Sheila Chen Lawrence
Gestore di Portafoglio-Azioni presso Ballentine Partners LLC
Provenienza dei contatti di primo grado di Sheila Chen Lawrence
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Ballentine Partners LLC
 Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families.
34
| Subsidiary | Investment Managers | 34 |
Fletcher School of Law
2
| College/University | Other Consumer Services | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Sheila Chen Lawrence tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Grantham, Mayo, Van Otterloo & Co. LLC
 Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
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 | |
John Hancock Financial Services, Inc.
 John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Life/Health Insurance | Corporate Officer/Principal | |
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 | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Thomas J. Herzfeld Advisors, Inc.
 Thomas J. Herzfeld Advisors, Inc. Investment ManagersFinance Thomas J. Herzfeld Advisors, Inc. (TJH) is a boutique alternative investment firm headquartered in Miami Beach, Florida. The firm was founded by Thomas J. Herzfeld in 1984. TJH provides investment advisory services directly to registered investment companies, private funds, and separately managed accounts (SMA). Their SMA Clients include primarily individuals, investment companies, trusts, corporations and various types of retirement accounts. | Investment Managers | Portfolio Manager-Equities | |
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 | Graduate Degree Undergraduate Degree Masters Business Admin | |
| Prefecture of Ibaraki | Province/State | Corporate Officer/Principal | |
| George Washington University | College/University | Graduate Degree Masters Business Admin | |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
European Union
 European Union SupranationalGovernment Supranational | Supranational | Corporate Officer/Principal | |
| Government of North Macedonia | Sovereign | Minister of Government | |
B. Riley Securities, Inc.
 B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Investment Banks/Brokers | Analyst-Equity | |
Hamilton Capital Management, Inc.
 Hamilton Capital Management, Inc. Investment ManagersFinance Hamilton Capital Management, Inc. (Hamilton Capital) is an independent, SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded by R. Matthew Hamilton in 1997. Hamilton Capital provides investment management services to corporations, public and private foundations, charitable trusts, endowments and qualified retirement plans. | Investment Managers | Corporate Officer/Principal | |
GFO Advisory Services LLC
 GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
| University of Rhode Island | College/University | Corporate Officer/Principal | |
| BHARAT FINANCIAL INCLUSION LTD | Finance/Rental/Leasing | Director/Board Member | |
KindMark, Inc.
 KindMark, Inc. Information Technology ServicesTechnology Services KindMark, Inc. offers solutions for managing workplace giving programs, corporate employee gift matching, volunteer tracking and management, political action committee membership, and fundraising drives. The company is headquartered in Mill Valley, CA. | Information Technology Services | Founder | |
| Bentley University | College/University | Graduate Degree Undergraduate Degree | |
| Boston College | College/University | Graduate Degree Graduate Degree | |
| Brandeis University | College/University | Undergraduate Degree Undergraduate Degree | |
| Colby College | College/University | Undergraduate Degree | |
The Colorado College
 The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree | |
| Duquesne University of The Holy Spirit | College/University | Masters Business Admin | |
| Indiana University of Pennsylvania | College/University | Undergraduate Degree | |
| Ithaca College | College/University | Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree | |
| AT&T INC. | Wireless Telecommunications | Corporate Officer/Principal | |
| Aristotle University of Thessaloniki | College/University | Undergraduate Degree | |
| University of International Business & Economics | College/University | Undergraduate Degree | |
Clearstead Advisors, LLC
 Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Investment Managers | Corporate Officer/Principal | |
Banco Santander SA (Miami)
 Banco Santander SA (Miami) Investment Banks/BrokersFinance Miami-based Banco Santander International (BSI), with approximately $10 billion under management, is the flagship bank for the Private Banking Division of Spain Banco Santander, the world's 12th largest financial institution. BSI caters to clients in the highly competitive Latin American private banking market. | Investment Banks/Brokers | Corporate Officer/Principal | |
| UJJN FINA | Finance/Rental/Leasing | Corporate Officer/Principal | |
Business Innovation Factory
 Business Innovation Factory Miscellaneous Commercial ServicesCommercial Services Business Innovation Factory provides mashup of human-centered design, rapid prototyping, storytelling and engagement in service of social impact. It offers strategy, design, and capacity building services. The company was founded by Saul Kaplan in 2005 and is headquartered in Providence, RI. | Miscellaneous Commercial Services | Director/Board Member | |
Frontier Markets Consulting Pvt Ltd.
 Frontier Markets Consulting Pvt Ltd. Advertising/Marketing ServicesCommercial Services Frontier Markets Consulting Pvt Ltd. provides rural sales, marketing and distribution services. It specializes in selling durables for bottom of the pyramid households in rural and peri-urban India. The company was founded by Ajaita Shah and Daniel Tomlinson in 2009 and is headquartered in Jaipur, India. | Advertising/Marketing Services | Chief Executive Officer | |
| The Isenberg School of Management | College/University | Undergraduate Degree | |
| Wallace E Carroll School of Management | College/University | Undergraduate Degree | |
| The Social Democratic Union of Macedonia | Corporate Officer/Principal | ||
| Brandeis International Business School | College/University | Graduate Degree | |
Beyond Capital Ventures
 Beyond Capital Ventures Investment ManagersFinance Beyond Capital Ventures Management LP (Beyond Capital Ventures) is a venture capital firm founded in 2021 by Eva Yazhari. The firm is headquartered in Dellas, Texas. | Investment Managers | Consultant / Advisor | |
| PricewaterhouseCoopers Consulting Ltd. | Corporate Officer/Principal | ||
| Questrom School of Business | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 40 |
| India | 4 |
| Macedonia | 3 |
| Cina | 3 |
| Giappone | 2 |
Settori
| Finance | 21 |
| Consumer Services | 21 |
| Government | 4 |
| Commercial Services | 3 |
| Technology Services | 2 |
Posizioni
| Corporate Officer/Principal | 52 |
| Undergraduate Degree | 32 |
| Portfolio Manager-Equities | 24 |
| Analyst-Equity | 20 |
| Graduate Degree | 8 |
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