Kevin Schmitz
Gestore di Portafoglio-Azioni presso Massachusetts Financial Services Co.
Provenienza dei contatti di primo grado di Kevin Schmitz
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of Michigan
631
| College/University | Other Consumer Services | 631 |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as 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. (TSE, 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).
218
| Subsidiary | Investment Managers | 218 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kevin Schmitz 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 | Corporate Officer/Principal Analyst-Equity President Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Trading-Equity General Counsel | |
| MFS CHARTER INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Secretary Chief Executive Officer Director/Board Member Corporate Secretary | |
| MFS GOVERNMENT MARKETS INCOME TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Corporate Secretary | |
| MFS INTERMEDIATE INCOME TRUST | Other Consumer Services | Director/Board Member Director/Board Member Corporate Secretary | |
| MFS MULTIMARKET INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Secretary | |
| MFS MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Secretary | |
| MFS SPECIAL VALUE TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Corporate Secretary | |
Sun Life Capital Management (US) LLC
 Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income Analyst-Equity Analyst-Equity Analyst-Equity | |
MFS Investment Management Canada Ltd.
 MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm was founded in 1947 and formerly known as McLean Budden Ltd. They are a subsidiary of MFS Institutional Advisors, Inc. and their ultimate parent is Sun Life Financial, Inc. (NYSE, TSX: SLF). MFS Canada manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
MFS Institutional Advisors, Inc.
 MFS Institutional Advisors, Inc. Investment ManagersFinance MFS Institutional Advisors, Inc. (MFSI) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1986 and is a wholly-owned subsidiary of Massachusetts Financial Services Co., dba MFS Investment Management (MFS), which is an indirect, majority-owned subsidiary of Sun Life Financial Inc. (TSX: SLF, NYSE: SLF) in Canada. MFSI provides investment advisory services to institutional investors. The firm also provides advisory services through certain wrap fee programs whose participants include individual and high net-worth individuals. | Investment Managers | Director of Research - Equity Chief Executive Officer Analyst-Equity Portfolio Manager-Equities | |
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
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 | |
| University of Virginia | College/University | Masters Business Admin Graduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin 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 | Doctorate Degree Masters Business Admin Corporate Officer/Principal | |
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 | Masters Business Admin Masters Business Admin Corporate Officer/Principal Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
Bowdoin College
 Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Graduate 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 | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Massachusetts | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| MFS HIGH INCOME MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Secretary | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| MFS INVESTMENT GRADE MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Corporate Secretary | |
| MFS INTERMEDIATE HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Secretary | |
| MFS HIGH YIELD MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Secretary | |
| International Monetary Fund | General Government | Economist Economist Corporate Officer/Principal | |
| F.W. Olin Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Questrom School of Business | College/University | Graduate Degree Masters Business Admin | |
| MIT Sloan School of Management | College/University | Masters Business Admin Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Canada | 3 |
Settori
| Consumer Services | 27 |
| Finance | 13 |
| Miscellaneous | 11 |
| Government | 2 |
Posizioni
| Corporate Officer/Principal | 118 |
| Director/Board Member | 112 |
| Undergraduate Degree | 96 |
| Portfolio Manager-Equities | 78 |
| Analyst-Equity | 75 |
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| Jeff Carp | 13 |
| Jason B. Koenig | 11 |
| Kuan Hsu | 10 |
| Bill Adams | 10 |
| Alec Gallimore | 10 |
| Maile Naylor | 9 |
| Michael Skatrud | 8 |
| David M. Earnest | 8 |
| Matt Krummell | 8 |
| Thomas Melendez | 7 |
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