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Provenienza dei contatti di primo grado di Roger I. Bair
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
PSA Financial Advisors, Inc.
![]() PSA Financial Advisors, Inc. Investment ManagersFinance PSA Financial Advisors, Inc. (PSA) is an investment management firm headquartered in Hunt Valley, Maryland. The firm was founded in 1978 and is a subsidiary of The Hilb Group LLC. PSA specializes in employee benefits brokerage, human resources consulting and risk management services.
7
| Subsidiary | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Roger I. Bair tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
UBS Asset Management (Americas), Inc.
![]() UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Corporate Officer/Principal | |
T. Rowe Price U.S. Treasury Funds, Inc. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Brighthouse Investment Advisers LLC
![]() Brighthouse Investment Advisers LLC Investment ManagersFinance Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act. | Investment Managers | Corporate Officer/Principal | |
John Hancock Investment Management LLC
![]() John Hancock Investment Management LLC Investment ManagersFinance John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates. | Investment Managers | Corporate Officer/Principal | |
Michigan State University | College/University | Undergraduate Degree | |
The College for Financial Planning, Inc. | College/University | Graduate Degree | |
Notre Dame of Maryland College OF | College/University | Graduate Degree | |
Goucher College | College/University | Corporate Officer/Principal | |
McDaniel College | College/University | Undergraduate Degree | |
Towson University | College/University | Undergraduate Degree | |
University of Baltimore | College/University | Graduate Degree | |
University of Delaware | College/University | Masters Business Admin | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
DEER VALLEY CORPORATION | Homebuilding | Director/Board Member | |
JPMorgan Chase Bank, NA (New York)
![]() JPMorgan Chase Bank, NA (New York) Major BanksFinance JPMorgan Chase Bank, NA provides commercial banking services. It offers investment banking, merchant services, and institutional asset management services. The company is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
Thomson Reuters Group Ltd.
![]() Thomson Reuters Group Ltd. Financial ConglomeratesFinance Part of Woodbridge Co. Ltd. /New/, Thomson Reuters Group Ltd. functions as an investment holding British company. The company is based in London, UK. | Financial Conglomerates | Corporate Officer/Principal | |
Adaptive Business Leaders Executive Roundtable | Corporate Officer/Principal | ||
Chesapeake Financial Group, Inc.
![]() Chesapeake Financial Group, Inc. Investment ManagersFinance Chesapeake Financial Group, Inc., do-business-as Chesapeake Wealth Management, is a wealth management firm headquartered in Williamsburg, Virginia. The firm was founded in 1973 and they are a subsidiary of Chesapeake Financial Shares, Inc. (OTCMKTS: CPKF). Chesapeake Wealth Management provides wealth management services to private individuals and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Thomson Reuters (Tax & Accounting), Inc.
![]() Thomson Reuters (Tax & Accounting), Inc. Packaged SoftwareTechnology Services Part of Woodbridge Co. Ltd. /New/, Thomson Reuters (Tax & Accounting), Inc. is a company that provides tax and accounting software solutions. The company is based in New York, NY. | Packaged Software | Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Portfolio Manager-Equities |
Statistiche
Distribuzione geografica
Stati Uniti | 20 |
Regno Unito | 2 |
Settori
Consumer Services | 10 |
Finance | 8 |
Miscellaneous | 2 |
Commercial Services | 2 |
Consumer Durables | 2 |
Posizioni
Corporate Officer/Principal | 13 |
Portfolio Manager-Equities | 4 |
Undergraduate Degree | 4 |
Graduate Degree | 3 |
Director/Board Member | 2 |
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