bank (Los Angeles, California)
 City National Bank (Los Angeles, California) Major BanksFinance City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA. | Major Banks | Chief Investment Officer | |
| The University of North Carolina at Charlotte | College/University | Doctorate Degree | |
| Carleton University | College/University | Undergraduate Degree | |
| United States Congressional Budget Office | General Government | Corporate Officer/Principal | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Portfolio Manager-Equities | |
| The Isenberg School of Management | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Zwitserland | 3 |
| Canada | 2 |
Sectoraal
| Consumer Services | 26 |
| Finance | 21 |
| Consumer Non-Durables | 2 |
| Commercial Services | 2 |
| Government | 2 |
Operationeel
| Corporate Officer/Principal | 71 |
| Undergraduate Degree | 40 |
| Analyst-Equity | 35 |
| Portfolio Manager-Equities | 34 |
| Director/Board Member | 21 |
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