Mark Freeman
Direttore degli Investimenti presso Westwood Trust Co.
Provenienza dei contatti di primo grado di Mark Freeman
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.
668
| Non-Profit Organization | Miscellaneous Commercial Services | 668 |
Westwood Management Corp. (Texas)
 Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles.
57
| Subsidiary | Investment Managers | 57 |
American Economic Association
 American Economic Association Miscellaneous Commercial ServicesCommercial Services The American Economic Association operates as a learned society in the field of economics. The private company is based in Nashville, TN.
39
| Private Company | Miscellaneous Commercial Services | 39 |
| Public Company | Investment Managers | 36 | |
CFA Society of Dallas-Fort Worth, Inc.
17
| Non-Profit Organization | 17 | |
Westwood Trust Co.
 Westwood Trust Co. Investment ManagersFinance Part of Westwood Holdings Group, Inc., Westwood Trust Co. is a company that provides investment advice. The company is based in Dallas, TX. The company was founded in 1983. Brian O'Connor Casey has been the CEO of the company since 1992.
8
| Subsidiary | Investment Managers | 8 |
Millsaps College
7
| College/University | Other Consumer Services | 7 |
| Subsidiary | Precious Metals | 4 | |
Capital for Kids
2
| Private Company | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Mark Freeman 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 | Corporate Officer/Principal | |
| NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| CEC ENTERTAINMENT INC | Restaurants | Chief Executive Officer Director of Finance/CFO Corporate Officer/Principal | |
| University of Nebraska | College/University | Masters Business Admin Undergraduate Degree | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
Cantillon Capital Management LLC
 Cantillon Capital Management LLC Investment ManagersFinance Cantillon Capital Management LLC (Cantillon) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by William von Mueffling in 2003 and is a subsidiary of Cantillon Management LP. Cantillon is an investment manager and provides discretionary investment management services to pooled investment vehicles and separately managed accounts intended for institutional investors and other sophisticated investors. | Investment Managers | Corporate Officer/Principal | |
| SIGHT SCIENCES, INC. | Medical Specialties | Director/Board Member | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| University of Virginia | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
| Dartmouth College | 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 | Doctorate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Hong Kong Institute of Certified Public Accountants
 Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Texas Christian University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The Institute of Chartered Accountants of India | College/University | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Cantor Select Portfolios Trust
 Cantor Select Portfolios Trust Finance/Rental/LeasingFinance Cantor Select Portfolios Trust is a statutory trust and is authorized to have multiple series or portfolios. The company was founded on December 16, 2021 and is headquartered in New York, NY. | Finance/Rental/Leasing | Chief Investment Officer Corporate Officer/Principal Chief Executive Officer | |
| Texas A&M University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Chartered Professional Accountants of Canada
 Chartered Professional Accountants of Canada Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Canada (CPA) is a national accounting organization representing over 220,000 CPAs at national and international levels. The non-profit company is based in Toronto, Canada. CPA Canada collaborates with provincial and territorial regulatory bodies to support the profession and promote transparency in financial markets. The organization contributes to standard setting and public policy and works with international bodies to build a stronger accounting profession worldwide. CPA Canada provides extensive resources covering sustainability, corporate reporting, standards, and audit issues. The organization champions best practices that benefit business and society and prepares its members for an ever-evolving operating environment featuring unprecedented change. Pamela Steer has been the CEO of the Canadian company since 2022. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
CFA Society of Chicago
 CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Association of Chartered Certified Accountants
 Association of Chartered Certified Accountants Miscellaneous Commercial ServicesCommercial Services The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Smith Group Asset Management LLC
 Smith Group Asset Management LLC Investment ManagersFinance Smith Group Asset Management LLC (Smith Group) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Stephen Smith in 1995. The firm is a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately owned by Cantor Fitzgerald LP. Smith Group manages assets for a diverse list of clients that includes individuals, high-net worth individuals, banking and thrift institutions, investment companies such as mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms, and UMA’s. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Chief Executive Officer | |
| Washington & Lee University | College/University | Undergraduate Degree Undergraduate Degree | |
| Warsaw School of Economics | College/University | Graduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Indiana University | College/University | Doctorate Degree Masters Business Admin | |
Institute of Corporate Directors
 Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin | |
Institute of Singapore Chartered Accountants
 Institute of Singapore Chartered Accountants Miscellaneous Commercial ServicesCommercial Services Institute of Singapore Chartered Accountants provides accounting services. | Miscellaneous Commercial Services | 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 | Corporate Officer/Principal Corporate Officer/Principal | |
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 Graduate Degree | |
| The Fuqua School of Business | College/University | Masters Business Admin Masters Business Admin | |
The Chinese Institute of Certified Public Accountants
 The Chinese Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Chinese Institute of Certified Public Accountants operates as an accounting organization. The private company is based in Beijing, China. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Bates College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Masters Business Admin | |
| New York University | College/University | Undergraduate Degree Undergraduate Degree | |
Scientific Health Development
 Scientific Health Development Investment ManagersFinance Scientific Health Development (SHD) is a venture capital firm founded in 2006 by Stuart Fitts and Philip Romano. The firm is headquartered in Dallas, Texas. | Investment Managers | Chief Executive Officer | |
| Ashford Hospitality Advisors LLC | Director of Finance/CFO | ||
| Mays Business School | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 40 |
| Canada | 4 |
| Hong Kong | 3 |
| India | 2 |
| Regno Unito | 2 |
Settori
| Consumer Services | 24 |
| Finance | 14 |
| Commercial Services | 12 |
| Health Technology | 2 |
Posizioni
| Corporate Officer/Principal | 282 |
| Director/Board Member | 200 |
| Undergraduate Degree | 85 |
| Independent Dir/Board Member | 56 |
| Portfolio Manager-Equities | 51 |
Contatti più connessi
| Insiders | |
|---|---|
| Catherine Gignac | 27 |
| John David Chapman | 24 |
| Hisham bin Zainal Mokhtar | 22 |
| Arlene Isaacs-Lowe | 18 |
| Susan Byrne | 17 |
| Mei Shuen Low | 16 |
| Thomas C. Davis | 16 |
| Andrew Offer | 15 |
| Mandy Abramsohn | 15 |
| Kee Wai Lo | 15 |
| S. Sreenivasan | 15 |
| George Graham | 14 |
| Tian Chen Cai | 14 |
| Mark A. Wallace | 14 |
| Brian Casey | 13 |
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- Insiders
- Mark Freeman
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