Keith Robert Gontarz
Gestore di Portafoglio-Azioni presso Congress Asset Management Co. LLP
Provenienza dei contatti di primo grado di Keith Robert Gontarz
Entità | Tipo di entità | Settore Industriale | |
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Boston College
158
| College/University | Other Consumer Services | 158 |
Congress Asset Management Co. LLP
Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.
24
| Subsidiary | Investment Managers | 24 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Keith Robert Gontarz tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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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-Fixed Income Analyst-Equity 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 | Analyst-Fixed Income Analyst-Equity | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
Spectrum Equity Management LP
Spectrum Equity Management LP Investment ManagersFinance Spectrum Equity Management LP (Spectrum Equity) is an independent Private Equity firm founded in 1993 by Bill Peter Collatos and Brion Blackwell Applegate. The firm is headquartered in Boston, Massachusetts with an additional office in California. | Investment Managers | Private Equity Analyst | |
JEFFERIES GROUP LLC | Investment Banks/Brokers | Private Equity Analyst | |
Choate Investment Advisors LLC
Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Investment Managers | Chief Executive Officer Analyst-Equity | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Kearney, Inc.
Kearney, Inc. Miscellaneous Commercial ServicesCommercial Services Kearney, Inc. provides management consulting services. | Miscellaneous Commercial Services | Private Equity Analyst | |
Lineage Capital LLC
Lineage Capital LLC Investment ManagersFinance Lineage Capital LLC (Lineage Capital) is a private equity firm founded in 2003 by Bill McKinley, Brook Parker and Mark Sullivan. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor | |
Champlain Investment Partners LLC
Champlain Investment Partners LLC Investment ManagersFinance Champlain Investment Partners LLC (CIP) is a SEC-registered investment advisor headquartered in Burlington, Vermont. The firm was founded by Scott Brayman, Judith O’Connell, Wendy Nunez, and Mary Michel in 2004. They are a subsidiary of CIP Management Holdings LP. CIP provides investment advice to investment companies, pooled investment vehicles, corporate and public pension plans, health care and religious organizations, endowments and foundations, Taft-Harley plans, colleges and universities, family offices, private banks and corporations and other businesses. | Investment Managers | Trading-Equity | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity | |
Polaris Growth Management LLC
Polaris Growth Management LLC Investment ManagersFinance Polaris Partners is an Independent Venture Capital firm founded in 1996 by Stephen D. Arnold, Jonathan A. Flint and Terrance G. McGuire. Polaris Partners is headquartered in Waltham. | Investment Managers | Private Equity Analyst | |
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 Graduate Degree Doctorate Degree | |
Audax Private Equity
Audax Private Equity Investment ManagersFinance Audax Private Equity (Audax Private Equity) is a private equity subsidiary of 101 Huntington Holdings LLC founded in 1999 by Geoff S. Rehnert and Marc B. Wolpow. The firm is headquartered in Boston, Massachusetts and additional office in San Francisco, California. | Investment Managers | Private Equity Analyst Private Equity Investor | |
AIP LLC
AIP LLC Investment ManagersFinance AIP LLC (American Industrial Partners) is a private equity firm founded in 1989. The firm is headquartered in New York City, New York. | Investment Managers | Corporate Officer/Principal Private Equity Analyst | |
Boston University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
EQT Partners Denmark ApS | Investment Managers | Private Equity Analyst | |
Palladium Equity Partners Advisor LLC
Palladium Equity Partners Advisor LLC Investment ManagersFinance Palladium Equity Partners Advisor LLC is a Private Equity firm founded in 1997 by Marcos A. Rodriguez and Robert J. Lanigan. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Analyst | |
IGP Industries LLC
IGP Industries LLC Investment ManagersFinance IGP Industries LLC (IGP) is a private equity firm founded by Mike Beaumont, Gottfried Tittiger and Patrick Forster in 1997. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Gemini Investors LLC
Gemini Investors LLC Investment ManagersFinance Gemini Investors LLC (Gemini Investors) is a private equity firm founded in 1993 by James J. Goodman. The firm is headquartered in Wellesley, Massachusetts. | Investment Managers | Private Equity Investor | |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
SSC Venture Managers LLC
SSC Venture Managers LLC Investment ManagersFinance SSC Venture Managers LLC (SSC Venture) is a venture capital firm founded in 2014. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor Private Equity Investor Director/Board Member | |
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 | Masters Business Admin Masters Business Admin Masters Business Admin | |
Newton Investment Management North America LLC
Newton Investment Management North America LLC Investment ManagersFinance Newton Investment Management North America LLC (NIMNA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2021 and is a subsidiary of MBC Investments Corp., ultimately owned by The Bank of New York Mellon Corp. (NYSE: BK). NIMNA provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, trusts, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions. | Investment Managers | Analyst-Equity Analyst-Equity | |
Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
Babson College | College/University | Masters Business Admin Undergraduate Degree | |
Jebbit, Inc.
Jebbit, Inc. Packaged SoftwareTechnology Services Jebbit, Inc. operates a digital marketing platform to customize, measure, and optimize post-click engagement. It helps media companies drive revenue by providing interactive mobile content solutions as part of their digital offerings. The company was founded by Jonathan Lacoste, Thomas Coburn, Chase McAleese and Jeb Thomas in December 2010 and is headquartered in Boston, MA. | Packaged Software | Sales & Marketing Founder | |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Mass General Brigham, Inc.
Mass General Brigham, Inc. Medical/Nursing ServicesHealth Services Mass General Brigham, Inc. engages in the provision of patient care, research, teaching, and community services. It offers community and specialty hospitals, physician network, community health centers, and home care. The firm also sponsors research programs and community health outreach programs. The company was founded in 1994 and is headquartered in Boston, MA. | Medical/Nursing Services | Director/Board Member Corporate Officer/Principal | |
University College Dublin | College/University | Masters Business Admin Undergraduate Degree | |
Mill Point Capital LLC
Mill Point Capital LLC Investment ManagersFinance Mill Point Capital LLC (Mill Point Capital) is private equity firm founded in 2013 by Michael Duran. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
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. | Investment Managers | Analyst-Equity | |
University of New Hampshire | College/University | Undergraduate Degree | |
Altaris Capital Partners LLC
Altaris Capital Partners LLC Investment ManagersFinance Altaris Capital Partners LLC (Altaris Capital Partners) is a private equity firm founded by George Aitken-Davies and Daniel Tully in 2003. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Spinnaker Capital LLC
Spinnaker Capital LLC Investment ManagersFinance Spinnaker Capital LLC (Spinnaker Capital) is a private equity firm founded in 1997 by Tas Parafestas. The firm headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
Regal Healthcare Capital Management LLC
Regal Healthcare Capital Management LLC Investment ManagersFinance Regal Healthcare Capital Management LLC (Regal Healthcare Capital) is a private equity firm founded in 2018 by Jon Santemma and David Kim. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
JMC Capital Partners LLC
JMC Capital Partners LLC Investment ManagersFinance JMC Capital Partners LLC (JMC Capital Partners) is a private equity firm founded in 1999 by Michael A. D’Amelio and G. Lawrence Bero. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
Capstone LLC (Broker)
Capstone LLC (Broker) Investment ManagersFinance Capstone LLC is a policy analysis and regulatory due diligence research firm headquartered in Washington, DC. The firm was founded by David Barrosse in 2010 and is wholly owned by the Orion Group LLC. Capstone helps corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. The firm explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. They work with a diverse group of corporate and investor clients that produce actionable investment research based on their deep-dive analysis of public policy. | Investment Managers | Analyst-Equity | |
Consumer Edge Research LLC
Consumer Edge Research LLC Investment ManagersFinance Consumer Edge Research LLC, dba Consumer Edge (CE), is an equity research holding firm headquartered in New York City. The firm was founded by Bill Pecoriello in 2009. They offer consumer data solutions for everyone from public and private investors to corporate decision makers and strategists. CE focuses on the global consumer sector such as the beverages, food, cosmetics, household/personal care and tobacco industries. Data is gathered both from global syndicated sources as well as primary research surveys, channel checks and other proprietary data collection. | Investment Managers | Analyst-Equity | |
L.E.K. Consulting LLC
L.E.K. Consulting LLC Miscellaneous Commercial ServicesCommercial Services L.E.K. Consulting LLC operates as a management consulting firm. It offers disruption management, post-merger integration, and marketing and sales services. The company was founded by James Lawrence, Iain Evans and Richard Koch in 1983 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Consultant / Advisor | |
Copenhagen Business School | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 42 |
Danimarca | 3 |
Regno Unito | 2 |
Irlanda | 2 |
Settori
Finance | 34 |
Consumer Services | 9 |
Commercial Services | 3 |
Technology Services | 2 |
Health Services | 2 |
Posizioni
Undergraduate Degree | 97 |
Analyst-Equity | 54 |
Corporate Officer/Principal | 48 |
Private Equity Analyst | 30 |
Private Equity Investor | 29 |
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