Adam John Desjardins
Analyst-Equity presso Birch Hill Investment Advisors LLC
Provenienza dei contatti di primo grado di Adam John Desjardins
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Birch Hill Investment Advisors LLC
 Birch Hill Investment Advisors LLC Investment ManagersFinance Birch Hill Investment Advisors LLC (Birch Hill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2007 by Miner Crary, Gary Mikula, Robert O'Neil and Thomas Reilly. Birch Hill provides investment advisory services to individuals, trusts, IRA’s and other employee benefit plans, endowment and foundations accounts.
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| Private Company | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Adam John Desjardins tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Investment Committee Member | |
Liberty Mutual Insurance Co.
 Liberty Mutual Insurance Co. Multi-Line InsuranceFinance Liberty Mutual Insurance Co. provides auto, home and life insurance services. The firm offers insurance for personal automobile, workers compensation, homeowners, commercial multiple peril, commercial automobile, general liability, global specialty, group disability, assumed reinsurance, fire and surety. The company was founded on July 1, 1912 and is headquartered in Boston, MA. | Multi-Line Insurance | Analyst-Equity | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Investment Managers | Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
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, TSX: 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 | |
| BNY Mellon Investment Funds I | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| Hamilton College (New York) | College/University | Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin | |
| Drexel University | College/University | Masters Business Admin | |
Arkwright Insurance Co.
 Arkwright Insurance Co. Specialty InsuranceFinance Part of Coface SA, Arkwright Insurance Co. is a company that provides property insurance services. The company is based in Johnston, RI. Arkwright Insurance was acquired by Compagnie Française d'Assurance pour le Commerce Extérieur SA from Factory Mutual Insurance Co. on February 18, 2004. | Specialty Insurance | Corporate Officer/Principal | |
| Amherst College | College/University | Undergraduate Degree | |
| Bentley University | College/University | Undergraduate Degree | |
| Boston College | College/University | Masters Business Admin | |
| Boston Conservatory | College/University | Corporate Officer/Principal | |
| The Catholic University of America | College/University | Undergraduate Degree | |
| Tufts University | College/University | Graduate Degree | |
| New York University | College/University | Graduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| Regis College | College/University | Undergraduate Degree | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| Albany Law School | College/University | Graduate Degree | |
Argent Wealth Management, Inc.
 Argent Wealth Management, Inc. Investment ManagersFinance Argent Wealth Management, Inc. provides investment advice. It offers financial planning, investment management, estate, retirement, taxes planning, and charitable giving. The company was founded by David Duchesneau in 1992 and is headquartered in Waltham, MA. | Investment Managers | Corporate Officer/Principal | |
| F.W. Olin Graduate School of Business | College/University | Masters Business Admin | |
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 32 |
| Israele | 2 |
Settori
| Finance | 17 |
| Consumer Services | 15 |
| Miscellaneous | 2 |
Posizioni
| Corporate Officer/Principal | 14 |
| Portfolio Manager-Equities | 12 |
| Analyst-Equity | 10 |
| Undergraduate Degree | 6 |
| Founder | 4 |
Contatti più connessi
| Insiders | |
|---|---|
| Miner Allen Crary | 9 |
| Rob O'Neil | 9 |
| Gary Richard Mikula | 8 |
| Tom Reilly | 7 |
| Tim Malloy | 7 |
| Susan D. Vallerand | 3 |
| Lynne A. Ames | 2 |
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