Kelly Anne Morgan
Director of Investments presso Prio Wealth LP
Provenienza dei contatti di primo grado di Kelly Anne Morgan
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
625
| College/University | Other Consumer Services | 625 |
Middlebury College
72
| College/University | Other Consumer Services | 72 |
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions.
18
| Private Company | Investment Managers | 18 |
Berkshire Taconic Community Foundation
 Berkshire Taconic Community Foundation Investment Trusts/Mutual FundsMiscellaneous Berkshire Taconic Community Foundation operates as a trust foundation. The firm provides funding for programs in education, health care and basic human needs. The company was founded in 1987 and is headquartered in Sheffield, MA.
18
| Non-Profit Organization | Investment Trusts/Mutual Funds | 18 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kelly Anne Morgan tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Advanstar, Inc.
 Advanstar, Inc. Miscellaneous Commercial ServicesCommercial Services Advanstar, Inc. provides integrated marketing solutions. It offers marketing consulting services to the fashion and licensing, power sports, and life sciences industries. The company was founded on April 11, 1996 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
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 | |
Trillium Asset Management LLC
 Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Investment Managers | Analyst-Equity | |
MSW Energy Holdings II LLC
 MSW Energy Holdings II LLC MiscellaneousMiscellaneous MSW Energy Holdings II LLC operates as a holding company. It is a subsidiary of American Ref-Fuel Holdings Corp. The company was founded on August 20, 2003 and is located in Montvale, NJ. | Miscellaneous | Director/Board Member | |
| PRIVI SPECIALITY CHEMICALS LIMITED | Chemicals: Major Diversified | Director/Board Member | |
KeepItSafe, Inc.
 KeepItSafe, Inc. Information Technology ServicesTechnology Services KeepItSafe, Inc. provides mobile cloud services. It allows customer to back up, access, sync and share all of the documents, photos, music, and movies across all computers and mobile devices. The company was founded by Ben Strong and Gibu Thomas in 2004 and is headquartered in Los Angeles, CA. | Information Technology Services | Director/Board Member Chief Executive Officer | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Undergraduate Degree Doctorate Degree Doctorate Degree Masters Business Admin | |
| Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
aPriori Capital Partners LP
 aPriori Capital Partners LP Investment ManagersFinance aPriori Capital Partners LP (aPriori Capital Partners) is a private equity firm founded in 1985 by Susan C. Schnabel and Colin Taylor. The firm is headquartered in Los Angeles, California. | Investment Managers | Corporate Officer/Principal | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
PacPizza LLC
 PacPizza LLC RestaurantsConsumer Services PacPizza LLC owns and operates fast food restaurants. The company was founded by Brad Brooks on June 20, 1997 and is headquartered in San Ramon, CA. | Restaurants | Director/Board Member | |
Davis Polk & Wardwell LLP
 Davis Polk & Wardwell LLP Miscellaneous Commercial ServicesCommercial Services Davis Polk & Wardwell LLP provides legal services. It offers legal solutions to areas such as capital markets, mergers and acquisitions, credit, insolvency, and restructuring, investment management, tax, and litigation. The company was founded by Francis N. Bangs in 1849 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Sullivan & Cromwell LLP
 Sullivan & Cromwell LLP Miscellaneous Commercial ServicesCommercial Services Sullivan & Cromwell LLP provides legal services. It specializes in the areas of corporate law, securities, corporate, litigation, mergers, real estate, pro bono, investment management and taxation. Their clients include industrial, commercial, financial, private funds, governmental, educational, charitable and cultural enterprises and entities. The company was founded by Algernon Sydney Sullivan and William Nelson Cromwell in 1879 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Harvard Business School | College/University | Corporate Officer/Principal Corporate Officer/Principal Masters Business Admin Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
Newton-Wellesley Hospital Corp.
 Newton-Wellesley Hospital Corp. Hospital/Nursing ManagementHealth Services Newton-Wellesley Hospital Corp. provides health care services. Its services include medical, surgical and diagnostic services. The company was founded in 1881 and is headquartered in Newton, MA. | Hospital/Nursing Management | Corporate Officer/Principal Director/Board Member | |
The Boston Economic Club, Inc.
 The Boston Economic Club, Inc. Movies/EntertainmentConsumer Services The Boston Economic Club, Inc. is a non-profit organization. It focuses on the economic development of Boston. The company is headquartered in Boston, MA. | Movies/Entertainment | Corporate Officer/Principal Corporate Officer/Principal | |
| Boston College | College/University | Graduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
Memorial Sloan Kettering Cancer Center
 Memorial Sloan Kettering Cancer Center Hospital/Nursing ManagementHealth Services Memorial Sloan-Kettering Cancer Center operates as a private cancer center. It offers cancer care services to adult; and child and teen patients. Its services include risk assessment and screening; diagnosis and treatment; clinical trials; patient and caregiver education; and pediatric clinical trials. The company was founded by John J. Astor and Charlotte Astor in 1884 and is headquartered in New York, NY. | Hospital/Nursing Management | Director/Board Member Corporate Officer/Principal | |
Sidley Austin LLP
 Sidley Austin LLP Miscellaneous Commercial ServicesCommercial Services Sidley Austin LLP is a premier legal adviser with over 2000 lawyers in 20 offices worldwide. Sidley Austin is based in Chicago, IL and has subsidiaries in Germany, Hong Kong, United States, United Kingdom, and Japan. The firm has been providing superior client service for over 150 years and has a diverse group of legal professionals from many cultures who are dedicated to teamwork and collaboration. Sidley Austin has forged enduring relationships with the business community and serves a varied and high-caliber group of market leaders, many of whom are pioneers in their respective industries and professions. The firm is committed to pro bono service and its lawyers and staff devote more than 100,000 hours annually to serving those most in need. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
Maine Community Foundation, Inc.
 Maine Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Maine Community Foundation, Inc. operates as a charitable resource for donors and nonprofit groups. It provides permanent, professional management, and investment of charitable funds. Maine Community Foundation is engaged in education, the environment, arts and humanities, and social and community services. The company was founded in 1983 and is headquartered in Ellsworth, ME. | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
Breckinridge Capital Advisors, Inc.
 Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| Georgetown University | College/University | Graduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Doctorate Degree | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Seeing Eye, Inc.
 The Seeing Eye, Inc. Agricultural Commodities/MillingProcess Industries The Seeing Eye, Inc. provides dog guide school services. It teaches seeing eye dogs to guide blind people, breeds and raises the dog, instructs blind people in the proper use and care of the dogs and educates the public about the role of dog guides and the capability of blind people for independent living. The company was founded by Dorothy Harrison Eustis in 1929 and is headquartered in Morristown, NJ. | Agricultural Commodities/Milling | Director/Board Member | |
| Columbia Law School | College/University | Graduate Degree | |
Avista Capital Holdings LP
 Avista Capital Holdings LP Investment ManagersFinance Avista Capital Holdings LP (Avista Capital Partners) is a private equity firm founded in 2005 by Steven Webster and Thompson Dean. The firm is headquartered in New York. | Investment Managers | Founder | |
| Cricket Club of India Ltd. | Director/Board Member | ||
| JM FINANCIAL LIMITED | Investment Banks/Brokers | Chief Executive Officer | |
| FAIRCHEM ORGANICS LIMITED | Chemicals: Specialty | Director/Board Member | |
Bandhan Asset Management Co. Ltd.
 Bandhan Asset Management Co. Ltd. Investment ManagersFinance Bandhan Asset Management Co. Ltd. (Bandhan AMC) is a mutual fund manager and holding firm headquartered in Mumbai, India. The firm was founded in 2000 as a joint venture between IDFC Ltd. and Natixis Global Asset Management. Formerly known as IDFC Asset Management Co. Ltd., the firm rebranded as Bandhan Asset Management Co. Ltd. in 2023 after they were acquired by Bandhan Financial Holdings Ltd. (Bandhan), ultimately held by Bandhan Financial Services Pvt Ltd. Bandhan AMC serves as the Investment Manager of the schemes of Bandhan Mutual Fund and manages a range of mutual fund products for institutional and retail investors. | Investment Managers | Director/Board Member | |
JM Financial Investment Managers Ltd.
 JM Financial Investment Managers Ltd. Investment ManagersFinance JM Financial Investment Managers Ltd. (JM Financial) is a private equity firm headquartered in Mumbai, Maharashtra. | Investment Managers | Chief Executive Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 42 |
| India | 7 |
| Regno Unito | 2 |
| Israele | 2 |
Settori
| Consumer Services | 18 |
| Finance | 12 |
| Commercial Services | 10 |
| Miscellaneous | 4 |
| Process Industries | 4 |
Posizioni
| Director/Board Member | 209 |
| Corporate Officer/Principal | 188 |
| Undergraduate Degree | 87 |
| Founder | 49 |
| Graduate Degree | 47 |
Contatti più connessi
| Insiders | |
|---|---|
| Andreas Stavropoulos | 29 |
| Adam Koppel | 26 |
| Gregory Verdine | 25 |
| Darius Dinshaw Pandole | 22 |
| Francesca Cornelli | 21 |
| Javier Rojas | 20 |
| George Polk | 17 |
| Mike Grossman | 15 |
| John Sviokla | 13 |
| Gary G. Mueller | 13 |
| Sumner Esten Anderson | 12 |
| Anil Shrivastava | 11 |
| Steve Kuhn | 11 |
| Joseph P. Newhouse | 11 |
| Jonathan Grayer | 10 |
- Borsa valori
- Insiders
- Kelly Anne Morgan
- Connessioni Società
