Peter Corsi
Gestore di Portafoglio-Azioni presso Crestwood Advisors Group LLC
Provenienza dei contatti di primo grado di Peter Corsi
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Princeton University
388
| College/University | Other Consumer Services | 388 |
Boston University
231
| College/University | Other Consumer Services | 231 |
Crestwood Advisors Group LLC
 Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments.
10
| Subsidiary | Investment Managers | 10 |
James Caird, Inc.
 James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations.
7
| Subsidiary | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Peter Corsi tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Boston College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Crestwood Advisors LLC
 Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Investment Managers | Analyst-Equity Analyst-Equity Chief Executive Officer Portfolio Manager-Equities | |
Baldwin Brothers LLC
 Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
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 Undergraduate Degree Graduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Stanford University | College/University | Masters Business Admin Corporate Officer/Principal Undergraduate Degree | |
| University of California, Berkeley | College/University | Doctorate Degree Masters Business Admin Doctorate Degree | |
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 separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income | |
| Harvard Business School | College/University | Graduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
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 | Analyst-Equity Comptroller/Controller/Auditor | |
American Philosophical Society
 American Philosophical Society Miscellaneous Commercial ServicesCommercial Services The American Philosophical Society is an organization that hosts biannual general meetings for its members, families, and distinguished guests. The non-profit company is based in Philadelphia, PA. The meetings cater to the diverse interests and expertise of attendees and provide a unique opportunity to indulge the audience’s breadth of intellectual curiosity. The society has an exceptional collection of over 13 million manuscripts, objects, books, images, and works of art covering various topics such as early and revolutionary history, natural history, Indian linguistics and culture, nuclear physics, computer development, medical science, genetics and eugenics, and the development of cultural anthropology. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Market Strategist Analyst-Fixed Income | |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Colorado | College/University | Undergraduate Degree Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | 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 | Analyst-Fixed Income Analyst-Equity | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Graduate Degree | |
| University of Medicine & Dentistry of New Jersey | College/University | Corporate Officer/Principal Director/Board Member | |
Cerberus Capital Management LP
 Cerberus Capital Management LP Investment ManagersFinance Cerberus Capital Management LP (Cerberus) is a private equity firm founded in 1992 by Stephen A. Feinberg and William L. Richter. It is headquartered in New York. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
| MEIRAGTX HOLDINGS PLC | Biotechnology | Director/Board Member Director/Board Member | |
National Academy of Sciences
 National Academy of Sciences Miscellaneous Commercial ServicesCommercial Services National Academy of Sciences operates as a private, nongovernmental institution that advises on issues related to science and technology. It provides independent, objective analysis and advice and conducts other activities to solve complex problems and inform public policy decisions. The firm also encourages education and research, recognize outstanding contributions to knowledge, and increase public understanding in matters of science. The company was founded on March 3, 1863 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
National Academy of Medicine (United States)
 National Academy of Medicine (United States) Miscellaneous Commercial ServicesCommercial Services The National Academy of Medicine (United States) is based in Washington and is focused on improving the health and well-being of individuals through various initiatives. These initiatives include the clinician well-being collaborative, which aims to accelerate the implementation of a national plan for health workforce well-being, and the development of a code of conduct for the use of artificial intelligence in health care. The organization also provides resources to support meaningful community engagement in health and health care programs and policies. Recently, the National Academy of Medicine announced the appointment of Mandy Cohen, a member of the organization, as the director of the Centers for Disease Control and Prevention. Additionally, the organization has released a publication celebrating 50 years of progress in biomedical science, health, and health care. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
MeiraGTx Ltd.
 MeiraGTx Ltd. Pharmaceuticals: MajorHealth Technology MeiraGTx Ltd. engages in the development of novel gene therapies to transform the lives of patients suffering from acquired and inherited disorders. The company was founded on March 20, 1991 and is headquartered in London, the United Kingdom. | Pharmaceuticals: Major | Director/Board Member Director/Board Member | |
| PMV PHARMACEUTICALS, INC. | Miscellaneous Commercial Services | Founder Founder | |
| EATON VANCE FLOATING-RATE INCOME PLUS FUND | Investment Trusts/Mutual Funds | President | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | President | |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | President | |
| EATON VANCE SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Frasers Logistics & Industrial Asset Management Pte Ltd.
 Frasers Logistics & Industrial Asset Management Pte Ltd. Miscellaneous Commercial ServicesCommercial Services Frasers Logistics & Industrial Asset Management Pte Ltd. provides management consulting services. The private company is based in Singapore, Singapore. | Miscellaneous Commercial Services | Director/Board Member | |
| EATON VANCE MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | President | |
| Thip Suphanburi Bioenergy Co. Ltd. | Director/Board Member | ||
| EATON VANCE MUNICIPAL INCOME 2028 TERM TRUST | Investment Trusts/Mutual Funds | President | |
| EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | President | |
| EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | President | |
| EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | President | |
| EATON VANCE CORP. | Investment Managers | Chief Investment Officer | |
| Bryant University | College/University | Masters Business Admin | |
Chatwin Srl
 Chatwin Srl Miscellaneous Commercial ServicesCommercial Services Chatwin Srl provides business and management consulting services. The private company is located in Italy. The Italian company was founded by Richard A. Frankel. | Miscellaneous Commercial Services | Founder |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Isole Cayman | 2 |
| Belgio | 2 |
| Regno Unito | 2 |
| Singapore | 2 |
Settori
| Consumer Services | 16 |
| Finance | 16 |
| Miscellaneous | 12 |
| Commercial Services | 7 |
| Health Technology | 3 |
Posizioni
| Director/Board Member | 275 |
| Corporate Officer/Principal | 144 |
| Undergraduate Degree | 95 |
| Analyst-Equity | 41 |
| Masters Business Admin | 40 |
Contatti più connessi
| Insiders | |
|---|---|
| Sirivadhanabhakdi Panote | 158 |
| Arnold Levine | 30 |
| Rob Glanville | 29 |
| Eric Stein | 28 |
| Thomas Shenk | 21 |
| Matthew B. Whalen | 17 |
| John D. Clark | 14 |
| Denis Sheahan | 13 |
| Scott C. Goebel | 13 |
| William Ullman | 11 |
| J. David Selvia | 10 |
| Richard A. Frankel | 9 |
| Donna K. Hazard | 9 |
| Peter Rathjens | 9 |
| Rami A. Habli | 8 |
- Borsa valori
- Insiders
- Peter Corsi
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