Robert Pfahl
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Provenienza dei contatti di primo grado di Robert Pfahl
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
OFI Global Institutional, Inc.
 OFI Global Institutional, Inc. Investment ManagersFinance Founded in 1974, OFI Global Institutional, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm is also a commodity pool operator and commodity trading advisor registered with the U.S. Commodity Futures Trading Commission and the National Futures Association. OFI Global Institutional is a wholly-owned subsidiary of OppenheimerFunds, Inc. (OFI), which, in turn, is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC). Massachusetts Mutual Life Insurance Co. (MassMutual), through its subsidiary, is the indirect primary shareholder of OAC. The firm provides investment advisory services to various types of clients, including trusts, pension plans, insurance company separate accounts, foundations, corporations, ERISA qualified retirement plans, governmental plans, foreign entities (including governmental entities, corporations, investment companies and pension plans), mutual funds, private funds, and bank sponsored collective investment trusts.
74
| Extinct | Investment Managers | 74 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Robert Pfahl tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
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 | Portfolio Manager-Fixed Income Analyst-Fixed Income | |
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 Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their 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) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| Rochester Christian University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Hartford Investment Management Co.
 Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Director of Research - Equity Analyst-Equity Head-Equity Investments Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
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. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity Analyst-Fixed Income Analyst-Equity | |
Boyd Watterson Asset Management LLC
 Boyd Watterson Asset Management LLC Real Estate DevelopmentFinance Boyd Watterson Asset Management LLC (Boyd Watterson) is a registered investment advisor headquartered in Cleveland, Ohio. The firm was founded in 1928 and is a wholly-owned subsidiary of Boyd Watterson Holding Co., ultimately held by Boyd-TAMCO Holdings LLC. Boyd Watterson manages assets for individuals, businesses, pension plans, insurance companies, hedge funds, mutual funds and state and municipal government entities. | Real Estate Development | Portfolio Manager-Equities Portfolio Manager-Equities | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
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. | Investment Managers | Investment Committee Member Corporate Officer/Principal | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Chairman Undergraduate Degree | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin 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 | Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity | |
| The Pennsylvania State University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Northern Colorado | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Chief Investment Officer Head-Fixed Income Invts Head-Fixed Income Invts | |
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 | Masters Business Admin Masters Business Admin Doctorate Degree | |
| University of Oxford | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Doctorate Degree Masters Business Admin | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-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 | Analyst-Equity Corporate Officer/Principal | |
| Claremont McKenna College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Florida | College/University | Undergraduate Degree Graduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Masters Business Admin | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
| Bentley University | College/University | Undergraduate Degree Masters Business Admin | |
| Drexel University | College/University | Undergraduate Degree Corporate Officer/Principal | |
| University of California San Diego | College/University | Graduate Degree | |
| Credit Suisse AG (Taiwan) | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
| Southern New Hampshire University | College/University | Masters Business Admin | |
| Financial University | College/University | Undergraduate Degree | |
| Lafayette College | College/University | Undergraduate Degree | |
First Manhattan Co LLC
 First Manhattan Co LLC Investment ManagersFinance Part of Fmc Group Holdings LP, First Manhattan Co LLC is a wealth planning and investment advisory firm based in New York, NY. At the heart of the firm is a thorough, independent research process that forms the foundation of their investment decision-making process. The company uses their experience, rigorous analysis, and sound judgment to identify investment opportunities that deliver long-term value. First Manhattan Co is dedicated to helping their clients secure their financial future through a trusted partnership. The company was founded in 2022. Zachary A. Wydra has been the CEO of the company since 2023. | Investment Managers | Portfolio Manager-Fixed Income | |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Analyst-Equity |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Regno Unito | 2 |
| Taiwan | 2 |
| Russia | 2 |
Settori
| Finance | 25 |
| Consumer Services | 25 |
| Technology Services | 2 |
Posizioni
| Analyst-Equity | 97 |
| Portfolio Manager-Equities | 95 |
| Corporate Officer/Principal | 88 |
| Undergraduate Degree | 66 |
| Masters Business Admin | 42 |
Contatti più connessi
| Insiders | |
|---|---|
| Brian Watson | 12 |
| Chris Crooks | 11 |
| Brian Hickey | 10 |
| Mitch Williams | 10 |
| Krishna Memani | 10 |
| Steven Andrew Dray | 9 |
| Joe Hosler | 9 |
| Amrish H. Makwana | 9 |
| Geoffrey Caan | 9 |
| Jessie Colby Harris | 9 |
| Jackie Williams | 9 |
| Angelo Manioudakis | 9 |
| Michael Skatrud | 8 |
| Thomas Eugene Swaney | 8 |
| Jeffrey Paul Lagarce | 8 |
- Borsa valori
- Insiders
- Robert Pfahl
- Connessioni Società
