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Provenienza dei contatti di primo grado di Charlie Walsh
Entità | Tipo di entità | Settore Industriale | |
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Federal Street Advisors, Inc.
![]() Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans.
15
| Extinct | Investment Managers | 15 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Charlie Walsh tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Pathstone Family Office LLC
![]() Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Investment Managers | Chairman Chief Investment Officer Director of Research - Equity Analyst-Equity Analyst-Equity Analyst-Equity Investment Committee Member Investment Committee Member President | |
Boston University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Union College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
Williams College | College/University | Undergraduate Degree | |
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 | Corporate Officer/Principal | |
Coburn & Meredith, Inc.
![]() Coburn & Meredith, Inc. Investment Banks/BrokersFinance Founded in 1934, Coburn & Meredith, Inc. is a broker-dealer located in Simsbury, Connecticut. The firm clears through Pershing LLC, a division of the Bank of New York. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Coburn & Meredith is a member of the SIPC and FINRA | Investment Banks/Brokers | Corporate Officer/Principal | |
Vassar College | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
The Colorado College
![]() The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Masters Business Admin | |
James Madison University | College/University | Undergraduate Degree | |
The Bank of New York Mellon Corp. (Wealth Management)
![]() The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal | |
ACON Investments LLC
![]() ACON Investments LLC Investment ManagersFinance ACON Investments LLC (ACON Investments) is a private equity firm founded in 1996 by Kenneth R. Brotman, Bernard W. Aronson and Jonathan J. Ginns. The firm is headquartered in Washington D.C., the United States with additional offices in Dallas, Los Angeles, New York, Bogota, Madrid, Mexico City and Sao Paulo. | Investment Managers | Corporate Officer/Principal | |
Pathstone Holdings LLC
![]() Pathstone Holdings LLC Investment ManagersFinance Pathstone Holdings LLC provides wealth management and investment services to individuals & families, family offices, and select institutions. The company is headquartered in Englewood, NJ. | Investment Managers | President | |
Bates College | College/University | Undergraduate Degree | |
George Washington University | College/University | Undergraduate Degree | |
State Street Global Markets LLC
![]() State Street Global Markets LLC Investment Banks/BrokersFinance Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Boston College | College/University | Undergraduate Degree | |
Crestone Asset Management LLC
![]() Crestone Asset Management LLC Investment ManagersFinance Crestone Asset Management LLC (Crestone) is a registered investment advisor and multi-family office headquartered in Boulder, Colorado. The firm was founded by Eric J. Kramer in 2001 as Kramer Capital Management LLC. They are a wholly-owned subsidiary of Crestone Capital LLC, which is owned by Crestone Capital Holdings LLC. Crestone delivers a suite of fully integrated investment management and wealth advisory services to ultra-high net worth individuals and families and their trusts, foundations, limited liability companies, and/or other entities that they own. | Investment Managers | Director of Research - Equity | |
Kanon Bloch Carré & Co., Inc.
![]() Kanon Bloch Carré & Co., Inc. Investment ManagersFinance Part of CapFinancial Partners LLC, Kanon Bloch Carré & Co., Inc. is a company that provides investment advice. The company is based in Boston, MA. Kanon Bloch Carré & Co. was acquired by RINET Co. LLC on October 01, 2001. | Investment Managers | Corporate Officer/Principal | |
PFO-FSA
![]() PFO-FSA Investment ManagersFinance PFO-FSA provides conflict-free investment consulting and wealth advisory services. It offers multigenerational families and institutions strategic wealth management with customized investment services. The company is headquartered in Boston, MA. | Investment Managers | Chairman | |
GW&K Investment Management LLC
![]() GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base. | Investment Managers | Corporate Officer/Principal | |
Pell Rudman & Co.
![]() Pell Rudman & Co. Investment Banks/BrokersFinance Part of BrightSphere Investment Group, Inc., Pell Rudman & Co. is an investment manager. The company is based in Boston, MA. Pell Rudman was acquired by Old Mutual (US) Holdings, Inc. on December 24, 1992. | Investment Banks/Brokers | Corporate Officer/Principal | |
Fort Ticonderoga Association, Inc.
![]() Fort Ticonderoga Association, Inc. Miscellaneous Commercial ServicesCommercial Services Fort Ticonderoga Association, Inc. is a non-profit organization, which engages in the provision of educational tour in Fort Ticonderoga. It also offers merchandise that include tableware, apparel, memorabilia, edibles, books, and accessories. The comapny was founded in 1931 and is headquartered in Ticonderoga, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Babson College | College/University | Masters Business Admin | |
University of Vermont | College/University | 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 | |
State University of New York at Albany | College/University | Graduate Degree | |
The Isenberg School of Management | College/University | Undergraduate Degree | |
The Social Investment Forum
![]() The Social Investment Forum Miscellaneous Commercial ServicesCommercial Services The Social Investment Forum provides investment advice. Its programs include Center for Sustainable Investment Education and Global Sustainable Investment. The company is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
Colgate University | College/University | Undergraduate Degree | |
Seattle University | College/University | Undergraduate Degree | |
University of New Hampshire | College/University | Masters Business Admin | |
Pax World Funds Series Trust III
![]() Pax World Funds Series Trust III Investment Trusts/Mutual FundsMiscellaneous Pax World Funds Series Trust III operates as an open-end management investment company. It intends to seek investment returns that closely correspond to or exceed the price and yield performance before fees and expenses of the Pax Global Women's Equality Custom Index while maintaining risk characteristics that Pax/Newco Management LLC believes are generally similar to those of the Index. The company was founded on December 4, 2013 and is headquartered in Portsmouth, NH. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Clean Yield Group, Inc.
![]() Clean Yield Group, Inc. Investment ManagersFinance Clean Yield Group, Inc. is a wealth management firm and registered investment advisor headquartered in Norwich, Vermont. The firm does business as Clean Yield Asset Management (CYAM). CYAM provides investment advisory services to clients, including individuals, institutions, trusts, and foundations. | Investment Managers | Analyst-Equity | |
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. | Investment Managers | Director of Research - Equity | |
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 |
Statistiche
Distribuzione geografica
Stati Uniti | 41 |
Israele | 2 |
Settori
Finance | 21 |
Consumer Services | 19 |
Commercial Services | 3 |
Miscellaneous | 2 |
Posizioni
Undergraduate Degree | 15 |
Corporate Officer/Principal | 14 |
Investment Committee Member | 13 |
Portfolio Manager-Equities | 13 |
Analyst-Equity | 13 |
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