Kerry A. Knox
Gestore di Portafoglio-Azioni presso Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Provenienza dei contatti di primo grado di Kerry A. Knox
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.
181
| Subsidiary | Investment Managers | 181 |
Texas Christian University
51
| College/University | Other Consumer Services | 51 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kerry A. Knox tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Mesirow Financial Investment Management, Inc.
 Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Fiduciary Trust Company International
 Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Portfolio Manager-Equities | |
| University of Nebraska | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Director/Board Member | |
| BLACKROCK, INC. | Investment Managers | Director/Board Member | |
Tiff Advisory Services LLC
 Tiff Advisory Services LLC Investment ManagersFinance TIFF Advisory Services LLC (TIFF) is an independent fund-of-hedge funds manager headquartered in Radnor, Pennsylvania. Founded in 1991, TIFF delivers comprehensive outsourced CIO (OCIO) and private equity investment solutions to primarily endowments, foundations, and other charitable institutions. | Investment Managers | Corporate Officer/Principal | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
| Stanford University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Wayne State University (Michigan) | College/University | Masters Business Admin Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Higginbotham Insurance Agency, Inc.
 Higginbotham Insurance Agency, Inc. Insurance Brokers/ServicesFinance Higginbotham Insurance Agency, Inc. engages in the provision of insurance and financial services. The firm offers business insurance, employee benefits, retirement plans, executive benefits, life insurance, and home and automotive insurance from regional and national carriers. The company was founded by Paul C. Higginbotham in 1948 and is headquartered in Fort Worth, TX. | Insurance Brokers/Services | Director/Board Member | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
| Nova Southeastern University, Inc. | College/University | Masters Business Admin Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Director/Board Member Masters Business Admin | |
| State University of New York College at Cortland | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Chief Executive Officer | |
| Pepperdine University | College/University | Undergraduate Degree Masters Business Admin | |
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Florida International University | College/University | Undergraduate Degree | |
United Way of Palm Beach County, Inc.
 United Way of Palm Beach County, Inc. Miscellaneous Commercial ServicesCommercial Services United Way of Palm Beach County, Inc. is a non profit organization that helps to improve the lives of individuals and families in Palm Beach County by uniting the resources of donors, volunteers, agencies and the community. The company was founded in 1928 and is headquartered in West Palm Beach, FL. | Miscellaneous Commercial Services | Director/Board Member | |
| University of St. Gallen | College/University | Doctorate Degree | |
Standard Chartered Bank (Hong Kong) Ltd.
 Standard Chartered Bank (Hong Kong) Ltd. Major BanksFinance Standard Chartered Bank (Hong Kong) Ltd. engages in the provision of banking and financial services. It operates through the following segments: Corporate, Commercial and Institutional Banking (CCIB), Consumer, Private and Business Banking (CPBB), Ventures, and Central and Other Items. The CCIB segment is involved in transaction banking, financial markets, corporate finance, and borrowing needs. It also offers solutions in some of the economies and most active trade corridors. The CPBB segment serves individuals and small businesses, with a focus on the affluent segment. It provides digital banking services with a human touch to clients, with services spanning deposits, payments, financing products, and Wealth Management. The Ventures segment includes Mox Bank Limited, a cloud-native, mobile-only digital bank. The Central and Other Items segment refers to corporate center costs, treasury activities, and certain strategic investments. The company was founded in 1859 and is headquartered in Hong Kong. | Major Banks | Corporate Officer/Principal | |
| University of Birmingham | College/University | Undergraduate Degree | |
| Roosevelt University | College/University | Corporate Officer/Principal | |
Tidal Investments LLC
 Tidal Investments LLC Investment ManagersFinance Tidal Investments LLC is a SEC-registered investment advisor and holding firm headquartered in Milwaukee, Wisconsin. The firm was founded by Daniel Carlson and Michael Venuto in 2012 as Toroso Investments LLC. They are owned by Toroso Investments Topco LLC. Tidal Investments specializes in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers. | Investment Managers | Portfolio Manager-Equities | |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Analyst-Equity | |
| University of Sussex | College/University | Undergraduate Degree | |
| Yale University | College/University | Doctorate Degree | |
| University of Georgia | College/University | Graduate Degree | |
| Keystone College | College/University | Undergraduate Degree | |
Pariveda Solutions, Inc.
 Pariveda Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Pariveda Solutions, Inc. engages in the provision of information technology consulting services. It delivers both consulting services and technical solutions where systems interface with people and with other systems. The firm also offers customer relationship management, enterprise integration, and software services. The company was founded by Bruce Ballengee and John Humphrey in 2003 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
NYU Langone Hospitals
 NYU Langone Hospitals Hospital/Nursing ManagementHealth Services NYU Langone Hospitals provides health care services. It offers wide array of specialties, including cardiac and vascular care, cancer, inpatient and outpatient musculoskeletal care—including orthopedics, rheumatology, and rehabilitation—and a host of specialty children’s services. The company is headquartered in New York, NY. | Hospital/Nursing Management | Director/Board Member | |
Asia Society
 Asia Society Miscellaneous Commercial ServicesCommercial Services Asia Society is an educational organization that aims to promote mutual understanding and strengthen partnerships among people, leaders, and institutions. The non-profit company is based in New York, NY and has subsidiaries in Hong Kong. The company was founded by Tom W. Su and Luis Juan L. Virata. | Miscellaneous Commercial Services | Director/Board Member | |
The Partnership for New York City, Inc.
 The Partnership for New York City, Inc. Miscellaneous Commercial ServicesCommercial Services The Partnership for New York City operates as a charitable organization. It is a network of business leaders and corporations working for the economic and cultural betterment of all five boroughs of the city. The firm provides networking opportunities, conducts research, participates in policy making and lobbies government. The company was founded by David Rockefeller in 2002 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
| Kellogg School of Management | College/University | Masters Business Admin | |
NYU Langone Health
 NYU Langone Health Packaged SoftwareTechnology Services NYU Elaine A. & Kenneth G. Langone Medical Center provides health care services. It offers treatments for bone, joint, and muscle disorders; brain and nervous system disorders cancers, tumors and blood disorders; genetic and chromosomal disorders and immune system disorders. The company was founded in 1841 and is headquartered in New York, NY. | Packaged Software | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Regno Unito | 3 |
| Svizzera | 2 |
| Hong Kong | 2 |
Settori
| Consumer Services | 28 |
| Finance | 16 |
| Commercial Services | 5 |
| Health Services | 2 |
| Technology Services | 2 |
Posizioni
| Portfolio Manager-Equities | 139 |
| Undergraduate Degree | 95 |
| Corporate Officer/Principal | 58 |
| Director/Board Member | 47 |
| Masters Business Admin | 27 |
Contatti più connessi
| Insiders | |
|---|---|
| Thomas Montag | 26 |
| Carrie Kirby | 11 |
| Mark Bezos | 10 |
| John Thiel | 9 |
| Ashvin Bonafede Chhabra | 9 |
| Dan Denbow | 9 |
| Chris J. Wolfe | 9 |
| Ismael Sadek | 7 |
| Jerry Klein | 6 |
| Mary Ann Christina Bartels | 6 |
| Juan Carlos Avila | 6 |
| Mareza Larizadeh | 6 |
| Jeffery Middleswart | 6 |
| Andrew Sieg | 6 |
| Daniel J. Rabbitt | 6 |
- Borsa valori
- Insiders
- Kerry A. Knox
- Connessioni Società
