Andy Weld
Direttore della Ricerca - Azioni presso Telos Capital Management, Inc.
Provenienza dei contatti di primo grado di Andy Weld
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Middlebury College
97
| College/University | Other Consumer Services | 97 |
Telos Capital Management, Inc.
 Telos Capital Management, Inc. Investment ManagersFinance Telos Capital Management, Inc. (TCM) is a privately-owned, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Tom Alexander in 1986 and formerly known as A&M Investment Management. TCM provides investment management services to individual investors, trusts, estates, charitable organizations, participants of retirement plans, small businesses, and high-net-worth individuals.
5
| Private Company | Investment Managers | 5 |
Pacific Financial Group, Inc.
 Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.
3
| Subsidiary | Investment Managers | 3 |
The Boston Family Office LLC
 The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans.
2
| Private Company | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Andy Weld tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 | Corporate Officer/Principal Corporate Officer/Principal | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Sales & Marketing Corporate Officer/Principal | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
| INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| JARDINE MATHESON HOLDINGS LIMITED | Industrial Conglomerates | Director/Board Member | |
| INVESCO DB MULTI-SECTOR COMMODITY TRUST - INVESCO DB SILVER FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
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-Equity Private Equity Investor | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Graduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Alcentra NY LLC
 Alcentra NY LLC Investment ManagersFinance Alcentra NY LLC (Alcentra) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 and became a subsidiary of The Bank of New York Mellon Corp. in 2006. They were acquired by Franklin Resources, Inc. (NYSE: BEN) in 2022. Alcentra provides discretionary and non-discretionary investment advisory services to institutional clients, which include US registered investment companies, US private funds, other pooled investment vehicles and other institutions. | Investment Managers | Chief Investment Officer Director/Board Member | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| Yale University | College/University | Graduate Degree Masters Business Admin | |
| Boston University | College/University | Masters Business Admin Masters Business Admin | |
GSAM Stable Value LLC
 GSAM Stable Value LLC Investment ManagersFinance GSAM Stable Value LLC (GSAM SV) is a registered investment advisor headquartered in Burlington, Vermont. The firm was founded in 1983 as Dwight Asset Management Co. LLC. They are a wholly-owned subsidiary of Goldman Sachs Asset Management LP, ultimately held by Goldman Sachs Group, Inc. (NYSE: GS). GSAM SV offers strategies focused on fixed income investment management services for institutional clients. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Investor | |
| Stanford University | College/University | Masters Business Admin Graduate Degree | |
Nautic Partners LLC
 Nautic Partners LLC Investment ManagersFinance Nautic Partners LLC (Nautic Partners) is a private equity firm founded in 2000 by Gorgi Habib Y. The firm is headquartered in Providence, Rhode Island. | Investment Managers | Corporate Officer/Principal Consultant / Advisor | |
| Princeton University | College/University | Doctorate Degree Graduate Degree | |
Association for Financial Professionals, Inc.
 Association for Financial Professionals, Inc. Miscellaneous Commercial ServicesCommercial Services Association for Financial Professionals, Inc. provides treasury management services. It provides training, certification, career counseling and other professional development services and hosts an annual four-day conference. The firm also publishes AFP Exchange, a bimonthly magazine. Its committee on Investment of Employee Benefit Assets represents executives who oversee investment funds of pension and benefit plans. The company was founded in 1980 and is headquartered in Bethesda, MD. | Miscellaneous Commercial Services | Director/Board Member | |
| NATURAL BEAUTY BIO-TECHNOLOGY LIMITED | Household/Personal Care | Director/Board Member | |
| HAIER ELECTRONICS GROUP CO., LTD. | Industrial Machinery | Director/Board Member | |
| Carlyle Asia Investment Advisors Ltd. | Investment Managers | Chief Executive Officer | |
Zhongmei Healthcare Group Ltd.
 Zhongmei Healthcare Group Ltd. Medical/Nursing ServicesHealth Services Zhongmei Healthcare Group Ltd. engages in the Provision of healthcare services and operation of hospital chain. Its business is categorized as comprehensive medical service and hospital management business. The company was founded in 1988 and is headquartered in Beijing, China. | Medical/Nursing Services | Director/Board Member | |
| ADICON HOLDINGS LIMITED | Medical/Nursing Services | Director/Board Member | |
| CHONGQING POLYCOMP INTERNATIONAL CORPORATION | Home Furnishings | Director/Board Member | |
Meinian Onehealth Healthcare (Group) Co., Ltd.
 Meinian Onehealth Healthcare (Group) Co., Ltd. Medical/Nursing ServicesHealth Services Meinian Onehealth Healthcare (Group) Co., Ltd. provides healthcare check-up services. It offers general medical examinations, disease screening and other services such as doctor referrals and traditional Chinese preventive health services. The firm serves both individual and corporate customers. Its clinic network covers major cities in China, including Beijing, Tianjin, Shenzhen, Chengdu, Chongqing, Shenyang, Dalian and Harbin. The company was founded on June 8, 2004 by Yu Rong and is headquartered in Shanghai, China. | Medical/Nursing Services | Director/Board Member | |
| MEINIAN ONEHEALTH HEALTHCARE HOLDINGS CO., LTD. | Medical/Nursing Services | Director/Board Member | |
| FOCUS MEDIA INFORMATION TECHNOLOGY CO., LTD. | Miscellaneous Manufacturing | Director/Board Member | |
Focus Media Technology (Shanghai) Co., Ltd.
 Focus Media Technology (Shanghai) Co., Ltd. Information Technology ServicesTechnology Services Focus Media Technology (Shanghai) Co., Ltd. engages in the research and development of multimedia network information system software. Its business activities include multimedia network engineering design and consulting services, market research, technical services, production of related electronic products and parts and sale of company products. The company was founded by NanChun Jiang on June 9, 2003 and is headquartered in Shanghai, China. | Information Technology Services | Director/Board Member | |
| MICROPORT SCIENTIFIC CORPORATION | Medical Specialties | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 36 |
| Cina | 6 |
| Hong Kong | 4 |
| Isole Cayman | 4 |
| Bermuda | 2 |
Settori
| Finance | 22 |
| Consumer Services | 16 |
| Health Services | 5 |
| Producer Manufacturing | 4 |
| Miscellaneous | 2 |
Posizioni
| Director/Board Member | 210 |
| Corporate Officer/Principal | 137 |
| Undergraduate Degree | 101 |
| Private Equity Investor | 64 |
| Masters Business Admin | 50 |
Contatti più connessi
| Insiders | |
|---|---|
| Caroline Beatrice P. Mörner Berg | 24 |
| Jean-Sébastien Cournoyer | 22 |
| Tyler C. Newton | 21 |
| John Pless | 21 |
| Caleb Clark | 19 |
| Jun Yuan Feng | 18 |
| John Climaco | 18 |
| Bharat Vasan | 17 |
| Nicholas Swenson | 16 |
| Peter Freeland | 16 |
| Schuyler Coppedge | 16 |
| Rick Scanlon | 13 |
| Suhail Shaikh | 12 |
| Jonathan Owsley | 12 |
| Chun Ding | 12 |
- Borsa valori
- Insiders
- Andy Weld
- Connessioni Società
