Lynn Waples
Gestore di Portafoglio-Azioni presso Argent Wealth Management LLC
Provenienza dei contatti di primo grado di Lynn Waples
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Boston College
242
| College/University | Other Consumer Services | 242 |
University of Vermont
126
| College/University | Other Consumer Services | 126 |
Argent Wealth Management LLC
 Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.
11
| Subsidiary | Investment Managers | 11 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Lynn Waples tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds. | Investment Managers | Sales & Marketing Corporate Officer/Principal | |
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 | Corporate Officer/Principal Sales & Marketing | |
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-Equity Analyst-Equity | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Google LLC
 Google LLC Internet Software/ServicesTechnology Services Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA. | Internet Software/Services | Corporate Officer/Principal Founder | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
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 | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Suffolk University | College/University | Graduate Degree Masters Business Admin Graduate Degree Graduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
| George Washington University | College/University | Graduate Degree Graduate Degree | |
| Bryant University | College/University | Undergraduate Degree Undergraduate Degree | |
| Wallace E Carroll School of Management | College/University | Undergraduate Degree Masters Business Admin | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| University of Notre Dame | College/University | Graduate Degree Undergraduate Degree | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
AFH Holding II, Inc.
 AFH Holding II, Inc. Financial ConglomeratesFinance AFH Holding II, Inc. operates as a blank check company. The company was formed to explore merger and acquisitions opportunities with other companies. AFH Holding II was founded on April 16, 2007 and is headquartered in Berkeley Hills, CA. | Financial Conglomerates | Director/Board Member | |
White & Williams LLP
 White & Williams LLP Investment ManagersFinance White & Williams LLP is an alternative investment manager. The private company is based in Philadelphia, PA and has subsidiaries in United States. The company was founded in 1899. | Investment Managers | Corporate Officer/Principal | |
| Mercer County Chamber of Commerce | Corporate Officer/Principal | ||
New Jersey State Bar Association
 New Jersey State Bar Association Miscellaneous Commercial ServicesCommercial Services New Jersey State Bar Association operates as a not-for-profit organization. It educates the public to enhance awareness of the legal system. The company was founded in June 1899 and is headquartered in New Brunswick, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Ubiquity Global Services, Inc.
 Ubiquity Global Services, Inc. Miscellaneous Commercial ServicesCommercial Services Ubiquity Global Services, Inc. provides business process outsourcing services. It offers solutions that include live customer support services, interactive voice response solutions, multichannel real-time servicing and physical correspondence services. The company was founded by Matthew Nyren and Franz Schwarzinger in 2012 and is headquartered in New York, NY. | Miscellaneous Commercial Services | General Counsel | |
| Rutgers State University of New Jersey | College/University | Graduate Degree | |
Capstar LLC
 Capstar LLC Miscellaneous Commercial ServicesCommercial Services Part of Woodbridge Co. Ltd. /New/, Capstar LLC is a company that provides testing services. The company is based in Princeton, NJ. The company was founded by Robert Bassett Cross. Capstar was acquired by Thomson Corp. from Educational Testing Service, Inc. on August 16, 2004. | Miscellaneous Commercial Services | Human Resources Officer | |
Prometric LLC
 Prometric LLC Miscellaneous Commercial ServicesCommercial Services Prometric LLC engages in provision of testing and assessment services. The firm offers test development and delivery. It serves the academic, corporate, government, financial, healthcare, information technology and professional associations industries. The company was founded in 1990 and is headquartered in Baltimore, MD. | Miscellaneous Commercial Services | General Counsel | |
Troutman Pepper Hamilton Sanders LLP
 Troutman Pepper Hamilton Sanders LLP Miscellaneous Commercial ServicesCommercial Services Troutman Pepper Hamilton Sanders LLP operates as a law firm. The company is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Nukk-Freeman & Cerra, P.C.
 Nukk-Freeman & Cerra, P.C. Miscellaneous Commercial ServicesCommercial Services Nukk-Freeman & Cerra, P.C. provides labor and employment related legal services. Its practice areas include litigation defense, employment practices training, business and legal counseling and audits, policy and documentation preparation, compensation and employee benefits, and workplace investigations. The company was founded by Suzanne M. Cerra and Katherin Nukk-Freeman in 2006 and is headquartered in Chatham, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Seamans Capital Management LLC
 Seamans Capital Management LLC Investment ManagersFinance Seamans Capital Management LLC (SCM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Richard F. Seamans in 1986 to provide strategic investment research to institutions and managers. SCM switched their focus from providing strategic research to providing investment management services for select individuals and their related institutions. They also began to offer separately managed accounts and private pooled investment vehicles. | Investment Managers | Sales & Marketing |
Statistiche
Distribuzione geografica
| Stati Uniti | 44 |
| Israele | 2 |
| Italia | 2 |
| Regno Unito | 2 |
| Francia | 2 |
Settori
| Consumer Services | 19 |
| Finance | 15 |
| Commercial Services | 13 |
| Technology Services | 3 |
Posizioni
| Corporate Officer/Principal | 169 |
| Director/Board Member | 123 |
| Undergraduate Degree | 99 |
| Graduate Degree | 40 |
| Analyst-Equity | 40 |
Contatti più connessi
| Insiders | |
|---|---|
| Joe A. Del Guercio | 30 |
| Nikesh Arora | 28 |
| Kevin Willer | 25 |
| Mary Guilfoile | 19 |
| Richard S. Siber | 16 |
| Andrew K. Reilly | 16 |
| Edward Jennings | 14 |
| Gilbert Patrick Stéphane Leal | 14 |
| Pete Meyers | 13 |
| Richard Hampson | 13 |
| Christopher M. Mirabile | 11 |
| Patrick Christmas | 10 |
| John Segrich | 10 |
| Robert F. Hofeman | 10 |
| Brendan Scollans | 9 |
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