John B. Mortenson
Gestore di Portafoglio-Azioni presso The Washington Trust Co. of Westerly (Investment Management)
Provenienza dei contatti di primo grado di John B. Mortenson
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Merrimack College
16
| College/University | Other Consumer Services | 16 |
The Washington Trust Co. of Westerly (Investment Management)
 The Washington Trust Co. of Westerly (Investment Management) Investment ManagersFinance The Washington Trust Co. of Westerly (Investment Management) (WTC-IM) is the asset management division of The Washington Trust Co. of Westerly, a community bank headquartered in Westerly, Rhode Island. The firm was founded in 1902 and is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTC-IM offers a range of personal and business financial services which includes trust services, investment management services and wealth management services. They manage portfolios for individuals, institutions and ERISA pension plans.
11
| Operating Division | Investment Managers | 11 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a John B. Mortenson tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| WASHINGTON TRUST BANCORP, INC. | Regional Banks | Director/Board Member Chief Executive Officer Chief Executive Officer | |
| MERCURY SYSTEMS, INC. | Aerospace & Defense | Chief Tech/Sci/R&D Officer | |
Cigna Investments, Inc.
 Cigna Investments, Inc. Investment ManagersFinance Cigna Investments, Inc. (CII) is a SEC-registered investment advisor headquartered in Bloomfield, Connecticut. Formerly known as TimesSquare Capital Management, Inc., the firm was founded in 1982 and is a subsidiary of Cigna Investment Group, Inc., ultimately held by The Cigna Group (NYSE: CI), a global health services company. CII provides investment advisory services to institutional clients comprised of Cigna affiliated insurance companies, their respective general and separate accounts, other Cigna affiliated companies, pension plans, charitable organizations and private funds. | Investment Managers | Portfolio Manager-Equities | |
Citizens Bank, NA (Investment Management)
 Citizens Bank, NA (Investment Management) Investment ManagersFinance Citizens Bank, NA (Investment Management) (Citizens Bank-IM) is the investment management division of Citizens Bank, NA, ultimately owned by Citizens Financial Group, Inc. (NYSE: CFG). The firm manages assets for individuals and institutions. Citizens Bank-IM is headquartered in Providence, Rhode Island. | Investment Managers | Director of Finance/CFO Portfolio Manager-Equities | |
The Penn Mutual Life Insurance Co.
 The Penn Mutual Life Insurance Co. Life/Health InsuranceFinance The Penn Mutual Life Insurance Co. provides life insurance services. It offers term life, major medical, annuities, disability, long term care, and consultancy services to trades unions, individuals, and business marketplace. The company was founded in 1847 and is headquartered in Horsham, PA. | Life/Health Insurance | Corporate Officer/Principal | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Bentley University | College/University | Graduate Degree Graduate Degree Graduate Degree Graduate Degree | |
| Rhode Island Commodores | Corporate Officer/Principal Corporate Officer/Principal | ||
| University of Rhode Island | College/University | Graduate Degree Undergraduate Degree | |
The Rhode Island Foundation
 The Rhode Island Foundation Miscellaneous Commercial ServicesCommercial Services The Rhode Island Foundation operates as a community and philanthropic organization. The company was founded by Jesse H. Metcalf in 1916 and is headquartered in Providence, RI. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Rhode Island Community Food Bank Association | President Chairman | ||
Delta Dental of Rhode Island
 Delta Dental of Rhode Island Life/Health InsuranceFinance Delta Dental of Rhode Island is a non-profit organization which provides dental insurance services. It offers dental risk assessment, , dental definitions, Children's dental health, and TeethFirst. The organization was founded in 1959 and is headquartered in Providence, RI. | Life/Health Insurance | Director/Board Member Director/Board Member | |
The Greater Providence Chamber of Commerce
 The Greater Providence Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Greater Providence Chamber of Commerce is an organization focused on supporting small business development. The non-profit company is based in Providence, RI. The company offers a free business directory and various benefits to their members. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Providence College | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree | |
Washington Trust Mortgage Co. LLC
 Washington Trust Mortgage Co. LLC Finance/Rental/LeasingFinance Washington Trust Mortgage Co. LLC originates residential real estate mortgage loans, including construction, purchase and refinancing, through its offices in Massachusetts, Connecticut and Rhode Island. The company is headquartered in Westerly, RI. | Finance/Rental/Leasing | Corporate Officer/Principal Corporate Officer/Principal | |
NASDAQ
 NASDAQ Investment Banks/BrokersFinance Part of Nasdaq, Inc., NASDAQ is a stock exchange. | Investment Banks/Brokers | Corporate Officer/Principal | |
Owl Rock Capital Partners LP
 Owl Rock Capital Partners LP Investment ManagersFinance Owl Rock Capital Partners LP provides direct lending solutions. It specializes seeking capital and provides income-seeking investors access to private credit strategies that offers the potential to generate income and attractive risk-adjusted returns through investment in middle market loans. The company was founded by Douglas Irving Ostrover, Marc S. Lipschultz and Craig W. Packer in 2016 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| FGL HOLDINGS | Life/Health Insurance | Director/Board Member | |
| Kellogg School of Management | College/University | Masters Business Admin | |
Missionsquare Retirement
 Missionsquare Retirement Financial ConglomeratesFinance Missionsquare Retirement offers financial planning and manages retirement plans. It offers investment options, advisory services, financial plans and long-term care insurance quotes. The company was founded in 1972 and is headquartered in Washington, DC. | Financial Conglomerates | Corporate Officer/Principal | |
| AMBASSADORS GROUP INC | Miscellaneous Commercial Services | Director/Board Member | |
Tyco International (US), Inc.
 Tyco International (US), Inc. Miscellaneous Commercial ServicesCommercial Services Tyco International (US), Inc. engages in the provision of security, fire protection, and detection products and services. The company is headquartered in Exeter, NH. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
New Jersey Division of Investment
 New Jersey Division of Investment Investment ManagersFinance The New Jersey Division of Investment (NJDI) is a State-owned pension fund manager headquartered in Trenton, New Jersey. NJDI was founded in 1950 and is responsible for the investment management of the seven public pension systems that comprise the New Jersey Pension Fund and the State of New Jersey Cash Management Fund. The Pension Fund supports the retirement plans of active and retired employees in seven public pension systems: Consolidated Police and Firemen’s Pension Fund, the Judicial Retirement System, the Police and Firemen’s Retirement System, the Prison Officers’ Pension Fund, the Public Employees’ Retirement System, the State Police Retirement System and the Teachers’ Pension & Annuity Fund. | Investment Managers | Chief Investment Officer | |
| Loyola College | College/University | Graduate Degree | |
| Boston College | College/University | Undergraduate Degree | |
Berkeley Point Capital LLC
 Berkeley Point Capital LLC Financial ConglomeratesFinance Berkeley Point Capital LLC provides capital solutions. It offers conventional, multi-asset, affordable products. The firm also provides debt, deal library, servicing & asset management, news and insights services. The company was founded in 1998 and is headquartered in Bethesda, MD. ^ ^ ^ | Financial Conglomerates | Corporate Officer/Principal | |
Boston Capital Corp.
 Boston Capital Corp. Investment ManagersFinance Founded in 1974 by Jack Manning and Herb Collins, Boston Capital Corp. is a real estate financing and investment firm located in Boston. | Investment Managers | Corporate Officer/Principal | |
| State of Rhode Island | Province/State | Corporate Officer/Principal | |
| Indiana Gaming Commission | Corporate Officer/Principal | ||
Pronoun, Inc.
 Pronoun, Inc. Commercial Printing/FormsCommercial Services Pronoun, Inc. operates as an eBook publisher. It offers eBook creation, eBook distribution, sales tracking for any of retailer accounts, print on demand, marketing and public relations, cover design, copy editing, and book scanning. The firm also provides content from writers, and professionally shot and edited videos by filmmakers. Its platform enables to read books, watch videos, and connect with authors and friends through social media. Pronoun was founded by Bradley J. Inman and Matthew Cavnar in 2008 and is headquartered in New York, NY. | Commercial Printing/Forms | Corporate Officer/Principal | |
| University of Massachusetts Lowell | College/University | Graduate Degree | |
The Financial Advisors LLC
 The Financial Advisors LLC Investment ManagersFinance The Financial Advisors LLC (TFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Andover, Massachusetts. The firm was founded by Richard Sumberg in 1992. TFA offers investment management and financial planning services to individuals, trusts, estates, charitable organizations, businesses and retirement plans. | Investment Managers | Investment Committee Member | |
Pawcatuck Neighborhood Center, Inc.
 Pawcatuck Neighborhood Center, Inc. Miscellaneous Commercial ServicesCommercial Services Pawcatuck Neighborhood Center, Inc. operates as a non-profit organization which offers a variety of social, educational, health and human services programs with an emphasis on community spirit. The company was founded in 1985 and is headquartered in Pawcatuck, CT. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 40 |
| Regno Unito | 2 |
| Isole Cayman | 2 |
| Canada | 2 |
Settori
| Finance | 22 |
| Consumer Services | 10 |
| Commercial Services | 8 |
| Electronic Technology | 2 |
| Government | 2 |
Posizioni
| Corporate Officer/Principal | 54 |
| Director/Board Member | 37 |
| Undergraduate Degree | 27 |
| President | 17 |
| Portfolio Manager-Equities | 15 |
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