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Kevin R. McClelland
Amministratore Delegato presso Pinnacle Capital Management LLC
Provenienza dei contatti di primo grado di Kevin R. McClelland
Entità | Tipo di entità | Settore Industriale | |
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Providence College
48
| College/University | Other Consumer Services | 48 |
Pinnacle Capital Management LLC
![]() Pinnacle Capital Management LLC Investment ManagersFinance Pinnacle Capital Management LLC (PCM) is a SEC-registered investment advisor headquartered in East Syracuse, New York. The firm was founded by Stephen (Steve) Fauer in 2006 and is owned by Pinnacle Holding Co. LLC, a subsidiary of Fkapi, Inc. PCM actively creates and manages investment portfolios on a discretionary basis for individual and institutional investors. Additionally, the firm serves as an investment manager to two funds – a mutual fund and a private fund.
6
| Subsidiary | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kevin R. McClelland 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 | Portfolio Manager-Fixed Income | |
Thomas H. Lee Partners LP
![]() Thomas H. Lee Partners LP Investment ManagersFinance Thomas H. Lee Partners LP (Thomas H Lee Partners) is a private equity subsidiary of Thomas H. Lee Advisors LLC founded in 1974. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Public Communications Contact | |
MORGAN STANLEY | Investment Managers | President | |
Eaton Vance Management
![]() Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. They are wholly-owned by Morgan Stanley Capital Management LLC, a subsidiary of Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was a wholly-owned subsidiary of Eaton Vance Corp. EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Analyst-Equity | |
Moody, Lynn, Lieberson & Walker LLC
![]() Moody, Lynn, Lieberson & Walker LLC Investment ManagersFinance Moody, Lynn, Lieberson & Walker LLC (MLLW) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Moody in 1989 as Moody, Lynn & Lieberson LLC and has changed its name to Moody, Lynn, Lieberson & Walker LLC in 2023. MLLW manages the financial affairs of individuals, families, and select institutional accounts. | Investment Managers | Analyst-Equity | |
H. M. Payson & Co.
![]() H. M. Payson & Co. Investment ManagersFinance H.M. Payson & Co. (HM Payson) is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded in 1854 by Henry Martyn Payson. They originally specialize in financing public water companies and became nationally known as an underwriter of America’s growing infrastructure. Today, investment advisory and trust services are their exclusive focus. HM Payson provides investment advisory, trust and wealth management services to a wide variety of individuals, trusts, endowments, foundations and retirement plans. | Investment Managers | Portfolio Manager-Equities | |
CJS Securities, Inc.
![]() CJS Securities, Inc. Investment Banks/BrokersFinance CJS Securities, Inc. is an independent, registered broker-dealer headquartered in White Plains, New York. The firm was founded by Arnold Ursaner in 1998. CJS Securities seeks to identify quality Small-cap companies that may be inefficiently priced in the market due to lack of research coverage, or a material change in the business. The firm actively follows several stocks that span a number of sectors/industries. They are generalists, not "industry analysts," and therefore tend to seek companies that do not typically slot into traditionally "ranked" categories. Their in-depth basic reports are designed for long-term oriented institutional investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Bryant University | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
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 Analyst-Equity Market Strategist | |
Pinnacle Advisors LLC
![]() Pinnacle Advisors LLC Investment ManagersFinance Pinnacle Advisors LLC (Pinnacle) is a registered investment advisor and mutual fund manager headquartered in East Syracuse, New York. The firm was founded by Gregg Kidd and Daniel Raite in 1995. Pinnacle serves as the investment advisor for the NYSA fund. | Investment Managers | Portfolio Manager-Fixed Income President | |
PricewaterhouseCoopers International Ltd.
![]() PricewaterhouseCoopers International Ltd. Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers International Ltd. operates as an international association of accounting and consultancy firm. The company was founded on June 24, 1998 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Fordham University
![]() Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin | |
Pinnacle Holding Co. LLC
![]() Pinnacle Holding Co. LLC Investment ManagersFinance Pinnacle Holding Co. LLC provides financial services. It operates through its subsidiaries: Pinnacle Investments, Pinnacle Capital Management, Pinnacle Solutions, Confidential Planning, and Pinnacle Employee Services. The company is headquartered in Syracuse. | Investment Managers | Director/Board Member Director/Board Member | |
Yale University | College/University | Undergraduate Degree Doctorate Degree | |
State of Massachusetts | Province/State | Corporate Officer/Principal Corporate Officer/Principal | |
Syracuse University | College/University | Corporate Officer/Principal Undergraduate Degree | |
Suffolk University | College/University | Graduate Degree Graduate Degree | |
Providence Equity Partners LLC
![]() Providence Equity Partners LLC Investment ManagersFinance Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island. | Investment Managers | Director/Board Member Director/Board Member | |
ChromaCode, Inc.
![]() ChromaCode, Inc. Packaged SoftwareTechnology Services ChromaCode, Inc. develops software and manufactures laboratory instruments. It uses digital signal processing to improve clinical molecular analysis. The company was founded by Aditya Rajagopal, Alexander G. Dickinson, Axel Scherer, and Gregory J. Gosch in 2012 and is headquartered in Carlsbad, CA. | Packaged Software | Director/Board Member | |
Northpond Ventures LLC
![]() Northpond Ventures LLC Investment ManagersFinance Northpond Ventures LLC (Northpond Ventures) is a venture capital firm founded in 2018 by Sharon Kedar and Michael Pinchas Rubin. The firm is headquartered in Maryland. | Investment Managers | Director of Finance/CFO | |
GP Bullhound Asset Management Ltd.
![]() GP Bullhound Asset Management Ltd. Investment ManagersFinance GP Bullhound Asset Management Ltd (GP Bullhound) is a venture capital subsidiary of GP Bullhound Ltd founded in 1999 by Manish Madhvani, Christian Lagerling, Per Christer Roman and Hugh Alastair Campbell. The firm is headquartered in London, United Kingdom. | Investment Managers | Human Resources Officer | |
University of Connecticut School of Business | College/University | Graduate Degree | |
Cambridge Trust Co. (Investment Management)
![]() Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits. | Investment Managers | Portfolio Manager-Equities | |
PSG Equity LLC
![]() PSG Equity LLC Investment ManagersFinance PSG Equity LLC (PSG Equity) is a private equity firm founded in 2014. The firm headquartered in Boston, MA. | Investment Managers | General Counsel | |
Ropes & Gray LLP
![]() Ropes & Gray LLP Miscellaneous Commercial ServicesCommercial Services Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
RIBBON COMMUNICATIONS INC. | Packaged Software | General Counsel | |
U.S. House of Representatives | General Government | Corporate Officer/Principal | |
Boston College Law School | College/University | Graduate Degree | |
GCM Customized Fund Investment Group LP
![]() GCM Customized Fund Investment Group LP Investment ManagersFinance GCM Customized Fund Investment Group LP (GCM Customized Fund Investment Group) is a private equity subsidiary of Grosvenor Capital Management LP founded in 1999. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
ALPS Advisors, Inc.
![]() ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisors, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies. | Investment Managers | Corporate Officer/Principal | |
Hermes GPE (USA), Inc. | Investment Managers | Private Equity Investor | |
Windham Capital Management LLC
![]() Windham Capital Management LLC Investment ManagersFinance Windham Capital Management LLC (Windham) is an independent registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Mark P. Kritzman in 1988. Windham provides investment management for institutional investors, intermediaries, and private clients. | Investment Managers | Sales & Marketing | |
HINGHAM INSTITUTION FOR SAVINGS | Savings Banks | Sales & Marketing | |
PANGAEA LOGISTICS SOLUTIONS, LTD. | Miscellaneous | Director of Finance/CFO | |
BITWISE 10 CRYPTO INDEX FUND | Investment Trusts/Mutual Funds | Chief Operating Officer | |
Bitwise Bitcoin ETP Trust
![]() Bitwise Bitcoin ETP Trust Investment Trusts/Mutual FundsMiscellaneous Bitwise Bitcoin ETP Trust is an exchange traded fund. Its investment objective is to seek to provide exposure to the value of bitcoin held by the Trust, less the expenses of the Trust's operations. The fund is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | President | |
Bitwise ETF Trust
![]() Bitwise ETF Trust Bitwise ETF Trust engages in the cryptocurrency business. The company is headquartered in San Francisco, CA. | Chief Operating Officer | ||
Direxion Investments
![]() Direxion Investments Financial ConglomeratesFinance Part of Rafferty Asset Management LLC, Direxion Investments is a Chinese company that provides investment services. The company is based in Hong Kong, Hong Kong. | Financial Conglomerates | Corporate Officer/Principal | |
Kohlberg Kravis Roberts & Co. LP
![]() Kohlberg Kravis Roberts & Co. LP Investment ManagersFinance Kohlberg Kravis Roberts & Co. LP (KKR) is a private equity subsidiary of KKR & Co. Inc founded in 1976 by Henry Kravis, George Roberts and Jerome Kohlberg. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
ENDEAVOR GROUP HOLDINGS, INC. | Media Conglomerates | Private Equity Investor | |
City of Boston (Massachusetts) | Municipality | Consultant / Advisor | |
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 | Graduate Degree | |
Valor Management LLC
![]() Valor Management LLC Investment ManagersFinance Valor Management LLC (Valor Management) is a private equity firm founded in 2001 by Antonio Jose Gracias. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Blue Moon Capital Partners LP
![]() Blue Moon Capital Partners LP Investment ManagersFinance Blue Moon Capital Partners LP is a private equity firm founded in 2013 by Susan Barlow and Kathryn Sweeney. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor |
Statistiche
Distribuzione geografica
Stati Uniti | 41 |
Regno Unito | 3 |
Francia | 2 |
Bermuda | 2 |
Hong Kong | 2 |
Settori
Finance | 25 |
Consumer Services | 10 |
Commercial Services | 4 |
Government | 4 |
Miscellaneous | 4 |
Posizioni
Undergraduate Degree | 50 |
Corporate Officer/Principal | 43 |
Director/Board Member | 22 |
Analyst-Equity | 21 |
Private Equity Investor | 21 |
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