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Brett Sumsion
Gestore di Portafoglio-Azioni presso Fidelity Management & Research Co. LLC
Provenienza dei contatti di primo grado di Brett Sumsion
Entità | Tipo di entità | Settore Industriale | |
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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.
317
| Subsidiary | Investment Managers | 317 |
Brigham Young University
210
| College/University | Other Consumer Services | 210 |
The Wharton School of the University of Pennsylvania
204
| College/University | Other Consumer Services | 204 |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates.
23
| Subsidiary | Investment Managers | 23 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Brett Sumsion tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities President Analyst-Equity Portfolio Manager-Equities | |
Boston University | College/University | Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin 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 | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin | |
Stanford University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Doctorate Degree Masters Business Admin Masters Business Admin | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Babson College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
Bentley University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Massachusetts Institute of Technology | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Northeastern University
![]() Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate 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 | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
University of Michigan | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
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-Equity | |
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-Equity Market Strategist | |
Queen's University | College/University | Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Undergraduate Degree Undergraduate Degree | |
Georgia Institute of Technology | College/University | Graduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Undergraduate Degree Masters Business Admin | |
University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
Johnson Graduate School of Management | College/University | Masters Business Admin Masters Business Admin | |
University of Massachusetts | College/University | Undergraduate Degree Graduate Degree | |
Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Wallace E Carroll School of Management | College/University | Graduate Degree | |
University of St. Andrews | College/University | Undergraduate Degree | |
Riverstone Investment Group LLC
![]() Riverstone Investment Group LLC Investment ManagersFinance Riverstone Investment Group LLC (Riverstone Investment Group) is a private equity firm, subsidiary of Riverstone Holdings LLC, founded in 2000 by Pierre F. Lapeyre, Jr. and David M. Leuschen. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Credit Suisse Asset Management LLC
![]() Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Corporate Officer/Principal | |
State University of New York College at Brockport | College/University | Undergraduate Degree | |
MIT Sloan School of Management | College/University | Masters Business Admin | |
McKinsey & Co., Inc.
![]() McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Citadel Investment Advisory, Inc.
![]() Citadel Investment Advisory, Inc. Investment ManagersFinance Citadel Investment Advisory, Inc. (Citadel) is a privately-held, SEC-registered investment advisor and wealth management firm headquartered in Willoughby, Ohio. The firm was founded by Kurt T. Liedtke in 1996. Citadel provides investment advisory services to individuals and their tangential accounts such as IRA's, trusts, and individual retirement plans. To a lesser extent, other clients would include incorporated entities, trusts, estates, retirement accounts. The firm does not work with banks, thrifts, or investment companies. | Investment Managers | Corporate Officer/Principal | |
Drake University | College/University | Undergraduate Degree | |
Vassar College | College/University | Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree | |
University of Florida | College/University | Undergraduate Degree | |
F.W. Olin Graduate School of Business | College/University | Masters Business Admin | |
McCombs School of Business | College/University | Undergraduate Degree | |
University of Massachusetts Amherst College of Natural Science | College/University | Undergraduate Degree | |
IFP Energies Nouvelles
![]() IFP Energies Nouvelles Other Consumer ServicesConsumer Services Institut Français du Pétrole Energies nouvelles provides training, research, and innovation in the fields of energy, transport, and environment. It also offers information services, postgraduate programs, doctoral theses, and publishes articles in international scientific journals. The company was founded in 1944 is headquartered in Rueil-Malmaison, France. | College/University | Graduate Degree | |
École Supérieure de Physique et de Chimie de Paris | College/University | Undergraduate Degree | |
JPMorgan Securities Plc
![]() JPMorgan Securities Plc Financial ConglomeratesFinance JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets. | Financial Conglomerates | Analyst-Equity | |
Whitworth University | College/University | Undergraduate Degree | |
Sirios Capital Management LP
![]() Sirios Capital Management LP Investment ManagersFinance Sirios Capital Management LP (Sirios) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 by John Brennan, Jr. Sirios provides investment advice to private investment funds, UCITS Funds, registered investment companies, wrap program participants, and certain other institutional clients through separate accounts. | Investment Managers | Analyst-Equity |
Statistiche
Distribuzione geografica
Stati Uniti | 45 |
Regno Unito | 3 |
Francia | 3 |
Canada | 2 |
Settori
Consumer Services | 38 |
Finance | 12 |
Commercial Services | 3 |
Posizioni
Analyst-Equity | 94 |
Undergraduate Degree | 93 |
Portfolio Manager-Equities | 88 |
Masters Business Admin | 52 |
Corporate Officer/Principal | 41 |
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