Provenienza dei contatti di primo grado di David J. Williams
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.
186
| Extinct | Major Banks | 186 |
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.
81
| Operating Division | Investment Managers | 81 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David J. Williams tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 | Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Head-Equity Investments Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
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. | Investment Managers | Founder Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Chief Investment Officer Portfolio Manager-Equities | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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. | Investment Managers | Chairman Portfolio Manager-Equities Chief Investment Officer Portfolio Manager-Equities Chief Investment Officer | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Chief Executive Officer Corporate Officer/Principal Portfolio Manager-Equities | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Director of Research - Equity | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The Pennsylvania State University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Providence College | College/University | Undergraduate Degree Undergraduate Degree | |
| Xavier University | College/University | Masters Business Admin Director/Board Member | |
Radnor Capital Management LLC
 Radnor Capital Management LLC Investment ManagersFinance Radnor Capital Management LLC (RCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wayne, Pennsylvania. The firm was founded by Pierce Archer and Douglas Pyle in 2012. RCM provides independent, tax- and fee-sensitive investment counseling and individualized portfolio management to high-net-worth individuals, families, non-profit organizations and other institutional accounts. | Investment Managers | Founder Director of Research - Equity | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree Graduate Degree | |
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 | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| Washington University in St. Louis | College/University | Undergraduate Degree Undergraduate Degree | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
| Thunderbird School of Global Management | College/University | Masters Business Admin Masters Business Admin | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree | |
Shearson Lehman Brothers Holdings, Inc.
 Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Peapack-Gladstone Bank (Investment Management)
 Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately held businesses, family offices, and not-for-profit organizations. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
| University of Notre Dame | College/University | Masters Business Admin Undergraduate Degree | |
Lagoda Investment Management LP
 Lagoda Investment Management LP Investment ManagersFinance Lagoda Investment Management LP (Lagoda) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2014 and is principally owned by Fatima Dickey. Lagoda provides discretionary investment advisory services to high-net-worth individuals, trusts, estates, individual retirement accounts (IRAs), and institutional clients, which includes foundations and endowments. | Investment Managers | Portfolio Manager-Equities Chief Executive Officer | |
| Yale University | College/University | Undergraduate Degree Undergraduate 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 | Director/Board Member Director/Board Member | |
| United States Naval Academy | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Mumbai | College/University | Masters Business Admin Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
The Glenmede Trust Co., NA
 The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Investment Managers | Corporate Officer/Principal | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Chief Executive Officer | |
| Women's Initiative | Chairman |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Israele | 2 |
| India | 2 |
Settori
| Finance | 27 |
| Consumer Services | 22 |
| Technology Services | 2 |
| Commercial Services | 2 |
Posizioni
| Portfolio Manager-Equities | 159 |
| Corporate Officer/Principal | 137 |
| Director/Board Member | 124 |
| Undergraduate Degree | 77 |
| Analyst-Equity | 41 |
Contatti più connessi
| Insiders | |
|---|---|
| Maribeth Rahe | 25 |
| Raghav V. Nandagopal | 24 |
| Alan Weber | 23 |
| Evelyn Dilsaver | 21 |
| Frances Sevilla-Sacasa | 21 |
| Kenneth D. Lewis | 18 |
| H. Jay Sarles | 16 |
| Robert Wilson | 14 |
| Jeff Maurer | 14 |
| Tim Leach | 13 |
| Paul E. Flynn | 11 |
| Lee A. Gardella | 11 |
| Richard Beaty | 10 |
| Thomas M. Galvin | 10 |
| Tim R. Anderson | 10 |
- Borsa valori
- Insiders
- David J. Williams
- Connessioni Società
