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Wells Beck
Directeur van Onderzoek - Eigen Vermogen bij Barrett Asset Management LLC
Oorsprong van het eerstegraads netwerk van Wells Beck
Entiteit | Type entiteit | Industrie | |
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Barrett Asset Management LLC
![]() Barrett Asset Management LLC Investment ManagersFinance Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients.
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| Subsidiary | Investment Managers | 8 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Wells Beck via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Fiduciary Trust Company International
![]() Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Portfolio Manager-Equities | |
Brandywine Global Investment Management LLC
![]() Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Investment Managers | Chief Investment Officer | |
Griffin Asset Management, Inc.
![]() Griffin Asset Management, Inc. Investment ManagersFinance Griffin Asset Management LLC (Griffin) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2006 as a result of the merger between its two predecessor firms Hovey, Youngman Associates, Inc. and Griffin Asset Management, LLC. Griffin provides customized wealth management solutions for individuals, families, trusts and institutions. The firm also manages money for individuals, institutions, and investment companies in various investment strategies. | Investment Managers | Investment Committee Member Portfolio Manager-Equities | |
Beacon Trust Co.
![]() Beacon Trust Co. Investment ManagersFinance Beacon Trust Co. is a full-service wealth management firm headquartered in Morristown, New Jersey. The firm was founded in 1988 and is a subsidiary of Provident Bank, which is owned by Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides a comprehensive service such as investment advisory, financial planning, tax compliance and planning, trust and estate administration, and banking services through Provident Bank, the parent company of Beacon Trust. | Investment Managers | Portfolio Manager-Equities | |
Clark Dodge & Co., Inc.
![]() Clark Dodge & Co., Inc. Investment ManagersFinance Clark Dodge & Co., Inc. provides investment advisory services. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
Boston University | College/University | Corporate Officer/Principal | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Equity | |
Lebenthal Asset Management LLC
![]() Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Investment Managers | Chief Executive Officer | |
Composite Materials, Inc.
![]() Composite Materials, Inc. Wholesale DistributorsDistribution Services Composite Materials, Inc. specializes in the distribution of fiberglass materials. The private company is based in Santa Fe Springs, CA and has subsidiaries in the United States. | Wholesale Distributors | Corporate Officer/Principal | |
Kidder Peabody & Co., Inc. /Non Retail Unit/
![]() Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Phoenix Securities Group
![]() Phoenix Securities Group Investment Trusts/Mutual FundsMiscellaneous Part of Kroll LLC, Phoenix Securities Group is an American investment management company. Phoenix Securities Group was acquired by Kroll LLC from The Nassau Cos. of New York, Inc. on November 01, 1995. | Investment Trusts/Mutual Funds | Portfolio Manager-Equities | |
Baldwin-Wallace College | College/University | Undergraduate Degree | |
Colby College | College/University | Undergraduate Degree | |
Drake University | College/University | Undergraduate Degree | |
Fairleigh Dickinson University | College/University | Masters Business Admin | |
Middlebury College | College/University | Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree | |
New York University | College/University | Graduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
State University of New York at Buffalo | College/University | Undergraduate Degree | |
Barnard College | College/University | Undergraduate Degree | |
Beaumont Financial Partners LLC
![]() Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Investment Managers | Investment Committee Member | |
United States Marine Corps | Sovereign | Corporate Officer/Principal | |
Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The New York Society of Security Analysts, Inc.
![]() The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The Ashforth Co.
![]() The Ashforth Co. Real Estate DevelopmentFinance The Ashforth Co. operates as a real estate firm. It owns, develops and invests in assets on the East and West Coasts, and provides third party services including asset and property management, general contracting and construction management services. The company founded by Albert Blackhurst Ashforth in 1896 and is headquartered in Stamford, CT. | Real Estate Development | Corporate Officer/Principal | |
Henry Ansbacher, Inc. | Corporate Officer/Principal | ||
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
The Greenwich Country Day School, Inc.
![]() The Greenwich Country Day School, Inc. Miscellaneous Commercial ServicesCommercial Services The Greenwich Country Day School, Inc. offers educational courses and services. The firm operates independent elementary and middle school. The company was founded in 1926 and is headquartered in Greenwich, CT. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 42 |
Sectoraal
Finance | 21 |
Consumer Services | 14 |
Commercial Services | 4 |
Miscellaneous | 3 |
Distribution Services | 2 |
Operationeel
Portfolio Manager-Equities | 23 |
Corporate Officer/Principal | 19 |
Analyst-Equity | 10 |
Undergraduate Degree | 8 |
Masters Business Admin | 6 |
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