David Byron Smith
Direttore degli Investimenti presso Rockland Trust Co.
Provenienza dei contatti di primo grado di David Byron Smith
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.
663
| Non-Profit Organization | Miscellaneous Commercial Services | 663 |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a 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.
133
| Subsidiary | Investment Managers | 133 |
The Boston Security Analysts Society, Inc.
68
| Non-Profit Organization | 68 | |
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.
36
| Subsidiary | Investment Managers | 36 |
Mellon Financial Corp.
 Mellon Financial Corp. Investment ManagersFinance Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation’s businesses are divided into two overall reportable groups — Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors
11
| Extinct | Investment Managers | 11 |
Bright Rock Capital Management LLC
 Bright Rock Capital Management LLC Investment ManagersFinance Bright Rock Capital Management LLC (BRCM) is a registered investment advisor headquartered in Hanover, Massachusetts and was founded in 2010. The firm is a subsidiary of Rockland Trust Co. and their ultimate parent is Independent Bank Corp. (NASDAQ: INDB). BRCM offers investment advisory services to the Bright Rock Funds, high-net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.
7
| Subsidiary | Investment Managers | 7 |
The Tuckerman Group LLC
 The Tuckerman Group LLC Investment ManagersFinance Founded in 1998, the Tuckerman Group LLC is a registered investment advisor and mutual fund manager headquartered in Rye Brook, New York. The firm manages public and private real estate investments for institutional and individual investors.
6
| Extinct | Investment Managers | 6 |
Sawyer Business School
4
| College/University | Other Consumer Services | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David Byron Smith tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Bentley University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin | |
| Boston College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Doctorate Degree | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
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 Undergraduate Degree Masters Business Admin | |
| CFA Society Boston | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| INDEPENDENT BANK CORP. | Regional Banks | Chairman Chief Executive Officer Chief Investment Officer | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
CFA Society of San Francisco
 CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| RALLIS INDIA LIMITED | Chemicals: Agricultural | Director/Board Member Director/Board Member | |
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 1, 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, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Analyst-Equity Analyst-Equity | |
| The University of Texas at Austin | College/University | Masters Business Admin Graduate Degree | |
| Hofstra University | College/University | Masters Business Admin Undergraduate Degree | |
CPA Australia Ltd.
 CPA Australia Ltd. Miscellaneous Commercial ServicesCommercial Services CPA Australia Ltd. is an Australian company that has been operating since 1954 and provides education, training, technical support, and advocacy services in the accounting profession. The private company is based in Southbank, Australia and has subsidiaries in Hong Kong. The company engages with governments, regulators, and industries to advocate for policies that stimulate sustainable economic growth. With over 166,000 members working in 100 countries and regions, CPA Australia is one of the world's largest accounting bodies. It was founded in 1886 by Andrew Lyell, Arthur Cleveland, Benjamin Doughty Smith, Thomas Brentnall, John McAlister Howden, Charles Morell Holmes, William Crellin, and Edward Langton. Andrew Paul Hunter has been the CEO of the company since 2018. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Trinity College (Connecticut) | College/University | Undergraduate Degree Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree Undergraduate Degree | |
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
| University of Florida | College/University | Undergraduate Degree Masters Business Admin | |
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. | College/University | Undergraduate Degree Masters Business Admin | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| Drexel University | College/University | Masters Business Admin Masters Business Admin | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member President | |
| FINO PAYMENTS BANK LIMITED | Regional Banks | Director/Board Member Director/Board Member | |
| JSW STEEL LIMITED | Steel | Director/Board Member Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Doctorate Degree Doctorate Degree | |
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Denver | College/University | Undergraduate Degree Masters Business Admin | |
| THE INDIA FUND, INC. | Investment Trusts/Mutual Funds | Chief Investment Officer Corporate Officer/Principal | |
State Street Global Advisors
 State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Sales & Marketing Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| Wallace E Carroll School of Management | College/University | Graduate Degree Graduate Degree | |
| LUPIN LIMITED | Pharmaceuticals: Other | Director/Board Member Director/Board Member | |
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 Graduate Degree | |
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 Analyst-Equity | |
The Canadian Institute of Mining, Metallurgy & Petroleum
 The Canadian Institute of Mining, Metallurgy & Petroleum Miscellaneous Commercial ServicesCommercial Services The Canadian Institute of Mining, Metallurgy & Petroleum (CIM) is a not-for-profit technical society of professionals in the Canadian minerals, metals, materials, and energy industries. CIM is based in Westmount, Canada, and has subsidiaries in Canada. CIM provides a wealth of benefits to its members, including building industry knowledge, enhancing professional profiles, and raising Canadian company visibility. The institute offers a range of services, including professional development, distinguished lecturer programs, and awards. The private company was founded by Patrick B. Carlson, and the CEO is Angela Hamlyn. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| EMBASSY OFFICE PARKS REIT | Real Estate Investment Trusts | Director/Board Member Chief Executive Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 43 |
| India | 6 |
| Australia | 2 |
| Messico | 2 |
| Canada | 2 |
Settori
| Consumer Services | 20 |
| Finance | 15 |
| Miscellaneous | 10 |
| Commercial Services | 5 |
| Process Industries | 2 |
Posizioni
| Corporate Officer/Principal | 373 |
| Director/Board Member | 244 |
| Undergraduate Degree | 91 |
| Chairman | 67 |
| Portfolio Manager-Equities | 63 |
Contatti più connessi
| Insiders | |
|---|---|
| John Finbar Driscoll | 61 |
| Punita Kumar Sinha | 48 |
| James Mworia | 32 |
| Donna Abelli | 25 |
| Adam Andrew Weigold | 25 |
| Swe Guan Lim | 25 |
| Craig Brandon | 23 |
| Suh Shin Lee | 23 |
| Fernando Diaz | 21 |
| Geoff S. Oblak | 19 |
| William H. Ahern | 18 |
| William Koutsouras | 18 |
| Mike Allison | 18 |
| Christopher Oddleifson | 16 |
| Brian Andrew | 15 |
- Borsa valori
- Insiders
- David Byron Smith
- Connessioni Società
