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Katherine E. Farren
Analyst-Equity presso Premia Capital Management LLC
Provenienza dei contatti di primo grado di Katherine E. Farren
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Suffolk University
41
| College/University | Other Consumer Services | 41 |
Premia Capital Management LLC
![]() Premia Capital Management LLC Investment ManagersFinance Founded in 1998, Premia Capital Management LLC is a proprietary research and trading firm located in Chicago, Illinois. The firm Premia Capital employs statistical techniques, primarily in the natural-resources futures markets, in trading principal-only capital. Premia Capital Management is not seeking outside capital for its trading program. The firm's principals also provide institutional consulting services through Premia Risk Consultancy, Inc
2
| Private Company | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Katherine E. Farren tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | Corporate Officer/Principal | |
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). | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
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. | Investment Managers | Corporate Officer/Principal | |
ZOOM TECHNOLOGIES, INC. | Specialty Telecommunications | Director/Board Member | |
Rochester Christian University | College/University | Graduate Degree | |
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. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). 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 | Corporate Officer/Principal | |
CIBC Private Wealth Advisors, Inc.
![]() CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Analyst-Equity | |
Pacific Financial Group, Inc.
![]() Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Analyst-Equity | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
SSgA Funds Management, Inc.
![]() SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-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 | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Boston University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
University of Massachusetts | College/University | President Undergraduate Degree | |
HS Brands International, Inc.
![]() HS Brands International, Inc. Miscellaneous Commercial ServicesCommercial Services HS Brands International, Inc. provide loss prevention and compliance measurement solutions. It offers data collection and loss prevention services, including: mystery shopping, loss prevention, business standard auditing, integrity shopping, data collection, and franchise royalty assurance solutions. The company was founded in 2006 and is headquartered in Foxborough, MA. | Miscellaneous Commercial Services | Sales & Marketing | |
Providence College | College/University | Undergraduate Degree | |
Quinn & Morris LLP | Corporate Officer/Principal | ||
State of Massachusetts | Province/State | Corporate Officer/Principal | |
K&L Gates LLP
![]() K&L Gates LLP Miscellaneous Commercial ServicesCommercial Services K&L Gates LLP engages in the provision of legal services. The firm represents corporations, growth and middle-market companies, capital markets participants and entrepreneurs as well as public sector entities, educational institutions, philanthropic organizations, and individuals. The company was founded by Kirkpatrick Lockhart in 1946 and is headquartered in Pittsburgh, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Fitch Ratings, Inc.
![]() Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Equity | |
Stonehill College, Inc. | College/University | Undergraduate Degree | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
Argent Wealth Management LLC
![]() Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
Grant Thornton LLP
![]() Grant Thornton LLP Miscellaneous Commercial ServicesCommercial Services Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Analyst-Equity | |
Cambridge Trust Co. (Investment Management)
![]() Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits. | Investment Managers | Analyst-Equity | |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Salford Capital Partners, Inc.
![]() Salford Capital Partners, Inc. Investment ManagersFinance Salford Capital Partners, Inc. (Salford Capital) is an independent private equity firm headquartered in Belgrade, Serbia. The firm was founded in 2001. | Investment Managers | Corporate Officer/Principal | |
James Madison University | College/University | Undergraduate Degree | |
Brandeis University | College/University | Undergraduate Degree | |
Bryant University | College/University | Undergraduate Degree | |
University of New Hampshire | College/University | Undergraduate Degree | |
Lombard Odier Asset Management (USA) Corp.
![]() Lombard Odier Asset Management (USA) Corp. Investment ManagersFinance Lombard Odier Asset Management (USA) Corp. (LOAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2000 and do-business-as Lombard Odier Investment Managers. The firm is a subsidiary of LO Holding SA and their ultimate parent is Switzerland-based Compagnie Lombard Odier SCmA. LOAM provides investment advisory services on a discretionary basis to private pooled investment vehicles (Funds) and investment advisory accounts. The investors in the Funds consist of endowments, foundations, insurance companies, high net-worth individuals, funds of funds, public and corporate pensions, and other sophisticated investors. | Investment Managers | Analyst-Equity | |
L'AZURDE COMPANY FOR JEWELRY | Other Consumer Specialties | Director/Board Member | |
Parametric Portfolio Associates LLC
![]() Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Investment Managers | Portfolio Manager-Equities | |
OrientSwiss SA
![]() OrientSwiss SA Packaged SoftwareTechnology Services Orientswiss SA provides shopping marketplace services. It offers e-commerce marketplace with mobile application for shopping. The company is headquartered in Beirut, Lebanon. | Packaged Software | Director/Board Member | |
Tasc Towers
![]() Tasc Towers Engineering & ConstructionIndustrial Services Tasc Towers is an Emirati company that operates mobile telecommunications infrastructure. The private company is based in Dubai, United Arab Emirates and was founded in 2017 by Iyad M. Mazhar. The company offers equity in their national operations to key stakeholders in those countries to ensure alignment and shared objectives. The company also enables smaller, more niche communication service providers to enter the market and provide specialized services digitizing communities, government, and businesses. | Engineering & Construction | Director/Board Member | |
North Africa Holding Co.
![]() North Africa Holding Co. Investment ManagersFinance North Africa Holding Co. (NorAH) is a private equity firm founded in 2006. The firm is headquartered in Dasman, Kuwait. | Investment Managers | Chief Investment Officer | |
Round Hill Capital Europe Ltd.
![]() Round Hill Capital Europe Ltd. Financial ConglomeratesFinance Part of Round Hill Capital Advisory LLC, Round Hill Capital Europe Ltd. is a British company that specializes in European leather goods including handbags, briefcases, gloves, wallets, purses, shoes, and gift ideas. The company is based in London, UK. The company also offers brands like The Bridge, Texier, Tusting, and Millican online. Please note that their Woodbridge store only holds limited shoe stock, but they will happily take orders that can be collected in-store. The company was founded in 2018 and offers popular brands such as Crockett & Jones, Berwick, Shepherd, EMU, Panama Jack, and their exclusive Tannery collection. | Financial Conglomerates | Director/Board Member | |
Round Hill Venture Partners
![]() Round Hill Venture Partners Investment ManagersFinance Round Hill Venture Partners is a venture capital firm founded in 2016. The firm was headquartered in London, the United Kingdom. | Investment Managers | General Counsel | |
Wana Corporate SA
![]() Wana Corporate SA Wireless TelecommunicationsCommunications Wana Corporate SA provides mobile telecommunications solutions. It offers prepaid, postpaid, and internet access services. The company was founded in 1999 and is headquartered in Casablanca, Morocco. | Wireless Telecommunications | Director/Board Member | |
Columbia Management Investment Advisers LLC
![]() Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-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 due to 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 | Corporate Officer/Principal | |
State Street Global Advisors
![]() State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 40 |
Regno Unito | 4 |
Israele | 2 |
Serbia, Repubblica di | 2 |
Arabia Saudita | 2 |
Settori
Finance | 26 |
Consumer Services | 12 |
Commercial Services | 6 |
Communications | 3 |
Industrial Services | 3 |
Posizioni
Corporate Officer/Principal | 60 |
Undergraduate Degree | 40 |
Director/Board Member | 23 |
Graduate Degree | 22 |
Masters Business Admin | 13 |
Contatti più connessi
Insiders | |
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Rob Hunt | 13 |
Kamil Hilali | 10 |
Geoff Scott | 10 |
Abdullah Al-Othaim | 9 |
Dean Whitney | 9 |
Joseph J. Donovan | 7 |
Matthew P. O'Connor | 6 |
Benjamin Pittsley | 6 |
Tom Santos | 6 |
Dan Codreanu | 6 |
Erik Rayner | 6 |
Tanya Stavreva | 5 |
Jason Geller | 5 |
Minru Yao | 5 |
Matt Conroy | 5 |
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