Thomas Bergen
Investitore di Private Equity presso SBCS Co. Ltd.
Provenienza dei contatti di primo grado di Thomas Bergen
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Rochester Christian University
74
| College/University | Other Consumer Services | 74 |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.
65
| Subsidiary | Investment Managers | 65 |
JPMorgan Mortgage Capital, Inc.
11
| Subsidiary | 11 | |
| Public Company | Major Banks | 8 | |
Rutgers University, Camden
5
| College/University | Other Consumer Services | 5 |
GE Capital Markets, Inc.
 GE Capital Markets, Inc. Finance/Rental/LeasingFinance GE Capital Markets, Inc. provides debt financing to companies. The company was founded on January 28, 1985 by Diane San Pedro, J. Keith Morgan, Jeffrey S. Bornstein, Kristi Colburn, Michael R. McAlevey, Eric Young and William D. Strittmater and is headquartered in Stamford, CT.
3
| Extinct | Finance/Rental/Leasing | 3 |
Litespeed Management LLC
 Litespeed Management LLC Investment ManagersFinance Litespeed Management LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2000 by Jamie Rachel Zimmerman. Litespeed Management provides investment supervisory services on a discretionary basis to pooled investment vehicles intended for sophisticated investors and institutional investors.
2
| Extinct | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Thomas Bergen tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Head-Equity Investments Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities | |
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Investment Managers | Analyst-Equity Chief Investment Officer | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
TIAA-CREF Investment Management LLC
 TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Investment Managers | Corporate Officer/Principal | |
| EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President | |
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 | Corporate Officer/Principal | |
| META PLATFORMS, INC. | Internet Software/Services | Corporate Officer/Principal | |
SkyBridge Capital LLC
 SkyBridge Capital LLC Investment ManagersFinance SkyBridge Capital LLC provides alternative investment management services. It specializes in funds of hedge funds products and hedge fund advisory services. The company was founded by Anthony Scaramucci in 2005 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| KAZINVESTBANK AO | Regional Banks | Chief Executive Officer | |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Corporate Officer/Principal | |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
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 Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin 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 | Corporate Officer/Principal Masters Business Admin Masters Business Admin | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity Analyst-Equity | |
Calvert Research & Management
 Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Chief Operating Officer | |
| Fudan University | College/University | Undergraduate Degree Undergraduate Degree | |
| Babson College | College/University | Undergraduate Degree Masters Business Admin | |
Epoch Investment Partners, Inc.
 Epoch Investment Partners, Inc. Investment ManagersFinance Epoch Investment Partners, Inc. (Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE: TD) in Canada. Epoch provides investment advisory services to primarily institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
| EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President | |
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 Corporate Officer/Principal | |
Rochester Institute of Technology
 Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Undergraduate Degree Graduate Degree | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
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 | Analyst-Fixed Income Analyst-Fixed Income | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin 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 Analyst-Equity | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| TRANSCENTA HOLDING LIMITED | Pharmaceuticals: Major | Chief Tech/Sci/R&D Officer | |
| Owen Graduate School of Management | College/University | Masters Business Admin | |
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Corporate Officer/Principal | |
| De Montfort University | College/University | Undergraduate Degree | |
Oliver LaGore VanValin Investment Group, Inc.
 Oliver LaGore VanValin Investment Group, Inc. Investment ManagersFinance Oliver LaGore VanValin Investment Group, Inc. is a private company that specializes in investing, planning, and wealth management. The company is based in Flint, MI. The company's services are available in Livonia and they pride themselves on their principles, experience, and determination. The company was founded in 2021. Sonya Kim LaGore has been the CEO of the company since 2021. | Investment Managers | Chief Executive Officer | |
| Columbia School of International & Public Affairs | College/University | Graduate Degree | |
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 | Masters Business Admin | |
| Dickinson College | College/University | Undergraduate Degree | |
| B.K. School of Business Management | College/University | Masters Business Admin | |
| L.D. College of Engineering | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 43 |
| India | 3 |
| Kazakistan | 2 |
| Israele | 2 |
| Cina | 2 |
Settori
| Finance | 26 |
| Consumer Services | 19 |
| Miscellaneous | 3 |
| Commercial Services | 3 |
| Technology Services | 2 |
Posizioni
| Corporate Officer/Principal | 154 |
| Director/Board Member | 121 |
| Undergraduate Degree | 90 |
| Analyst-Equity | 62 |
| Portfolio Manager-Equities | 47 |
Contatti più connessi
| Insiders | |
|---|---|
| Louis Lange | 35 |
| Eric Stein | 28 |
| Steven J. Chu | 25 |
| Harish Nataraj | 21 |
| Alexey Vladimirovich Moiseev | 14 |
| Imran Karim | 14 |
| Peter Killalea | 14 |
| Feng Li | 13 |
| Michael Taylor | 12 |
| Paul H. Arni | 12 |
| Raphael Leeman | 11 |
| Victor B. Anthony | 10 |
| Ted Bigman | 10 |
| Ankur Pansari | 10 |
| Murali Ganti | 10 |
- Borsa valori
- Insiders
- Thomas Bergen
- Connessioni Società
