Matt Fallon
Analyst-Equity presso Shelter Harbor Advisors LP
Provenienza dei contatti di primo grado di Matt Fallon
Entità | Tipo di entità | Settore Industriale | |
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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.
221
| Subsidiary | Investment Managers | 221 |
Boston College
155
| College/University | Other Consumer Services | 155 |
Fairfield University
74
| College/University | Other Consumer Services | 74 |
Shelter Harbor Advisors LP
Shelter Harbor Advisors LP Investment ManagersFinance Shelter Harbor Advisors LP provides investment advice. The private company is based in Simsbury, CT. Peter James Hark has been the CEO of the company since 2016.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Matt Fallon tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Boston University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Sales & Marketing | |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Wellington Management International Ltd.
Wellington Management International Ltd. Investment ManagersFinance Wellington Management International Ltd. (WMIL) is an investment firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Wellington Management Global Holdings Ltd., itself a subsidiary of Wellington Management Group LLP (Wellington Management) in the US. WMIL provides client liaison, investment monitoring and business development services for Wellington Management and its clients in Europe, the Middle East, and Africa (EMEA). The firm also provides research, portfolio management and trading services to Wellington Management and its clients. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity | |
Dartmouth College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin 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 Analyst-Equity | |
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 Masters Business Admin Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Babson College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Bentley University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Graduate Degree | |
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Johnson Graduate School of Management | College/University | Masters Business Admin Masters Business Admin | |
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
MORGAN STANLEY | 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 | Corporate Officer/Principal Portfolio Manager-Equities | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Rochester Christian University | College/University | Undergraduate Degree Masters Business Admin | |
Brown University | College/University | Graduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Graduate 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 Undergraduate Degree | |
MIT Sloan School of Management | College/University | Graduate Degree Masters Business Admin | |
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 | Doctorate Degree Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Doctorate Degree | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
AETNA | Managed Health Care | 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 | Corporate Officer/Principal Analyst-Equity | |
Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
Glouston Capital Partners LLC
Glouston Capital Partners LLC Investment ManagersFinance Glouston Capital Partners LLC (Glouston Capital Partners) is a private equity subsidiary of Permal Capital Holdings LLC founded in 1990. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Investment Committee Member | |
St. John's University | College/University | Masters Business Admin | |
University of Maine | College/University | Undergraduate Degree | |
YMCA of Greater Springfield, Inc.
YMCA of Greater Springfield, Inc. Services to the Health IndustryHealth Services YMCA of Greater Springfield, Inc. conducts activities for kids, teens, adults and seniors. It also offer a number of leagues like the Men's Open Basketball league, Teen intramural Basketball league, and Youth Basketball league. The company was founded in 1852 and is headquartered in Springfield, MA. | Services to the Health Industry | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 49 |
Israele | 2 |
Regno Unito | 2 |
Settori
Consumer Services | 31 |
Finance | 19 |
Health Services | 3 |
Posizioni
Analyst-Equity | 92 |
Undergraduate Degree | 92 |
Corporate Officer/Principal | 83 |
Portfolio Manager-Equities | 80 |
Masters Business Admin | 56 |
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