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Provenienza dei contatti di primo grado di Amrit Tewary
Entità | Tipo di entità | Settore Industriale | |
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Zeke Capital Advisors LLC
![]() Zeke Capital Advisors LLC Investment ManagersFinance Zeke Capital Advisors LLC (ZCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 2008 by Edward Antoian. ZCA provides discretionary and non-discretionary investment advisory services to a variety of clients, such as individuals, families, corporations, trusts, estates, pension plans, charities and foundations.
8
| Extinct | Investment Managers | 8 |
Lincoln Financial Investments Corp.
![]() Lincoln Financial Investments Corp. Investment ManagersFinance Lincoln Financial Investments Corp. (LFI) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was formerly known as Lincoln Investment Advisors Corp. They are a wholly owned subsidiary of The Lincoln National Life Insurance Co., itself a wholly owned subsidiary of Lincoln National Corp. (NYSE: LNC), a publicly held insurance holding company. LFI provides investment advisory services to mutual funds, which are included in insurance products such as variable annuities offered by affiliated and non-affiliated life insurance companies and retirement plans. The firm also advises private funds and separate accounts, which are offered by affiliated life insurance companies.
1
| Subsidiary | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
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Società connesse a Amrit Tewary tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Macquarie Investment Management Business Trust
![]() Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Analyst-Equity | |
PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Portfolio Manager-Equities | |
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 | |
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 | Portfolio Manager-Equities | |
Victory Capital Management, Inc. (Investment Management)
![]() Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Analyst-Equity | |
SEI Investments Management Corp.
![]() SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
Miller Investment Management LP
![]() Miller Investment Management LP Investment ManagersFinance Miller Investment Management LP (Miller) is an independent, SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded by H. Scott Miller in 1998. Miller provides investment advisory and supervisory services to institutional clients (such as pension and profit-sharing plans, business entities, charitable organizations, foundations, endowments, trusts and public funds), privately placed pooled investment vehicles or Private Funds organized as limited partnerships, and individuals. | Investment Managers | Corporate Officer/Principal | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Asset Allocation & Management Co. LLC
![]() Asset Allocation & Management Co. LLC Investment ManagersFinance Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers. | Investment Managers | Analyst-Fixed Income | |
Craig-Hallum Capital Group LLC
![]() Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Analyst-Equity | |
Forester Capital Management Ltd.
![]() Forester Capital Management Ltd. Investment ManagersFinance Forester Capital Management Ltd. is an independent registered investment advisor headquartered in Libertyville, Illinois. The firm was founded by Thomas H. Forester in 1999. They specialize in customized portfolio management for investment companies and separate accounts for institutions and investment advisors of high net worth clients. | Investment Managers | Analyst-Equity | |
DePaul University | College/University | Masters Business Admin | |
Lake Forest College | College/University | Undergraduate Degree | |
Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree | |
University of South Florida | College/University | Undergraduate Degree | |
West Chester University of Pennsylvania | College/University | Undergraduate Degree | |
CVS Pharmacy, Inc.
![]() CVS Pharmacy, Inc. Drugstore ChainsRetail Trade CVS Pharmacy, Inc. engages in the operation of a retail pharmacy chain. Its products include medicines and vitamins; personal care, home health care, skin care, and beauty products; and photo books, cards, gifts, and calendars. The company is headquartered in Woonsocket, RI. | Drugstore Chains | Corporate Officer/Principal | |
University of Science & Technology of China | College/University | Undergraduate Degree | |
Bank of America, NA (Charlotte, North Carolina)
![]() Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Bank of America, NA engages in the provision of commercial banking services. It offers financing, checking and savings accounts, and investment banking for individual clients. The company was founded on March 1, 1927 and is headquartered in Charlotte, NC. | Major Banks | Corporate Officer/Principal | |
Xponance, Inc.
![]() Xponance, Inc. Investment ManagersFinance Xponance, Inc. is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Tina Byles Williams in 2005 as FIS Group, Inc. They provide portfolio management services to state, municipal and corporate pension plans, profit-sharing plans, Taft-Hartley plans, municipalities, corporations, foundations, endowments, private investment funds, pooled investment vehicles, and high net-worth individuals. | Investment Managers | Analyst-Equity | |
Waverly Advisors LLC (Alabama)
![]() Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Investment Managers | Analyst-Equity | |
Fox School of Business | College/University | Graduate Degree | |
Villanova University School of Law | College/University | Graduate Degree | |
Seminal Capital Holdings LLC
![]() Seminal Capital Holdings LLC Investment ManagersFinance Seminal Capital Holdings LLC (Seminal Capital Holdings) is a private equity firm founded in 2019 by Buck Buckley and Cyrus Vandrevala. The firm is headquartered in Wayne, Pennsylvania. | Investment Managers | Private Equity Investor |
Statistiche
Distribuzione geografica
Stati Uniti | 28 |
Cina | 2 |
Settori
Finance | 18 |
Consumer Services | 11 |
Retail Trade | 2 |
Posizioni
Analyst-Equity | 12 |
Portfolio Manager-Equities | 8 |
Undergraduate Degree | 7 |
Corporate Officer/Principal | 6 |
Analyst-Fixed Income | 2 |
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