Jonathan Jay Derby
Gestore di Portafoglio-Azioni presso The Colony Group LLC
Provenienza dei contatti di primo grado di Jonathan Jay Derby
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.
24
| Subsidiary | Investment Managers | 24 |
Skidmore College
21
| College/University | Other Consumer Services | 21 |
DAC, Inc. (MA)
 DAC, Inc. (MA) Investment ManagersFinance Founded in 1987, Derby & Co., Inc. is a registered investment advisor located in Newton, Massachusetts.
4
| Extinct | Investment Managers | 4 |
Suffolk University Law School
2
| College/University | Other Consumer Services | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jonathan Jay Derby tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 Corporate Officer/Principal | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Castle Harlan, Inc.
 Castle Harlan, Inc. Investment ManagersFinance Castle Harlan Inc (Castle Harlan) is a private equity firm is founded in 1987 by John k castle & Harlan Morton Leonard. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
| NUTRITION MANAGEMENT SERVICES COMPANY | Restaurants | Director/Board Member | |
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 | Corporate Officer/Principal | |
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. | Investment Managers | Institutional Sales | |
IntraFi Network LLC
 IntraFi Network LLC Finance/Rental/LeasingFinance IntraFi Network engages in the provision of financial technology solutions for banks, brokerage firms, and other financial institutions. The firm offers balance sheet and liquidity management solutions, and deposit allocation services. The company was founded by Eugene A. Ludwig, Alan S. Blinder, Mark P. Jacobsen, and Alfred H. Moses in May 2002 and is headquartered in Arlington, VA. | Finance/Rental/Leasing | Sales & Marketing | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Doctorate Degree Undergraduate Degree | |
Blue Cross & Blue Shield of Massachusetts, Inc.
 Blue Cross & Blue Shield of Massachusetts, Inc. Miscellaneous Commercial ServicesCommercial Services Blue Cross & Blue Shield of Massachusetts, Inc. provides indemnity insurance and medicare extension programs. The firm offers medical and dental plans, pharmacy coverage, vision coverage and health savings accounts. The company was founded in 1937 and is located in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal Masters Business Admin | |
Michael Sullivan
 Michael Sullivan Commercial Printing/FormsCommercial Services I'm sorry, but I cannot generate a paragraph summary for a person's name. Can you please provide me with the name of an American company or organization to summarize? | Commercial Printing/Forms | Chairman | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree | |
| Boston College | College/University | Masters Business Admin Masters Business Admin | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
| Suffolk University | College/University | Graduate 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 | |
| Pace University | College/University | Director/Board Member Masters Business Admin | |
| St. John's University | College/University | Undergraduate Degree | |
| University of Florida | College/University | Graduate Degree | |
| University of Maryland | College/University | Masters Business Admin Masters Business Admin | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Graduate Degree | |
| University of New Hampshire | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| St. Lawrence University | College/University | Undergraduate Degree | |
Branford Castle, Inc.
 Branford Castle, Inc. Investment ManagersFinance Branford Castle, Inc. (Branford Castle) is a private equity firm founded in 1986 by John Krob Castle. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Fast Operating Corp.
 Fast Operating Corp. Other TransportationTransportation Fast Operating Corp. provides luxury car rental services. It offers a fleet of late model Lincoln Town Cars, stretch limousines, SUV super-stretch limos, mini-vans and larger passenger vans. The company was founded in 1978 and is headquartered in New York, NY. | Other Transportation | Director/Board Member | |
Qteros, Inc.
 Qteros, Inc. Chemicals: SpecialtyProcess Industries Qteros, Inc. develops cellulosic ethanol transportation fuel. The firm utilizes a Q Microbe that converts all fermentable components of biomass to ethanol. The company was founded by Stephan Rogers, Jeffrey Hausthor, Susan Leschine, Jonathan Gorham, John Fabel and Jeffrey C. Sharp in 2006 and is headquartered in Amherst, MA. | Chemicals: Specialty | Director/Board Member | |
Branford Chain, Inc.
 Branford Chain, Inc. MiscellaneousMiscellaneous Branford Chain, Inc. engages in the operation of a holding company. The company was founded by John Krob Castle in 1987 and is headquartered in New York, NY. | Miscellaneous | Chief Executive Officer | |
Ledyard National Bank (Investment Management)
 Ledyard National Bank (Investment Management) Investment ManagersFinance Ledyard National Bank (Investment Management) (dba Ledyard Financial Advisors) is the Investment and Trust Services division of Ledyard National Bank, a community bank headquartered in Hanover, New Hampshire. The firm was founded in 1994 to provide outstanding investment management, trust and custody services. They are a subsidiary of Ledyard Financial Group, Inc. (OTCMKTS: LFGP). Ledyard Financial Advisors provides integrated investment, tax, banking and wealth management services to affluent individuals, families and institutions throughout the Upper Valley, Lake Sunapee and Concord Regions. | Investment Managers | Director of Investments Portfolio Manager-Equities | |
FFLA
 FFLA Miscellaneous Commercial ServicesCommercial Services FFLA provides judicial services. It funds programs that expand representation and advocacy on behalf of low-income persons in civil legal matters, administration of justice and promote legal services to public. The company was founded in 1956 and is headquartered in Maitland, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Massachusetts, Inc.
 University of Massachusetts, Inc. Other Consumer ServicesConsumer Services University of Massachusetts, Inc. provides educational opportunities. It offers graduate, undergraduate and doctoral programs. The company was founded in 1964 and is headquartered in Boston, MA. | Other Consumer Services | President | |
The TCW Group, Inc.
 The TCW Group, Inc. Investment ManagersFinance The TCW Group, Inc. provides investment management services. The firm's clients include corporate and public pension plans, financial institutions, endowments and foundations in the United States, as well as a number of foreign investors and individuals. It works in partnership with financial advisors to help build the businesses and meet the needs of clients. The company was founded by Robert Addison Day in 1971 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
CMP Global Ltd.
 CMP Global Ltd. Other Metals/MineralsNon-Energy Minerals CMP Global Ltd. provides logistics services. The firm’s services include warehousing and transportation. The company was founded in 2014 and is headquartered in Delta, Canada. | Other Metals/Minerals | Director/Board Member | |
National Women's Health Resource Center, Inc.
 National Women's Health Resource Center, Inc. Miscellaneous Commercial ServicesCommercial Services National Women's Health Resource Center, Inc. operates as a nonprofit health information source and medical-organization-sanctioned information for women. It works to educate women about health policy issues in these and other areas. The company was founded in 1988 and is headquartered in Red Bank, NJ. | Miscellaneous Commercial Services | Director/Board Member | |
Massachusetts Clean Energy Center
 Massachusetts Clean Energy Center Investment ManagersFinance Massachusetts Clean Energy Center (Massachusetts Clean Energy Center) is a venture capital firm founded in 2009. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Director/Board Member | |
| Boston University School of Law | College/University | Graduate Degree Graduate Degree | |
Jones Barclay Boston & Co.
 Jones Barclay Boston & Co. Investment ManagersFinance Jones Barclay Boston & Co. provides investment advice. The company was founded by Craig Jones, Ian Barclay and Mike Boston and is headquartered in Denver, CO. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Stone Securities, Inc.
 Stone Securities, Inc. Investment ManagersFinance Stone Securities, Inc. provides investment advice. The private company is based in Clarks Summit, PA. | Investment Managers | Corporate Officer/Principal | |
| Cornell Law School | College/University | Graduate Degree | |
The New England Council, Inc.
 The New England Council, Inc. Miscellaneous Commercial ServicesCommercial Services The New England Council, Inc. operates as business association firm. It also offers counseling services to academic, health institutions, public and private organizations. The company was founded in 1925 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
| Canada | 2 |
Settori
| Finance | 22 |
| Consumer Services | 19 |
| Commercial Services | 7 |
| Transportation | 2 |
| Process Industries | 2 |
Posizioni
| Corporate Officer/Principal | 68 |
| Undergraduate Degree | 46 |
| Director/Board Member | 34 |
| Portfolio Manager-Equities | 32 |
| Analyst-Equity | 21 |
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