Charles P. Nelson
Gestore di Portafoglio-Azioni presso Eastern Bank (Investment Management)
Provenienza dei contatti di primo grado di Charles P. Nelson
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services.
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| Operating Division | Investment Managers | 33 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Charles P. Nelson tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
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 | |
| SLM CORPORATION | Finance/Rental/Leasing | Corporate Officer/Principal | |
Liberty Mutual Insurance Co.
 Liberty Mutual Insurance Co. Multi-Line InsuranceFinance Liberty Mutual Insurance Co. provides auto, home and life insurance services. The firm offers insurance for personal automobile, workers compensation, homeowners, commercial multiple peril, commercial automobile, general liability, global specialty, group disability, assumed reinsurance, fire and surety. The company was founded on July 1, 1912 and is headquartered in Boston, MA. | Multi-Line Insurance | Corporate Officer/Principal | |
Rockland Trust Co.
 Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Investment Managers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal | |
| ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
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 | Chief Investment Officer | |
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 | |
| Boston University | College/University | Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree | |
Washington Trust Advisors, Inc.
 Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Investment Managers | Corporate Officer/Principal | |
Johnson & Wales University, Inc.
 Johnson & Wales University, Inc. Other Consumer ServicesConsumer Services Johnson & Wales University provides hands-on training programs and an 'upside down' curriculum that gives students experience early on with their chosen career (students take courses in their major during the first year). At the end of two years of study, students earn an associates degree and the opportunity to go on to earn a bachelor's degree | College/University | Undergraduate Degree | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Bates College | College/University | Undergraduate Degree | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| The College of William & Mary | College/University | Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| Suffolk University | College/University | Masters Business Admin Graduate 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 | Masters Business Admin Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree | |
| Salem State University | College/University | Corporate Officer/Principal | |
| University of Massachusetts | College/University | Graduate Degree Undergraduate Degree | |
Slalom, Inc.
 Slalom, Inc. Miscellaneous Commercial ServicesCommercial Services Slalom, Inc. provides consulting and technology services. Its services include customer engagement, delivery leadership, experience design, information management and analytics, organizational effectiveness, strategy and operations, and technology enablement. The company was founded by John Tobin and Troy Johnson in 2001 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Mass General Brigham, Inc.
 Mass General Brigham, Inc. Medical/Nursing ServicesHealth Services Mass General Brigham, Inc. engages in the provision of patient care, research, teaching, and community services. It offers community and specialty hospitals, physician network, community health centers, and home care. The firm also sponsors research programs and community health outreach programs. The company was founded in 1994 and is headquartered in Boston, MA. | Medical/Nursing Services | Director/Board Member Director/Board Member | |
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 | |
| ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Mass General Brigham Community Physicians, Inc.
 Mass General Brigham Community Physicians, Inc. Medical/Nursing ServicesHealth Services Mass General Brigham Community Physicians, Inc. provides healthcare services. The company is headquartered in Boston, MA. | Medical/Nursing Services | Director/Board Member | |
Newbury Corp.
 Newbury Corp. Multi-Line InsuranceFinance Newbury Corp. provides commercial and personal insurance services. The private company is based in Dedham, MA and has subsidiaries in the United States. | Multi-Line Insurance | Director/Board Member | |
Citizens Bank & Trust Co. (Kansas City, Missouri)
 Citizens Bank & Trust Co. (Kansas City, Missouri) Regional BanksFinance Citizens Bank & Trust Co. operates as a bank. It provides personal, business, corporate banking, and real estate services. The company was founded in 1889 and is headquartered in Kansas City, MO. | Regional Banks | Corporate Officer/Principal | |
| Suffolk University Law School | College/University | Graduate Degree | |
| Bentley Graduate School of Business | College/University | Graduate Degree | |
| EASTERN BANKSHARES, INC. | Regional Banks | Chief Executive Officer Director/Board Member | |
Little House Capital LLC
 Little House Capital LLC Investment ManagersFinance Little House Capital LLC (LHC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Braintree, Massachusetts. The firm was founded by Robert Stimson and James Moise in 2017. LHC offers investment advisory services to individuals, high net-worth individuals, trusts, estates, institutions, foundations endowments, other corporate structures, and retirement plans. | Investment Managers | Chief Executive Officer Founder | |
Crossland Group
 Crossland Group Miscellaneous Commercial ServicesCommercial Services Crossland Group provides business development services. The private company is based in Boston. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 51 |
Settori
| Finance | 28 |
| Consumer Services | 17 |
| Commercial Services | 4 |
| Miscellaneous | 3 |
| Health Services | 3 |
Posizioni
| Corporate Officer/Principal | 63 |
| Undergraduate Degree | 28 |
| Portfolio Manager-Equities | 27 |
| Director/Board Member | 24 |
| Chairman | 14 |
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