Mike Stephens
Gestore di Portafoglio-Azioni presso Fiduciary Trust Co.
Provenienza dei contatti di primo grado di Mike Stephens
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Fiduciary Trust Co.
 Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions.
15
| Subsidiary | Investment Managers | 15 |
Emerson Investment Management LLC
 Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions.
9
| Extinct | Investment Managers | 9 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Mike Stephens tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Wallace E Carroll School of Management | College/University | Corporate Officer/Principal Corporate Officer/Principal Masters Business Admin Undergraduate Degree | |
Boston Financial Management LLC
 Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Investment Managers | Portfolio Manager-Equities Market Strategist Portfolio Manager-Equities Analyst-Equity | |
| JOHN HANCOCK PREFERRED INCOME FUND III | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
John Hancock Municipal Securities Trust
 John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA. | Finance/Rental/Leasing | Chairman Chairman Director/Board Member | |
John Hancock Collateral Trust
 John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| JOHN HANCOCK HEDGED EQUITY & INCOME FUND | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| STIFEL FINANCIAL CORP. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
| John Hancock Funds II | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| JOHN HANCOCK INVESTORS TRUST | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| John Hancock Exchange Traded Fund Trust | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| Virtus Variable Insurance Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
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 Undergraduate Degree Undergraduate Degree | |
| JOHN HANCOCK PREFERRED INCOME FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| JOHN HANCOCK PREFERRED INCOME FUND II | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
| John Hancock Funds III | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
| Wydown Group | Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer | ||
| JOHN HANCOCK INCOME SECURITIES TRUST | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
| John Hancock Variable Insurance Trust | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| JOHN HANCOCK INVESTMENTS - JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND | Investment Trusts/Mutual Funds | Chairman Chairman Director/Board Member | |
Middleton & Co., Inc.
 Middleton & Co., Inc. Investment ManagersFinance Middleton & Co., Inc. is a registered investment counseling firm headquartered in Boston, Massachusetts. The firm was founded by Thomas Mike Middleton in 1984 and is principally owned by the Middleton & Co. Employee Stock Ownership Trust. They provide objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations. | Investment Managers | Portfolio Manager-Equities Investment Committee Member | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
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 | |
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 | |
| John Hancock Floating Rate High Income Fund | Chairman Director/Board Member | ||
John Hancock Emerging Markets Income Fund
 John Hancock Emerging Markets Income Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Emerging Markets Income Fund is a non-diversified, closed-end management investment company. Its objective is to provide high current income and its secondary investment objective is to seek capital appreciation. The company was founded in 2011 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| John Hancock Sovereign Bond Fund | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
John Hancock GA Mortgage Trust
 John Hancock GA Mortgage Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock GA Mortgage Trust functions as pooled investment fund. The company is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
John Hancock GA Senior Loan Trust
 John Hancock GA Senior Loan Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock GA Senior Loan Trust operates as a closed-end diversified management investment company. It specializes as an investment vehicle that invests its net assets in senior loans. The company wasf ounded on May 31, 2018 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| John Hancock California Municipal Bond Fund | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| John Hancock Current Interest | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
John Hancock Funds, Inc.
 John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Investment Banks/Brokers | Chairman Director/Board Member | |
| John Hancock Strategic Diversified Income Fund | Chairman Director/Board Member | ||
| Harvard Business School | College/University | Masters Business Admin Doctorate Degree | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin | |
| Sidhu Advisors LLC | Analyst-Equity | ||
Choate Investment Advisors LLC
 Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Investment Managers | Analyst-Equity | |
Ipswich Investment Management Co., Inc.
 Ipswich Investment Management Co., Inc. Investment ManagersFinance Founded in 1986, Ipswich Investment Management Co., Inc. is a registered investment advisor located in Ipswich, Massachusetts. The firm's clients include individuals, families, trusts, corporations, pension plans and profit sharing plans. | Investment Managers | Investment Committee Member | |
Wilkins Investment Counsel, Inc.
 Wilkins Investment Counsel, Inc. Investment ManagersFinance Wilkins Investment Counsel, Inc. (WIC) is an independent registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by John P. Wilkins in 1989. WIC manages investment accounts on a discretionary basis for high net worth individuals, families, foundations and endowments. | Investment Managers | Analyst-Equity | |
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 |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Israele | 2 |
| Francia | 2 |
Settori
| Miscellaneous | 24 |
| Finance | 13 |
| Consumer Services | 9 |
| Commercial Services | 4 |
Posizioni
| Director/Board Member | 118 |
| Chairman | 47 |
| Independent Dir/Board Member | 46 |
| Corporate Officer/Principal | 39 |
| Portfolio Manager-Equities | 25 |
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