Jeff Bernier
Head-Equity Investments presso J. M. Forbes & Co. LLP
Provenienza dei contatti di primo grado di Jeff Bernier
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
John Hancock Financial Services, Inc.
 John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA.
22
| Subsidiary | Life/Health Insurance | 22 |
Scudder Stevens & Clark Inc
22
| Extinct | Investment Managers | 22 |
Wachovia Securities, Inc.
21
| Extinct | Investment Banks/Brokers | 21 |
Metropolitan Life Insurance Co. (Investment Portfolio)
 Metropolitan Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Metropolitan Life Insurance Co. (Investment Portfolio) (MetLife-IM) is the insurance management division of Metropolitan Life Insurance Co., which is owned by MetLife, Inc. (NYSE: MET), a global provider of insurance, annuities and employee benefit programs. The firm is headquartered in New York City with additional office in Morristown, New Jersey. MetLife-IM offers group dental benefit plans for individuals, employees, retirees and their families and provides dental plan administration for over 20 million people. The firm provides disability products for individuals, as well as employee and association groups who receive them through their employer.
9
| Operating Division | Investment Managers | 9 |
J. M. Forbes & Co. LLP
 J. M. Forbes & Co. LLP Investment ManagersFinance J. M. Forbes & Co. LLP (JM Forbes & Co.) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1838, JM Forbes & Co. provides investment advice and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and corporations.
5
| Private Company | Investment Managers | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jeff Bernier tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| JOHN HANCOCK INVESTMENTS - JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member President Compliance Officer | |
| JOHN HANCOCK INVESTORS TRUST | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member Director/Board Member Compliance Officer | |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member President Compliance Officer | |
| JOHN HANCOCK PREFERRED INCOME FUND III | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member President Compliance Officer | |
| JOHN HANCOCK PREFERRED INCOME FUND | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member President Compliance Officer | |
| JOHN HANCOCK PREFERRED INCOME FUND II | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member President Compliance Officer | |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Chief Operating Officer President Compliance Officer | |
John Hancock Variable Trust Advisers LLC
 John Hancock Variable Trust Advisers LLC Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Variable Trust Advisers LLC is a company that provides fund management services. The company is based in Boston, MA. The company was founded in 1997. Andrew Grant Arnott has been the CEO of the company since 2006. | Investment Banks/Brokers | Corporate Officer/Principal President General Counsel Chief Operating Officer Chairman Compliance Officer | |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member President Compliance Officer | |
| JOHN HANCOCK INCOME SECURITIES TRUST | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Chief Operating Officer Director/Board Member Compliance Officer | |
| JOHN HANCOCK HEDGED EQUITY & INCOME FUND | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member President Compliance Officer | |
John Hancock Emerging Markets Income Fund
 John Hancock Emerging Markets Income Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Emerging Markets Income Fund is a non-diversified, closed-end management investment company. Its objective is to provide high current income and its secondary investment objective is to seek capital appreciation. The company was founded in 2011 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer General Counsel Director/Board Member Director/Board Member Compliance Officer | |
Hancock John Flexible Income Opportunities Fund
 Hancock John Flexible Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Hancock John Flexible Income Opportunities Fund is a non-diversified, closed-end management investment company. Its objective is to provide current income with the potential for capital appreciation. The company was founded on July 19, 2011 and is headquartered in Boston, MA | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer Director/Board Member Director/Board Member Compliance Officer | |
| John Hancock Funds II | Investment Trusts/Mutual Funds | Treasurer General Counsel Chief Operating Officer Chief Executive Officer Compliance Officer | |
| John Hancock Variable Insurance Trust | Investment Trusts/Mutual Funds | Treasurer General Counsel Chief Operating Officer Chief Executive Officer Compliance Officer | |
| Boston College | College/University | Undergraduate Degree Graduate Degree Masters Business Admin Masters Business Admin | |
John Hancock Municipal Securities Trust
 John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA. | Finance/Rental/Leasing | Treasurer General Counsel President Compliance Officer | |
| John Hancock Funds LLC | Investment Trusts/Mutual Funds | Chief Executive Officer General Counsel Chief Executive Officer Chairman | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Director/Board Member Portfolio Manager-Equities Director/Board Member Analyst-Equity | |
| MANULIFE FINANCIAL CORPORATION | Multi-Line Insurance | Chairman President Corporate Officer/Principal Compliance Officer | |
| University of Pennsylvania | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
John Hancock Funds, Inc.
 John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Investment Banks/Brokers | President Chief Operating Officer Compliance Officer | |
| John Hancock Funds III | Investment Trusts/Mutual Funds | Treasurer Chief Executive Officer Compliance Officer | |
| University of Vermont | College/University | Undergraduate Degree Chairman 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 Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
The Berkeley Financial Group LLC
 The Berkeley Financial Group LLC Life/Health InsuranceFinance Part of Manulife Financial Corp., The Berkeley Financial Group LLC is an insurance concern. The company is based in Boston, MA. Keith Frederick Hartstein has been the CEO of the company since 2005. | Life/Health Insurance | Chief Executive Officer Corporate Secretary Chief Operating Officer | |
| Boston University | College/University | Director/Board Member Director/Board Member Undergraduate Degree | |
John Hancock Life Insurance Co. (USA) (Investment Portfolio)
 John Hancock Life Insurance Co. (USA) (Investment Portfolio) Investment ManagersFinance John Hancock Life Insurance Co. (USA) (Investment Portfolio) is the investment portfolio division of John Hancock Life Insurance Co. (USA), an insurance company headquartered in Boston, Massachusetts. The firm is a subsidiary of The Manufacturers Investment Corp., ultimately held by Manulife Financial Corp. (TSX, NYSE: MFC) in Canada. | Investment Managers | General Counsel Compliance Officer Director of Finance/CFO | |
| Syracuse University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
The Society of Actuaries
 The Society of Actuaries Miscellaneous Commercial ServicesCommercial Services The Society of Actuaries is an organization that provides research and industry news on various topics such as health care, predictive analytics, climate change, risk management, life insurance, modeling, pension and retirement, public policy, law and regulation. The private company is based in Schaumburg, IL. The company aims to help individuals advance their careers. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Massachusetts Mutual Life Insurance Co.
 Massachusetts Mutual Life Insurance Co. Life/Health InsuranceFinance Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA. | Life/Health Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
| UNITED PARKS & RESORTS INC. | Movies/Entertainment | Chief Executive Officer Director/Board Member | |
The American Academy of Actuaries
 The American Academy of Actuaries Miscellaneous Commercial ServicesCommercial Services The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
| John Hancock Signature Services, Inc. | Chairman Director/Board Member | ||
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Fixed Income Corporate Officer/Principal | |
| Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree | |
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Investment Managers | Portfolio Manager-Equities Director of Research - Equity | |
| Harvard Law School | College/University | Graduate Degree Graduate Degree | |
Metropolitan Life Insurance Co.
 Metropolitan Life Insurance Co. Multi-Line InsuranceFinance Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY. | Multi-Line Insurance | Corporate Officer/Principal Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
| Canada | 2 |
Settori
| Miscellaneous | 18 |
| Finance | 18 |
| Consumer Services | 13 |
| Commercial Services | 4 |
Posizioni
| Corporate Officer/Principal | 228 |
| Director/Board Member | 181 |
| Undergraduate Degree | 66 |
| President | 62 |
| Independent Dir/Board Member | 57 |
Contatti più connessi
| Insiders | |
|---|---|
| Benjamin Duster | 37 |
| Keith Frederick Hartstein | 34 |
| Salvatore Schiavone | 32 |
| Hugh C. McHaffie | 25 |
| John G. Vrysen | 25 |
| Francis Knox | 24 |
| Thomas M. Kinzler | 24 |
| Michael Bell | 22 |
| Deborah McAneny | 21 |
| Michel Khalaf | 19 |
| Richard DeWolfe | 17 |
| Maureen Goldfarb | 16 |
| William Green | 15 |
| Jane Freeman | 15 |
| Burland Bland East | 13 |
- Borsa valori
- Insiders
- Jeff Bernier
- Connessioni Società
