Kathleen Cuocolo
Director/Board Member presso MONTEREY CAPITAL ACQUISITION CORPORATION
Patrimonio netto: 1 $ in data 31/03/2020
Provenienza dei contatti di primo grado di Kathleen Cuocolo
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
| Public Company | Investment Banks/Brokers | 91 | |
The Bank of New York Mellon (New York)
 The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY.
19
| Subsidiary | Regional Banks | 19 |
| Public Company | Financial Conglomerates | 5 | |
Syntax ETF Trust
 Syntax ETF Trust Investment Trusts/Mutual FundsMiscellaneous Syntax ETF Trust engages in the investment and trust fund services. It also handles the purchases and sale of fund shares. The company was founded on June 27, 2013 and is headquartered in New York, NY.
3
| Umbrella Fund | Investment Trusts/Mutual Funds | 3 |
Syntax Advisors LLC
 Syntax Advisors LLC Investment ManagersFinance Syntax Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Rory B. Riggs in 2009 and is a subsidiary of Syntax LLC. Syntax Advisors provides advisory services to Exchange Traded Funds (ETFs), a private investment fund and limited number of Separately Managed Accounts.
1
| Subsidiary | Investment Managers | 1 |
State Street Institutional Investment Trust
1
| Umbrella Fund | Investment Trusts/Mutual Funds | 1 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kathleen Cuocolo tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| AUTOMATIC DATA PROCESSING, INC. | Data Processing Services | Human Resources Officer Director/Board Member | |
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 | Director/Board Member Chief Executive Officer Corporate Officer/Principal | |
| DST SYSTEMS, INC. | Information Technology Services | Director/Board Member Director/Board Member | |
DST Asset Manager Solutions, Inc.
 DST Asset Manager Solutions, Inc. Investment Banks/BrokersFinance DST Asset Manager Solutions, Inc. provides transaction data processing services. The firm is a subsidiary of West Side Investment Management, Inc. Boston Financial provides outsourced services such as routing and processing of incoming mail, tax and organizational reporting, regulatory compliance and share holder services. It has offices in Boston and Kansas. The firm was founded in October 1973 and is headquartered in Quincy, Massachusetts. | Investment Banks/Brokers | Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member | |
State Street Global Markets LLC
 State Street Global Markets LLC Investment Banks/BrokersFinance Part of State Street Corp., State Street Global Markets LLC is a private company that provides brokerage services. The company is based in Boston, MA. | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal Sales & Marketing Sales & Marketing | |
State Street Trust & Banking Co., Ltd.
 State Street Trust & Banking Co., Ltd. Investment Trusts/Mutual FundsMiscellaneous State Street Trust & Banking Co. Ltd. is engaged in the provision of financial services to institutional investors, including investment servicing, management and research and trading. It offers Japanese trust services, insurance administration services, NAV daily valuations and investment manager middle-office solutions, and acts as agent for certain global custody services and global custody administration operations of State Street Bank & Trust Company in Boston. The company was founded in 1991 and is headquartered in Tokyo, Japan. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member President | |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | President Chief Investment 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 Doctorate Degree Masters Business Admin Masters Business Admin Undergraduate Degree 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 Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree | |
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 | Chief Executive Officer Chief Executive Officer President Portfolio Manager-Equities Chief Operating Officer Analyst-Equity | |
| Boston University | College/University | Doctorate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
Pershing LLC
 Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Investment Banks/Brokers | Director of Finance/CFO Chief Executive Officer | |
State Street Europe Ltd.
 State Street Europe Ltd. Investment Banks/BrokersFinance Founded in 1997, State Street Europe Ltd. is a British financial services company that provides services to institutional investors. Part of State Street Corp., the private company is based in London, UK. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
| Babson College | College/University | Director/Board Member Masters Business Admin Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Corporate Officer/Principal Graduate Degree | |
| Bentley University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| Boston College | College/University | Masters Business Admin Director/Board Member Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Graduate Degree | |
| Stonehill College, Inc. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Suffolk University | College/University | Doctorate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Montclair State University | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| Providence College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree | |
| Villanova University | College/University | Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Wellesley College | College/University | Director/Board Member Undergraduate Degree | |
Boston Medical Center
 Boston Medical Center Hospital/Nursing ManagementHealth Services Boston Medical Center provides healthcare services. It provides a spectrum of pediatric and adult care services from primary to family medicine specialty care. The hospital is established in July 1996 and is headquartered in Boston, MA | Hospital/Nursing Management | Chairman Director/Board Member | |
Princeton Financial Systems LLC
 Princeton Financial Systems LLC Packaged SoftwareTechnology Services Princeton Financial Systems LLC provides investment accounting, investment compliance, data management, performance measurement, and reporting solutions. It offers its solutions to investment managers, custodians, insurance companies, pension funds, hedge funds, and banks. The company was founded in 1969 and is headquartered in Princeton, NJ. | Packaged Software | Director/Board Member Corporate Officer/Principal Director of Finance/CFO | |
State Street Australia Ltd.
 State Street Australia Ltd. Investment Banks/BrokersFinance State Street Australia Ltd. provides financial services solutions. It offers investment management, investment research and trading, investment services, and data and analytics. The company was founded in 1986 and is headquartered in Sydney, Australia. | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal | |
Greater Boston Chamber of Commerce
 Greater Boston Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services Greater Boston Chamber of Commerce is a non profit organization. It offers business community services and programs such as government affairs forums, executive forums, women’s network, city awake, chamber networking group, city to city, and webinars. The company was founded in 1909 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
The Phi Beta Kappa Society
 The Phi Beta Kappa Society Miscellaneous Commercial ServicesCommercial Services The Phi Beta Kappa Society operates as an organization for liberal arts and science education. The non-profit company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Boston Children's Museum
 Boston Children's Museum Other Consumer ServicesConsumer Services Boston Children's Museum operates museum. The firm offers exhibits and programs designed for children and families. The company was founded in 1913 is headquartered in Boston, MA. | Other Consumer Services | Director/Board Member Director/Board Member Director/Board Member | |
Financial Industry Regulatory Authority, Inc.
 Financial Industry Regulatory Authority, Inc. Investment Banks/BrokersFinance Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Investment Banks/Brokers | Corporate Officer/Principal Investor Relations Contact | |
State Street Bank & Trust Co. (UK Branch)
 State Street Bank & Trust Co. (UK Branch) Regional BanksFinance Part of State Street Corp., State Street Bank & Trust Co. (UK Branch) is a commercial banking services provider. The private company is based in London, UK and was founded in 1993. | Regional Banks | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
State Street International Holdings
 State Street International Holdings Financial ConglomeratesFinance Part of State Street Corp., State Street International Holdings provides investment services. The private company is based in Boston, MA. | Financial Conglomerates | President Director/Board Member | |
State Street Global Services
 State Street Global Services Financial ConglomeratesFinance Part of State Street Corp., State Street Global Services provides fund management services. The private company is based in Boston, MA. Joseph L. Hooley has been the CEO of the company since 1986. | Financial Conglomerates | Chief Executive Officer Director/Board Member Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
Global Financial Markets Association
 Global Financial Markets Association Miscellaneous Commercial ServicesCommercial Services Global Financial Markets Association (GFMA) is an association that represents the common interests of the world's leading financial and capital market participants. The non-profit company is based in New York, NY. GFMA advocates for policies that address risks with no borders, regional market developments that impact capital markets, and policies that promote efficient cross-border capital flows to end-users. The association efficiently connects savers and borrowers, benefiting broader economic growth. GFMA has affiliate members in Europe, Asia, and North America, namely AFME, ASIFMA, and SIFMA, respectively. The association is actively monitoring global and regional developments relating to COVID-19 and is engaged in the Basel Committee's capital and liquidity framework and the Financial Stability Board's priorities. GFMA's mission is to provide a platform for its members to collaborate and address common challenges. Adam Farkas has been the CEO of the company since 2022. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
| State Street Technology (Zhejiang) Co. Ltd. | Director/Board Member Chairman Director/Board Member Director/Board Member | ||
| State Street Trust (Hong Kong) Ltd. | Corporate Officer/Principal Director/Board Member | ||
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Corporate Officer/Principal Masters Business Admin | |
State Street Holdings Germany GmbH
 State Street Holdings Germany GmbH Financial ConglomeratesFinance Part of State Street Corp., State Street Holdings Germany GmbH is a company that provides investment servicing, investment management, investment research, and trading services to institutional investors worldwide. The private company is based in Munich, Germany. The CEOs are Jörg Ambrosius, Stefan Gmür, Fabienne Baker. The company was founded in 2008. | Financial Conglomerates | Chief Executive Officer Chief Executive Officer | |
| FOUR LEAF ACQUISITION CORPORATION | Financial Conglomerates | Director/Board Member Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 43 |
| Regno Unito | 3 |
| Giappone | 2 |
| Australia | 2 |
| Cina | 2 |
Settori
| Finance | 22 |
| Consumer Services | 19 |
| Technology Services | 4 |
| Commercial Services | 4 |
| Miscellaneous | 2 |
Posizioni
| Director/Board Member | 320 |
| Corporate Officer/Principal | 243 |
| Undergraduate Degree | 92 |
| Independent Dir/Board Member | 74 |
| Chairman | 73 |
Contatti più connessi
| Insiders | |
|---|---|
| Stephen Markscheid | 41 |
| Gregory Summe | 35 |
| Michael Holland | 33 |
| Rory Riggs | 32 |
| Richard Sergel | 26 |
| Karen Peetz | 22 |
| Brian Shea | 21 |
| Peter O'Neill | 20 |
| Bill Hunt | 20 |
| Linda Hill | 20 |
| Pervinder Johar | 17 |
| Joseph Chow | 16 |
| Ronald L. Skates | 16 |
| Nader F. Darehshori | 15 |
| Joseph Hooley | 15 |
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- Insiders
- Kathleen Cuocolo
- Connessioni Società
