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Tom Putnam
Oprichter bij Fenimore Asset Management, Inc.
Oorsprong van het eerstegraads netwerk van Tom Putnam
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Fenimore Asset Management, Inc.
![]() Fenimore Asset Management, Inc. Investment ManagersFinance Fenimore Asset Management, Inc. (Fenimore) is an independent, SEC-registered investment advisor headquartered in Cobleskill, New York. The firm was founded by Thomas O. Putnam in 1974. Fenimore provides investment advisory services on a discretionary basis to (1) registered investment companies; (2) separately managed investment advisory accounts for individuals, corporations, trusts, pension and profit-sharing plans and non-profit organizations, engaged directly or through certain wrap fee programs; and (3) a privately placed pooled investment vehicle. Investors in the Private Fund include a variety of high-net-worth individuals and institutional investors.
19
| Private Company | Investment Managers | 19 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Tom Putnam via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Siena College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Union College (New York) | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
The State University of New York | College/University | Masters Business Admin Undergraduate Degree | |
Cowen & Co. LLC
![]() Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
State University of New York at Albany | College/University | Masters Business Admin Undergraduate Degree | |
Rensselaer Polytechnic Institute | College/University | Masters Business Admin | |
THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Ayco Co. LP
![]() The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Weatherhead School of Management | College/University | Masters Business Admin | |
Bucknell University | College/University | Undergraduate Degree | |
Brown Brothers Harriman & Co. (Investment Management)
![]() Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Corporate Officer/Principal | |
Bankers Trust Co. (Des Moines, Iowa)
![]() Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal | |
Pace University | College/University | Masters Business Admin | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
Port Capital LLC
![]() Port Capital LLC Investment ManagersFinance Port Capital LLC (PCL) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 2015. PCL provides advisory services to individuals and high-net worth individuals, pension and profit sharing plans; charitable organizations; and corporations or other businesses. They also serve as investment advisor to and general partner of certain private investment funds. | Investment Managers | Portfolio Manager-Equities | |
Legacy Healthcare Properties Trust, Inc.
![]() Legacy Healthcare Properties Trust, Inc. Real Estate Investment TrustsFinance Legacy Healthcare Properties Trust, Inc. is a real estate investment company. The company acquires and owns actively manage income and it produces senior housing facilities. The company was founded on April 7, 2010 and is headquartered in Orlando, FL. | Real Estate Investment Trusts | Corporate Officer/Principal | |
New York Life Investment Management LLC
![]() New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, owned by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to third-party institutional clients, affiliated insurance companies, investment companies, other pooled investment vehicles, individuals and wrap fee programs sponsored by unaffiliated entities. | Investment Managers | Corporate Officer/Principal | |
Oglethorpe University | College/University | Undergraduate Degree | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Investment Company Institute
![]() Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
IBM Corp. /Personal Computing Division/ | Computer Processing Hardware | Corporate Officer/Principal | |
American University | College/University | Graduate Degree | |
Schwab Institutional
![]() Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal | |
Gallagher Fiduciary Advisors LLC
![]() Gallagher Fiduciary Advisors LLC Investment ManagersFinance Gallagher Fiduciary Advisors LLC (Gallagher) is a SEC-registered investment advisor headquartered in Rolling Meadows, Illinois. The firm was founded in 2008 and is a subsidiary of Gallagher Benefit Services, Inc., ultimately owned by Arthur J. Gallagher & Co. (NYSE: AJG). Gallagher provides retirement, investment advice/consulting and decision-making to institutional investors, which include public and private sector employee benefit plans (including multiemployer plans), charitable institutions, foundations, endowments, labor organizations, state or municipal government entities, hospitals, non-profit organizations, private trusts, corporations or business entities, and individuals. | Investment Managers | Director of Research - Equity | |
Fairfield University | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Masters Business Admin | |
Williams College | College/University | Undergraduate Degree | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity | |
Millersville University | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Masters Business Admin | |
Pennsylvania State Employees' Retirement System
![]() Pennsylvania State Employees' Retirement System Investment ManagersFinance The State of Pennsylvania Employees' Retirement System (SERS) is a government-owned pension fund management firm headquartered in Harrisburg, Pennsylvania. The firm was founded in 1923 by the Pennsylvania State Employees' Retirement Code. SERS manages retirement plans for public sector employees. | Investment Managers | Corporate Officer/Principal | |
Ithaca College | College/University | Undergraduate Degree | |
St. Bonaventure University | College/University | Undergraduate Degree | |
The University of Newcastle | College/University | Masters Business Admin | |
Charles Schwab Investment Management, Inc.
![]() Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Corporate Officer/Principal | |
Martin Capital Management LLC
![]() Martin Capital Management LLC Investment ManagersFinance Martin Capital Management LLC (MCM) is a privately-owned, SEC-registered investment advisor and wealth management firm headquartered in Elkhart, Indiana. The firm was originally founded by Frank Martin in 1987 as McDonald Capital Management. They were a subsidiary of McDonald & Co., a brokerage firm Mr. Martin had been associated with since 1974. In 1991, the firm became independent of McDonald & Co. and was renamed Martin Capital Management. MCM provides investment advisory services to wealthy families and institutions. | Investment Managers | Portfolio Manager-Equities | |
Loyola University of Chicago | College/University | Undergraduate Degree | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 50 |
Australië | 2 |
Sectoraal
Finance | 27 |
Consumer Services | 21 |
Commercial Services | 4 |
Electronic Technology | 2 |
Operationeel
Corporate Officer/Principal | 30 |
Portfolio Manager-Equities | 17 |
Undergraduate Degree | 16 |
Analyst-Equity | 11 |
Masters Business Admin | 11 |
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