James K. Schmidt
Direttore/Membro del Consiglio presso KBW LLC
Provenienza dei contatti di primo grado di James K. Schmidt
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
John Hancock Advisers, Inc.
 John Hancock Advisers, Inc. Investment ManagersFinance Boston-based John Hancock Advisers, Inc. (JHA) is the mutual fund affiliate of John Hancock Financial Services, Inc. and manages the John Hancock family of retail and institutional mutual funds, as well as separate equity portfolios for private accounts and retirement plans for individual and institutional investors. In 2003, Manulife Financial Corp. (TSX, NYSE: MFC) and John Hancock Financial Services, Inc. (NYSE: JHF) announced that they would merge and would thus create a leading global insurance franchise. The combined company will market products and services under multiple brands including John Hancock in the US and Manulife in Canada and the US.
69
| Extinct | Investment Managers | 69 |
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.
28
| Subsidiary | Investment Managers | 28 |
KBW LLC
 KBW LLC Investment Banks/BrokersFinance KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY.
18
| Subsidiary | Investment Banks/Brokers | 18 |
Herald National Bank
 Herald National Bank Major BanksFinance Herald National Bank provides services to the commercial and private banking needs of small to mid-size businesses and high-net-worth individuals in the New York metropolitan area. It offers personal and business services. The company is headquartered in New York, NY.
5
| Extinct | Major Banks | 5 |
Diamond Hill Financial Trends Fund, Inc.
 Diamond Hill Financial Trends Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Diamond Hill Financial Trends Fund, Inc. is a diversified closed-end management investment company. Its investment objectives are to provide long-term capital growth by investing in companies selling for less than and shorting companies selling for more than its appraisal of intrinsic value; and seek positive total return on both long and short positions. The company was founded on July 3, 1989 and is headquartered in Columbus, OH.
2
| Extinct | Investment Trusts/Mutual Funds | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a James K. Schmidt tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Graduate 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 | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal Chairman Analyst-Equity Chief Executive Officer Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston University | College/University | Graduate Degree Undergraduate Degree Graduate Degree 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 | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Massachusetts | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | President Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
| Rutgers State University of New Jersey | College/University | Corporate Officer/Principal Masters Business Admin Doctorate Degree | |
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 | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| STIFEL FINANCIAL CORP. | Investment Managers | Director/Board Member Corporate Officer/Principal Private Equity Investor | |
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 | Portfolio Manager-Equities Portfolio Manager-Equities | |
Bright Rock Capital Management LLC
 Bright Rock Capital Management LLC Investment ManagersFinance Bright Rock Capital Management LLC (BRCM) is a registered investment advisor headquartered in Hanover, Massachusetts and was founded in 2010. The firm is a subsidiary of Rockland Trust Co. and their ultimate parent is Independent Bank Corp. (NASDAQ: INDB). BRCM offers investment advisory services to the Bright Rock Funds, high-net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
| Lesley University | College/University | Graduate Degree Graduate Degree | |
Essex Investment Management Co. LLC
 Essex Investment Management Co. LLC Investment ManagersFinance Essex Investment Management Co. LLC (Essex) is an independent registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Hazard and Joseph McNay in 1976. Essex provides investment management services on a discretionary basis to institutional clients, such as employee benefits plans, endowment funds, foundations, religious organizations, and mutual funds. The firm also provides investment management services to individuals (private clients), limited partnerships and limited liability companies. | Investment Managers | Analyst-Equity Analyst-Equity | |
Cushing Asset Management LP
 Cushing Asset Management LP Investment ManagersFinance Cushing Asset Management LP is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2003 and they are a wholly-owned subsidiary of Swank Capital LLC. Cushing Asset Management provides investment management services on a discretionary basis to high net-worth individuals and institutional investors through Private Funds, Mutual Funds, ETFs, Closed-End Funds and Managed Accounts. They also offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers. | Investment Managers | Analyst-Equity Analyst-Equity | |
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. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Federal Reserve Bank of Boston | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Bentley University | 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 | Analyst-Fixed Income Analyst-Fixed Income | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
| Bryant University | College/University | Undergraduate Degree Undergraduate Degree | |
The Urban Land Institute
 The Urban Land Institute Miscellaneous Commercial ServicesCommercial Services The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
International Council of Shopping Centers, Inc.
 International Council of Shopping Centers, Inc. Real Estate Investment TrustsFinance International Council of Shopping Centers, Inc. serves the global retail real estate industry. Its programs include webinars, global awards program, exhibit, sponsorship and advertising, opportunities. The company was founded in 1957 and is headquartered in New York, NY. | Real Estate Investment Trusts | Corporate Officer/Principal Corporate Officer/Principal | |
National Association of Real Estate Investment Trusts, Inc.
 National Association of Real Estate Investment Trusts, Inc. Real Estate Investment TrustsFinance National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997. | Real Estate Investment Trusts | Corporate Officer/Principal Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Masters Business Admin | |
| Iona College | College/University | Masters Business Admin Undergraduate Degree | |
| Brandeis University | College/University | Graduate Degree Undergraduate Degree | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Masters Business Admin | |
Logan Capital Management, Inc.
 Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Masters Business Admin | |
| Lafayette College | College/University | Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
The American Ireland Fund
 The American Ireland Fund Investment ManagersFinance The American Ireland Fund raises funds for the support programs of peace and reconciliation, arts and culture, education, and community development throughout the island of Ireland. The company was founded by Anthony J.F. O'Reilly and Daniel M. Rooney in 1976 and is headquartered in Boston, MA. | Investment Managers | Director/Board Member Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Israele | 2 |
| Francia | 2 |
Settori
| Finance | 26 |
| Consumer Services | 21 |
| Commercial Services | 5 |
| Government | 2 |
Posizioni
| Corporate Officer/Principal | 144 |
| Director/Board Member | 131 |
| Portfolio Manager-Equities | 82 |
| Undergraduate Degree | 81 |
| Analyst-Equity | 70 |
Contatti più connessi
| Insiders | |
|---|---|
| Michael Zimmerman | 27 |
| David Perez | 23 |
| James A. Shepherdson | 21 |
| Christopher Condron | 21 |
| Russell Jacob Page | 19 |
| Robert Giambrone | 17 |
| David S. Bagatelle | 16 |
| Sheila McGrath | 16 |
| Barry Evans | 15 |
| Simon Leopold | 14 |
| Justin Green | 13 |
| Daniel Maurice Healy | 13 |
| Andrew M. Senchak | 12 |
| Rob Junkin | 11 |
| Thomas M. Finucane | 10 |
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