Liz Levy
Analyst-Equity presso Trillium Asset Management LLC
Provenienza dei contatti di primo grado di Liz Levy
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Yale University
340
| College/University | Other Consumer Services | 340 |
The College of William & Mary
88
| College/University | Other Consumer Services | 88 |
Trillium Asset Management LLC
 Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients.
30
| Subsidiary | Investment Managers | 30 |
Winslow Management Co. LLC
 Winslow Management Co. LLC Investment ManagersFinance Founded in 1983 by Jack Robinson, Winslow Management Co. LLC is a registered investment advisor located in Boston. They are a subsidiary of Brown Investment Advisory & Trust Co. and their ultimate parent is Brown Advisory, Inc.
10
| Extinct | Investment Managers | 10 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Liz Levy tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Doctorate Degree Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Higher One, Inc.
 Higher One, Inc. Internet Software/ServicesTechnology Services Higher One, Inc. provides online banking and financial disbursement services. It offers CASHNet payment platform which provides college and university campuses implement PCI-compliant processes for simplifying electronic billing, accepting payments all over campus, offering flexible tuition payment plans and creating online storefronts. The firm is focused on helping college business offices manage operations and provide enhanced services to students. The company was founded by Miles Lasater in March 2000 and is headquartered in New Haven, CT. | Internet Software/Services | Chief Executive Officer Corporate Officer/Principal Sales & Marketing | |
Progressive Investment Management Corp.
 Progressive Investment Management Corp. Investment ManagersFinance Progressive Investment Management Corp. (Progressive) is an independent, SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1987 as Portfolio 21 Investments, Inc. Progressive provides investment management services on a discretionary basis to individuals, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm offers separately managed accounts that may invest in individual stocks and bonds, mutual funds and Exchange Traded Funds (ETFs) that uses several investment strategies. | Investment Managers | Investment Committee Member Analyst-Equity Corporate Officer/Principal | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 Corporate Officer/Principal | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Berkeley | College/University | Graduate Degree Undergraduate Degree | |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
| INSEAD | College/University | Masters Business Admin Masters Business Admin | |
| Bentley University | College/University | Graduate Degree Masters Business Admin | |
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 Corporate Officer/Principal | |
Adams Harkness & Hill Investment Banking
 Adams Harkness & Hill Investment Banking Investment ManagersFinance Part of Canaccord Genuity Group, Inc., Adams Harkness & Hill Investment Banking is a company based in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| HIGHER ONE HOLDINGS, INC | Miscellaneous Commercial Services | Chief Executive Officer Public Communications Contact | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Corporate Officer/Principal Doctorate Degree | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Yale School of Management | College/University | Masters Business Admin Masters Business Admin | |
| New York University | College/University | Graduate Degree Undergraduate Degree | |
Brown Advisory LLC
 Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| The Chinese University of Hong Kong | College/University | Corporate Officer/Principal Graduate Degree | |
Ufora, Inc.
 Ufora, Inc. Packaged SoftwareTechnology Services Ufora, Inc. provides data science engineering solutions. It offers open source platform that automates the engineering code required to run single-threaded programs in parallel across a cluster of machines. The company was founded by Braxton McKee and Alexander Leeds in 2008 and is headquartered in New York, NY. | Packaged Software | Chief Executive Officer Founder | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
US SIF
 US SIF Miscellaneous Commercial ServicesCommercial Services US SIF is a forum for sustainable and responsible investment that aims to shift investment practices towards sustainability and generate positive social and environmental impacts. The non-profit company is based in Washington. Its members include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, community investing organizations, and nonprofit associations. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of North Carolina at Charlotte | College/University | Doctorate Degree Doctorate Degree | |
PS Lifestyle LLC
 PS Lifestyle LLC Other Consumer ServicesConsumer Services PS Lifestyle LLC provides saloon and spa services foe elderly people. Senior Community Salon Operations, Senior Community Beauty Shops, Senior Lifestyle Products. The company was founded by John Polatz in 2008 and is headquartered in Cleveland, OH. | Other Consumer Services | Director/Board Member | |
Apollo Management LP
 Apollo Management LP Investment ManagersFinance Apollo Global Management, Inc /Private Equity/ (Apollo Global Private Equity) is a private equity firm founded in 1990. The firm is headquartered in New York City. | Investment Managers | Private Equity Investor | |
Guidehouse, Inc.
 Guidehouse, Inc. Miscellaneous Commercial ServicesCommercial Services Guidehouse LLP provides management, technology and risk consulting services. The firm serves defense, financial, health, international development and diplomacy, science and infrastructure, national security and state and local government. The company is headquartered in McLean, VA. | Miscellaneous Commercial Services | Director/Board Member | |
EmPowerCES LLC
 EmPowerCES LLC Building ProductsProducer Manufacturing EmPowerCES LLC manufactures and distributes solar panels. The company was founded by Macky McCleary in 2003 and is headquartered in Island Park, NY. | Building Products | Founder | |
| Now Ensemble | Director/Board Member | ||
Nomura Asset Management USA, Inc.
 Nomura Asset Management USA, Inc. Investment ManagersFinance Nomura Asset Management USA, Inc. (NAM-USA) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly owned subsidiary of Nomura Asset Management Co., Ltd., which is wholly owned by Nomura Holdings, Inc. (TYO: 8604; NYSE: NMR) in Japan. NAM-USA offers discretionary investment management services to institutional clients such as corporate pension plans, US registered investment companies and non-US pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Escape Velocity Holdings, Inc.
 Escape Velocity Holdings, Inc. Information Technology ServicesTechnology Services Escape Velocity Holdings, Inc. provides technology support services. The company is headquartered in Irvine, CA. | Information Technology Services | Director/Board Member | |
| PLAYMATES TOYS LIMITED | Other Consumer Specialties | Director/Board Member | |
Achievement First
 Achievement First Other Consumer ServicesConsumer Services Achievement First operates as a public charter school in New Haven. It serves in five cities across Connecticut, New York and Rhode Island. The company was founded by Doug McCurry and Dacia Toll in 2003 and is headquartered in New Haven, CT. | Other Consumer Services | Director/Board Member | |
| PLAYMATES HOLDINGS LIMITED | Recreational Products | Director/Board Member | |
| MKB NEDSENSE N.V. | Packaged Software | Chairman | |
| École des Hautes Études Commerciales de Paris | College/University | Masters Business Admin | |
Union of Concerned Scientists, Inc.
 Union of Concerned Scientists, Inc. Miscellaneous Commercial ServicesCommercial Services Union of Concerned Scientists, Inc. operates as a science advocacy organization. It conducts researches for environmental solutions. The company was founded by Kurt Gottfried and Henry W. Kendall in 1969 and is headquartered in Cambridge, MA. | Miscellaneous Commercial Services | Director/Board Member | |
Endurance Cos. LLC
 Endurance Cos. LLC Investment ManagersFinance Endurance Cos. LLC (Endurance) is a venture capital firm founded in 2009 by Angelo Fu. The firm is headquartered in New Hampshire. | Investment Managers | Private Equity Investor | |
| University of Wisconsin-Eau Claire | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Francia | 3 |
| Bermuda | 3 |
| Hong Kong | 2 |
| Paesi Bassi | 2 |
Settori
| Consumer Services | 23 |
| Finance | 15 |
| Commercial Services | 6 |
| Technology Services | 5 |
| Consumer Durables | 3 |
Posizioni
| Corporate Officer/Principal | 115 |
| Undergraduate Degree | 98 |
| Director/Board Member | 92 |
| Analyst-Equity | 54 |
| Portfolio Manager-Equities | 48 |
Contatti più connessi
| Insiders | |
|---|---|
| Mark Volchek | 17 |
| Alfie Saemundsson | 14 |
| Jack Robinson | 13 |
| Tad Yanagi | 12 |
| James David Waldinger | 12 |
| Helen Chiang | 12 |
| Tiffany Augustyn | 11 |
| Matthew During | 10 |
| Sasha Brown | 9 |
| Xu Hui Shen | 9 |
| Paul Aaron Hilton | 9 |
| Tony Tursich | 9 |
| Adrian N. Almazan | 8 |
| Macky McCleary | 8 |
| Praneeth Wanigasekera | 8 |
- Borsa valori
- Insiders
- Liz Levy
- Connessioni Società