Leo M. Zerilli
Direttore/Membro del Consiglio presso Manulife Investment Management (North America) Ltd.
Provenienza dei contatti di primo grado di Leo M. Zerilli
Entità | Tipo di entità | Settore Industriale | |
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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.
55
| College/University | Other Consumer Services | 55 |
The Investment Funds Institute of Canada
The Investment Funds Institute of Canada Financial ConglomeratesFinance The Investment Funds Institute of Canada operates as the voice of Canada''s investment funds industry. The company was founded in 1962 and is headquartered in Toronto, Canada.
33
| Non-Profit Organization | Financial Conglomerates | 33 |
Manulife Investment Management (North America) Ltd.
Manulife Investment Management (North America) Ltd. Investment ManagersFinance Manulife Investment Management (North America) Ltd. provides asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors. It manages equity and fixed income mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. The company was founded in 2003 and is headquartered in Toronto, Canada.
8
| Subsidiary | Investment Managers | 8 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Leo M. Zerilli tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity | |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Market Strategist Corporate Officer/Principal | |
Northeast Investment Management, Inc.
Northeast Investment Management, Inc. Investment ManagersFinance Northeast Investment Management, Inc. (NIM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1984 by William Oates and Ernest Monrad. NIM provides investment advisory services on a discretionary and non-discretionary basis to individuals, families, trustees, executors, personal representatives, family offices, charitable institutions and small businesses. | Investment Managers | Analyst-Equity | |
Westfield Capital Management Co. LP
Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Investment Managers | Sales & Marketing | |
Summit Partners LP
Summit Partners LP Investment ManagersFinance Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
HarbourVest Partners LLC
HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Investor Private Equity Investor | |
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Fixed Income Analyst-Equity Corporate Officer/Principal | |
The Boston Family Office LLC
The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans. | Investment Managers | Portfolio Manager-Equities | |
United Educators, Inc.
United Educators, Inc. Insurance Brokers/ServicesFinance United Educators, Inc. provides liability insurance and risk management services to almost 1,600 members representing K-12 schools, colleges, and universities throughout the United States. The private company is based in Bethesda, MD. United Educators addresses their members' unique risks through thoughtful underwriting resulting in appropriate coverage. Founded in 1987 as a risk retention group, the American company is owned and governed by the institutions they insure. | Insurance Brokers/Services | Director/Board Member | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal 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 Market Strategist | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Boston University | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
Gryphon Investors, LLC
Gryphon Investors, LLC Investment ManagersFinance Gryphon Investors,LLC (Gryphon Investors) is a private equity firm founded in 1995 by R.David Andrews. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Clarion Partners LLC / Private Equity
Clarion Partners LLC / Private Equity Investment ManagersFinance Clarion Partners LLC / Private Equity is a Private Equity firm, a subsidiary of Clarion Partners LLC founded in 1982 by Steve J. Furnary and Frank L. Sullivan. Clarion Partners LLC / Private Equity is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Verrill Dana LLP
Verrill Dana LLP Miscellaneous Commercial ServicesCommercial Services Verrill Dana is a full service law firm with more than 110 attorneys and a growing number of service-based practice groups. The firm has a regional presence in the Northeast, with offices from Maine to Washington, D.C., allowing them to serve clients with interests across the country and around the world. Through scalable staffing, careful communication and skillful project management, Verrill Dana helps individuals and businesses achieve their goals in a manner that suits their unique legal needs and preferred work methods. They embrace the principles behind the Association of Corporate Counsel Value Challenge. They are committed to providing value-driven, quality legal services and practical solutions in a cost-effective manner. Their lawyers are not satisfied being only quality service providers. They strive to earn the status of trusted counsel, advocates and allies in their clients success. Verrill Dana''s enduring commitment to quality client service is complemented by their commitment to community service. Verrill Dana believes that its role as a leading New England business carries a corresponding obligation to give back to the communities in which they live and work. This obligation is fulfilled through the personal service of their lawyers and staff in numerous community organizations, the firm''s prominent charitable giving program and the direct provision of pro bono legal services. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Deloitte Consulting LLP
Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor Corporate Officer/Principal | |
Indus Capital Partners LLC
Indus Capital Partners LLC Investment ManagersFinance Indus Capital Partners LLC (Indus) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2000 by David Kowitz, Sheldon Kasowitz and Byron Gill. Indus provides investment supervisory and management services on a discretionary basis primarily to commingled private investments funds and institutional clients. | Investment Managers | Analyst-Equity | |
Queen's University | College/University | Undergraduate Degree Graduate Degree | |
Yale University | College/University | Masters Business Admin | |
New York University | College/University | Masters Business Admin Graduate Degree Graduate Degree Graduate Degree | |
University of Toronto | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
Ontario Bar Association
Ontario Bar Association Miscellaneous Commercial ServicesCommercial Services Ontario Bar Association operates as the voice of Canada’s legal profession. The firm represents lawyers, judges, notaries, law teachers and law students from across the province. It specializes in advocacy, practice area sanctions, professional development programs, and law reform and law amendment. The company was founded in 1896 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Portfolio Management Association of Canada
Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Canadian ETF Association
Canadian ETF Association Miscellaneous Commercial ServicesCommercial Services Canadian ETF Association operates as an association which provides information, education and access to resources on ETF investing in Canada. The company is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Osgoode Hall Law School | College/University | Undergraduate Degree Graduate Degree | |
Suffolk University Law School | College/University | Graduate Degree | |
The Jackson Laboratory
The Jackson Laboratory BiotechnologyHealth Technology The Jackson Laboratory provides biotechnology research services. It offers nonprofit research, biomedical research, genomics, genetics, cancer, neuroscience, immunology, aging, bioinformatics, computational biology, research mice, genomic medicine, reproductive biology, developmental biology, eye research and hearing research. The company was founded by Clarence Cook Little in 1929 and is headquartered in Bar Harbor, ME. | Biotechnology | Chief Operating Officer | |
Camden National Bank (Maine)
Camden National Bank (Maine) Major BanksFinance Camden National Bank provides banking services. It offers personal and business banking and investment management. The company is headquartered in Camden, ME. | Major Banks | Director/Board Member | |
Wheaton College (Illinois) | College/University | Director/Board Member | |
Reynders, McVeigh Capital Management LLC
Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company. | Investment Managers | Portfolio Manager-Equities | |
Environmental Defense Fund, Inc.
Environmental Defense Fund, Inc. Miscellaneous Commercial ServicesCommercial Services Environmental Defense Fund, Inc. operates as a non-profit organization, which works to forge practical solutions that help nature and people prosper sustainably. It launched the Smart Boat Initiative (SBI) which focuses on leveraging the technological advances and plummeting costs in sensors, artificial intelligence, broadband communication and data analytics to equip and surround fishing vessels of all sizes with digital tools and infrastructure that can increase sustainability, accountability, profitability and transparency in fishing. The company was founded by Arthur P. Cooley, Charles F. Wurster and Dennis Puleston in 1967 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
HEC Montréal | College/University | Graduate Degree | |
The Standard Life Assurance Company 2006 (Canada)
The Standard Life Assurance Company 2006 (Canada) Multi-Line InsuranceFinance Part of abrdn Plc, The Standard Life Assurance Company 2006 (Canada) is a provider of individual insurance, investments, life and health, and savings and retirement insurance products. The company is based in Montréal, Canada. | Multi-Line Insurance | Corporate Officer/Principal | |
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 | |
Maine Employers' Mutual Insurance Co.
Maine Employers' Mutual Insurance Co. Insurance Brokers/ServicesFinance Maine Employers' Mutual Insurance Co. provides workers compensation insurance services. It also offers safety programs, including training workshops and educational materials. The company was founded by in January 1993 and is headquartered in Portland, ME. | Insurance Brokers/Services | Director/Board Member | |
Paine Schwartz Partners LLC
Paine Schwartz Partners LLC Investment ManagersFinance Paine Schwartz Partners LLC (Paine Schwartz Partners) is a private equity firm founded in 2006 by Dexter Paine, Kevin Michael Schwartz and Mitchell S. Presser. The firm is headquartered in San Mateo, California. | Investment Managers | Private Equity Analyst |
Statistiche
Distribuzione geografica
Stati Uniti | 36 |
Canada | 12 |
Lussemburgo | 2 |
Settori
Finance | 24 |
Consumer Services | 16 |
Commercial Services | 7 |
Miscellaneous | 3 |
Health Technology | 2 |
Posizioni
Director/Board Member | 146 |
Corporate Officer/Principal | 81 |
Undergraduate Degree | 67 |
Analyst-Equity | 38 |
Private Equity Investor | 28 |
Contatti più connessi
Insiders | |
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Neal A. Kerr | 22 |
Drew Loucks | 19 |
Vinay Kashyap | 15 |
Sheldon Stone | 14 |
Roshen Menon | 14 |
William D. Packham | 13 |
Judith Goldring | 11 |
David Michael Scandiffio | 9 |
S. Longley | 9 |
Mehran Ahmed | 8 |
Bruce Cooper | 8 |
Roongchat Boonyarat | 8 |
Warren Collier | 8 |
Duane William Green | 8 |
Martina Welkhoff | 8 |
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