Robert Brooke Zevin
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Provenienza dei contatti di primo grado di Robert Brooke Zevin
Entità | Tipo di entità | Settore Industriale | |
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Zevin Asset Management LLC
Zevin Asset Management LLC Investment ManagersFinance Founded in 1997, Zevin Asset Management LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides investment advice to high net-worth individuals, trusts, non-profit organizations, foundations, partnerships, endowments, and non-taxable retirement accounts such as 401(K) accounts, IRAs, and pension plans.
8
| Private Company | Investment Managers | 8 |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.
6
| College/University | Other Consumer Services | 6 |
Antioch College
1
| College/University | Other Consumer Services | 1 |
Grafico delle società connesse in secondo grado
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Società connesse a Robert Brooke Zevin tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Barings LLC
Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Knight Capital Group, Inc.
Knight Capital Group, Inc. Investment Banks/BrokersFinance Knight Capital Group, Inc. is a global financial services firm, which provides access to the capital markets across multiple asset classes to a broad network of clients, including buy and sell side firms, dealers, brokers, institutions, and corporations. It operates business through four segments: Market Making, Institutional Sales and Trading, Electronic Execution Services and Corporate and Other. The Market Making segment consists of market making in global equities and listed domestic options. It includes client, and to a lesser extent, non-client electronic market making activities in which they operate as a market maker in equity securities. The Institutional Sales and Trading segment includes global equity, exchange traded funds and fixed income sales and trading; reverse mortgage origination and securitization; capital markets; and asset management activities. Its business consists of execution and facilitation equities and fixed income transactions as agent on behalf of institutional clients, and they commit capital on behalf of its clients when needed. The Electronic Execution Services segment offers access via its electronic agency-based platforms to markets and self-directed trading in equities, equity options, fixed income, foreign exchange and futures contracts. The Corporate and Other segment invests in strategic financial services-oriented opportunities, allocates, deploys and monitors all capital, and maintains corporate overhead expenses and all other income and expenses that are not attributable to the other segments. The company was founded in 1995 and is headquartered in Jersey City, NJ. | Investment Banks/Brokers | Director/Board Member | |
F.L. Putnam Investment Management Co.
F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations. | Investment Managers | Corporate Officer/Principal | |
WEST PHARMACEUTICAL SERVICES, INC. | Medical Specialties | Director/Board Member | |
Baillie Gifford & Co.
Baillie Gifford & Co. Investment ManagersFinance Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies. | Investment Managers | Corporate Officer/Principal | |
The Boston Family Office LLC
The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans. | Investment Managers | Portfolio Manager-Equities | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The University of Stirling | College/University | Graduate Degree | |
The University of Edinburgh | College/University | Undergraduate Degree | |
Concordia University | College/University | Graduate Degree | |
BCA Research, Inc.
BCA Research, Inc. Investment ManagersFinance Founded in 1949 by Hamilton Bolton, BCA Research is an independent global investment research firm headquartered in Montreal, Quebec. The firm provides comprehensive coverage of all major financial asset classes on a global basis. They employ a consistent approach across all areas of their services by utilizing economic, liquidity, performance and valuation trends. BCA Research's methodology is based on an understanding of the macroeconomic environment and the identification of key investment themes. BCA Research provides global coverage of equities, currencies, commodities/energy, fixed-income, asset allocation and unique trading ideas. | Investment Managers | Corporate Officer/Principal | |
York Hospital
York Hospital Hospital/Nursing ManagementHealth Services York Hospital provides medical and surgical services. The firm offers cardiovascular surgeries, cancer care, orthopedics, oncology, behavioral, and geriatrics health care. It also provides outpatient surgery, emergency, home health, and diagnostic imaging services. The company was founded in 1880 and is headquartered in York, PA. | Hospital/Nursing Management | Corporate Officer/Principal | |
Tyco International (US), Inc.
Tyco International (US), Inc. Miscellaneous Commercial ServicesCommercial Services Tyco International (US), Inc. engages in the provision of security, fire protection, and detection products and services. The company is headquartered in Exeter, NH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Clean Yield Group, Inc.
Clean Yield Group, Inc. Investment ManagersFinance Clean Yield Group, Inc. is a wealth management firm and registered investment advisor headquartered in Norwich, Vermont. The firm does business as Clean Yield Asset Management (CYAM). CYAM provides investment advisory services to clients, including individuals, institutions, trusts, and foundations. | Investment Managers | Corporate Officer/Principal | |
University of New Hampshire | College/University | Masters Business Admin | |
Salem State University | College/University | Masters Business Admin | |
Indiana University | College/University | Masters Business Admin | |
Tufts University | College/University | Undergraduate Degree | |
AlphaOne Investment Services LLC
AlphaOne Investment Services LLC Investment ManagersFinance Founded in 2008, AlphaOne Investment Services LLC (AOIS) is a registered investment advisor and hedge fund manager located in Villanova, Pennsylvania. The firm is a wholly-owned subsidiary of AlphaOne Capital Partners LLC (AOCP). AOCP Holdings LLC is a wholly-owned subsidiary of AlphaOne Holdings LLC, a private company owned by Paul J. Hondros. AOCP acquired Redstone Investment Management LP in 2009. AOIS’ clients consist of a registered investment company (AlphaOne Micro Cap Equity Fund), private unregistered funds, individually managed accounts, and UMA clients. | Investment Managers | Portfolio Manager-Equities | |
The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | ||
Financial Executives International
Financial Executives International Miscellaneous Commercial ServicesCommercial Services Financial Executives International enhances member professional development through peer networking, career planning services, conferences, publications and special reports, and research. Its members include Chief Financial Officers, Vice Presidents of Finance, Treasurers, and Controllers. The company was founded in December 1931 and is headquartered in Morristown, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
St. Anselm College | College/University | Undergraduate Degree | |
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 | |
U.S. House of Representatives | General Government | Corporate Officer/Principal | |
Cambridge Trust Co. (Investment Management)
Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits. | Investment Managers | Portfolio Manager-Equities | |
Standard & Poor's Financial Services LLC
Standard & Poor's Financial Services LLC Investment ManagersFinance Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | ||
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
Bates College | College/University | Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
US Equal Employment Opportunity Commission | General Government | Corporate Officer/Principal | |
Bridgeway Capital, Inc.
Bridgeway Capital, Inc. Investment ManagersFinance Founded in 1990 by Mark Peterson, Bridgeway Capital, Inc. is a private equity firm located in Pittsburgh, Pennsylvania. | Investment Managers | Private Equity Analyst | |
Georgetown University Law Center | College/University | Corporate Officer/Principal | |
Yale Law School | College/University | Graduate Degree | |
Yale University | College/University | Graduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
George Washington University | College/University | Graduate Degree | |
Peace Corps (District of Columbia) | General Government | Corporate Officer/Principal | |
Duquesne University of The Holy Spirit | College/University | Graduate Degree | |
Boston University | College/University | Undergraduate Degree | |
New York State Society of Certified Public Accountants
New York State Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services New York State Society of Certified Public Accountants is a non-profit organization. It provides a membership program for certified public accountants that offers in-person and online networking opportunities, Continuing Professional Education courses and conferences, the CPA Journal, and other publications. The company was foudned in 1897 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Weill Cornell Medical College | College/University | Doctorate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 43 |
Regno Unito | 4 |
Canada | 3 |
Settori
Consumer Services | 19 |
Finance | 15 |
Commercial Services | 7 |
Government | 4 |
Producer Manufacturing | 2 |
Posizioni
Director/Board Member | 30 |
Corporate Officer/Principal | 28 |
Undergraduate Degree | 15 |
Portfolio Manager-Equities | 11 |
President | 9 |
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