Provenienza dei contatti di primo grado di Sean Michael Corry Serrell
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Fidelity Investments (New York)
6
| Subsidiary | 6 | |
Transamerica Asset Management, Inc.
Transamerica Asset Management, Inc. Investment ManagersFinance Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper.
4
| Subsidiary | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Sean Michael Corry Serrell tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Washington University in St. Louis | College/University | Masters Business Admin | |
The Caldwell & Orkin Funds, Inc. | Investment Trusts/Mutual Funds | Compliance Officer | |
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Equities | |
Choate, Hall & Stewart LLP
Choate, Hall & Stewart LLP Miscellaneous Commercial ServicesCommercial Services Choate, Hall & Stewart LLP provides legal services. It offers services in the areas of private equity, technology, intellectual property, mergers & acquisitions, commercial litigation, and insurance & reinsurance litigation. The company was founded in 1899 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CLOUGH GLOBAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
CLOUGH GLOBAL EQUITY FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
Technology Business Research, Inc.
Technology Business Research, Inc. Investment ManagersFinance Technology Business Research, Inc. (TBR) is an independent investment research firm headquartered in Hampton, New Hampshire. The firm was founded in 1996 and they specialize in providing in-depth and timely insights within the computer, software, telecommunications, mobility and professional services industries. TBR’s proprietary process is based on highly-focused research, company-centric data and expert analysis. | Investment Managers | Analyst-Equity | |
Transamerica Financial Advisors, Inc.
Transamerica Financial Advisors, Inc. Investment ManagersFinance Transamerica Financial Advisors, Inc. (TFA) is a dually registered investment advisor and broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1991 and is directly owned by AUSA Holding LLC, ultimately held by AEGON NV (NYSE: AEG, AMS: AGN), an international life insurance, pensions and asset management company based in The Netherlands. TFA provides investment advisory services to individuals, employer retirement plans, corporations or other businesses, trusts, estates and charitable organizations. | Investment Managers | Director of Research - Equity | |
BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Human Resources Officer | |
ALPS Series Trust | Investment Trusts/Mutual Funds | Compliance Officer | |
SRH TOTAL RETURN FUND, INC. | Investment Trusts/Mutual Funds | Compliance Officer | |
Audax Private Equity
Audax Private Equity Investment ManagersFinance Audax Private Equity (Audax Private Equity) is a private equity subsidiary of 101 Huntington Holdings LLC founded in 1999 by Geoff S. Rehnert and Marc B. Wolpow. The firm is headquartered in Boston, Massachusetts and additional office in San Francisco, California. | Investment Managers | General Counsel | |
Boston University | College/University | Undergraduate Degree | |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Investment Managers | Analyst-Equity | |
CLOUGH GLOBAL DIVIDEND AND INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
Colby College | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Graduate Degree | |
Indiana University | College/University | Masters Business Admin | |
Skidmore College | College/University | Undergraduate Degree | |
University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
University of Mumbai | College/University | Undergraduate Degree | |
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 | Comptroller/Controller/Auditor | |
Chicago-Kent College of Law | College/University | Graduate Degree | |
Pine Street Capital Partners
Pine Street Capital Partners Investment ManagersFinance Pine Street Capital Partners (Pine Street Capital) is a private equity firm founded in 2004 by Tim Welles and Mike Lasch. The firm is headquartered in Albany, New York. | Investment Managers | Private Equity Investor | |
ALPS Fund Services, Inc.
ALPS Fund Services, Inc. Investment ManagersFinance ALPS Fund Services, Inc. provides asset servicing and asset management solutions to the investment management industry. The firm’s services include compliance, fund accounting, tax administration, audit process, and portfolio solutions. The company was founded by W. Robert Alexander and Art Lucey in June 1985 and is headquartered in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
The Methodist University, Inc. | College/University | Undergraduate Degree | |
The United States Tax Court | General Government | Corporate Officer/Principal | |
COWEN INC. | Investment Banks/Brokers | General Counsel | |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
Boston University School of Law | College/University | Graduate Degree | |
Dentons Canada LLP
Dentons Canada LLP Miscellaneous Commercial ServicesCommercial Services Part of Dentons Rodyk & Davidson LLP, Dentons Canada LLP is a global law firm with over 12,000 professionals in more than 80 countries. The company is based in Calgary, Canada. The Canadian company works with its clients to help them grow, protect, operate, and finance. Dentons is committed to providing its clients with a competitive edge in an increasingly complex and interconnected marketplace. The company was formed by the combination of international law firm Salans LLP, Canadian law firm Fraser Milner Casgrain LLP (FMC), and international law firm SNR Denton. Dentons is also recognized as one of the best diversity employers in the country for the 13th consecutive year. The office of Dentons is home to over 170 lawyers and numerous paralegals and staff, all dedicated to providing the highest quality client service. The CEO of the company is Tim Haney. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The University of Nevada, Reno | College/University | Undergraduate Degree | |
Georgetown University Law Center | College/University | Graduate Degree | |
Citizens Financial Group, Inc. (Connecticut)
Citizens Financial Group, Inc. (Connecticut) Financial ConglomeratesFinance Citizens Financial Group, Inc. provides financial services. It offers checking and savings accounts, home borrowing solutions, student loans, credit cards and personal loans. The company is headquartered in Hartford, CT. | Financial Conglomerates | Private Equity Analyst | |
Audax Strategic Capital
Audax Strategic Capital Investment ManagersFinance Audax Strategic Capital (Audax Strategic) is a private equity firm founded in 2022. The firm is headquartered in London, United Kingdom. | Investment Managers | Private Equity Investor | |
PRINCIPAL REAL ESTATE INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
Bluerock High Income Institutional Credit Fund
Bluerock High Income Institutional Credit Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock High Income Institutional Credit Fund is a closed-end investment fund, which engages in investment activities. Its investment objective is to generate income, while secondarily seeking long-term risk-adjusted returns to the broader markets. The company was founded on August 19, 2021 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Compliance Officer | |
Clough Funds Trust | Investment Trusts/Mutual Funds | Compliance Officer | |
The Leonard N Stern School of Business | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 44 |
Israele | 2 |
India | 2 |
Canada | 2 |
Regno Unito | 2 |
Settori
Finance | 19 |
Consumer Services | 15 |
Miscellaneous | 13 |
Commercial Services | 3 |
Government | 2 |
Posizioni
Corporate Officer/Principal | 18 |
Compliance Officer | 15 |
Undergraduate Degree | 10 |
Graduate Degree | 6 |
Portfolio Manager-Equities | 5 |
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