Provenienza dei contatti di primo grado di Jill Keefer-Hugill
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Davidson Trust Co.
Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts
8
| Extinct | Investment Managers | 8 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jill Keefer-Hugill tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Analyst-Equity | |
VALUE LINE, INC. | Publishing: Books/Magazines | Corporate Officer/Principal | |
WSFS FINANCIAL CORPORATION | Savings Banks | Corporate Officer/Principal | |
Glenmede Investment Management LP
Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors. | Investment Managers | Corporate Officer/Principal | |
Emerald Advisers LLC
Emerald Advisers LLC Investment ManagersFinance Emerald Advisers, Inc. (Emerald) is a SEC-registered investment advisor headquartered in Leola, Pennsylvania. The firm was founded in 1991 by Joseph Besecker and Scott Rehr. They are a wholly-owned subsidiary of Emerald Asset Management PA LLC, ultimately held by 1251 Capital Group, Inc. Emerald provides discretionary advisory services to institutional, governmental, trusts, estates, charitable and high net worth individuals. | Investment Managers | Corporate Officer/Principal | |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Analyst-Equity | |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Portfolio Manager-Equities | |
Provident Trust Co.
Provident Trust Co. Investment ManagersFinance Provident Trust Co. is a privately-owned SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded in 1999 by James Scott Harkness. Provident Trust provides portfolio management services to individuals, high net-worth individuals, trusts, estates, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, investment companies and investment advisers. | Investment Managers | Portfolio Manager-Equities | |
The Haverford Trust Co.
The Haverford Trust Co. Investment ManagersFinance The Haverford Trust Co. is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1979 and is owned by Drexel Morgan & Co. Haverford Trust provides trust and investment management services to a wide range of individuals and institutional investors. | Investment Managers | Analyst-Equity Analyst-Equity | |
Conestoga Capital Advisors LLC
Conestoga Capital Advisors LLC Investment ManagersFinance Conestoga Capital Advisors LLC (CCA) is an independent, SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was co-founded in 2001 by William "Bill" Martindale, Jr., Robert "Bob” Mitchell, Duane R. D’Orazio and W. Christopher “Chris” Maxwell. CCA offers investment management services on a discretionary or non-discretionary basis to separately managed accounts and mutual funds. | Investment Managers | Portfolio Manager-Equities | |
University of Notre Dame | College/University | Undergraduate Degree | |
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Investment Managers | Portfolio Manager-Equities | |
Fiduciary Trust Company International of Pennsylvania
Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations. | Investment Managers | Portfolio Manager-Equities | |
Dartmouth College | College/University | Masters Business Admin | |
University of Pennsylvania | College/University | Masters Business Admin | |
George Washington University | College/University | Masters Business Admin | |
White & Case LLP
White & Case LLP Miscellaneous Commercial ServicesCommercial Services White & Case LLP provides legal services. The company's clients include commercial businesses, financial institutions, government, and state-owned entities. It has offices in the United States, Latin America, Europe, the Middle East, Africa, and Asia. The company was founded in 1901 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Wilmington Savings Fund Society, FSB
Wilmington Savings Fund Society, FSB Regional BanksFinance Wilmington Savings Fund Society, FSB provides financial services. It operates as a locally managed community banking institution serving Delaware Valley families and businesses of all sizes. Its subsidiaries or divisions include, cash connect, Christiana trust, Christiana trust company of DE, cypress capital management, powder mill financial solutions, WSFS wealth investments, west capital management and WSFS mortgage. The company was founded in 1832 and is headquartered in Wilmington, DE. | Regional Banks | Corporate Officer/Principal | |
McClain Value Management LLC
McClain Value Management LLC Investment ManagersFinance McClain Value Management LLC (MVM) is an independent asset management firm headquartered in New Canaan, Connecticut. The firm was founded by Phillip McClain in 2001. MVM manages discretionary accounts for a variety of clients, such as high-net worth individuals, trusts, foundations, endowments, and pension funds. | Investment Managers | Sales & Marketing | |
Drexel Morgan Capital Advisers, Inc.
Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Investment Managers | Portfolio Manager-Equities | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin | |
Hampden-Sydney College | College/University | Undergraduate Degree | |
University of Baltimore | College/University | Undergraduate Degree | |
First American Bank (Asset Management)
First American Bank (Asset Management) Investment ManagersFinance First American Bank is an asset management firm headquartered in Dundee, Illinois. The firm is a subsidiary of First American Bank Corp. They provide a full spectrum of investment management services and products for individuals, trusts, employer-sponsored retirement plans, charitable organizations and privately held businesses. | Investment Managers | Corporate Officer/Principal | |
Vassar College | College/University | Undergraduate Degree | |
University of Richmond | College/University | Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree | |
The State University of New York | College/University | Undergraduate Degree | |
Verdis Investment Management LLC
Verdis Investment Management LLC Investment ManagersFinance Verdis Investment Management LLC (Verdis) is a SEC-registered investment advisor and hedge fund manager headquartered in West Conshohocken, Pennsylvania. The firm was founded by James Biddle in 2004 and is a subsidiary of ViosCapital LLC. Verdis provides management services and investment advisory: (i) on a discretionary basis, to certain privately placed pooled investment vehicles (Verdis Funds) and (ii) on a discretionary or non-discretionary basis, to separately managed accounts and wealth advisory clients. | Investment Managers | Corporate Officer/Principal | |
United Way of Greater Philadelphia & Southern New Jersey
United Way of Greater Philadelphia & Southern New Jersey Miscellaneous Commercial ServicesCommercial Services United Way of Greater Philadelphia & Southern New Jersey provides social services. It helps in education, financial stability and health sectors. The company was founded in 1921 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Haverford Financial Services, Inc.
Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions. | Investment Managers | Analyst-Equity | |
Harvest Financial Partners
Harvest Financial Partners Investment ManagersFinance Harvest Financial Partners (Harvest) is an independent, SEC-registered investment advisor headquartered in Paoli, Pennsylvania. Founded in 2008, Harvest offers investment and financial-planning advice to individual and institutional clients. | Investment Managers | Chief Investment Officer |
Statistiche
Distribuzione geografica
Stati Uniti | 45 |
Hong Kong | 2 |
Settori
Finance | 30 |
Consumer Services | 14 |
Commercial Services | 3 |
Posizioni
Portfolio Manager-Equities | 22 |
Corporate Officer/Principal | 18 |
Analyst-Equity | 9 |
Undergraduate Degree | 8 |
Portfolio Manager-Fixed Income | 5 |
Contatti più connessi
Insiders | |
---|---|
Jeff Bagley | 11 |
Jim Wright | 9 |
Peter J. Niedland | 8 |
Glen Reyburn | 8 |
Wayne G. LeSage | 7 |
Ray Sague | 6 |
Rob C. Lodge | 6 |
Steve R. Burns | 3 |
- Borsa valori
- Insiders
- Jill Keefer-Hugill
- Connessioni Società