Roland W. Gillis
Analyst-Equity presso Nichols Asset Management LLC
Provenienza dei contatti di primo grado di Roland W. Gillis
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
160
| Subsidiary | Investment Managers | 160 |
Keystone Investments, Inc.
7
| Extinct | Investment Managers | 7 |
Nichols Asset Management LLC
 Nichols Asset Management LLC Investment ManagersFinance Nichols Asset Management LLC is an independent investment advisor headquartered in Sudbury, Massachusetts. The firm was founded by Charles Nichols in 1992 and offers investment management services to both institutions and individuals.
3
| Private Company | Investment Managers | 3 |
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.
3
| Subsidiary | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Roland W. Gillis tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Doctorate Degree | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Equity Chief Investment Officer Director of Research - Equity Portfolio Manager-Equities Head-Equity Investments Analyst-Equity | |
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 Masters Business Admin Masters Business Admin Corporate Officer/Principal Undergraduate Degree | |
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. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer Portfolio Manager-Equities Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| Boston College | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Head-Equity Investments Analyst-Equity Portfolio Manager-Equities Head-Equity Investments | |
| Boston University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-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, and to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Fixed Income | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| Bentley University | College/University | Undergraduate Degree Masters Business Admin | |
| Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Graduate Degree Masters Business Admin | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree Undergraduate Degree | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin 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 | |
Stark & Roth LLC
 Stark & Roth LLC Investment ManagersFinance Founded in 1992 by Brian Stark and Michael Roth, Stark & Roth LLC is a registered investment advisor and hedge fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Stark & Roth Holding, Inc.. Stark & Roth also does business as Stark Investments. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| George Washington University | College/University | Masters Business Admin Graduate Degree | |
Kemper Financial Services, Inc.
 Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin | |
| Rochester Christian University | College/University | Corporate Officer/Principal Undergraduate Degree | |
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. | College/University | Undergraduate Degree Undergraduate Degree | |
Cabot Wealth Management, Inc.
 Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Investment Managers | Corporate Officer/Principal Chief Investment Officer | |
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 | Masters Business Admin Undergraduate Degree | |
| Westfield State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Suffolk University | College/University | Undergraduate Degree Undergraduate Degree | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| S&P GLOBAL, INC. | Financial Publishing/Services | Chairman Corporate Officer/Principal | |
| PUTNAM PREMIER INCOME TRUST | Investment Trusts/Mutual Funds | Chief Investment Officer Chief Executive Officer | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
| Israele | 2 |
Settori
| Consumer Services | 31 |
| Finance | 18 |
| Commercial Services | 3 |
| Miscellaneous | 2 |
Posizioni
| Portfolio Manager-Equities | 109 |
| Corporate Officer/Principal | 91 |
| Undergraduate Degree | 89 |
| Analyst-Equity | 75 |
| Masters Business Admin | 57 |
Contatti più connessi
| Insiders | |
|---|---|
| Charles Haldeman | 30 |
| Colin Moore | 12 |
| Pam Holding | 10 |
| Charles Nichols | 10 |
| Mike Carroll | 9 |
| Edward Godfrey | 8 |
| Ned Shadek | 8 |
| Michael Skatrud | 8 |
| Christopher J. Stevo | 7 |
| Jerry H. Tempelman | 7 |
| Robert Salvin | 7 |
| Christopher Ray Ely | 7 |
| Sarah L. Westwood | 7 |
| Sheba Alexander | 7 |
| C. Beth Cotner | 7 |
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- Insiders
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