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Katy Longee
Analista-Rendimento Fisso presso Liberty Mutual Insurance Co. (Investment Portfolio)
Provenienza dei contatti di primo grado di Katy Longee
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Marquette University
56
| College/University | Other Consumer Services | 56 |
Liberty Mutual Insurance Co. (Investment Portfolio)
![]() Liberty Mutual Insurance Co. (Investment Portfolio) Investment ManagersFinance Liberty Mutual Insurance Co. (Investment Portfolio) (Liberty Mutual-IP) is the investment portfolio division of Liberty Mutual Insurance Co., an insurance company headquartered in Boston, Massachusetts. The firm is a subsidiary of Liberty Mutual Group, Inc., ultimately held by Liberty Mutual Holding Co., Inc. Liberty Mutual-IP offers a range of insurance products and services to various clients.
8
| Operating Division | Investment Managers | 8 |
Mass General Brigham, Inc. (Investment Management)
![]() Mass General Brigham, Inc. (Investment Management) Investment ManagersFinance Mass General Brigham, Inc. (Investment Management) (Mass General Brigham-IM) is the investment management division of Mass General Brigham, Inc., a non-profit, integrated healthcare system headquartered in Boston, Massachusetts. Mass General Brigham-IM manages the investment portfolio of insurance clients.
8
| Operating Division | Investment Managers | 8 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Katy Longee tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
ANIXTER INTERNATIONAL INC. | Electronics Distributors | Chief Executive Officer | |
The California Public Employees Retirement System
![]() The California Public Employees Retirement System Investment ManagersFinance The California Public Employees' Retirement System (CalPERS) is a state-owned pension fund management firm headquartered in Sacramento, California. Founded in 1932, the firm has long been at the forefront of shareholder activism in the US. CalPERS provides retirement and health benefit services to private individuals and employers, specifically active, inactive and retired employees of California state and local public agencies. They routinely put pressure on companies to achieve better corporate performance corporate governance. | Investment Managers | Corporate Officer/Principal | |
THE GAP, INC. | Apparel/Footwear Retail | Corporate Officer/Principal | |
Heartland Advisors, Inc.
![]() Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Investment Managers | Analyst-Equity | |
STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal | |
Lazard Frères & Co. LLC
![]() Lazard Frères & Co. LLC Investment ManagersFinance Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Liberty Mutual Insurance Co.
![]() Liberty Mutual Insurance Co. Multi-Line InsuranceFinance Liberty Mutual Insurance Co. provides auto, home and life insurance services. The firm offers insurance for personal automobile, workers compensation, homeowners, commercial multiple peril, commercial automobile, general liability, global specialty, group disability, assumed reinsurance, fire and surety. The company was founded on July 1, 1912 and is headquartered in Boston, MA. | Multi-Line Insurance | Chairman Chief Executive Officer Director of Finance/CFO | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
KeyBanc Capital Markets, Inc.
![]() KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity | |
Harvard Management Co., Inc.
![]() Harvard Management Co., Inc. Investment Trusts/Mutual FundsMiscellaneous Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
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 Analyst-Equity | |
Keefe, Bruyette & Woods, Inc.
![]() Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Analyst-Equity | |
Balyasny Asset Management LP
![]() Balyasny Asset Management LP Investment ManagersFinance Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds. | Investment Managers | Analyst-Equity | |
Citigroup Global Markets, Inc.
![]() Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Compass Point Research & Trading LLC
![]() Compass Point Research & Trading LLC Investment Banks/BrokersFinance Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe. | Investment Banks/Brokers | Analyst-Equity | |
Dartmouth College | College/University | Undergraduate Degree | |
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 | |
William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Private Equity Investor Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
The General Hospital Corp.
![]() The General Hospital Corp. Hospital/Nursing ManagementHealth Services The General Hospital Corp. provides healthcare services. It offers diagnostic and therapeutic are in every specialty and subspecialty of medicine and surgery. The firm's care center provides cancer, digestive disorders, heart disease, transplantation and vascular medicine services. The company was founded in 1811 and is headquartered in Boston, MA. | Hospital/Nursing Management | Director/Board Member Corporate Officer/Principal | |
Pension Reserves Investment Management Board
![]() Pension Reserves Investment Management Board Investment ManagersFinance Pension Reserves Investment Management Board (PRIM) is a State-owned pension fund manager headquartered in Boston, Massachusetts. Founded in 1983, PRIM manages the assets of the Pension Reserves Investment Trust (PRIT) Fund for public employee pension benefits on behalf of Massachusetts State Employees, Massachusetts Teachers’, and Boston Teachers’, as well as local participating retirement systems throughout the Commonwealth that elect to invest with PRIM. | Investment Managers | Analyst-Equity | |
Robert W. Baird & Co., Inc. (Broker)
![]() Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Boston College | College/University | Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
Liberty Mutual Group, Inc.
![]() Liberty Mutual Group, Inc. Property/Casualty InsuranceFinance Liberty Mutual Group, Inc. provides property and casualty insurance services. It offers car, motorcycle, boat, off-road vehicle, classic cars, recreational vehicles, property, life, family and health insurance services. The company was founded in 1912 and is headquartered in Boston, MA. | Property/Casualty Insurance | Director/Board Member Chief Executive Officer Director of Finance/CFO | |
Robert W. Baird & Co., Inc. (Fixed Income)
![]() Robert W. Baird & Co., Inc. (Fixed Income) Investment ManagersFinance Robert W. Baird & Co., Inc. (Fixed Income) (dba Baird Advisors) is the investment management division of Robert W. Baird & Co., Inc., an American multinational independent investment bank and financial services company headquartered in Milwaukee, Wisconsin. Baird Advisors manages taxable and tax-exempt fixed income portfolios for individuals and families as well as corporations and institutions. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income | |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
Waud Capital Partners LLC
![]() Waud Capital Partners LLC Investment ManagersFinance Waud Capital Partners LLC (Waud Capital Partners) is an Independent Private Equity firm. The firm is founded in 1993 by Reeve Byron Waud. It is headquartered in Chicago,US. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
LMHC Massachusetts Holdings, Inc.
![]() LMHC Massachusetts Holdings, Inc. Insurance Brokers/ServicesFinance LMHC Massachusetts Holdings, Inc. provides property and casualty insurance. The company is headquartered in Boston, MA. | Insurance Brokers/Services | President Director/Board Member | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
The Northwestern Mutual Life Insurance Co. (Invt Port)
![]() The Northwestern Mutual Life Insurance Co. (Invt Port) Investment ManagersFinance The Northwestern Mutual Life Insurance Co. (Northwestern Mutual) is an insurance company headquartered in Milwaukee, Wisconsin. Founded in 1857, Northwestern Mutual and their subsidiaries offer a holistic approach to financial security solutions such as life insurance, long-term care insurance, disability insurance, annuities, investment products and advisory products and services. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Liberty Mutual Holding Co., Inc.
![]() Liberty Mutual Holding Co., Inc. Multi-Line InsuranceFinance Liberty Mutual Holding Co., Inc. provides life insurance services. The company is headquartered in Boston, MA. | Multi-Line Insurance | Chief Executive Officer Corporate Officer/Principal | |
Landaas & Co.
![]() Landaas & Co. Investment ManagersFinance Landaas & Co. is a SEC-registered investment advisory firm headquartered in Milwaukee, Wisconsin. The firm was founded by Robert Landaas in 1989 and is principally owned by RWL Holdings, Inc. Landaas provides asset management and consulting services to various clients through its licensed Investment Advisor Representatives. | Investment Managers | Analyst-Equity Analyst-Equity | |
Norwest Mezzanine Partners
![]() Norwest Mezzanine Partners Investment ManagersFinance Norwest Mezzanine Partners (Norwest Mezzanine Partners) is a private equity subsidiary of Norwest Venture Capital Management Inc. founded in 2000 and headquartered in Minneapolis, Minnesota with an office in Florida. | Investment Managers | Private Equity Investor | |
Wellesley College | College/University | Undergraduate Degree | |
Edward Jones Investments
![]() Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Investment Managers | Corporate Officer/Principal | |
WR Securities LLC
![]() WR Securities LLC Investment Banks/BrokersFinance Founded in 2009, WR Securities LLC is a registered broker/dealer located in New York City. The firm is a subsidiary of Wolfe Holdco LLC. They provide securities dealer services, as well as merger and acquisition advisory services. WR Securities also participates as an underwriter or selling group member in public offerings. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. WR Securities in a member of FINRA. | Investment Banks/Brokers | Analyst-Equity | |
Tecum Capital Management, Inc.
![]() Tecum Capital Management, Inc. Investment ManagersFinance Tecum Capital Management Inc (Tecum capital) is a private equity firm founded in 2006. The firm is headquartered in Wexford, Pennsylvania. | Investment Managers | Private Equity Analyst | |
Craig-Hallum Capital Group LLC
![]() Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Analyst-Equity | |
Hovde Group LLC
![]() Hovde Group LLC Investment Banks/BrokersFinance Hovde Group LLC is a leading boutique investment bank that has been providing advisory services to the financial services sector for over 30 years. The private company offers a full suite of investment banking, capital markets, research, equity sales, and trading services to its clients, including institutional and retail investors, community and regional banks, and other financial companies located throughout the United States. The company is based in Inverness, IL, and has subsidiaries in the United States. Hovde Group consistently ranks among the bank sector's top M&A and capital markets advisory firms, is a leading market maker of community and regional bank stocks, and produces high-quality research from award-winning analysts. The American company was founded in 1987 by Steven Donald Hovde, who has been the CEO since then. | Investment Banks/Brokers | Analyst-Equity | |
Wolfe Research LLC
![]() Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity | |
OpenGate Capital Management LLC
![]() OpenGate Capital Management LLC Investment ManagersFinance OpenGate Capital Management LLC (OpenGate Capital) is a private equity firm founded in 2005 by Andrew Nikou. The firm is headquartered in Los Angeles, California with an additional office in Paris, France. | Investment Managers | Private Equity Analyst | |
University of Massachusetts Boston | College/University | Undergraduate Degree | |
Merrill Lynch (US Custody) | Corporate Officer/Principal | ||
Harvard Extension School | College/University | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 46 |
Canada | 2 |
Francia | 2 |
Settori
Finance | 34 |
Consumer Services | 10 |
Distribution Services | 2 |
Retail Trade | 2 |
Miscellaneous | 2 |
Posizioni
Undergraduate Degree | 72 |
Analyst-Equity | 58 |
Corporate Officer/Principal | 46 |
Director/Board Member | 37 |
President | 17 |
Contatti più connessi
Insiders | |
---|---|
David Long | 20 |
Anne Klibanski | 14 |
Timothy Sweeney | 14 |
Jeff Germanotta | 8 |
Jeffrey Rogers | 6 |
Connor Konicke | 6 |
Kate Kamm | 5 |
Stankovsky Michael | 5 |
Robert Eck | 5 |
Lindsay Whaleysmith | 5 |
Christopher Peirce | 5 |
Travis Lee Keshemberg | 5 |
Ann Stanberry | 4 |
Tom Kelly | 4 |
Leonard Hariadi Hartanto | 4 |
- Borsa valori
- Insiders
- Katy Longee
- Connessioni Società