Provenienza dei contatti di primo grado di Steffen Panzone
Entità | Tipo di entità | Settore Industriale | |
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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.
110
| Subsidiary | Investment Managers | 110 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Steffen Panzone 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 | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Head-Equity Investments Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Fixed Income Analyst-Fixed Income Corporate Officer/Principal Analyst-Equity | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree | |
Boston College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
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 | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 | Portfolio Manager-Equities Portfolio Manager-Fixed Income Trading-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree 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 | Corporate Officer/Principal Chief Operating Officer Corporate Officer/Principal Corporate Officer/Principal | |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Equity Analyst-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities | |
PUTNAM MANAGED MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal President | |
Massachusetts Institute of Technology | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Analyst-Fixed Income Portfolio Manager-Equities Analyst-Equity | |
University of Wisconsin | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Middlebury College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Boston University | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Director of Research - Equity Analyst-Equity Corporate Officer/Principal | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal | |
HIGH INCOME SECURITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member President President | |
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Analyst-Equity Head-Equity Investments Analyst-Equity | |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Chief Executive Officer Sales & Marketing Corporate Officer/Principal | |
PUTNAM MASTER INTERMEDIATE INCOME TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Investment Officer President | |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds. | Investment Managers | Analyst-Equity Director of Research - Equity Analyst-Equity | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Empower Annuity Insurance Company of America
Empower Annuity Insurance Company of America Financial ConglomeratesFinance Empower Annuity Insurance Company of America engages in the provision of life insurance services. The firm offers annuities, life insurance, investment, and executive benefits. The company was founded in 1891 and is headquartered in Greenwood Village, CO. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Janus Henderson Investors US LLC
Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., owned by Janus Henderson Group plc (NYSE: JHG, LSE: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Head-Equity Investments Analyst-Equity | |
Putnam Investments Ltd.
Putnam Investments Ltd. Investment ManagersFinance Putnam Investments Ltd. (PIL) is an investment management firm headquartered in London, UK. The firm was founded in 1982 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Financial Corp. in Canada. PIL is an active asset manager that provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
PUTNAM PREMIER INCOME TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer President | |
Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
Cabot Wealth Management, Inc.
Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983 as Cabot Money Management, Inc. CWM provides holistic financial planning and investment management services tailored to the needs of high-net-worth individuals and family groups. | Investment Managers | Corporate Officer/Principal Chief Investment Officer | |
PUTNAM MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer President | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
MIT Sloan School of Management | College/University | Masters Business Admin Masters Business Admin | |
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 49 |
Israele | 2 |
Regno Unito | 2 |
Settori
Finance | 26 |
Consumer Services | 21 |
Miscellaneous | 6 |
Posizioni
Analyst-Equity | 130 |
Portfolio Manager-Equities | 101 |
Corporate Officer/Principal | 87 |
Undergraduate Degree | 83 |
Director/Board Member | 73 |
Contatti più connessi
Insiders | |
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Bob Reynolds | 38 |
Jeffrey Carney | 30 |
Charles Haldeman | 30 |
A. J. C. Smith | 14 |
George J. Godfrey | 11 |
Eric Graber-Lopez | 10 |
Pam Holding | 10 |
Jeanne Mockard | 9 |
Jessica Wirth Strine | 8 |
Michael Skatrud | 8 |
Saba S. Malak | 8 |
Alexander Kozhemiakin | 8 |
Ned Shadek | 8 |
Bill DeRosa | 7 |
Kelly Anne Morgan | 7 |
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