Joseph Marguy
Gestore di Portafoglio-Azioni presso Manulife Investment Management (US) LLC
Provenienza dei contatti di primo grado di Joseph Marguy
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds.
129
| Subsidiary | Investment Managers | 129 |
John Hancock Advisers, Inc.
 John Hancock Advisers, Inc. Investment ManagersFinance Boston-based John Hancock Advisers, Inc. (JHA) is the mutual fund affiliate of John Hancock Financial Services, Inc. and manages the John Hancock family of retail and institutional mutual funds, as well as separate equity portfolios for private accounts and retirement plans for individual and institutional investors. In 2003, Manulife Financial Corp. (TSX, NYSE: MFC) and John Hancock Financial Services, Inc. (NYSE: JHF) announced that they would merge and would thus create a leading global insurance franchise. The combined company will market products and services under multiple brands including John Hancock in the US and Manulife in Canada and the US.
62
| Extinct | Investment Managers | 62 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Joseph Marguy tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Analyst-Equity Analyst-Equity Head-Equity Investments Analyst-Equity | |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Compliance Officer | |
| JOHN HANCOCK INCOME SECURITIES TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Compliance Officer | |
| JOHN HANCOCK INVESTORS TRUST | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Compliance Officer | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as 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. (TSE, 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). | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
Manulife Investment Management (North America) Ltd.
 Manulife Investment Management (North America) Ltd. Investment ManagersFinance Manulife Investment Management (North America) Ltd. provides asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors. It manages equity and fixed income mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. The company was founded in 2003 and is headquartered in Toronto, Canada. | Investment Managers | President Director/Board Member | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
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. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). 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-Fixed Income Analyst-Equity Analyst-Equity | |
John Hancock Financial Services, Inc.
 John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Life/Health Insurance | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
Logan Capital Management, Inc.
 Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| JOHN HANCOCK PREFERRED INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Compliance Officer | |
| JOHN HANCOCK PREFERRED INCOME FUND II | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Compliance Officer | |
| JOHN HANCOCK PREFERRED INCOME FUND III | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Compliance Officer | |
Cushing Asset Management LP
 Cushing Asset Management LP Investment ManagersFinance Cushing Asset Management LP is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2003 and they are a wholly-owned subsidiary of Swank Capital LLC. Cushing Asset Management provides investment management services on a discretionary basis to high net-worth individuals and institutional investors through Private Funds, Mutual Funds, ETFs, Closed-End Funds and Managed Accounts. They also offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| John Hancock Funds III | Investment Trusts/Mutual Funds | President Compliance Officer | |
| JOHN HANCOCK INVESTMENTS - JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Compliance Officer | |
| JOHN HANCOCK HEDGED EQUITY & INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Compliance Officer | |
Hancock John Flexible Income Opportunities Fund
 Hancock John Flexible Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Hancock John Flexible Income Opportunities Fund is a non-diversified, closed-end management investment company. Its objective is to provide current income with the potential for capital appreciation. The company was founded on July 19, 2011 and is headquartered in Boston, MA | Investment Trusts/Mutual Funds | Chief Operating Officer Compliance Officer | |
John Hancock Collateral Trust
 John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | President Compliance Officer | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 | Masters Business Admin Graduate 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 Undergraduate Degree | |
| University of Pittsburgh | College/University | Masters Business Admin Masters Business Admin | |
Manulife Investment Management (Europe) Ltd.
 Manulife Investment Management (Europe) Ltd. Investment ManagersFinance Manulife Investment Management (Europe) Ltd. (Manulife Europe) is the Great Britain-based asset management subsidiary of Manufacturers Life Insurance Co., itself a subsidiary of Manulife Financial Corp. (TSE, NYSE: MFC) in Canada. The firm was founded as Trendhandy Trading Ltd. in 1993 and was acquired by Manulife and in 1996. Headquartered in London, Manulife Europe offers clients a variety of funds including international and European equity funds. Their local research capabilities and market presence give them perspective on UK and European markets. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
| Boston University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
Federated Investment Management Co.
 Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc. and their ultimate parent is Federated Investors, Inc. (NYSE: FII). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, as well as a variety of separate account options for a wide range of investors. | Investment Managers | Analyst-Fixed Income Trading-Equity | |
John Hancock Funds, Inc.
 John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Investment Banks/Brokers | Chief Executive Officer Compliance Officer | |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Compliance Officer | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Graduate 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 Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
| Bentley University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
John Hancock Life Insurance Co. (USA) (Investment Portfolio)
 John Hancock Life Insurance Co. (USA) (Investment Portfolio) Investment ManagersFinance John Hancock Life Insurance Co. (USA) (Investment Portfolio) is the investment portfolio division of John Hancock Life Insurance Co. (USA), an insurance company headquartered in Boston, Massachusetts. The firm is a subsidiary of The Manufacturers Investment Corp., ultimately held by Manulife Financial Corp. (TSX, NYSE: MFC) in Canada. | Investment Managers | Compliance Officer Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| JOHN HANCOCK PREMIUM DIVIDEND FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Compliance Officer | |
| University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Canada | 2 |
| Regno Unito | 2 |
| Israele | 2 |
Settori
| Finance | 19 |
| Consumer Services | 18 |
| Miscellaneous | 14 |
Posizioni
| Corporate Officer/Principal | 136 |
| Portfolio Manager-Equities | 114 |
| Analyst-Equity | 96 |
| Undergraduate Degree | 86 |
| Portfolio Manager-Fixed Income | 64 |
Contatti più connessi
| Insiders | |
|---|---|
| Andy Arnott | 38 |
| Adam Andrew Weigold | 25 |
| Francis Knox | 24 |
| Barry Evans | 15 |
| Nathan William Thooft | 13 |
| James K. Schmidt | 11 |
| Rob Junkin | 11 |
| Marc Feliciano | 10 |
| Roger Hamilton | 9 |
| Alan Edward Norton | 9 |
| Tom Goggins | 8 |
| James Tracy Colby | 8 |
| Joe Bozoyan | 8 |
| Stephen Hermsdorf | 7 |
| Dennis McCafferty | 7 |
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- Insiders
- Joseph Marguy
- Connessioni Società
