Jodi Lynn Neuman
Gestore di Portafoglio-Azioni presso Trillium Asset Management LLC
Provenienza dei contatti di primo grado di Jodi Lynn Neuman
Entità | Tipo di entità | Settore Industriale | |
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Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients.
27
| Subsidiary | Investment Managers | 27 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jodi Lynn Neuman tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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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 | Corporate Officer/Principal | |
STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal | |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-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, and to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal | |
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Investment Managers | Corporate Officer/Principal | |
Factory Mutual Insurance Co.
Factory Mutual Insurance Co. Specialty InsuranceFinance Factory Mutual Insurance Co. provides commercial and industrial property insurance worldwide. Its products include sustainability select, cargo insurance, alternative risk transfer:Rent-A-Captain and business interruption coverage. The firm services include boiler and machinery services, predictive analytics and claims services. The company was founded in 1999 and is headquartered in Johnston, RI. | Specialty Insurance | Corporate Officer/Principal | |
Glass, Lewis & Co. LLC
Glass, Lewis & Co. LLC Investment ManagersFinance Glass, Lewis & Co. LLC (Glass Lewis) is an independent investment research firm headquartered in San Francisco, California. The firm was founded in 2003 by Kevin J. Cameron & Gregory P. Taxin. Glass Lewis provides investment research and advice on proxy votes to institutional investor and?publicly listed?companies. Their clients include pension plans, mutual funds, and asset managers. | Investment Managers | Corporate Officer/Principal | |
Green Century Capital Management, Inc.
Green Century Capital Management, Inc. Investment ManagersFinance Green Century Capital Management, Inc. (Green Century) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Mindy S. Lubber in 1991 and is a subsidiary of Paradigm Partners. They serve as the investment advisor to the Green Century Funds. Green Century is a signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
Dartmouth College | College/University | Undergraduate Degree | |
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 | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin | |
Asset Management Corp.
Asset Management Corp. Investment ManagersFinance Asset Management Corp. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Plano, Texas. Founded in 1986, the firm provides portfolio management services to individuals, high net worth-individuals, profit-sharing plans, charitable institutions, foundations, endowments, private investment funds and trust programs. | Investment Managers | Corporate Officer/Principal | |
Adams Harkness & Hill Investment Banking
Adams Harkness & Hill Investment Banking Investment ManagersFinance Part of Canaccord Genuity Group, Inc., Adams Harkness & Hill Investment Banking is a company based in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Progressive Investment Management Corp.
Progressive Investment Management Corp. Investment ManagersFinance Progressive Investment Management Corp. (Progressive) is an independent, SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1987 as Portfolio 21 Investments, Inc. Progressive provides investment management services on a discretionary basis to individuals, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm offers separately managed accounts that may invest in individual stocks and bonds, mutual funds and Exchange Traded Funds (ETFs) that uses several investment strategies. | Investment Managers | Chief Investment Officer Investment Committee Member Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Social Investment Research Service, Inc.
Social Investment Research Service, Inc. Publishing: Books/MagazinesConsumer Services Part of Deutsche Börse AG, Social Investment Research Service, Inc. is a company that provides comprehensive and impartial social screening services to the investment community. The company is based in Bethesda, MD. Social Investment Research Service was acquired by Institutional Shareholder Services, Inc., part of Deutsche Börse AG from February 26, 2021 on September 09, 1999. | Publishing: Books/Magazines | Corporate Officer/Principal | |
Boston Common Asset Management LLC
Boston Common Asset Management LLC Investment ManagersFinance Boston Common Asset Management LLC (Boston Common) is an independent, employee-owned, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Francisco, California. The firm was founded by Geeta B. Aiyer in 2002. Boston Common provides discretionary investment management services to charitable organizations, pension and profit sharing plans, state entities, taxable and tax-exempt institutional clients, high net-worth individuals, commingled investment vehicles and mutual funds. | Investment Managers | Sales & Marketing | |
Bidwell & Co.
Bidwell & Co. Investment Banks/BrokersFinance Part of The Charles Schwab Corp., Bidwell & Co. is a company that provides online trading and brokerage services. The company is based in Portland, OR. The company was founded by H. Gerald Bidwell. Bidwell was acquired by Ameritrade Holding Corp. on January 05, 2004. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
Calamos Advisors LLC
Calamos Advisors LLC Investment ManagersFinance Calamos Advisors LLC is a SEC-registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Bentley University | College/University | Graduate Degree Masters Business Admin | |
Boston College | College/University | Undergraduate Degree Graduate Degree | |
Brandeis University | College/University | Graduate Degree | |
The College of William & Mary | College/University | Undergraduate Degree | |
Yale University | College/University | Doctorate Degree Graduate Degree | |
Montana State University | College/University | Undergraduate Degree | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
Nichols College | College/University | Undergraduate Degree | |
Plymouth State University | College/University | Undergraduate Degree | |
Portland State University | College/University | Masters Business Admin | |
University of Guelph | College/University | Graduate Degree | |
University of Toronto | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Masters Business Admin | |
Calamos Investments LLC
Calamos Investments LLC Investment ManagersFinance Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. | Investment Managers | Head-Equity Investments Head-Equity Investments | |
US SIF
US SIF Miscellaneous Commercial ServicesCommercial Services US SIF is a forum for sustainable and responsible investment that aims to shift investment practices towards sustainability and generate positive social and environmental impacts. The non-profit company is based in Washington. Its members include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, community investing organizations, and nonprofit associations. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The State University of New York | College/University | Undergraduate Degree | |
Dongbei University of Finance & Economics | College/University | Undergraduate Degree | |
F.W. Olin Graduate School of Business | College/University | Masters Business Admin | |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | Investment Managers | Analyst-Equity | |
NorthStar Asset Management, Inc.
NorthStar Asset Management, Inc. Investment ManagersFinance NorthStar Asset Management, Inc. (NorthStar) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Julie N.W. Goodridge in 1990. They manage assets for individuals, families, trusts, and not-for-profit organizations who are interested in socially responsible investing. NorthStar is a signatory to the UN Principles of Responsible Investment (UNPRI), member of the Shareholder Rights Group, US SIF: The Forum for Sustainable and Responsible Investment, and Confluence Philanthropy. | Investment Managers | Corporate Officer/Principal | |
Pro Mujer, Inc.
Pro Mujer, Inc. Finance/Rental/LeasingFinance Pro Mujer, Inc. is a non profit organization, which engages in the provision of financial services for charity. The company was founded by Emerita Lynne Patterson and Carmen Velasco in 1990 and is headquartered in Manhasset, NY. | Finance/Rental/Leasing | Director/Board Member | |
Whitman College | College/University | Undergraduate Degree | |
University of Vermont | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 45 |
Canada | 3 |
Cina | 2 |
Settori
Finance | 24 |
Consumer Services | 24 |
Commercial Services | 2 |
Posizioni
Corporate Officer/Principal | 38 |
Portfolio Manager-Equities | 36 |
Analyst-Equity | 28 |
Undergraduate Degree | 25 |
Graduate Degree | 10 |
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