Susan D. Vallerand
Analyst-Equity presso Birch Hill Investment Advisors LLC
Provenienza dei contatti di primo grado di Susan D. Vallerand
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Birch Hill Investment Advisors LLC
 Birch Hill Investment Advisors LLC Investment ManagersFinance Birch Hill Investment Advisors LLC (Birch Hill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2007 by Miner Crary, Gary Mikula, Robert O'Neil and Thomas Reilly. Birch Hill provides investment advisory services to individuals, trusts, IRA’s and other employee benefit plans, endowment and foundations accounts.
5
| Private Company | Investment Managers | 5 |
Regis College
1
| College/University | Other Consumer Services | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Susan D. Vallerand tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
| Boston College | College/University | Masters Business Admin Masters Business Admin | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. They are wholly-owned by Morgan Stanley Capital Management LLC, a subsidiary of Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was a wholly-owned subsidiary of Eaton Vance Corp. EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| F.W. Olin Graduate School of Business | College/University | Masters Business Admin | |
| California State University-San Marcos | College/University | Undergraduate Degree | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
Woodside Energy Ltd.
 Woodside Energy Ltd. Oil & Gas ProductionEnergy Minerals Woodside Energy Ltd. engages in the exploration and distribution of oil and gas products. The company was founded in 1954 and is headquartered in Perth, Australia. | Oil & Gas Production | Director/Board Member | |
Mainsail Energy Ltd.
 Mainsail Energy Ltd. Oil & Gas ProductionEnergy Minerals Part of Warburg Pincus & Company US LLC, Mainsail Energy Ltd. engages in the acquisition and exploration of oil and gas assets. The company is based in Calgary, Canada. | Oil & Gas Production | Director/Board Member | |
| WOODSIDE ENERGY GROUP LTD | Oil & Gas Production | Director/Board Member | |
BP Russia
 BP Russia Oil & Gas ProductionEnergy Minerals Part of BP Plc, BP Russia explores, produces, refines and distributes petroleum, natural gas and related products. The company is based in Moscow, Russian Federation. | Oil & Gas Production | Corporate Officer/Principal | |
| University of Arizona | College/University | Graduate Degree | |
| Colgate University | College/University | Undergraduate Degree | |
| CONOCOPHILLIPS | Oil & Gas Production | Corporate Officer/Principal | |
| Bentley University | College/University | Undergraduate Degree | |
| BNY Mellon Investment Funds I | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| The Catholic University of America | College/University | Undergraduate Degree | |
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 | |
| Boston Conservatory | College/University | Corporate Officer/Principal | |
| Drexel University | College/University | Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 25 |
| Australia | 3 |
| Canada | 2 |
| Russia | 2 |
Settori
| Finance | 12 |
| Consumer Services | 11 |
| Energy Minerals | 6 |
| Miscellaneous | 2 |
Posizioni
| Corporate Officer/Principal | 13 |
| Portfolio Manager-Equities | 7 |
| Analyst-Equity | 7 |
| Undergraduate Degree | 5 |
| Masters Business Admin | 5 |
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