Provenienza dei contatti di primo grado di Jonathan Galen Eaton
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).
55
| Subsidiary | Investment Managers | 55 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jonathan Galen Eaton tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income | |
| MFS CHARTER INCOME TRUST | Investment Trusts/Mutual Funds | President Chief Executive Officer | |
| MFS GOVERNMENT MARKETS INCOME TRUST | Investment Trusts/Mutual Funds | Chairman Chief Executive Officer | |
| MFS INTERMEDIATE INCOME TRUST | Other Consumer Services | President Director/Board Member | |
| MFS MULTIMARKET INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| MFS MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| MFS SPECIAL VALUE TRUST | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. They are wholly-owned by Morgan Stanley Capital Management LLC, a subsidiary of Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was a wholly-owned subsidiary of Eaton Vance Corp. EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Equities Director of Research - Fxd Inc | |
Griffin Asset Management, Inc.
 Griffin Asset Management, Inc. Investment ManagersFinance Griffin Asset Management LLC (Griffin) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2006 as a result of the merger between its two predecessor firms Hovey, Youngman Associates, Inc. and Griffin Asset Management, LLC. Griffin provides customized wealth management solutions for individuals, families, trusts and institutions. The firm also manages money for individuals, institutions, and investment companies in various investment strategies. | Investment Managers | Chief Executive Officer | |
RBC Global Asset Management (US), Inc.
 RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Investment Managers | Analyst-Equity | |
Congress Asset Management Co. LLP
 Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds. | Investment Managers | Analyst-Fixed Income | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Sirios Capital Management LP
 Sirios Capital Management LP Investment ManagersFinance Sirios Capital Management LP (Sirios) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 by John Brennan, Jr. Sirios provides investment advice to private investment funds, UCITS Funds, registered investment companies, wrap program participants, and certain other institutional clients through separate accounts. | Investment Managers | Founder Analyst-Equity Analyst-Equity | |
Leeward Investments LLC
 Leeward Investments LLC Investment ManagersFinance Leeward Investments LLC (Leeward) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Leeward provides investment advice to taxable, non-taxable, foreign and domestic clients. Such clients include individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, ERISA plans, Taft Hartley plans, charitable institutions, foundations, endowments, public employee retirement systems, registered mutual funds, and other US and international institutions. | Investment Managers | Analyst-Equity | |
| Brown University | College/University | Undergraduate Degree | |
| Dartmouth College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree | |
Breckinridge Capital Advisors, Inc.
 Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | Investment Managers | Founder | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Graduate Degree Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
| Bentley University | College/University | Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Doctorate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Masters Business Admin | |
| Tufts University | College/University | Undergraduate Degree 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 | Graduate Degree Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
Federal Deposit Insurance Corp.
 Federal Deposit Insurance Corp. Multi-Line InsuranceFinance Federal Deposit Insurance Corp. operates as an independent insurance agency. It offers insuring deposits, examining and supervising financial institutions for safety and soundness and consumer protection, making large and complex financial institutions resolvable, and managing receiverships. The company was founded in 1933 and is headquartered in Washington, DC. | Multi-Line Insurance | Corporate Officer/Principal | |
LMCG Investments LLC
 LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Investment Managers | Analyst-Equity | |
| MFS HIGH INCOME MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| MFS INTERMEDIATE HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| MFS INVESTMENT GRADE MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Chairman Chief Executive Officer | |
| MFS HIGH YIELD MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
Municipal Securities Rulemaking Board
 Municipal Securities Rulemaking Board Investment ManagersFinance The Municipal Securities Rulemaking Board is a regulatory organization that oversees the municipal securities market in the United States. The private company is based in Alexandria, VA. Nanette Lawson has been the CEO of the company since 2011. The board was established by Congress in 1975 to protect investors and promote a fair and efficient market for municipal securities. The board sets rules and standards for underwriters, dealers, and municipal advisors, and provides market transparency through its Electronic Municipal Market Access (EMMA) system. | Investment Managers | Corporate Officer/Principal | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Graduate Degree Masters Business Admin | |
| Wallace E Carroll School of Management | College/University | Undergraduate Degree | |
Little House Capital LLC
 Little House Capital LLC Investment ManagersFinance Little House Capital LLC (LHC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Braintree, Massachusetts. The firm was founded by Robert Stimson and James Moise in 2017. LHC offers investment advisory services to individuals, high net-worth individuals, trusts, estates, institutions, foundations endowments, other corporate structures, and retirement plans. | Investment Managers | Chief Executive Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 51 |
Settori
| Finance | 24 |
| Consumer Services | 19 |
| Miscellaneous | 10 |
Posizioni
| Director/Board Member | 74 |
| Portfolio Manager-Equities | 56 |
| Corporate Officer/Principal | 55 |
| Undergraduate Degree | 52 |
| Analyst-Equity | 43 |
Contatti più connessi
| Insiders | |
|---|---|
| Marcus Smith | 43 |
| Michael Roberge | 21 |
| Rob Manning | 20 |
| Michael Legg | 15 |
| Timothy D. Buckley | 10 |
| Jeffrey L. Shames | 9 |
| Robert Cheney Stimson | 9 |
| Bob Siefert | 9 |
| Christian Felipe | 8 |
| Martin Beaulieu | 8 |
| Brian E. Stack | 7 |
| David Picher | 7 |
| Peter Breckinridge Coffin | 7 |
| Rob Henderson | 7 |
| Matt Fontaine | 6 |
- Borsa valori
- Insiders
- Jonathan Galen Eaton
- Connessioni Società
