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Dan Gorman
Gestore di Portafoglio-Azioni presso Welch & Forbes LLC
Provenienza dei contatti di primo grado di Dan Gorman
Entità | Tipo di entità | Settore Industriale | |
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Northeastern University
![]() Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.
282
| College/University | Other Consumer Services | 282 |
Welch & Forbes LLC
![]() Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, and corporations and other business entities.
14
| Subsidiary | Investment Managers | 14 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Dan Gorman tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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COGNEX CORPORATION | Electronic Equipment/Instruments | Founder | |
Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Sales & Marketing | |
Loomis, Sayles & Co. LP
![]() Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Equities | |
RAYTHEON | Aerospace & Defense | 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 Corporate Officer/Principal Corporate Officer/Principal | |
EBAY INC. | Internet Retail | Corporate Officer/Principal | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Boston University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Corporate Officer/Principal | |
Bentley University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate 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 Undergraduate Degree Masters Business Admin | |
AlphaSimplex Group LLC
![]() AlphaSimplex Group LLC Investment ManagersFinance AlphaSimplex Group LLC (AlphaSimplex) is a SEC-registered investment adviser and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and became an investment affiliate of Virtus Investment Partners, Inc. (Nasdaq: VRTS) in 2023. AlphaSimplex provides discretionary and non-discretionary services to investment companies, private funds, corporations, state or municipal government entities, and other business entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Community Workshops, Inc.
![]() Community Workshops, Inc. Personnel ServicesCommercial Services Community Workshops, Inc. provides job training, placement and support services. It provides assembly and packaging, food services and catering, property maintenance and staffing solutions. The company was founded in 1877 and is headquartered in Boston, MA. | Personnel Services | Director/Board Member Director/Board Member Director/Board Member | |
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 | Analyst-Equity Portfolio Manager-Fixed Income | |
CHONGQING IRON & STEEL COMPANY LIMITED | Steel | Chairman Corporate Officer/Principal | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
Purdue University | College/University | Graduate Degree Undergraduate Degree | |
Massachusetts Institute of Technology | College/University | Doctorate Degree Doctorate 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 | Analyst-Fixed Income Analyst-Fixed Income | |
Bridgewater Associates LP
![]() Bridgewater Associates LP Investment ManagersFinance Bridgewater Associates LP (Bridgewater) is a registered investment advisor and fund of hedge funds manager headquartered in Westport, Connecticut. The firm was founded by Ray Dalio in 1975. They are a subsidiary of Bridgewater Associates Intermediate Holdings LP, which is owned by Bridgewater Associates Holdings, Inc. Bridgewater provides discretionary investment management services to pooled investment vehicles and single investor funds, and managed account clients. | Investment Managers | Corporate Officer/Principal | |
Liaoning Zhongwang Group Co., Ltd.
![]() Liaoning Zhongwang Group Co., Ltd. AluminumNon-Energy Minerals Liaoning Zhongwang Group Co., Ltd. engages in the production of aluminium profiles and products, special large aluminium alloy profiles, aluminium-magnesium alloy materials, and furniture; import and export of goods and technology; cargo storage; provision of technical research and consultation services for metal materials and products; verification and calibration of measuring instruments; manufacturing of moulds; as well as the sale of chemical products. The company was founded on January 18, 1993 and is headquartered in Liaoyang, China. | Aluminum | Director/Board Member | |
CHINA ZHONGWANG HOLDINGS LIMITED | Aluminum | Director/Board Member | |
Stanford University | College/University | Graduate Degree | |
Tianjin Zhongwang Aluminium Industry Co. Ltd. | Chairman | ||
Worcester Polytechnic Institute | College/University | Graduate Degree | |
Textron Systems Corp.
![]() Textron Systems Corp. Aerospace & DefenseElectronic Technology Textron Systems Corp. provides aerospace and defense technologies. It specializes in unmanned aircraft systems, advanced marine craft, armored vehicles, intelligent battlefield and surveillance systems, intelligence software solutions, precision smart weapons, piston engines, test and training systems, total life cycle sustainment, and operational services. The company is headquartered in Providence, RI. | Aerospace & Defense | Corporate Officer/Principal | |
BAOSHAN IRON & STEEL CO., LTD. | Steel | Director/Board Member | |
Basware Holdings Ltd.
![]() Basware Holdings Ltd. Internet Software/ServicesTechnology Services Part of Sapphire Holdco Ltd., Basware Holdings Ltd. provides innovative procurement solutions and professional services. The company is based in London, UK. The British company was founded in 2006 by Veera Johnson. Basware Holdings was acquired by Basware, Inc. from Pa Consulting Group Ltd. on April 08, 2015 for $28.13 million. | Internet Software/Services | Private Equity Investor | |
OPOWER INC | Packaged Software | Private Equity Investor | |
RAGE Frameworks, Inc.
![]() RAGE Frameworks, Inc. Miscellaneous Commercial ServicesCommercial Services RAGE Frameworks, Inc. provides enterprise mission critical business process automation, cognitive intelligence, and big data solutions. The firm provides enterprise solutions in wealth management and business banking through information products and custom solutions. It offers RAGE LiveWealth, a wealth management service ranging from data aggregation to powerful big data analytics; and RAGE LiveCredit that enables near real time development of solutions for various financing products. The company was founded by Venkat Srinivasan in 2001 and is headquartered in Dedham, MA. | Miscellaneous Commercial Services | Private Equity Investor | |
Concertio, Inc.
![]() Concertio, Inc. Packaged SoftwareTechnology Services Concertio, Inc. operates as a artificial intelligence powered system performance optimization tool. Its solutions include optimizer studio and runtime. The company was founded by Tomer Morad and Andrey Gelman in 2006 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
Ocrolus, Inc.
![]() Ocrolus, Inc. Data Processing ServicesTechnology Services Ocrolus, Inc. engages in the provision of data verification and analysis for bank statements and other financial documents. Its products include document capture, intelligent fraud detection, and robust cash-flow analytics. The company was founded by Sam Bobley, John Guerci, Victoria Meakin, and Peter A. Bobley in 2014 and is headquartered in New York, NY. | Data Processing Services | Director/Board Member | |
Bose Corp.
![]() Bose Corp. Electronics/AppliancesConsumer Durables Bose Corp. designs and manufactures music systems and loudspeakers. Its products include headphones, audio sunglasses, and speakers. The company was founded by Amar Gopal Bose in 1964 and is headquartered in Framingham, MA. | Electronics/Appliances | Consultant / Advisor | |
Brandeis University | College/University | Undergraduate Degree | |
Differential Venture Partners LLC
![]() Differential Venture Partners LLC Investment ManagersFinance Differential Venture Partners LLC (Differential Venture) is a venture capital firm founded in 2017 by Nick Adams and David Magerman. The firm is headquartered in New York. | Investment Managers | Founder | |
Backupify, Inc.
![]() Backupify, Inc. Internet Software/ServicesTechnology Services Backupify, Inc. provides online backup solutions. Its products include google apps backup, office 365 backup, salesforce and social media backup, pricing and cloud to cloud backup. The company was founded by Vikram Chadha, Robert May and Dharmesh Shah in November 2008 and is headquartered in Boston, MA. | Internet Software/Services | Corporate Officer/Principal | |
Cerulli Associates, Inc.
![]() Cerulli Associates, Inc. Investment ManagersFinance Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992. | Investment Managers | Corporate Officer/Principal | |
Jefferies LLC
![]() Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
BAE SYSTEMS PLC | Aerospace & Defense | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 38 |
Cina | 6 |
Regno Unito | 3 |
Settori
Finance | 15 |
Consumer Services | 11 |
Technology Services | 7 |
Electronic Technology | 5 |
Non-Energy Minerals | 5 |
Posizioni
Corporate Officer/Principal | 107 |
Undergraduate Degree | 95 |
Director/Board Member | 68 |
Graduate Degree | 35 |
Analyst-Equity | 35 |
Contatti più connessi
Insiders | |
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Nick Adams | 18 |
Joseph E. Aoun | 12 |
Vishal Sunak | 11 |
Vinod Kumar Sahney | 10 |
Richard Halim Kusuma | 10 |
Xin Tong Cui | 9 |
Charles Nabhan | 8 |
Marilyn Minus | 8 |
Mark Hokanson | 8 |
Joseph Foresi | 7 |
David Paul | 7 |
Drew Schneller | 7 |
Carol R. Scheman | 7 |
Xin Tian | 7 |
Derek Arden Bower | 6 |
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