Rachel Burlock
Analyst-Equity presso Boston Trust Walden, Inc.
Provenienza dei contatti di primo grado di Rachel Burlock
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds.
33
| Subsidiary | Investment Managers | 33 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Rachel Burlock tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree | |
| Boston College | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
Boston Trust Walden Co.
 Boston Trust Walden Co. Regional BanksFinance Boston Trust Walden Co. provides banking services. The firm provides its services to high net worth individuals and their families, foundations, endowments, pension and profit sharing plans, retirement plans of municipalities, corporations, religious organizations, Taft Hartley plans, and labor unions. It also provides financial planning, tax management services, trust services, and estate planning. The company was founded in 1960 and is headquartered in Boston, MA. | Regional Banks | Chairman Chief Executive Officer Chief Executive Officer Chief Operating Officer | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba 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. (TSX, 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 Analyst-Equity Analyst-Fixed Income | |
Boston Trust Walden Corp.
 Boston Trust Walden Corp. Investment ManagersFinance Boston Trust Walden Corp. provides investment advisory services. The company is headquartered in Boston, MA. | Investment Managers | Chairman Chief Executive Officer Chief Executive Officer | |
| Dartmouth College | College/University | Undergraduate Degree 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 Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin Masters Business Admin | |
| Harvard 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 College of William & Mary | College/University | Undergraduate Degree Undergraduate Degree | |
Ceres
 Ceres Miscellaneous Commercial ServicesCommercial Services Ceres operates as a non-profit organization. Its solutions include energy conservation, environmental restoration, management commitment, management commitment, reduction and disposal of wastes and audits and reports. The company was founded in 1989 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Union University | College/University | Undergraduate Degree | |
| Skidmore College | College/University | Undergraduate Degree | |
| PANERA BREAD CO | Restaurants | Director/Board Member | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| George Washington University | College/University | Graduate Degree | |
Cohen Capital Management, Inc. (California)
 Cohen Capital Management, Inc. (California) Investment ManagersFinance Cohen Capital Management, Inc. (CCM) is a registered independent wealth management firm headquartered in Corte Madera, California. The firm was founded by Jay A. Cohen in 1995. CCM manages clients’ cash balances, equity and fixed income portfolios on a fully disclosed basis primarily for high net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
Ironwood Investment Management LLC
 Ironwood Investment Management LLC Investment ManagersFinance Ironwood Investment Management LLC (Ironwood) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Warren Isabelle in 1997 and formerly known as Intrepid Partners LLC and Ironwood Capital Management LLC. Ironwood provides advisory services focused on domestic stocks through several targeted investment products. The firm also serves as portfolio manager to wrap fee programs. Ironwood is a signatory to the United Nations Principles of Responsible Investing (UNPRI). | Investment Managers | Corporate Officer/Principal | |
Collins Stewart, Inc.
 Collins Stewart, Inc. Investment Banks/BrokersFinance Part of Canaccord Genuity Group, Inc., Collins Stewart, Inc. is a brokerage and financial services provider. The company is based in New York, NY. The company was founded by Julian John Robins. | Investment Banks/Brokers | Corporate Officer/Principal | |
| St. Lawrence University | College/University | Undergraduate Degree | |
| University of Calicut | College/University | Undergraduate Degree | |
| Westmont College | College/University | Undergraduate Degree | |
| University of Rhode Island | College/University | Undergraduate Degree | |
| New York University | College/University | Graduate Degree | |
| Dickinson College | College/University | Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| Syracuse University | College/University | Graduate Degree | |
| Columbia Business School | College/University | Masters Business Admin | |
| University of Toronto | College/University | Undergraduate Degree | |
| University of Delaware | College/University | Masters Business Admin | |
| University of Maryland | College/University | Undergraduate Degree | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Franklin & Marshall College | College/University | Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree | |
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 | |
PIMCO Investments LLC
 PIMCO Investments LLC Investment Banks/BrokersFinance PIMCO Investments LLC is a registered broker-dealer headquartered in New York City. The firm is a subsidiary of Pacific Investment Management Co. LLC (PIMCO), ultimately owned by Allianz SE (ETR: ALV) in Germany. PIMCO Investments offers trading services in stocks, bonds, options, mutual funds and private placements for qualified investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Suffolk University Law School | College/University | Graduate Degree | |
Hughes Network Systems LLC
 Hughes Network Systems LLC Specialty TelecommunicationsCommunications Hughes Network Systems LLC provides broadband satellite networking services. The company offers small business, enterprise, government, defense, hospitality, utilities, cellular backhaul and manufacturing services. Hughes Network Systems was founded in 2004 and is headquartered in Germantown, MD. | Specialty Telecommunications | Corporate Officer/Principal | |
John Hancock Financial Services, Inc.
 John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Life/Health Insurance | Corporate Officer/Principal | |
| Colgate University | College/University | Undergraduate Degree | |
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 | Corporate Officer/Principal | |
| Bentley University | College/University | Graduate Degree | |
| Connecticut College | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Israele | 2 |
| India | 2 |
| Canada | 2 |
Settori
| Consumer Services | 32 |
| Finance | 16 |
| Technology Services | 2 |
| Commercial Services | 2 |
| Communications | 2 |
Posizioni
| Analyst-Equity | 34 |
| Undergraduate Degree | 32 |
| Investment Committee Member | 31 |
| Portfolio Manager-Equities | 26 |
| Corporate Officer/Principal | 24 |
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