Charlie Ryan
Gestore di Portafoglio-Azioni presso Evercore Wealth Management LLC
Provenienza dei contatti di primo grado di Charlie Ryan
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Villanova University
189
| College/University | Other Consumer Services | 189 |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP.
46
| Subsidiary | Investment Managers | 46 |
Evercore Trust Co. NA (Invt Mgmt)
 Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts.
17
| Operating Division | Investment Managers | 17 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Charlie Ryan tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| St. John's University | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin Masters Business Admin | |
| Temple University (Pennsylvania) | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Pennsylvania State Bar Association | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income | |
New Jersey State Bar Association
 New Jersey State Bar Association Miscellaneous Commercial ServicesCommercial Services New Jersey State Bar Association operates as a not-for-profit organization. It educates the public to enhance awareness of the legal system. The company was founded in June 1899 and is headquartered in New Brunswick, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| SEI INVESTMENTS COMPANY | Investment Managers | Corporate Officer/Principal 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 | Masters Business Admin Masters Business Admin | |
General Electric Capital Corp.
 General Electric Capital Corp. Finance/Rental/LeasingFinance General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT. | Finance/Rental/Leasing | Corporate Officer/Principal Private Equity Investor | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
| Pepperdine University | College/University | Masters Business Admin Masters Business Admin | |
| McCombs School of Business | College/University | Doctorate Degree Masters Business Admin | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Financial Guaranty Insurance Co.
 Financial Guaranty Insurance Co. Financial Publishing/ServicesCommercial Services Financial Guaranty Insurance Co. engages in the provision of insurance solutions. It offers financial guaranty, mortgage insurance, and mortgage services for credit enhancement on public finance and structured finance securities. The company was founded by Roger K. Taylor in 1983 and is headquartered in New York, NY. | Financial Publishing/Services | Corporate Officer/Principal | |
Milken Family Foundation
 Milken Family Foundation Investment Trusts/Mutual FundsMiscellaneous The Milken Family Foundation is a philanthropic organization founded by Michael and Lowell Milken in 1982. The foundation is based in Santa Monica, CA. The foundation's mission is to unlock the power of human potential through innovations in education and to empower people to help themselves and those around them live productive, satisfying lives. The foundation has partnered with NAMI Westside LA to provide programmatic and operational support for mental health initiatives. The Lowell Milken Center, a division of the foundation, discovers, develops, and communicates the stories of unsung heroes who have made a profound and positive difference on the course of history. The non-profit company was founded by Michael Robert Milken. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| Kenan-Flagler Business School | College/University | Masters Business Admin | |
School of Rock LLC
 School of Rock LLC Miscellaneous Commercial ServicesCommercial Services School of Rock LLC owns and operates music schools. It offer music lessons on guitar, bass, piano, vocals, keyboards, drums and combines weekly private music lessons and group band rehearsals to prepare students to take the stage in front of live audiences in an concert settings. The company was founded by Paul Green in 1998 and is headquartered in El Segundo, CA. | Miscellaneous Commercial Services | Chief Executive Officer | |
| ADAMS NATURAL RESOURCES FUND, INC. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| Rider University | College/University | Masters Business Admin | |
Chemical Leaman Corp.
 Chemical Leaman Corp. TruckingTransportation Part of Boasso Global, Inc., Chemical Leaman Corp. provides bulk transportation services. The company is based in Exton, PA. Chemical Leaman was acquired by MTL, Inc. on August 28, 1998 for $177.80 million. | Trucking | Private Equity Investor | |
| Hobart & William Smith Colleges | College/University | Undergraduate Degree | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal | |
Adams Natural Resources Funds, Inc. (Invt Mgmt)
 Adams Natural Resources Funds, Inc. (Invt Mgmt) Investment ManagersFinance Adams Natural Resources Funds, Inc. (Invt Mgmt) (dba Adams Funds) is the investment management division of Adams Natural Resources Funds, Inc. (NYSE: PEO), a closed-end investment company headquartered in Baltimore, Maryland. The firm was founded in 1929 under the name Petroleum Corp. of America. Their name was changed to Petroleum & Resources Corp. in 1977 and it was renamed Adams Natural Resources Fund, Inc. in 2015. Adams Funds manages a closed-end equity fund for various types of investors. | Investment Managers | Analyst-Equity | |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | Investment Trusts/Mutual Funds | Chief Tech/Sci/R&D Officer | |
| Lyndon B Johnson School of Public Affairs | College/University | Graduate Degree | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager)
 The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager) Investment ManagersFinance The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager) (dba Adams Express) is the mutual fund management division of the Adams Diversified Equity Fund, Inc. (NYSE: ADX), an investment company headquartered in Baltimore, Maryland. The firm was founded in 1929 and formerly known as Adams Express Co. Adams Express manages a closed-end equity fund for various types of investors. | Investment Managers | Analyst-Equity |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
Settori
| Consumer Services | 22 |
| Finance | 19 |
| Commercial Services | 5 |
| Miscellaneous | 4 |
| Transportation | 3 |
Posizioni
| Corporate Officer/Principal | 171 |
| Director/Board Member | 159 |
| Undergraduate Degree | 97 |
| Portfolio Manager-Equities | 57 |
| Masters Business Admin | 46 |
Contatti più connessi
| Insiders | |
|---|---|
| Sean Traynor | 26 |
| Joan Lamm-Tennant | 24 |
| Jim Mahoney | 22 |
| Charles Wert | 20 |
| Frederick Lynch | 20 |
| Lawrence Clark | 19 |
| Warren Olsen | 17 |
| Chris Catalano | 16 |
| Kevin Kooman | 14 |
| Jeff Maurer | 14 |
| Alex Martins | 14 |
| Greg Buckley | 12 |
| Mark Saad | 11 |
| Dave Jorgensen | 11 |
| John F. Hartner | 10 |
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