Stefan K. Iris
Direttore degli Investimenti presso Camden National Bank (Investment Management)
Provenienza dei contatti di primo grado di Stefan K. Iris
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Acadia Trust, N.A.
Acadia Trust, N.A. Investment ManagersFinance Acadia Trust NA is the trust and investment arm of Camden National Corp. (AMEX: CAC), a multi-bank and financial services holding company. The Portland, Maine office of Acadia Trust originated in 1984 with the founding of Gouws Capital Management, Inc. as an independent, SEC-registered investment advisor. Acadia was chartered in 1992 as an affiliated, non-depository trust company. To broaden their range of capabilities by acquiring the ability to serve as trustee and custodian, Trust Company of Maine was chartered in 1994 as a non-depository trust company and it subsequently absorbed the business of Fiduciary Services, Inc.
8
| Extinct | Investment Managers | 8 |
Camden National Bank (Investment Management)
Camden National Bank (Investment Management) Investment ManagersFinance Camden National Bank (Investment Management) (dba Camden National Wealth Management) is the investment management division of Camden National Bank, a bank headquartered in Camden, Maine. The firm was founded in 2016 and is owned by Camden National Corp. (NASDAQ: CAC). Camden National Wealth Management builds and manages customized investment management portfolios for individual and institutional clients and provides comprehensive wealth management and trust services to individuals and families.
7
| Operating Division | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Stefan K. Iris tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Boston College | College/University | Graduate Degree Graduate Degree | |
Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
Canisius College | College/University | Undergraduate Degree | |
Bar Harbor Bank & Trust
Bar Harbor Bank & Trust Regional BanksFinance Bar Harbor Bank & Trust operates as a community bank. It offers personal and business banking services, and trust services. The company was founded in 1887 and is headquartered in Bar Harbor, ME. | Regional Banks | Corporate Officer/Principal | |
Mount Desert Island Hospital, Inc.
Mount Desert Island Hospital, Inc. Hospital/Nursing ManagementHealth Services Mount Desert Island Hospital, Inc. provides healthcare services. Its services include anesthesiology, cardiology, dentistry, gastroenterology, gynecology, neurology, obstetrics, oncology, pediatrics and podiatry services. The company was founded in 1897 and is headquartered in Bar Harbor, ME. | Hospital/Nursing Management | Corporate Officer/Principal | |
CAMDEN NATIONAL CORPORATION | Regional Banks | Corporate Officer/Principal | |
R. M. Davis, Inc.
R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Investment Managers | Portfolio Manager-Equities | |
Stockton University | College/University | Undergraduate Degree | |
Fairfield University | College/University | Undergraduate Degree | |
Hulick Capital Management LLC
Hulick Capital Management LLC Investment ManagersFinance Hulick Capital Management LLC provides investment advice. The private company is based in Glendale, CA and has subsidiaries in the United States. | Investment Managers | Corporate Officer/Principal | |
Rochester Christian University | College/University | Undergraduate Degree | |
D'Youville University | College/University | Graduate Degree | |
Osher Van de Voorde Investment Management
Osher Van de Voorde Investment Management Investment ManagersFinance Founded in 1993, Osher Van de Voorde Investment Management, formerly Robert Osher Investment Management, is a registered investment advisor located in Pasadena, California. | Investment Managers | Corporate Officer/Principal | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Cribstone Capital Management LLC
Cribstone Capital Management LLC Investment ManagersFinance Cribstone Capital Management LLC (Cribstone) is a registered investment advisor and wealth management firm headquartered in Augusta, Maine. The firm was founded by Scott E. Upham in 2015. In 2022, they were acquired by EP Wealth Advisors LLC, a portfolio company of EPWA, Inc. Cribstone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, endowments, foundations, corporations and business entities. | Investment Managers | Investment Committee Member | |
Michigan State University | College/University | Undergraduate Degree | |
University of New England | College/University | Undergraduate Degree | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal | |
Zacks Investment Management, Inc.
Zacks Investment Management, Inc. Investment ManagersFinance Zacks Investment Management, Inc. (ZIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Ben Zacks in 1992 and is a subsidiary of Zacks Investment Research, Inc., owned by The Greenwood Trust. ZIM manages separate accounts, public and private pooled investment vehicles, and is an adviser to several wrap-fee programs. | Investment Managers | Analyst-Equity | |
New York University | College/University | Masters Business Admin | |
UNUM GROUP | Multi-Line Insurance | Corporate Officer/Principal | |
University of New Hampshire | College/University | Undergraduate Degree | |
Ford Motor Credit Co. LLC
Ford Motor Credit Co. LLC Finance/Rental/LeasingFinance Ford Motor Credit Co. LLC is an automotive finance company. The company provides dealer and customer finance to support the sale of Ford Motor Co.'s products. Its primary business is to finance Ford vehicles and supporting Ford's dealers. It offers automotive financing products to and through automotive dealers. The firm operates through the following segments: Consumer and Non-Consumer. The Consumer segment engages in products offering to individuals and businesses that finance the acquisition of vehicles from dealers for personal and commercial use. The Non-Consumer segment engages primarily to products offered to automotive dealers, like loans to dealers to finance the purchase of vehicle inventory, improvements to dealership facilities, working capital, and the purchase of dealership real estate. The company was founded in 1959 and is headquartered in Dearborn, MI. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Shearson Lehman Brothers Holdings, Inc.
Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Painewebber & Co., Inc.
Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | Undergraduate Degree | |
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Investment Managers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 36 |
Settori
Finance | 20 |
Consumer Services | 13 |
Electronic Technology | 2 |
Health Services | 2 |
Health Technology | 2 |
Posizioni
Corporate Officer/Principal | 20 |
Portfolio Manager-Equities | 13 |
Undergraduate Degree | 11 |
Investment Committee Member | 8 |
Analyst-Equity | 5 |
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