William Thomas Fitzpatrick
Analyst-Equity bij Logan Capital Management, Inc.
Oorsprong van het eerstegraads netwerk van William Thomas Fitzpatrick
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Villanova University
181
| College/University | Other Consumer Services | 181 |
University of Notre Dame
137
| College/University | Other Consumer Services | 137 |
Logan Capital Management, Inc.
Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers.
15
| Private Company | Investment Managers | 15 |
Optique Capital Management, Inc.
Optique Capital Management, Inc. Investment ManagersFinance Founded in 2007, Optique Capital Management, Inc. is an investment advisor firm located in Racine, Wisconsin. They manage the Optique Funds, four mutual funds formerly known as Johnson Family Funds.
14
| Extinct | Investment Managers | 14 |
Johnson Asset Management, Inc.
Johnson Asset Management, Inc. Investment ManagersFinance In 1989, the S.C. Johnson & Son, Inc. family extended their core values to investment management with the creation of Johnson Asset Management, Inc. (JAM) Based in Racine, Wisconsin, their team of investment professionals provides personalized investment management for retirement plans, endowments, foundations, insurance companies, corporations and individuals.
13
| Extinct | Investment Managers | 13 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met William Thomas Fitzpatrick via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Institutional Sales Analyst-Equity | |
THE TRAVELERS COMPANIES | Property/Casualty Insurance | Corporate Officer/Principal | |
Brandywine Global Investment Management LLC
Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a 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 | Analyst-Equity Corporate Officer/Principal | |
OGE ENERGY CORP. | Electric Utilities | Treasurer | |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Director of Research - Equity | |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Trading-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Sales & Marketing | |
Pitcairn Group LP
Pitcairn Group LP Investment ManagersFinance Pitcairn Group LP (Pitcairn) is a wealth management and holding firm headquartered in Jenkintown, Pennsylvania. Pitcairn was founded in 1923 and provides investment advice and implementation to individuals and their families. | Investment Managers | Analyst-Equity Analyst-Equity | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of Wisconsin | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Corporate Officer/Principal Graduate Degree | |
Marquette University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Pace Global Energy Services LLC
Pace Global Energy Services LLC Miscellaneous Commercial ServicesCommercial Services Pace Global is a leading energy consulting and management company. They combine deep industry knowledge with commercial, technical, financial, and regulatory expertise to help organizations maximize value and manage risk in today’s complex energy and environmental markets. For more than 35 years and in over 60 countries, they have worked closely with their clients to define strategies and implement solutions. They offer a unique, integrated perspective of their clients have come to trust. Some call this synergy. They call it the Power of Integration. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Analyst-Equity | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
New York University | College/University | Masters Business Admin Masters Business Admin | |
University of Notre Dame (Investment Management)
University of Notre Dame (Investment Management) Investment Trusts/Mutual FundsMiscellaneous University of Notre Dame (Investment Management) (ND-IM) is the endowment management arm of the University of Notre Dame, a private Catholic research university headquartered in South Bend, Indiana. Founded in 1927, ND-IM manages the University's financial assets according to policies established by the Investment Committee of the Board of Trustees. These assets include pension and working capital assets, charitable trusts, and the largest component, the Notre Dame Endowment. The endowment supports many aspects of academic life at the University including financial aid, professorships, academic programs and libraries. | Investment Trusts/Mutual Funds | Analyst-Equity Portfolio Manager-Equities | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
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 Analyst-Fixed Income | |
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Junior Achievement of Oklahoma, Inc. | Director/Board Member | ||
The American Society of Civil Engineers
The American Society of Civil Engineers Miscellaneous Commercial ServicesCommercial Services The American Society of Civil Engineers, founded in 1852, is the oldest national engineering society in America. The non-profit company is based in Reston, VA and has subsidiaries in the United States. With over 150,000 members worldwide, the organization advocates for sustainable and resilient practices to maintain and modernize the nation's infrastructure. The company also works to increase investment in infrastructure and improve engineering knowledge and competency. The society's Civil Engineering Landmark Program recognizes historically significant civil engineering projects, structures, and sites. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Southern Star Central Corp.
Southern Star Central Corp. MiscellaneousMiscellaneous Southern Star Central Corp. engages in the distribution of natural gas through pipelines. The company was founded in September 11, 2002 and is headquartered in Owensboro, KY. | Miscellaneous | President | |
The College of New Jersey | College/University | Undergraduate Degree | |
Southern Star Central Gas Pipeline, Inc.
Southern Star Central Gas Pipeline, Inc. Gas DistributorsUtilities Southern Star Central Gas Pipeline, Inc. provides natural gas transmission system spanning services. The company was founded in 1896 and is headquartered in Owensboro, KY. | Gas Distributors | Chief Operating Officer | |
Goodwin Capital Advisers, Inc.
Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients. | Investment Managers | Corporate Officer/Principal | |
Virtus Fixed Income Advisers LLC
Virtus Fixed Income Advisers LLC Investment ManagersFinance Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients. | Investment Managers | Portfolio Manager-Fixed Income | |
Nomura Securities International, Inc.
Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
TransCanada Pipeline USA Ltd.
TransCanada Pipeline USA Ltd. Oil & Gas PipelinesIndustrial Services Part of TC Energy Corp., TransCanada Pipeline USA Ltd. is a company that provides natural gas transportation services. The company is based in Houston, TX. | Oil & Gas Pipelines | Chief Operating Officer | |
CPP GP LLC
CPP GP LLC Oil & Gas PipelinesIndustrial Services CPP GP LLC provides natural gas pipeline transportation services. The private company is based in Houston, TX. | Oil & Gas Pipelines | Chief Operating Officer | |
COLUMBIA PIPELINE PARTNERS LP | Oil & Gas Pipelines | Chief Operating Officer | |
The Clay Center For Arts & Sciences of West Virginia
The Clay Center For Arts & Sciences of West Virginia Other Consumer ServicesConsumer Services The Clay Center For Arts & Sciences of West Virginia operates arts and science museums. The private company is based in Charleston, WV. Munkith Al-Najjar has been the CEO of the company since 2015. | Other Consumer Services | Director/Board Member | |
Southern Gas Association | Director/Board Member | ||
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal | |
St. Anthony's Foundation
St. Anthony's Foundation Miscellaneous Commercial ServicesCommercial Services St. Anthony''s Foundation is a non-profit organization. It focuses on providing food, healing, shelter, clothes and addiction recovery for the people in need. The company was founded by Alfred Boeddeker on October 4, 1950 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Rose-Hulman Institute of Technology, Inc. | College/University | Undergraduate Degree | |
COLUMBIA PIPELINE GROUP INC | Oil & Gas Pipelines | Chief Operating Officer | |
Albright College | College/University | Undergraduate Degree | |
St. Joseph University | College/University | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 47 |
Verenigd Koninkrijk | 2 |
Libanon | 2 |
Sectoraal
Finance | 22 |
Consumer Services | 14 |
Commercial Services | 5 |
Industrial Services | 5 |
Utilities | 3 |
Operationeel
Undergraduate Degree | 100 |
Corporate Officer/Principal | 99 |
Analyst-Equity | 56 |
Portfolio Manager-Equities | 41 |
Masters Business Admin | 38 |
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