Barry M. Goggins
Analyst-Equity presso Marble Harbor Investment Counsel LLC
Provenienza dei contatti di primo grado di Barry M. Goggins
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Barings LLC
 Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles.
105
| Subsidiary | Investment Managers | 105 |
OFI Global Institutional, Inc.
 OFI Global Institutional, Inc. Investment ManagersFinance Founded in 1974, OFI Global Institutional, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm is also a commodity pool operator and commodity trading advisor registered with the U.S. Commodity Futures Trading Commission and the National Futures Association. OFI Global Institutional is a wholly-owned subsidiary of OppenheimerFunds, Inc. (OFI), which, in turn, is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC). Massachusetts Mutual Life Insurance Co. (MassMutual), through its subsidiary, is the indirect primary shareholder of OAC. The firm provides investment advisory services to various types of clients, including trusts, pension plans, insurance company separate accounts, foundations, corporations, ERISA qualified retirement plans, governmental plans, foreign entities (including governmental entities, corporations, investment companies and pension plans), mutual funds, private funds, and bank sponsored collective investment trusts.
58
| Extinct | Investment Managers | 58 |
AlphaOne Investment Services LLC
 AlphaOne Investment Services LLC Investment ManagersFinance Founded in 2008, AlphaOne Investment Services LLC (AOIS) is a registered investment advisor and hedge fund manager located in Villanova, Pennsylvania. The firm is a wholly-owned subsidiary of AlphaOne Capital Partners LLC (AOCP). AOCP Holdings LLC is a wholly-owned subsidiary of AlphaOne Holdings LLC, a private company owned by Paul J. Hondros. AOCP acquired Redstone Investment Management LP in 2009. AOIS’ clients consist of a registered investment company (AlphaOne Micro Cap Equity Fund), private unregistered funds, individually managed accounts, and UMA clients.
16
| Subsidiary | Investment Managers | 16 |
Marble Harbor Investment Counsel LLC
 Marble Harbor Investment Counsel LLC Investment ManagersFinance Marble Harbor Investment Counsel LLC (Marble Harbor) is an independent, SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2005 by Paul Davis. Marble Harbor offers customized investment solutions for individuals, families, endowments, and foundations.
6
| Private Company | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Barry M. Goggins tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Massachusetts Mutual Life Insurance Co.
 Massachusetts Mutual Life Insurance Co. Life/Health InsuranceFinance Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA. | Life/Health Insurance | Chief Executive Officer Chief Operating Officer Corporate Officer/Principal Director/Board Member Chief Executive Officer Director/Board Member Chief Administrative Officer Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Director of Research - Equity Analyst-Equity Portfolio Manager-Equities Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
| University of Connecticut | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Doctorate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| BARINGS PARTICIPATION INVESTORS | Investment Trusts/Mutual Funds | President President President Corporate Officer/Principal | |
| BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND | Investment Trusts/Mutual Funds | Chairman President Chief Executive Officer President | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Rensselaer Polytechnic Institute | College/University | Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Wake Forest University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Babson College | College/University | Masters Business Admin President Undergraduate Degree Masters Business Admin | |
| BARINGS CORPORATE INVESTORS | Investment Managers | President Director/Board Member President Corporate Officer/Principal | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Rutabaga Capital Management LLC
 Rutabaga Capital Management LLC Investment ManagersFinance Rutabaga Capital Management LLC (Rutabaga) is an independent investment advisory firm headquartered in Cambridge, Massachusetts. The firm was founded by Peter C. Schliemann in 1999. Rutabaga provides discretionary investment management services to institutional clients, which includes corporations, pensions, endowments, profit-sharing plans, mutual funds, private investment funds, trust programs and charitable organizations. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
RBC Global Asset Management (US), Inc.
 RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
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 Private Equity Investor | |
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 Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Barings Funds Trust | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| CI Subsidiary Trust | Investment Trusts/Mutual Funds | Director/Board Member President Corporate Officer/Principal | |
PI Subsidiary
 PI Subsidiary Financial ConglomeratesFinance PI Subsidiary functions as an investment holding American company. The private company is based in Springfield. | Financial Conglomerates | President President 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 Corporate Officer/Principal Analyst-Equity | |
| Western New England University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Amherst College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
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 | Head-Equity Investments Corporate Officer/Principal | |
Barings LLC (Private Equity)
 Barings LLC (Private Equity) Investment ManagersFinance Barings LLC (Barings) is a private equity firm a subsidiary of Barings LLC founded in 1992. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Chief Executive Officer Private Equity Investor | |
| Gettysburg College | College/University | Undergraduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Undergraduate Degree | |
MMPI Subsidiary Trust
 MMPI Subsidiary Trust Financial ConglomeratesFinance Part of Barings Participation Investors, MMPI Subsidiary Trust functions as an investment holding company. The company is based in Boston, MA. | Financial Conglomerates | Director/Board Member President | |
| The Pennsylvania State University | College/University | Masters Business Admin Undergraduate Degree | |
| BARINGS BDC, INC. | Investment Managers | Director/Board Member Chairman | |
Scottish Re Group Ltd.
 Scottish Re Group Ltd. Life/Health InsuranceFinance Scottish Re Group Ltd. engages in the reinsurance of life insurance, annuities, and annuity-type products. Its products are written by life insurance companies and other financial institutions. The company was founded in 1998 and is headquartered in Hamilton, Bermuda. | Life/Health Insurance | Director/Board Member Director/Board Member | |
| JEFFERIES GROUP LLC | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
| AIMIA INC. | Financial Conglomerates | Director/Board Member Chairman | |
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 | Corporate Officer/Principal Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Bermuda | 2 |
| Canada | 2 |
Settori
| Finance | 25 |
| Consumer Services | 21 |
| Miscellaneous | 6 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 172 |
| Portfolio Manager-Equities | 101 |
| Undergraduate Degree | 97 |
| Director/Board Member | 95 |
| Analyst-Equity | 87 |
Contatti più connessi
| Insiders | |
|---|---|
| Tom Finke | 32 |
| William Glavin | 26 |
| Robert Joyal | 25 |
| Rodney Joe Dillman | 23 |
| Elaine Sarsynski | 16 |
| Roger Crandall | 15 |
| Stuart H. Reese | 13 |
| Daniel Goldfarb | 13 |
| Brian Watson | 12 |
| Chris Crooks | 11 |
| Benjamin Ram | 11 |
| Bob Shettle | 11 |
| Sean Feeley | 10 |
| Krishna Memani | 10 |
| Russell D. Morrison | 10 |
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- Insiders
- Barry M. Goggins
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