Shawn Stephen Tesoro
Direttore degli Investimenti presso Prentice Wealth Management LLC
Provenienza dei contatti di primo grado di Shawn Stephen Tesoro
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.
283
| Subsidiary | Investment Managers | 283 |
Prentice Wealth Management LLC
 Prentice Wealth Management LLC Investment ManagersFinance Prentice Wealth Management LLC (PWM) is an independent registered investment advisor headquartered in Rochester, New York. Founded in 2008, PWM provides investment advisory services to individuals, high net-worth individuals, pension plans, profit-sharing plans, trusts, charitable organizations and small businesses.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Shawn Stephen Tesoro tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
BlackRock Investment Management LLC
 BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Equities Analyst-Equity Analyst-Equity Head-Equity Investments Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
| BLACKROCK, INC. | Investment Managers | Director/Board Member Chief Investment Officer Private Equity Investor Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
BlackRock Financial Management, Inc.
 BlackRock Financial Management, Inc. Investment ManagersFinance BlackRock Financial Management, Inc. (BFM) is a registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies. | Investment Managers | Head-Fixed Income Invts Analyst-Equity Head-Equity Investments Analyst-Equity Head-Fixed Income Invts Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Head-Equity Investments Director of Research - Fxd Inc Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities | |
| Princeton University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Doctorate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Colgate University | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree | |
| Yale University | College/University | Doctorate Degree Masters Business Admin Undergraduate Degree | |
| Drexel University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Merrill Lynch Investment Managers LP
 Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | President Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
| Columbia Business School | College/University | Graduate Degree Doctorate Degree | |
| Wallace E Carroll School of Management | College/University | Undergraduate Degree Masters Business Admin | |
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 | Analyst-Equity President | |
Crossmark Global Investments, Inc.
 Crossmark Global Investments, Inc. Investment ManagersFinance Crossmark Global Investments, Inc. (Crossmark) is a SEC-registered investment advisor and faith-based boutique investment management firm headquartered in Houston, Texas. The firm was founded in 1987 and is wholly-owned by Crossmark Global Holdings, Inc. Crossmark provides a full suite of investment strategies to institutional investors, financial advisors, and the clients they serve. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
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 Corporate Officer/Principal | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree Undergraduate Degree | |
| Dalhousie University | College/University | Graduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Graduate Degree | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Undergraduate Degree Doctorate Degree | |
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| Emory University | College/University | Undergraduate Degree Undergraduate Degree | |
Centerbridge Partners LP
 Centerbridge Partners LP Investment ManagersFinance Centerbridge Partners LP(Centerbridge Partners) is a private equity firm founded in 2005 by Jeffrey Harold Aronson and Timothy Gallogly. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
Ronald McDonald House of New York, Inc.
 Ronald McDonald House of New York, Inc. Miscellaneous Commercial ServicesCommercial Services Ronald McDonald House of New York, Inc. provides temporary housing for pediatric cancer patients and their families. It offers family and coordinate emotional and physical services, psychological care, ministry support, wellness programs, tutors, music, art, transportation, activities for siblings, holiday and birthday parties and camaraderie for parents struggling with their child's cancer diagnosis. The company was founded in 1978 and is headquartered in Ronald McDonald House, NY. | Miscellaneous Commercial Services | Director/Board Member | |
| Yale Law School | College/University | Graduate Degree | |
Booz Allen Hamilton, Inc.
 Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal | |
Merrill Lynch & Co. Canada Ltd.
 Merrill Lynch & Co. Canada Ltd. Finance/Rental/LeasingFinance The Group's principal activities are to provide investment, financing, advisory, insurance and related products and services on a global basis. The Group's services includes securities brokerage, trading, insurance, record keeping and underwriting through its broker, dealer, banking, insurance and other financial services subsidiaries. The Group operates in three business segments: Global Markets and Investment Banking group, Global Private Client, and Merrill Lynch Investment Managers. The principal subsidiary of the Group is Merrill Lynch, Pierce, Fenner & Smith Inc., which provides securities brokerage, option contracts, commodity and financial futures contracts, selected insurance products, options, corporate and municipal securities, investment banking and business advisory services. The Group operates in Europe, Middle East, and Africa, Pacific Rim, Canada and Latin America. In 2005, the Group acquired Pax Clearing Corp, the advest Group and Amvescap Plc. | Finance/Rental/Leasing | President | |
Rippowam Cisqua School
 Rippowam Cisqua School Other Consumer ServicesConsumer Services Rippowam Cisqua School operates as a private coeducational day school. It offers academic programs, fine and performing arts, competitive athletics, and extracurricular activities. The company was founded on September 19, 1917 and is headquartered in Bedford, NY. | Other Consumer Services | Director/Board Member | |
Financial Industry Regulatory Authority, Inc.
 Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Canada | 3 |
| Francia | 2 |
| Cina | 2 |
| Singapore | 2 |
Settori
| Consumer Services | 24 |
| Finance | 20 |
| Commercial Services | 4 |
| Miscellaneous | 3 |
| Industrial Services | 2 |
Posizioni
| Corporate Officer/Principal | 137 |
| Portfolio Manager-Equities | 110 |
| President | 79 |
| Undergraduate Degree | 77 |
| Analyst-Equity | 63 |
Contatti più connessi
| Insiders | |
|---|---|
| Bob Doll | 81 |
| Kevin Michael Klingert | 42 |
| Greg Fleming | 26 |
| Curtis Yates Arledge | 17 |
| Kevin Rendino | 15 |
| Chun-Hsien Wei | 14 |
| Xiang Liu | 10 |
| Cayman Seacrest | 10 |
| Dan Hanson | 10 |
| Keith T. Anderson | 9 |
| Michael John Fredericks | 9 |
| Rick Rieder | 9 |
| David Peter Trucano | 9 |
| Kevin Franklin | 9 |
| Peter Knez | 9 |
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- Insiders
- Shawn Stephen Tesoro
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