Sergio Marcheli
Gestore di Portafoglio-Azioni presso Invesco Advisers, Inc.
Provenienza dei contatti di primo grado di Sergio Marcheli
Entità | Tipo di entità | Settore Industriale | |
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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.
373
| Subsidiary | Investment Managers | 373 |
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.
327
| Subsidiary | Investment Managers | 327 |
Van Kampen Asset Management
Van Kampen Asset Management Investment ManagersFinance Van Asset Management is a registered investment advisor and mutual fund manager headquartered in Houston, Texas. The firm traces its origins to 1927 when Kenneth Stevens Van Strum founded Van Strum Financial Service. In 1934, the firm was renamed Van Strum & Towne, Inc. In 1994, Van Kampen Merritt and American Capital merged, creating Van Kampen American Capital. In June 1996, Van Kampen American Capital was acquired by Morgan Stanley. In 1998, Van Kampen American Capital changed their name to Van Kampen Asset Management. Can Kampen Asset Management is a division of Morgan Stanley Investment Banking. Their ultimate parent is Morgan Stanley (NYSE: MS). The firm's products include mutual funds, closed-end funds, separately managed accounts, 529 portfolios, unit trusts and insurance trusts.
96
| Extinct | Investment Managers | 96 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Sergio Marcheli tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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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 | Analyst-Equity Analyst-Fixed Income Analyst-Equity | |
INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal Chief Investment Officer | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Van Kampen Advisors, Inc. | Corporate Officer/Principal Director/Board Member | ||
INVESCO MORTGAGE CAPITAL INC. | Real Estate Investment Trusts | Director/Board Member Chief Investment Officer Chief Investment Officer 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 | Undergraduate Degree Masters Business Admin | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Market Strategist Corporate Officer/Principal Market Strategist | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree | |
New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Invesco Senior Secured Management, Inc.
Invesco Senior Secured Management, Inc. Investment ManagersFinance Invesco Senior Secured Management, Inc. (ISSM) is a SEC-registered investment advisor headquartered in New York City and has offices in Chicago, Denver and London, UK. Founded in 1990, the firm is directly owned by Invesco Advisers, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ISSM provides investment advisory services to privately placed pooled investment funds which include CLOs, as well as mutual funds, ETFs and SMAs. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
McCombs School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Virginia | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Lehigh University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
INVESCO BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Mumbai | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
INVESCO TRUST FOR INVESTMENT GRADE NEW YORK MUNICIPALS | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Houston
University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Miami University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
The Johns Hopkins University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
University of Cincinnati (Ohio) | College/University | Undergraduate Degree Masters Business Admin | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree Graduate Degree | |
INVESCO TRUST FOR INVESTMENT GRADE MUNICIPALS | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
INVESCO MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
State University of New York at Albany | College/University | Undergraduate Degree Undergraduate Degree | |
Clemson University | College/University | Undergraduate Degree Graduate Degree | |
Invesco Asset Management Ltd.
Invesco Asset Management Ltd. Investment ManagersFinance Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis. | Investment Managers | Director of Research - Equity Portfolio Manager-Equities | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Undergraduate Degree | |
George Washington University | College/University | Undergraduate Degree Undergraduate Degree | |
State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 47 |
India | 2 |
Regno Unito | 2 |
Settori
Consumer Services | 25 |
Finance | 17 |
Miscellaneous | 9 |
Posizioni
Portfolio Manager-Equities | 145 |
Corporate Officer/Principal | 133 |
Analyst-Equity | 112 |
Undergraduate Degree | 98 |
Masters Business Admin | 58 |
Contatti più connessi
Insiders | |
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James Dykas | 44 |
Jeffrey Lawrence Randolph | 15 |
Gregory McGreevey | 14 |
Brian Watson | 12 |
Greg Stoeckle | 12 |
Benjamin Ram | 11 |
Philip Yarrow | 11 |
Jason Solomon Leder | 10 |
Robert John Stryker | 10 |
Adam Weiner | 10 |
David Hideo Sugimoto | 10 |
Mark Jason Laskin | 9 |
Michael Block | 9 |
James Roeder | 9 |
Joy Budzinski | 9 |
- Borsa valori
- Insiders
- Sergio Marcheli
- Connessioni Società