David Stephen Lynch
Direttore degli Investimenti presso CAMBRIDGE BANCORP
Provenienza dei contatti di primo grado di David Stephen Lynch
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Dartmouth College
321
| College/University | Other Consumer Services | 321 |
Babson College
130
| College/University | Other Consumer Services | 130 |
Fiduciary Trust International LLC
 Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds.
52
| Subsidiary | Investment Managers | 52 |
| Public Company | Regional Banks | 42 | |
Cambridge Trust Co.
 Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC).
32
| Holding Company | Investment Managers | 32 |
The Boston Economic Club, Inc.
 The Boston Economic Club, Inc. Movies/EntertainmentConsumer Services The Boston Economic Club, Inc. is a non-profit organization. It focuses on the economic development of Boston. The company is headquartered in Boston, MA.
22
| Non-Profit Organization | Movies/Entertainment | 22 |
Cambridge Trust Co. (Investment Management)
 Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits.
18
| Operating Division | Investment Managers | 18 |
CFA Society Boston
4
| Non-Profit Organization | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David Stephen Lynch tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
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. | Investment Managers | Compliance Officer Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Suffolk University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Citizens Bank Investment Services
 Citizens Bank Investment Services Investment ManagersFinance Headquartered in Manchester, New Hampshire, Citizens Bank Investment Services is a division of Citizens Financial Group, Inc. and a subsidiary of Royal Bank of Scotland Group Plc. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities President | |
| Bentley University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
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 Masters Business Admin | |
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 Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
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. | Investment Managers | Economist Economist Corporate Officer/Principal | |
Launchpad Venture Group LLC
 Launchpad Venture Group LLC Investment ManagersFinance Launchpad Venture Group LLC (Launchpad Venture Group) is a venture capital firm founded in 2000 by Rick Lucash. The firm is headquartered in Newton, Massachusetts. | Investment Managers | Director/Board Member Director/Board Member Chairman | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Beth Israel Deaconess Medical Center, Inc.
 Beth Israel Deaconess Medical Center, Inc. Hospital/Nursing ManagementHealth Services Beth Israel Deaconess Medical Center provides medical services. It offers patient care, biomedical research, teaching, and community services. It also provides organ transplantation, breast cancer care, and cardiac surgery services. The company was founded in 1896 and is headquartered in Boston, MA. | Hospital/Nursing Management | Corporate Officer/Principal Director/Board Member Director/Board Member | |
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 | Doctorate Degree Masters Business Admin Graduate Degree | |
Massachusetts Bankers Association, Inc.
 Massachusetts Bankers Association, Inc. Miscellaneous Commercial ServicesCommercial Services Massachusetts Bankers Association, Inc. is a business association. The non-profit company is based in Boston, MA. The CEO of the company is Kathleen M. Murphy. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Netra, Inc.
 Netra, Inc. Packaged SoftwareTechnology Services Netra, Inc. provides user-generated video hosting services. The company was founded by Shashi Kant and Amit Phansalkar in 2013 and is headquartered in Boston, MA. | Packaged Software | Director/Board Member Director/Board Member | |
The Boys & Girls Clubs of Boston, Inc.
 The Boys & Girls Clubs of Boston, Inc. Miscellaneous Commercial ServicesCommercial Services The Boys & Girls Clubs of Boston, Inc. aims to help young people, particularly those who require assistance, develop strong character and achieve their full potential as responsible citizens and leaders. The non-profit company is based in Boston, MA. The company accomplishs this by providing a secure environment filled with hope and opportunity, continuous relationships with caring adults, and programs that enhance life. | Miscellaneous Commercial Services | Private Equity Investor President | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Doctorate Degree Masters Business Admin | |
| University of Maine | College/University | Undergraduate Degree Undergraduate Degree | |
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. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
| Wellesley College | College/University | Undergraduate Degree Undergraduate Degree | |
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 Director of Research - Equity | |
Stonehorse Capital Management
 Stonehorse Capital Management Investment ManagersFinance Part of Franklin Resources, Inc., Stonehorse Capital Management is a company that manages an investment fund. The company is based in Boston, MA. Stonehorse Capital Management was acquired by Fiduciary Trust International LLC on July 22, 2011. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Middleton & Co., Inc.
 Middleton & Co., Inc. Investment ManagersFinance Middleton & Co., Inc. is a registered investment counseling firm headquartered in Boston, Massachusetts. The firm was founded by Thomas Mike Middleton in 1984 and is principally owned by the Middleton & Co. Employee Stock Ownership Trust. They provide objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations. | Investment Managers | Founder Corporate Officer/Principal | |
| University of Connecticut | College/University | Graduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
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 | Chief Executive Officer Analyst-Equity | |
Winchester Healthcare Management, Inc.
 Winchester Healthcare Management, Inc. Hospital/Nursing ManagementHealth Services Winchester Healthcare Management, Inc. operates hospitals that provide healthcare services. It offers services in the areas of cardiology, pulmonary medicine and orthopedics. The company was founded in 1912 and is headquartered in Winchester, MA. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
| INDEPENDENT BANK CORP. | Regional Banks | Chief Operating Officer Director of Finance/CFO | |
Winchester Hospital
 Winchester Hospital Hospital/Nursing ManagementHealth Services Winchester Hospital provides health care services. It offers medical care such as emergency, laboratory, maternity services, procedural treatment, and other health care related. It also offers patient and family support, wellness and fitness programs, and community education. The company was founded in 1912 and is headquartered in Winchester, MA. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
| University of Vermont | College/University | Undergraduate Degree 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 Corporate Officer/Principal | |
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 its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds. | Investment Managers | Analyst-Equity Director/Board Member | |
Westfield Capital Management Co. LP
 Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Investment Managers | Economist Analyst-Equity | |
| The Boston Museum Project | Director/Board Member | ||
American Hospital Association, Inc.
 American Hospital Association, Inc. Medical/Nursing ServicesHealth Services The American Hospital Association owns and operates hospitals. Its services include patient care, conducting research and development projects on the structuring and delivery of health care services, and providing educational programs and opportunities. The company was founded in September 1899 and is headquartered in Chicago, IL. | Medical/Nursing Services | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 51 |
Settori
| Finance | 22 |
| Consumer Services | 19 |
| Health Services | 5 |
| Commercial Services | 4 |
| Miscellaneous | 2 |
Posizioni
| Director/Board Member | 234 |
| Corporate Officer/Principal | 193 |
| Undergraduate Degree | 76 |
| Independent Dir/Board Member | 60 |
| Portfolio Manager-Equities | 47 |
Contatti più connessi
| Insiders | |
|---|---|
| Punita Kumar Sinha | 48 |
| Stanley de Jongh Osborne | 32 |
| Fernando Diaz | 21 |
| Michael Roberge | 21 |
| Susan Windham-Bannister | 20 |
| Jane Walsh | 15 |
| Hambleton Lord | 14 |
| R. Gregg Stone | 14 |
| Robert R. Douglass | 14 |
| Mark D. Thompson | 13 |
| Denis Sheahan | 13 |
| Donald T. Briggs | 12 |
| Thomas Fontaine | 12 |
| Linda A. Whitlock | 12 |
| Pamela Hamlin | 11 |
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- Insiders
- David Stephen Lynch
- Connessioni Società
