David J. Kim
Gestore di Portafoglio-Azioni presso Boston Partners Global Investors, Inc.
Provenienza dei contatti di primo grado di David J. Kim
Entità | Tipo di entità | Settore Industriale | |
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Boston Partners Global Investors, Inc.
Boston Partners Global Investors, Inc. Investment ManagersFinance Boston Partners Global Investors, Inc. (Boston Partners) is a SEC-registered investment advisor headquartered in Boston, Massachusetts with offices in New York, London, Los Angeles and Greenbrae, California. Formerly known as Robeco Investment Management, Inc., the firm was founded by Mark Donovan, Robert Jones, Harry Rosenbluth, and Paul Heathwood in 1995 as Robeco USA, Inc. They are a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by ORIX Corp. (TYO: 8591, NYSE: IX), a Tokyo-based international financial services company established in 1964. Boston Partners provides value equity investment products to individual and institutional clients.
45
| Subsidiary | Investment Managers | 45 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David J. Kim tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
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 | Portfolio Manager-Equities | |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Corporate Officer/Principal | |
Bain Capital Public Equity LP
Bain Capital Public Equity LP Investment ManagersFinance Bain Capital Public Equity LP is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1996 as Brookside Capital LP. They are wholly-owned by Bain Capital LP, itself a subsidiary of Bain Capital Holdings LP. Bain Capital Public Equity provides investment advisory services to pooled investment vehicles (Public Equity Funds). Investors in the Public Equity Funds includes high net-worth individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, university endowments, corporations, limited partnerships and limited liability companies or other business entities. | Investment Managers | Analyst-Equity | |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Boston Partners Trust Co.
Boston Partners Trust Co. Finance/Rental/LeasingFinance Boston Partners Trust Co. operates as a non-depository trust company. The firm offers interests in bank collective investment trusts. The company is headquartered in Boston, MA. | Finance/Rental/Leasing | Chief Executive Officer 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 | Analyst-Equity | |
University of Virginia | College/University | Undergraduate Degree | |
Dartmouth College | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
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 | Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity | |
Boston University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
Middlebury College | College/University | 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 | |
Bentley University | College/University | Graduate Degree Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin | |
University of Oxford (Canada) | College/University | Graduate Degree | |
America's Growth Capital LLC
America's Growth Capital LLC Investment Banks/BrokersFinance Founded in 2003 by Benjamin Howe and Maria Lewis Kussmaul, America's Growth Capital LLC (ACG) is an emerging growth-focused, research, broker/dealer and investment banking firm headquartered in Boston. The firm is a subsidiary of America's Growth Capital Holdings LLC. They seek to identify small-cap opportunities and bring new investment opportunities to growth-oriented institutional and private equity investors. AGC completes investment banking transactions for emerging growth companies in the following industries: (1) technology including communications, data center, financial technology, information security, semiconductors and software (2) clean technology, (3) digital media/Internet and (4) business services. They have participated in transactions ranging in size from $6 million to $1 billion. These transactions have included buyouts, buy-side and sell-side advisory assignments, private placements, PIPEs, IPOs, follow-ons and fairness opinions. The firm's Capital Markets group provides analysis on leading emerging growth sectors with a focus on identifying dynamic changes and trends in their focus industries. They present ideas through: (1) white papers, which provide topical and industry-wide analysis by highlighting the leading small-cap public and private companies of influence (2) thought pieces, which illustrate the impact of current events such as legislation, market swings and (3) capital market updates which present comprehensive statistics and data on one or more product areas including IPOs, M&A, private placements, etc. that have an impact on the emerging growth universe. AGC maintains relationships across multiple pools of capital including institutional, private equity, venture capital, hedge fund, sovereign wealth and debt. They leverage those relationships to provide clients with the best sources of financing for their particular needs. | Investment Banks/Brokers | Analyst-Equity | |
University of Michigan | College/University | Undergraduate Degree | |
State Street Advisors, Inc.
State Street Advisors, Inc. Investment ManagersFinance Part of State Street Corp., State Street Advisors, Inc. provides investment advice. The company is based in Dallas, TX. | Investment Managers | Corporate Officer/Principal | |
Colby College | College/University | Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Education Development Center, Inc.
Education Development Center, Inc. Miscellaneous Commercial ServicesCommercial Services Education Development Center, Inc. (EDC) is a research organization that conducts social science research to guide practice and inform policy. EDC designs and conducts various types of research studies both in the US and overseas, partnering with school districts, ministries of education, community health groups, foundations, nongovernmental organizations, and federal agencies to adapt research designs to fit local contexts and priorities. The non-profit company is based in Newton, MA. Since 1958, EDC's research has helped to advance healthcare equity, identify disparities in learning, improve student outcomes, and decipher the market forces that drive modern economies. EDC's research is funded by public and private funders, including the Institute of Education Sciences, the National Science Foundation, the Agency for International Development, the Department of Education, Schmidt Futures, and the MetroWest Health Foundation. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Ingo Money, Inc.
Ingo Money, Inc. Miscellaneous Commercial ServicesCommercial Services Ingo Money, Inc. provides financial risk management solutions. The firm offers direct-to-consumer remote deposit capture network delivered through a mobile application and white-label commercial solutions that power bank and AFS delivery across branch, ATM, kiosk, and mobile. It serves banks, non-bank financial services companies, AFS providers, consumers, and payment networks. The company was founded by Drew W. Edwards in 2001 and is headquartered in Alpharetta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Brandeis University | College/University | Graduate Degree | |
The Isenberg School of Management | College/University | Undergraduate Degree | |
University of Massachusetts Boston | College/University | Graduate Degree | |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Corporate Officer/Principal | |
New York University | College/University | Masters Business Admin | |
Villanova University | College/University | Undergraduate Degree | |
Kellogg School of Management | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 49 |
Canada | 2 |
Settori
Consumer Services | 24 |
Finance | 23 |
Commercial Services | 4 |
Posizioni
Analyst-Equity | 68 |
Corporate Officer/Principal | 53 |
Undergraduate Degree | 44 |
Portfolio Manager-Equities | 41 |
Masters Business Admin | 18 |
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