Alex Biela
Gestore di Portafoglio-Azioni presso Reynders, McVeigh Capital Management LLC
Provenienza dei contatti di primo grado di Alex Biela
Entità | Tipo di entità | Settore Industriale | |
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Bentley University
134
| College/University | Other Consumer Services | 134 |
Reynders, McVeigh Capital Management LLC
Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company.
23
| Private Company | Investment Managers | 23 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Alex Biela tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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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 | Analyst-Equity Analyst-Equity | |
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, 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 | |
Charlesbank Capital Partners LLC
Charlesbank Capital Partners LLC Investment ManagersFinance Charlesbank Capital Partners LLC (Charlesbank Capital Partners) is a private equity firm co-founded in 1997 by Michael Eisenson, Kim Davis, Tim Palmer, Michael Thonis, Mark Rosen and Brandon White. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Comptroller/Controller/Auditor Public Communications Contact | |
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 | Analyst-Equity Analyst-Fixed Income | |
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Investment Managers | Investment Committee Member Corporate Officer/Principal | |
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 Analyst-Equity | |
Eaton Vance Distributors, Inc.
Eaton Vance Distributors, Inc. Investment Banks/BrokersFinance Founded in 1994, Eaton Vance Distributors, Inc. is a broker/dealer located in Boston. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV). | Investment Banks/Brokers | Analyst-Equity | |
Dorfman Value Investments LLC
Dorfman Value Investments LLC Investment ManagersFinance Dorfman Value Investments LLC (DVI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by John Dorfman in 1999 as Dorfman Investments LLC and changed their name to Thunderstorm Capital LLC in 2006. They became Dorfman Value Investments LLC in 2014. DVI manages portfolios for individuals and institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Eventide Asset Management LLC
Eventide Asset Management LLC Investment ManagersFinance Eventide Asset Management LLC (Eventide) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2008 by Finni Kuruvilla, Jason Myhre, Roben John, David Barksdale and Anil Thomas. Eventide provides portfolio management for registered mutual funds and offers non-discretionary Model Allocations and Models to financial intermediaries such as wrap fee program sponsors. | Investment Managers | Analyst-Equity | |
Marshall Wace Asia Ltd.
Marshall Wace Asia Ltd. Investment ManagersFinance Marshall Wace Asia Ltd. (MWA) is the alternative investment subsidiary of MW Ltd., itself a subsidiary of MW Group LP in Great Britain. In 2008, the firm formed an Asian joint venture with GaveKal Holdings to promote GaveKal's long-only expertise and develop a stable of hedge funds, including the Marshall Wace GaveKal Asian Opportunities fund and two Japanese hedge funds. In 2013, they dissolved the joint venture and Marshall Wace absorbed the long/short funds. Headquartered in Hong Kong, MWA was founded in 2006 and offers a diverse set of alternative, long-only and bespoke investment solutions to a broad range of investors. | Investment Managers | Analyst-Equity | |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Hamilton College (New York) | College/University | Undergraduate Degree | |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
Leerink Partners LLC
Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
The General Hospital Corp.
The General Hospital Corp. Hospital/Nursing ManagementHealth Services The General Hospital Corp. provides healthcare services. It offers diagnostic and therapeutic are in every specialty and subspecialty of medicine and surgery. The firm's care center provides cancer, digestive disorders, heart disease, transplantation and vascular medicine services. The company was founded in 1811 and is headquartered in Boston, MA. | Hospital/Nursing Management | Portfolio Manager-Equities | |
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 Corporate Officer/Principal | |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Babson College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Bowdoin College
Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Lowell Blake & Associates, Inc.
Lowell Blake & Associates, Inc. Investment ManagersFinance Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
Penobscot Investment Management Co., Inc.
Penobscot Investment Management Co., Inc. Investment ManagersFinance Founded in 1988, Penobscot Investment Management Co., Inc. is a registered investment advisor located in Boston, Massachusetts. The firm provides investment management services to individuals, families, trusts, retirement plans and nonprofit organizations. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
One Rock Capital Partners LLC
One Rock Capital Partners LLC Investment ManagersFinance One Rock Capital Partners LLC (One Rock Capital) is a private equity firm founded in 2010 by Tony W. Lee and R. Scott Spielvogel. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Director of Finance/CFO | |
University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
Sensible Financial Planning & Management LLC
Sensible Financial Planning & Management LLC Investment ManagersFinance Sensible Financial Planning & Management LLC (Sensible Financial) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Frederick "Rick" Miller in 2002. Sensible Financial provides both investment supervisory services and fee-only financial planning services for individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Elon University | College/University | Undergraduate Degree Undergraduate Degree | |
Canaccord Genuity LLC
Canaccord Genuity LLC Investment Banks/BrokersFinance Canaccord Genuity LLC is an independent, full-service financial services firm headquartered in New York City. The firm was founded in 2004 and provides a full spectrum of brokerage services to corporate and institutional clients. They cover a wide range of sectors globally with an emphasis on growth companies such as: Block chain, Business Services, Cannabis, Consumer and Retail, Energy, Financials, Gaming, Healthcare, Industrials, Metals and Mining, Real Estate, Sustainability and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Stonehill College, Inc. | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Analyst-Fixed Income Analyst-Equity | |
Grand China Logistics Holding (Group) Co., Ltd.
Grand China Logistics Holding (Group) Co., Ltd. Marine ShippingTransportation Grand China Logistics Holding (Group) Co., Ltd. is a logistics service operator in China. It offers sea logistics & air logistics, financial services & logistics information network among others. The company was founded in 2008 and is headquartered in Shanghai, China. | Marine Shipping | Director/Board Member | |
Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | ||
Yellow Wood Partners LLC
Yellow Wood Partners LLC Investment ManagersFinance Yellow Wood Partners LLC (Yellow Wood Partners) is a private equity firm founded in 2009 by Dana Schmaltz and Peter Mann. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Director of Finance/CFO | |
Providence College | College/University | Undergraduate Degree | |
Liberty Mutual Insurance Co. (Investment Portfolio)
Liberty Mutual Insurance Co. (Investment Portfolio) Investment ManagersFinance Liberty Mutual Insurance Co. (Investment Portfolio) (Liberty Mutual-IP) is the investment portfolio division of Liberty Mutual Insurance Co., an insurance company headquartered in Boston, Massachusetts. The firm is a subsidiary of Liberty Mutual Group, Inc., ultimately held by Liberty Mutual Holding Co., Inc. Liberty Mutual-IP offers a range of insurance products and services to various clients. | Investment Managers | Corporate Officer/Principal | |
Bucknell University | College/University | Undergraduate Degree | |
State Street Global Advisors
State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
Berens Capital Management LLC
Berens Capital Management LLC Investment ManagersFinance Berens Capital Management LLC (Berens Capital) is an independent hedge fund management firm headquartered in New York City. The firm was founded by Rodney Berens in 2000 and is a subsidiary of Alternative Investment Group LLC. Berens Capital provides investment advice to high net worth clients. | Investment Managers | Corporate Officer/Principal | |
Velox Express Ltd.
Velox Express Ltd. Air Freight/CouriersTransportation Velox Express Ltd. provides logistics services. The private company is based in Hong Kong, Hong Kong. | Air Freight/Couriers | Chief Executive Officer | |
St. Bonaventure University | College/University | Undergraduate Degree | |
Agilis Partners LLC
Agilis Partners LLC Investment ManagersFinance Agilis Partners LLC (Agilis) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded in 2000 and formerly known as P-Solve LLC and as River & Mercantile LLC. They are a subsidiary of Agilis Holding Co. LLC in Great Britain. Agilis offers a broad range of actuarial and investment solutions to institutional clients, intermediaries, and insurers. | Investment Managers | Analyst-Equity | |
Electric Insurance Co.
Electric Insurance Co. Insurance Brokers/ServicesFinance Electric Insurance Co. provides insurance solutions. Its insurance policies cover auto, condo, home, renters and umbrella. The firms insurance policies include auto, home, renters, condo, motor cycles and many more. The company was founded in 1966 and is headquartered in Beverly, MA | Insurance Brokers/Services | Corporate Officer/Principal | |
Eastward Capital Partners LLC
Eastward Capital Partners LLC Investment ManagersFinance Eastward Capital Partners LLC (Eastward Capital Partners) is a venture capital firm founded in 1991 by Dennis P. Cameron and Dave Z. Alpert. The firm is headquartered in West Newton, Massachusetts. | Investment Managers | Private Equity Investor |
Statistiche
Distribuzione geografica
Stati Uniti | 42 |
Hong Kong | 3 |
Cina | 2 |
Settori
Finance | 31 |
Consumer Services | 10 |
Transportation | 3 |
Health Services | 2 |
Miscellaneous | 2 |
Posizioni
Undergraduate Degree | 98 |
Corporate Officer/Principal | 70 |
Analyst-Equity | 53 |
Director/Board Member | 47 |
Portfolio Manager-Equities | 38 |
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