Provenienza dei contatti di primo grado di Greg Welch
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
68
| Subsidiary | Investment Managers | 68 |
BTR Capital Management, Inc.
 BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans.
2
| Subsidiary | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Greg Welch tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
LS Investment Advisors LLC
 LS Investment Advisors LLC Investment ManagersFinance LS Investment Advisors LLC (LSIA) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded in 2008 as a spin-off from Natixis Global Asset Management (the parent company of Loomis, Sayles & Co. LP). LSIA provides portfolio management services to individuals, families and institutions. | Investment Managers | Portfolio Manager-Fixed Income Founder Chief Executive Officer Founder Compliance Officer Founder Trading-Equity | |
| Boston College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Natixis Advisors LLC
 Natixis Advisors LLC Investment ManagersFinance Natixis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm is a subsidiary of Natixis Investment Managers LP, ultimately owned by BPCE SA in France. Natixis Advisors provides advisory services to investment company clients and separately managed account clients as well as multi-asset portfolio solutions for a variety of funds and portfolios. A department of Natixis Advisors also provides portfolio analysis, consulting, and analytic services to investment professionals. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin | College/University | Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
| Boston University School of Law | College/University | Graduate Degree Graduate Degree | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Fixed Income Analyst-Equity | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| Wallace E Carroll School of Management | College/University | Masters Business Admin Masters Business Admin | |
| University of Utah | College/University | Undergraduate Degree Undergraduate Degree | |
| Rochester Christian University | College/University | Undergraduate Degree Undergraduate Degree | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Johns Hopkins University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree | |
| FINANCIAL ENGINES INC | Investment Managers | General Counsel General Counsel | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| MIT Sloan School of Management | College/University | Masters Business Admin Masters Business Admin | |
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 | Masters Business Admin Masters Business Admin | |
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 | Graduate Degree Graduate Degree | |
TIAA-CREF Investment Management LLC
 TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
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 | Portfolio Manager-Fixed Income Analyst-Equity | |
Gimme Credit LLC
 Gimme Credit LLC Investment ManagersFinance Founded in 1994, GimmeCredit LLC is a research firm located in New York City. The firm provides research and analysis on investment grade and crossover bonds aimed at maximizing relative value, preserving capital and anticipating changes in credit quality. Their high yield reports provide investors and traders with relative value recommendations based on in-depth research on credit quality, capital structure, valuation and market prices. GimmeCredit's intraday comments provide immediate analysis of the implications of events and market activity during the trading day. The firm assigns credit scores to each of the companies in their universe to indicate their judgment as to the direction of a company's credit quality over the upcoming six months. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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, TSX: 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 | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| Providence College | College/University | Undergraduate Degree | |
Cantillon Capital Management LLC
 Cantillon Capital Management LLC Investment ManagersFinance Cantillon Capital Management LLC (Cantillon) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by William von Mueffling in 2003 and is a subsidiary of Cantillon Management LP. Cantillon is an investment manager and provides discretionary investment management services to pooled investment vehicles and separately managed accounts intended for institutional investors and other sophisticated investors. | Investment Managers | Corporate Officer/Principal | |
| Wayne State University (Michigan) | College/University | Masters Business Admin | |
Merganser Capital Management LLC
 Merganser Capital Management LLC Investment ManagersFinance Merganser Capital Management LLC (Merganser) is a registered investment advisor headquartered in Boston, Massachusetts. The firm is the successor to the business of Merganser Capital Management, Inc., which was founded in 1985. They are a subsidiary of Providence Equity Capital Markets Merganser LLC, which is owned by Providence Equity Partners LLC. Merganser serves the fixed income investment needs of institutional and high-net worth individual clients. Their advisory clients include institutions and high net worth individuals with separately managed accounts, private funds intended for sophisticated investors and institutional investors and registered investment companies. | Investment Managers | Analyst-Fixed Income | |
| Andersen Consulting (Minnesota) | Corporate Officer/Principal | ||
Bessemer Trust Co., NA
 Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | Corporate Officer/Principal | |
| The White House | General Government | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 51 |
Settori
| Consumer Services | 25 |
| Finance | 24 |
| Retail Trade | 2 |
| Government | 2 |
Posizioni
| Corporate Officer/Principal | 93 |
| Undergraduate Degree | 64 |
| Portfolio Manager-Equities | 47 |
| Analyst-Equity | 46 |
| Masters Business Admin | 38 |
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