Charlie Pulire
Gestore di Portafoglio-Azioni presso Principal Street Partners LLC
Provenienza dei contatti di primo grado di Charlie Pulire
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.
124
| Subsidiary | Investment Managers | 124 |
Rochester Christian University
53
| College/University | Other Consumer Services | 53 |
University of Maine
32
| College/University | Other Consumer Services | 32 |
Principal Street Partners LLC
 Principal Street Partners LLC Investment ManagersFinance Principal Street Partners LLC (PSP) is an independent, SEC-registered investment advisor and wealth manager headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn in 2016 as Green Square Asset Management LLC (GSAM) and was affiliated with a high yield municipal portfolio manager, Green Square Capital Advisors LLC (GSCA). The two RIAs, GSAM and GSCA, combined in 2019 and are now collectively registered as one RIA, with GSAM rebranded as Principal Street Partners LLC. PSP provides portfolio management services on a discretionary or non-discretionary basis to individuals, banks, thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, business entities, registered investment companies, mutual fund companies, and pooled investment vehicles such as private funds and funds registered under the 1940 Act.
5
| Private Company | Investment Managers | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Charlie Pulire tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Steel Grove Capital Advisors LLC
 Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities. | Investment Managers | Founder Chief Investment Officer Trading-Equity | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| 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 | Corporate Officer/Principal 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 | Graduate Degree Masters Business Admin Graduate Degree | |
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 | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Guardian Investor Services LLC
 Guardian Investor Services LLC Investment ManagersFinance Founded in 2001, Guardian Investor Services LLC (GIS) is an investment advisor located in New York City. The firm is the successor to Guardian Investor Services Corp., a New York corporation that was founded in 1968. The firm provides institutional asset management services to both taxable and tax exempt entities. They also offer a variety of investment management services to clients in the insurance industry. GIS is the distributor of mutual funds and variable annuities. Annuities are issued by The Guardian Insurance & Annuity Co., Inc., (GIAC) a Delaware corporation. Both GIS and GIAC are wholly-owned subsidiaries of the Guardian Life Insurance Company of America, one of the largest mutual life insurance companies in the US. GIS primarily provides services to investment companies and corporations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Doctorate 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 Masters Business Admin Doctorate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Arizona | College/University | Undergraduate Degree Corporate Officer/Principal Masters Business Admin | |
Series U-Middle Market Direct Lending 2017, a Series of Green
 Series U-Middle Market Direct Lending 2017, a Series of Green Investment ManagersFinance Series U-Middle Market Direct Lending 2017, a Series of Green Square Private Investment Partners LLC operates as a private equity fund. The company is headquartered in Wilmington, DE. | Investment Managers | Director/Board Member Director/Board Member | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Market Strategist | |
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Mumbai | College/University | Undergraduate Degree Doctorate Degree | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Colorado Denver | College/University | Masters Business Admin Graduate Degree | |
| Prudential Capital Group | Financial Conglomerates | Corporate Officer/Principal Director/Board Member | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
Colorado Public Employees' Retirement Association
 Colorado Public Employees' Retirement Association Investment ManagersFinance The Colorado Public Employees' Retirement Association (Colorado PERA) is the State-owned pension fund manager headquartered in Denver, Colorado. The firm was founded by state law in 1931. Colorado PERA provides retirement and other benefits to current and former employees of the Colorado state government, public school teachers in the state, many university and college employees, judges, many employees of cities and towns, State Troopers, and the employees of many other public entities. Colorado PERA is a substitute for Social Security for most of these public employees. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| University of Oxford | College/University | Graduate Degree Masters Business Admin | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Portfolio Manager-Equities Analyst-Equity | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
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 | Corporate Officer/Principal Portfolio Manager-Equities | |
Ironwood Capital Ltd.
 Ironwood Capital Ltd. Investment ManagersFinance Ironwood Capital (Ironwood) is a private equity firm is founded in 1986. The firm has headquartered in Avon, Connecticut. | Investment Managers | Private Equity Investor | |
| US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
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 |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| India | 2 |
| Regno Unito | 2 |
Settori
| Finance | 26 |
| Consumer Services | 24 |
| Government | 2 |
| Commercial Services | 2 |
Posizioni
| Portfolio Manager-Equities | 138 |
| Analyst-Equity | 127 |
| Corporate Officer/Principal | 99 |
| Undergraduate Degree | 95 |
| Masters Business Admin | 50 |
Contatti più connessi
| Insiders | |
|---|---|
| Adrien Deberghes | 30 |
| Brian Watson | 12 |
| Joel Seligman | 11 |
| Kristin Pak | 11 |
| Benjamin Ram | 11 |
| Ankur Pansari | 10 |
| Rashique A. Rahman | 10 |
| Hemant Baijal | 10 |
| David Nadel | 10 |
| Adam Weiner | 10 |
| Darrell Lane Horn | 9 |
| Paul Witinski | 9 |
| Wim Vandenhoeck | 9 |
| Chris Kelly | 9 |
| Niklas Nordenfelt | 9 |
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