Provenienza dei contatti di primo grado di Carrie Sun
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
31
| Subsidiary | Investment Managers | 31 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Carrie Sun 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 | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity President | |
Grantham, Mayo, Van Otterloo & Co. LLC
 Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Investment Managers | 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 Director of Research - Equity Portfolio Manager-Equities | |
Unilever United States, Inc.
 Unilever United States, Inc. Household/Personal CareConsumer Non-Durables Unilever United States, Inc. engages in the manufacture of personal care and consumer products. It distributes laundry detergents, shampoos, ice cream, dinner products, soaps, and body wash under the brand names Axe, Ben & Jerry's, Bertolli, Breyers, Caress, Country Crock, Degree, and Dove. The company was founded 1877 and is headquartered in Englewood Cliffs, NJ. | Household/Personal Care | Corporate Officer/Principal | |
CuraGen Corp.
 CuraGen Corp. Pharmaceuticals: MajorHealth Technology CuraGen Corp. develops protein, antibody and small molecule pharmaceutical products. The firm focuses on the development of CR011-vcMMAE, a Phase II clinical trial drug for the treatment of patients with metastatic melanoma and breast cancer. The company was founded in 1991 and is headquartered in Branford, CT. | Pharmaceuticals: Major | Analyst-Equity | |
BAMCO, Inc.
 BAMCO, Inc. Investment ManagersFinance BAMCO, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1987 by Ron Baron and is a wholly-owned subsidiary of Baron Capital Group, Inc. (BCG). BAMCO provides advisory services to investment companies, the Baron Collective Investment Trusts, UCITS funds, and other pooled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity | |
Johnson Investment Counsel, Inc.
 Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Investment Managers | Portfolio Manager-Fixed Income | |
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 Corporate Officer/Principal | |
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 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, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Analyst-Equity | |
Ballentine Partners LLC
 Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Investment Managers | Chief Investment Officer | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Trading-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin Doctorate Degree Doctorate Degree | |
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 Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Baron Capital Management, Inc.
 Baron Capital Management, Inc. Investment ManagersFinance Baron Capital Management, Inc. (BCM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Ron Baron in 1982 and is a wholly owned subsidiary of Baron Capital Group, Inc. BCM provides advisory services to high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, wrap fee programs, and other entities. The firm also offers several comingled strategies. | Investment Managers | Analyst-Equity Analyst-Equity | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Colegio de Estudios Superiores de Administración | College/University | Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree | |
| Bryant University | College/University | Masters Business Admin | |
Excelsior Capital Asia (Hong Kong) Ltd.
 Excelsior Capital Asia (Hong Kong) Ltd. Investment ManagersFinance Excelsior Capital Asia (Hong Kong) Ltd (Excelsior Capital) is a private equity firm founded in 1998 by Gary Lawrence. The firm is headquartered in Hong Kong. | Investment Managers | Private Equity Investor | |
| St. Louis University | College/University | Undergraduate Degree | |
Mecc, Inc.
 Mecc, Inc. Property/Casualty InsuranceFinance Part of W.R. Berkley Corp., Mecc, Inc. is a company that offers vintage VW camper van rentals. Based in St. Louis, MO, the company provides comprehensive lists of guided activities and all provisions for their VW van rentals. The company is known for having the best VW Camper Van Rentals and offer a hassle-free experience for adventurers looking for a unique and experiential nature feeling. Mecc was acquired by W.R. Berkley Corp. on November 08, 1995 for $138 million. | Property/Casualty Insurance | Corporate Officer/Principal | |
| Carleton University | College/University | Undergraduate Degree | |
Busey Bank (Investment Management)
 Busey Bank (Investment Management) Investment ManagersFinance Busey Bank (Investment Management) (Busey-IM) is the asset management division of Busey Bank, a wholly-owned bank subsidiary of First Busey Corp. (NASDAQ: BUSE). The firm was founded in 1868 and is headquartered in Champaign, Illinois. Busey-IM provides asset management, investment and fiduciary services to individuals, businesses and foundations. | Investment Managers | Director of Research - Fxd Inc | |
| Boston College | College/University | Graduate Degree | |
Ambulatory Surgical Centers of America LLC
 Ambulatory Surgical Centers of America LLC Hospital/Nursing ManagementHealth Services Ambulatory Surgical Centers of America LLC is a private company based in Hanover, MA. | Hospital/Nursing Management | Corporate Officer/Principal | |
Tel-Aviv University
 Tel-Aviv University Other Consumer ServicesConsumer Services Tel-Aviv University operates as a university in Israel. Its faculties include arts, engineering, science, humanities, law, life science, management, medicine, and social science. The company was founded in 1956 and is headquartered in Ramat Aviv, Israel. | College/University | Undergraduate Degree | |
ION Crossover Partners Ltd.
 ION Crossover Partners Ltd. Investment ManagersFinance ION Crossover Partners Ltd (ION Crossover Partners) is a venture capital subsidiary of ION Asset Management (Israel) Ltd founded in 2018 by Gilad Shany. The firm is headquartered in Tel Aviv, Israel. | Investment Managers | Founder | |
| Israeli Air Force | Corporate Officer/Principal | ||
| California State University-East Bay | College/University | Undergraduate Degree | |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal | |
| University of Iowa | College/University | Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Undergraduate Degree | |
| University of Kansas | College/University | Undergraduate Degree | |
| Connecticut College | College/University | Undergraduate Degree | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Fixed Income | |
| Miami University | College/University | Undergraduate Degree | |
| Providence College | College/University | Undergraduate Degree | |
Magma Venture Partners Ltd.
 Magma Venture Partners Ltd. Investment ManagersFinance Magma Venture Partners Ltd. (Magma VC) is a venture capital firm founded in 1999 by Yahal Zilka and Modi Rosen. The firm is headquartered in Tel Aviv, Israel. | Investment Managers | Private Equity Investor | |
Fusion Analytics Investment Partners LLC
 Fusion Analytics Investment Partners LLC Investment ManagersFinance Fusion Analytics Investment Partners LLC (Fusion Analytics) is an independent wealth management firm headquartered in Coral Springs, Florida. The firm was founded by Michael Conte in 2007. Fusion Analytics provides advisory services to individuals, high-net worth individuals, pension and profit-sharing plans, as well as corporations and other business entities. | Investment Managers | Portfolio Manager-Equities |
Statistiche
Distribuzione geografica
| Stati Uniti | 42 |
| Israele | 5 |
| Canada | 3 |
| Colombia | 2 |
| Hong Kong | 2 |
Settori
| Finance | 26 |
| Consumer Services | 21 |
| Consumer Non-Durables | 2 |
| Health Technology | 2 |
| Health Services | 2 |
Posizioni
| Analyst-Equity | 41 |
| Corporate Officer/Principal | 36 |
| Portfolio Manager-Equities | 32 |
| Undergraduate Degree | 29 |
| Masters Business Admin | 16 |
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