Provenienza dei contatti di primo grado di C. Beth Cotner
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
117
| Subsidiary | Investment Managers | 117 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a C. Beth Cotner 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 | Corporate Officer/Principal Chief Investment Officer Head-Equity Investments Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity | |
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 Corporate Officer/Principal Portfolio Manager-Fixed Income | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal 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 | Portfolio Manager-Fixed Income Portfolio Manager-Equities Director of Research - Equity Analyst-Fixed Income Analyst-Equity | |
| Rochester Christian University | College/University | Corporate Officer/Principal Undergraduate Degree | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree Undergraduate Degree | |
Cabot Wealth Management, Inc.
 Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Investment Managers | Corporate Officer/Principal Chief Investment Officer | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Corporate Officer/Principal | |
| Boston College | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Equity Chief Investment Officer Portfolio Manager-Equities Analyst-Equity Investment Committee Member Analyst-Equity | |
| Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Doctorate Degree Masters Business Admin Corporate Officer/Principal | |
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. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer Portfolio Manager-Equities Analyst-Equity Corporate Officer/Principal | |
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 | Doctorate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree 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 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 Graduate Degree Undergraduate Degree | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| George Washington University | College/University | Graduate Degree Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin | |
| University of Delhi | College/University | Graduate Degree Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| India | 2 |
Settori
| Consumer Services | 28 |
| Finance | 22 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 124 |
| Portfolio Manager-Equities | 118 |
| Analyst-Equity | 93 |
| Undergraduate Degree | 90 |
| Masters Business Admin | 59 |
Contatti più connessi
| Insiders | |
|---|---|
| Theron Hoffman | 39 |
| Eric Wetlaufer | 18 |
| Colin Moore | 12 |
| Pam Holding | 10 |
| Richard D. Manuel | 9 |
| Jamie Jihong Chui | 9 |
| Brian T. Pinsker | 9 |
| Bill E. Zieff | 9 |
| Michael Alpert | 8 |
| Charlie McCarthy | 8 |
| Ned Shadek | 8 |
| Michael Skatrud | 8 |
| Christopher J. Stevo | 7 |
| Jerry H. Tempelman | 7 |
| Sheba Alexander | 7 |
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