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Ted Ober
Gestore di Portafoglio-Azioni presso Welch & Forbes LLC
Provenienza dei contatti di primo grado di Ted Ober
Entità | Tipo di entità | Settore Industriale | |
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Welch & Forbes LLC
![]() Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, corporations and other business entities.
25
| Subsidiary | Investment Managers | 25 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Ted Ober tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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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 | |
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 | |
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 | Sales & Marketing | |
Brown Brothers Harriman & Co. (Investment Management)
![]() Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Chief Operating Officer | |
The Bank of New York Mellon Corp. (Wealth Management)
![]() The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal | |
Moody, Lynn, Lieberson & Walker LLC
![]() Moody, Lynn, Lieberson & Walker LLC Investment ManagersFinance Moody, Lynn, Lieberson & Walker LLC (MLLW) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Moody in 1989 as Moody, Lynn & Lieberson LLC and has changed its name to Moody, Lynn, Lieberson & Walker LLC in 2023. MLLW manages the financial affairs of individuals, families, and select institutional accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Woodstock Corp.
![]() Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Investment Managers | Analyst-Equity | |
Marble Harbor Investment Counsel LLC
![]() Marble Harbor Investment Counsel LLC Investment ManagersFinance Marble Harbor Investment Counsel LLC (Marble Harbor) is an independent, SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2005 by Paul Davis. Marble Harbor offers customized investment solutions for individuals, families, endowments, and foundations. | Investment Managers | Chief Executive Officer Analyst-Equity | |
Barry Investment Advisors LLC
![]() Barry Investment Advisors LLC Investment ManagersFinance Barry Investment Advisors LLC (BIA) is an independent registered investment advisor headquartered in New Bedford, Massachusetts. The firm was founded by Joseph Barry and Patrick Barry in 2007. BIA provides financial and investment advice to individuals, pension and profit-sharing plans, trusts and estates. | Investment Managers | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
Dartmouth College | College/University | Masters Business Admin Undergraduate Degree | |
Hamilton College (New York) | College/University | Undergraduate 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 | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Reed Institute | College/University | Undergraduate Degree | |
Community Workshops, Inc.
![]() Community Workshops, Inc. Personnel ServicesCommercial Services Community Workshops, Inc. provides job training, placement and support services. It provides assembly and packaging, food services and catering, property maintenance and staffing solutions. The company was founded in 1877 and is headquartered in Boston, MA. | Personnel Services | Chairman President Director/Board Member Director/Board Member Director/Board Member | |
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 Masters Business Admin | |
F.W. Olin Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
State Street Global Advisors
![]() State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
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 | |
Babson College | College/University | Masters Business Admin | |
St. Lawrence University | College/University | Undergraduate Degree | |
Washington College | College/University | Undergraduate Degree | |
McCombs School of Business | College/University | Masters Business Admin | |
Fidelity Investments (New York) | 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 | |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal | |
SCS Financial Services LLC
![]() SCS Financial Services LLC Investment ManagersFinance SCS Financial Services LLC provides investment management services. It offers services in both traditional and alternative categories as well as tax, trust and estate planning, asset protection, philanthropic strategy, and family office services. The company was founded by Peter H. Mattoon Antony J. Abbiati, Douglas R. Ederle, Stephen V. Kenney and William C. Walser in 2002 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
University of New Hampshire | College/University | Masters Business Admin | |
Harvard Alumni Association | Chairman | ||
Edward Jones Investments
![]() Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Investment Managers | Corporate Officer/Principal | |
University of Massachusetts | College/University | Undergraduate Degree | |
Bentley University | College/University | Undergraduate Degree | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
Missouri State University | College/University | Undergraduate Degree | |
The Fedcap Group, Inc.
![]() The Fedcap Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Fedcap Group, Inc. is a non-profit organization that promotes well-being. It offers an array of services through its four practice areas Education, Workforce Development, Occupational Health, and Economic Development. The company was founded by Michael Bertero, Ralph Rice, and Robert Boster in 1935 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Fedcap Rehabilitation Services, Inc.
![]() Fedcap Rehabilitation Services, Inc. Miscellaneous Commercial ServicesCommercial Services Fedcap Rehabilitation Services, Inc. is a non-profit organization. It offers community and skills development programs and services through its practice areas; education, workforce development, occupational health, and economic development. The firm’s programs and services include youth and young adult services, community impact institute, mental health services, vocational evaluations and training, and veterans programs. The company was founded in 1935 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 45 |
Israele | 2 |
Canada | 2 |
Settori
Finance | 22 |
Consumer Services | 19 |
Commercial Services | 6 |
Health Services | 2 |
Posizioni
Portfolio Manager-Equities | 32 |
Corporate Officer/Principal | 31 |
Undergraduate Degree | 27 |
Masters Business Admin | 11 |
Analyst-Equity | 11 |
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