Heydon Traub
Amministratore Delegato presso Traub Capital Management LLC
Provenienza dei contatti di primo grado di Heydon Traub
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
The University of Chicago
310
| College/University | Other Consumer Services | 310 |
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.
153
| Subsidiary | Investment Managers | 153 |
Brandeis University
83
| College/University | Other Consumer Services | 83 |
The Boston Security Analysts Society, Inc.
68
| Non-Profit Organization | 68 | |
Traub Capital Management LLC
 Traub Capital Management LLC Investment ManagersFinance Traub Capital Management LLC (TCM) is an independent, SEC-registered investment advisor headquartered in Needham, Massachusetts. The firm was founded by Heydon Traub in 2003, and provides portfolio management services to individuals, high net-worth individuals, corporate retirement and profit-sharing plans, and trusts.
2
| Private Company | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Heydon Traub tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| CSP INC. | Information Technology Services | Director/Board Member Director/Board Member Director/Board Member | |
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 | Portfolio Manager-Equities Analyst-Equity Trading-Equity | |
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 | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 Analyst-Equity Corporate Officer/Principal | |
| SPORT-HALEY HOLDINGS INC | Wholesale Distributors | Chief Executive Officer Director/Board Member Director/Board Member | |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal President Corporate Officer/Principal | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal President Corporate Officer/Principal | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Corporate Officer/Principal Portfolio Manager-Fixed Income | |
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
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, TSE: 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 Analyst-Equity Portfolio Manager-Fixed Income Market Strategist Portfolio Manager-Equities | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity | |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Eaton Vance Short Duration Strategic Income Fund
 Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree 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 | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Corporate Officer/Principal | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Drexel University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Breckinridge Capital Advisors, Inc.
 Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | Investment Managers | Portfolio Manager-Fixed Income Director of Research - Fxd Inc Analyst-Fixed Income | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
| Boston College | College/University | Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Bentley University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
| University of Massachusetts | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Suffolk University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree | |
State Street Global Advisors
 State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Chief Executive Officer Director/Board Member Sales & Marketing Corporate Officer/Principal | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Wallace E Carroll School of Management | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
| Sawyer Business School | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
| Providence College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston Municipal Analysts Forum | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| NEWSTAR FINANCIAL INC | Finance/Rental/Leasing | Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Doctorate Degree Doctorate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Israele | 2 |
| Hong Kong | 2 |
Settori
| Finance | 18 |
| Consumer Services | 17 |
| Miscellaneous | 13 |
| Technology Services | 2 |
| Distribution Services | 2 |
Posizioni
| Corporate Officer/Principal | 331 |
| Director/Board Member | 113 |
| Undergraduate Degree | 96 |
| Portfolio Manager-Equities | 78 |
| Masters Business Admin | 55 |
Contatti più connessi
| Insiders | |
|---|---|
| Punita Kumar Sinha | 48 |
| Cindy Clemson | 33 |
| Adam Andrew Weigold | 25 |
| Craig Brandon | 23 |
| Fernando Diaz | 21 |
| Geoff S. Oblak | 19 |
| William H. Ahern | 18 |
| Erik Thoresen | 18 |
| Mike Allison | 18 |
| Punita Kumar Sinha | 15 |
| Nicholas A. Lopardo | 14 |
| Michael Frankel | 14 |
| Norton H. Reamer | 13 |
| Charles Jobson | 13 |
| Christian Cameron Bertelsen | 12 |
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