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Provenienza dei contatti di primo grado di Kimberly McEvoy Rogers
Entità | Tipo di entità | Settore Industriale | |
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Wilmington Trust Investment Advisors, Inc.
![]() Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds.
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| Subsidiary | Investment Managers | 69 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kimberly McEvoy Rogers tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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LEGG MASON, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
T. Rowe Price Associates, Inc. (Investment Management)
![]() T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Investment Committee Member Analyst-Equity Director of Research - Equity Analyst-Fixed Income Corporate Officer/Principal | |
Wilmington Trust Corp.
![]() Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | Major Banks | Corporate Officer/Principal Chief Investment Officer | |
Rochester Christian University | College/University | Undergraduate Degree Undergraduate Degree | |
PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Portfolio Manager-Equities Head-Fixed Income Invts | |
M&T BANK CORPORATION | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
ASB Capital Management LLC
![]() ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
Wilmington Trust Investment Management LLC
![]() Wilmington Trust Investment Management LLC Investment ManagersFinance Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds. | Investment Managers | Head-Fixed Income Invts Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Fixed Income Chief Investment Officer Portfolio Manager-Equities Director of Research - Equity President Head-Equity Investments Economist | |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Wilmington Funds Management Corp.
![]() Wilmington Funds Management Corp. Investment ManagersFinance Wilmington Funds Management Corp. (WFMC) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 1981 as Rodney Square Management Corp. They are a subsidiary of M&T Bank Corp. (NYSE: MTB). WFMC provides investment advisory services directly to certain affiliated investment companies which are part of the Wilmington Funds. | Investment Managers | Head-Fixed Income Invts Analyst-Equity Chief Investment Officer Portfolio Manager-Equities Head-Equity Investments Chief Investment Officer Head-Equity Investments Economist | |
University of Maryland | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree Masters Business Admin Corporate Officer/Principal | |
Towson University | College/University | Undergraduate Degree 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 Masters Business Admin Undergraduate Degree | |
University of Michigan | College/University | Graduate Degree Masters Business Admin | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
Villanova University | College/University | Masters Business Admin Undergraduate Degree | |
York University | College/University | Doctorate Degree 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 | Graduate Degree Graduate Degree | |
Wilmington Real Asset Fund Select LLC | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member | |
Princeton University | College/University | Undergraduate Degree Graduate Degree | |
Lazard Asset Management LLC
![]() Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Graduate Degree | |
University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
American Capital Asset Management LLC
![]() American Capital Asset Management LLC Investment ManagersFinance American Capital Asset Management LLC (American Capital) is a private equity firm founded in 1986 by Malon Wilkus. The firm is headquartered in Bethesda, Maryland. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Tennessee Consolidated Retirement System
![]() Tennessee Consolidated Retirement System Investment ManagersFinance Tennessee Consolidated Retirement System (TCRS) is a State-owned pension fund manager headquartered in Nashville, Tennessee. Founded in 1972, TCRS is a defined benefit pension plan that provides lifetime retirement, survivor and disability benefits for employees and their beneficiaries. The firm covers state employees, higher education employees, K-12 public school teachers and employees of political subdivisions who have elected to participate in the plan. | Investment Managers | Portfolio Manager-Equities Head-Fixed Income Invts | |
University of Virginia | College/University | Undergraduate Degree Masters Business Admin | |
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 | |
State Retirement & Pension System of Maryland
![]() State Retirement & Pension System of Maryland Investment ManagersFinance Maryland State Retirement & Pension System (SRPS) is the state-owned pension fund management firm headquartered in Baltimore, Maryland. Founded in 1982, the firm administers death, disability and retirement benefits on behalf of their members. These include active and former State employees, teachers, State police, judges, law enforcement. SRPS provides important coverage both during a member’s working career and after they retire. | Investment Managers | Corporate Officer/Principal | |
US Bancorp Asset Management, Inc.
![]() US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Portfolio Manager-Equities | |
University of Virginia Darden School of Business | College/University | Masters Business Admin | |
Kipp Baltimore, Inc.
![]() Kipp Baltimore, Inc. Miscellaneous Commercial ServicesCommercial Services Kipp Baltimore, Inc. is an educational organization that aims to provide joyful, academically excellent schools for students to prepare them for college, career, and beyond. Kipp Baltimore is based in Baltimore, MD, and was founded in 2002. The organization works with families and communities to create a safe and structured environment with highly skilled teachers and leaders who help students develop their character, knowledge, habits of mind, and skills needed to be successful in college and the competitive world. The CEO is Marsha Reeves. | Miscellaneous Commercial Services | Director/Board Member | |
PNC Capital Advisors LLC
![]() PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Investment Managers | Portfolio Manager-Fixed Income | |
The Brethren Home Community
![]() The Brethren Home Community Hospital/Nursing ManagementHealth Services The Brethren Home Community provides retirement living, assisted living, and nursing care services. It also offers residential living, personal care, health care, rehabilitation care, memory care and adult day services. The company was founded in 1908 and is headquartered in New Oxford, PA. | Hospital/Nursing Management | Director/Board Member | |
AllianceBernstein LP
![]() AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
Albright College | College/University | Undergraduate Degree | |
University of Utah | College/University | Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 48 |
Canada | 2 |
Settori
Finance | 24 |
Consumer Services | 22 |
Commercial Services | 3 |
Miscellaneous | 2 |
Health Services | 2 |
Posizioni
Corporate Officer/Principal | 101 |
Portfolio Manager-Equities | 73 |
Undergraduate Degree | 63 |
Analyst-Equity | 54 |
Masters Business Admin | 35 |
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Dave Robertson | 12 |
Tony Roth | 12 |
Mark Tompkins | 11 |
Matt Glaser | 10 |
Rex Phillip Macey | 10 |
Sam Fraundorf | 9 |
Thomas D. Kim | 9 |
Shubhro Banerjee | 9 |
Luke Tilley | 9 |
Jeff Schollaert | 9 |
Barry William Randall | 8 |
David Andrew Trossman | 8 |
Tom DeHudy | 8 |
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