John Morgen Montgomery
Direttore operativo presso Westfield Capital Management Co. LP
Provenienza dei contatti di primo grado di John Morgen Montgomery
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.
188
| Subsidiary | Investment Banks/Brokers | 188 |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.
148
| Subsidiary | Investment Managers | 148 |
Kellogg School of Management
128
| College/University | Other Consumer Services | 128 |
| Public Company | Household/Personal Care | 112 | |
Lehman Brothers Asset Management LLC
 Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH)
75
| Extinct | Investment Banks/Brokers | 75 |
Trinity College (Connecticut)
58
| College/University | Other Consumer Services | 58 |
Westfield Capital Management Co. LP
 Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.
58
| Subsidiary | Investment Managers | 58 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a John Morgen Montgomery tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity Analyst-Equity Portfolio Manager-Equities | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Director/Board Member | |
MDVIP LLC (Florida)
 MDVIP LLC (Florida) Internet Software/ServicesTechnology Services MDVIP LLC operates a network of physicians, which practices proactive, preventive, and personalized primary care medicine. It offers personalized healthcare programs that empowers people to reach health and wellness goals through one-on-one coaching from MDVIP-affiliated doctors. The company was founded in 2000 and is headquartered in Boca Raton, FL. | Internet Software/Services | Director/Board Member | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Corporate Officer/Principal Masters Business Admin Masters Business Admin 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 Undergraduate Degree Graduate Degree Masters Business Admin Corporate Officer/Principal Undergraduate Degree | |
| BARCLAYS PLC | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Director/Board Member Masters Business Admin Masters Business Admin | |
Tekla Capital Management LLC
 Tekla Capital Management LLC Investment ManagersFinance Tekla Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Formerly known as Hambrecht & Quist Capital Management LLC, the firm serves as an investment adviser for four closed-end funds – Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Healthcare Fund. | Investment Managers | Analyst-Equity Analyst-Equity | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Equities | |
| Boston University | College/University | Graduate Degree Masters Business Admin | |
S.C. Johnson & Son, Inc.
 S.C. Johnson & Son, Inc. Household/Personal CareConsumer Non-Durables S.C. Johnson & Son, Inc. manufactures and sells household products for home cleaning and storage, air and personal care, and insect control. Its brands include Windex, Pledge, Glade, Shout, Saran, Ziploc, Kiwi, Scrubbing Bubbles, and Raid. The company was founded by Samuel C. Johnson in 1886 and is headquartered in Racine, WI. | Household/Personal Care | Public Communications Contact | |
Rodan & Fields LLC
 Rodan & Fields LLC Household/Personal CareConsumer Non-Durables Rodan & Fields LLC develops and sells skin care products. It offers anti-aging, anti skin discoloration, anti-acne, sensitive skin, everyday use, and enhancement creams. The company was founded by Katie Rodan and Kathy Fields in 2000 and is headquartered in San Francisco, CA. | Household/Personal Care | Chief Executive Officer | |
| Boston College | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| The Johns Hopkins University | College/University | Graduate Degree Undergraduate Degree | |
| Suffolk University | College/University | Masters Business Admin Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Tulane University (Louisiana) | College/University | Undergraduate Degree Masters Business Admin | |
| New York University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree | |
| University of Cincinnati (Ohio) | College/University | Doctorate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Doctorate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
American Cleaning Institute
 American Cleaning Institute Miscellaneous Commercial ServicesCommercial Services American Cleaning Institute is a company that emphasizes the importance of reading product labels before use to ensure safe and effective use. The non-profit company is based in Washington. The company specializes in the chemistry of cleaning and the use of surfactants in detergents and other cleaning products. Melissa Hockstad has been the CEO of the company since 2017. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
Evercore Group LLC
 Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity Director of Research - Equity | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
| St. Lawrence University | College/University | Undergraduate Degree Undergraduate Degree | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Northwestern Mutual Financial Network
 Northwestern Mutual Financial Network Miscellaneous Commercial ServicesCommercial Services Part of The Northwestern Mutual Life Insurance Co., Northwestern Mutual Financial Network is a company that provides financial planning services. The company is based in Louisville, KY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Commercial Club of Cincinnati | Director/Board Member | ||
| The Conference Board Council of Financial Executives | Corporate Officer/Principal | ||
Visiting Nurse Association
 Visiting Nurse Association Medical/Nursing ServicesHealth Services Visiting Nurse Association provides health care services. It offers community care, hospice care, and palliative care. The company was founded in 1896 and is headquartered in Omaha, NE. | Medical/Nursing Services | Director/Board Member | |
Cincinnati Art Museum
 Cincinnati Art Museum Other Consumer ServicesConsumer Services Cincinnati Art Museum offers art making, self-guided tours, and See Play Learn Kits. The museum is located at 953 Eden Park Drive in Cincinnati, OH. Free and accessible parking are available. The museum features a diverse, encyclopedic art collection of more than 67,000 works spanning 6,000 years. | Other Consumer Services | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Regno Unito | 2 |
| Israele | 2 |
Settori
| Consumer Services | 27 |
| Finance | 16 |
| Consumer Non-Durables | 3 |
| Commercial Services | 3 |
| Technology Services | 2 |
Posizioni
| Director/Board Member | 218 |
| Corporate Officer/Principal | 162 |
| Analyst-Equity | 114 |
| Undergraduate Degree | 86 |
| Independent Dir/Board Member | 62 |
Contatti più connessi
| Insiders | |
|---|---|
| Franklin Berger | 41 |
| Michael F. Klein | 36 |
| Eddy Zervigon | 22 |
| Kirk Perry | 22 |
| Sengal Selassie | 19 |
| Scott Bok | 17 |
| Robert Piconi | 15 |
| Keith Carter | 15 |
| Marc Lehmann | 15 |
| Matthew Strobeck | 15 |
| Norman Rosenthal | 15 |
| Margaret M. Cannella | 14 |
| Brad Tank | 13 |
| Jon Moeller | 12 |
| Steve Thieke | 11 |
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