Provenienza dei contatti di primo grado di Brett James Bennett
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.
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| Subsidiary | Investment Managers | 29 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Brett James Bennett tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 | Director of Investments | |
Columbia Wanger Asset Management LLC
 Columbia Wanger Asset Management LLC Investment ManagersFinance Columbia Wanger Asset Management LLC (CWAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Columbia Management Investment Advisers LLC, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP). CWAM serves as the investment advisor to a variety of open-end mutual funds that are series or portfolios of Columbia Acorn Trust and Wanger Advisors Trust, two registered investment companies sponsored by the firm and other institutional accounts. | Investment Managers | Corporate Officer/Principal | |
Mesirow Financial, Inc.
 Mesirow Financial, Inc. Investment ManagersFinance A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow. | Investment Managers | Corporate Officer/Principal | |
| Thunderbird School of Global Management | College/University | Masters Business Admin | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree | |
Portfolio Management Consultants, Inc.
 Portfolio Management Consultants, Inc. Investment ManagersFinance Part of Envestnet, Inc., Portfolio Management Consultants, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help people achieve their long-term financial goals. The company is based in Denver, CO. The company equips advisors with the necessary tools and resources to provide impactful financial advice to their clients. The company was founded by Brandon Rockwell Thomas, Marc N. Geman. | Investment Managers | Corporate Officer/Principal | |
The Rock Creek Group LP
 The Rock Creek Group LP Investment ManagersFinance Rock Creek Group LP (RockCreek) is a SEC-registered investment advisor and fund-of-hedge funds manager headquartered in Washington, DC. The firm was founded by Afsaneh Beschloss in 2002. They are a subsidiary of Wells Fargo Investment Group, Inc., which is owned by Wells Fargo & Co. (NYSE: WFC). RockCreek provides investment management services to public and private pension plans, endowments and foundations, academic and charitable organizations and other institutional investors. | Investment Managers | Corporate Officer/Principal | |
| Illinois Institute of Technology | College/University | Graduate Degree | |
| Baylor University | College/University | Undergraduate Degree | |
| Brandeis University | College/University | Graduate Degree | |
| Bridgewater State College | College/University | Undergraduate Degree | |
| Central College | College/University | Undergraduate Degree | |
| Colby College | College/University | Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin | |
| The University of Texas at Austin | College/University | Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Graduate Degree | |
| James Madison University | College/University | Undergraduate Degree | |
| John Carroll University | College/University | Masters Business Admin | |
| Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
| St. Louis University | College/University | Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Connecticut | College/University | Undergraduate Degree | |
| University of Illinois | College/University | Masters Business Admin | |
| University of Iowa | College/University | Doctorate Degree | |
| The University of Montana | College/University | Undergraduate Degree | |
| University of South Dakota | College/University | Undergraduate Degree | |
| University of Denver | College/University | Masters Business Admin Masters Business Admin | |
| St. Lawrence University | College/University | Undergraduate Degree | |
Prima Capital Advisors LLC
 Prima Capital Advisors LLC Investment ManagersFinance Prima Capital Advisors LLC (Prima) is a SEC-registered investment advisor headquartered in Scarsdale, New York. The firm was founded by Gregory White in 2002 and was acquired by Blue Owl Capital, Inc. (NYSE: OWL) in 2024. Prima advises institutional clients and private funds on real estate debt investments. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Science & Technology of China | College/University | Undergraduate Degree | |
| KRISPY KREME, INC. | Food Distributors | Investor Relations Contact | |
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal | |
| Securities Finance Trust Co. | Corporate Officer/Principal | ||
Cerulli Associates, Inc.
 Cerulli Associates, Inc. Investment ManagersFinance Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992. | Investment Managers | Corporate Officer/Principal | |
| University of Colorado Boulder | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Colorado Denver | College/University | Graduate Degree Graduate Degree | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Wisconsin-Whitewater | College/University | Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| MIT Sloan School of Management | College/University | Undergraduate Degree | |
Metamorphosis Money Management LLC
 Metamorphosis Money Management LLC Investment ManagersFinance Metamorphosis Money Management LLC provides investment advice. The private company is based in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Director of Research - Equity | |
Long Ridge Equity Partners LLC
 Long Ridge Equity Partners LLC Investment ManagersFinance Long Ridge Equity Partners LLC (Long Ridge Equity Partners) is an independent private equity firm founded in 2007 by James D. Brown. The firm is headquartered in New York. | Investment Managers | Private Equity Investor |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Israele | 2 |
| Cina | 2 |
Settori
| Consumer Services | 31 |
| Finance | 18 |
| Commercial Services | 2 |
| Distribution Services | 2 |
Posizioni
| Corporate Officer/Principal | 42 |
| Undergraduate Degree | 29 |
| Analyst-Equity | 17 |
| Masters Business Admin | 12 |
| Portfolio Manager-Equities | 9 |
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