Geoff Bell
Gestore di Portafoglio-Azioni presso Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Provenienza dei contatti di primo grado di Geoff Bell
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.
169
| Subsidiary | Investment Managers | 169 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Geoff Bell tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
FRANKLIN RESOURCES, INC. | Investment Managers | Director/Board Member | |
Mesirow Financial Investment Management, Inc.
Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
University of Nebraska | College/University | Graduate Degree Undergraduate Degree | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Tiff Advisory Services LLC
Tiff Advisory Services LLC Investment ManagersFinance TIFF Advisory Services LLC (TIFF) is an independent fund-of-hedge funds manager headquartered in Radnor, Pennsylvania. Founded in 1991, TIFF delivers comprehensive outsourced CIO (OCIO) and private equity investment solutions to primarily endowments, foundations, and other charitable institutions. | Investment Managers | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
Stanford University | College/University | Undergraduate Degree Masters Business Admin Doctorate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
Wayne State University (Michigan) | College/University | Masters Business Admin Undergraduate Degree | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin | |
Assumption College | College/University | Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
Standard Chartered Bank (Hong Kong) Ltd.
Standard Chartered Bank (Hong Kong) Ltd. Major BanksFinance Standard Chartered Bank (Hong Kong) Ltd. engages in the provision of banking and financial services. It operates through the following segments: Corporate, Commercial and Institutional Banking (CCIB), Consumer, Private and Business Banking (CPBB), Ventures, and Central and Other Items. The CCIB segment is involved in transaction banking, financial markets, corporate finance, and borrowing needs. It also offers solutions in some of the economies and most active trade corridors. The CPBB segment serves individuals and small businesses, with a focus on the affluent segment. It provides digital banking services with a human touch to clients, with services spanning deposits, payments, financing products, and Wealth Management. The Ventures segment includes Mox Bank Limited, a cloud-native, mobile-only digital bank. The Central and Other Items segment refers to corporate center costs, treasury activities, and certain strategic investments. The company was founded in 1859 and is headquartered in Hong Kong. | Major Banks | Corporate Officer/Principal | |
Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Director/Board Member Masters Business Admin Graduate Degree | |
Indiana University | 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 | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree | |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Chief Executive Officer Market Strategist | |
University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
Nova Southeastern University, Inc. | College/University | Masters Business Admin Masters Business Admin | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Chief Executive Officer | |
State University of New York College at Cortland | College/University | Undergraduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Graduate Degree | |
University of Georgia | College/University | Graduate Degree | |
Roosevelt University | College/University | Corporate Officer/Principal | |
Tidal Investments LLC
Tidal Investments LLC Investment ManagersFinance Tidal Investments LLC is a SEC-registered investment advisor and holding firm headquartered in Milwaukee, Wisconsin. The firm was founded by Daniel Carlson and Michael Venuto in 2012 as Toroso Investments LLC. They are owned by Toroso Investments Topco LLC. Tidal Investments specializes in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers. | Investment Managers | Portfolio Manager-Equities | |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Analyst-Equity | |
LMCG Investments LLC
LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Investment Managers | Portfolio Manager-Equities | |
University of Sussex | College/University | Undergraduate Degree | |
Yale University | College/University | Doctorate Degree | |
University of Birmingham | College/University | Undergraduate Degree | |
Institute for Advanced Study, Inc.
Institute for Advanced Study, Inc. Miscellaneous Commercial ServicesCommercial Services The Institute for Advanced Study is a renowned center for theoretical research and intellectual inquiry located in Princeton, NJ. The institute engages with the greater Princeton community through public lectures, concerts, and events, and extends its influence beyond academia through innovative programs designed to inspire and educate. The institute is dedicated to independent study across the sciences and humanities, with a community of scholars that includes over eight thousand members who have influenced entire fields of study. The school of natural sciences includes nine permanent faculty and approximately fifty postdoctoral researchers working on frontier topics in various fields. The school of social science takes a multidisciplinary and international perspective on social research. The school of historical studies supports all learning for which historical methods are appropriate. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Euclidean Capital LLC
Euclidean Capital LLC Investment ManagersFinance Euclidean Capital LLC is an independent family office headquartered in New York City. The firm provides individual and family services. | Investment Managers | President | |
Florida State University | College/University | Undergraduate Degree | |
Financial Industry Regulatory Authority, Inc.
Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
The V Foundation for Cancer Research | Investment Trusts/Mutual Funds | Director/Board Member | |
Pepperdine University | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 44 |
Regno Unito | 3 |
Hong Kong | 2 |
Singapore | 2 |
Settori
Consumer Services | 30 |
Finance | 15 |
Commercial Services | 3 |
Miscellaneous | 2 |
Posizioni
Portfolio Manager-Equities | 150 |
Undergraduate Degree | 91 |
Corporate Officer/Principal | 58 |
Director/Board Member | 30 |
Masters Business Admin | 25 |
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