Susan L. Wingard
Gestore di Portafoglio-Azioni presso Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Provenienza dei contatti di primo grado di Susan L. Wingard
Entità | Tipo di entità | Settore Industriale | |
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Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.
187
| Subsidiary | Investment Managers | 187 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Susan L. Wingard tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
University of Nebraska | College/University | Graduate Degree Undergraduate Degree | |
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 Analyst-Equity | |
The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Stanford University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
New York University | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
Georgetown University | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
State University of New York College at Cortland | College/University | Undergraduate Degree Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
Wayne State University (Michigan) | College/University | Masters Business Admin Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
Western Illinois University | College/University | Undergraduate Degree Undergraduate Degree | |
North Carolina State University | College/University | Undergraduate Degree Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree Graduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
Nova Southeastern University, Inc. | College/University | Masters Business Admin Masters Business Admin | |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Chief Executive Officer Market Strategist | |
Rutgers State University of New Jersey | College/University | Masters Business Admin Undergraduate Degree | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Graduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Chief Executive Officer | |
Stirling Square Capital Partners LLP
Stirling Square Capital Partners LLP Investment ManagersFinance Stirling Square Capital Partners LLP (Stirling Square Capital Partners) is a private equity firm founded in 2002 by Stefano Bonfiglio and Gregario Napoleone. The firm is headquartered in London, United Kingdom. | Investment Managers | Investor Relations Contact | |
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 | |
Venturi Investment Partners
Venturi Investment Partners Investment ManagersFinance Venturi Investment Partners is a Private Equity firm founded in 1900. The firm is headquartered in Austin, Texas. | Investment Managers | Consultant / Advisor | |
Davis Capital Management LLC (Florida)
Davis Capital Management LLC (Florida) Investment ManagersFinance Davis Capital Management LLC (DCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Jacksonville, Florida. The firm was founded by Troy Davis in 2008. DCM provides discretionary account management, financial advising, and financial planning services to individuals and institutions. | Investment Managers | Chief Executive Officer | |
CHINA HYDROELECTRIC CORPORATION (USD) | Financial Conglomerates | Chairman | |
Indian Institute of Management Bangalore | College/University | Masters Business Admin | |
National Institute of Technology, Kurukshetra | College/University | Undergraduate Degree | |
California State University-San Marcos | College/University | Undergraduate Degree | |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
MiddleGround Management LP
MiddleGround Management LP Investment ManagersFinance MiddleGround Management LP (MiddleGround Capital) is a private equity firm founded in 2018 by John Stewart and Lauren Mulholland. The firm is headquartered in Lexington, Kentucky. | Investment Managers | Private Equity Investor | |
UJJN FINA | Finance/Rental/Leasing | Director/Board Member | |
Ittiam Systems Pvt Ltd.
Ittiam Systems Pvt Ltd. Movies/EntertainmentConsumer Services Ittiam Systems Pvt Ltd. specializes in multimedia solutions. Its products include software software internet protocol, media software development kit, and system solutions. The company as founded by Vikram Bose, Sattam Dasgupta, Srini Rajam, Johann Andrew Bhagyanathan, Shantanu Jha, Ravishanker Ganesan and Rohit Bhuva on January 1, 2001 and it is headquartered in Bangalore, India. | Movies/Entertainment | Director/Board Member | |
UGRO CAPITAL LIMITED | Finance/Rental/Leasing | Director/Board Member | |
Cleartrip Pvt Ltd.
Cleartrip Pvt Ltd. Internet Software/ServicesTechnology Services Cleartrip Pvt Ltd. provides online travel agency and related services. It offers hotels, flights and train booking services. The firm offers QPX, which is a management system for airfare pricing and shopping. The company was founded by Stuart Crighton and Hrush Bhatt on May 12, 2005 and is headquartered in Mumbai, India. | Internet Software/Services | Director/Board Member | |
KrazyBee Services Pvt. Ltd.
KrazyBee Services Pvt. Ltd. Miscellaneous Commercial ServicesCommercial Services KrazyBee Services Pvt. The company is based in Bangalore, India. Ltd. is an Indian non-banking financial company registered with RBI. | Miscellaneous Commercial Services | Director/Board Member | |
Brainbees Solutions Ltd.
Brainbees Solutions Ltd. Apparel/Footwear RetailRetail Trade Brainbees Solutions Ltd. engages in the operation of an online portal for mothers’, babies, and kids' products. It operates through the following segments: India Multi-Channel, International, Globalbees Brands, and Others. The India Multi-Channel segment provides online platform, modern stores as well as general trade retail distribution in India, covering both home brand and third-party products. The International segment covers UAE and KSA operations. The Globalbees Brands segment offers products through GlobalBees Brands. The Others segment includes other businesses which are currently not material. The company was founded by Supam Maheshwari and Amitava Saha on May 17, 2010 and is headquartered in Pune, India. | Apparel/Footwear Retail | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 35 |
India | 8 |
Regno Unito | 2 |
Cina | 2 |
Settori
Consumer Services | 25 |
Finance | 18 |
Technology Services | 2 |
Commercial Services | 2 |
Retail Trade | 2 |
Posizioni
Portfolio Manager-Equities | 134 |
Undergraduate Degree | 88 |
Corporate Officer/Principal | 63 |
Director/Board Member | 38 |
Masters Business Admin | 26 |
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