Thomas Wetherald
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Provenienza dei contatti di primo grado di Thomas Wetherald
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as 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. (TSE, 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).
140
| Subsidiary | Investment Managers | 140 |
The Chase Manhattan Bank NA
 The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY.
36
| Extinct | Major Banks | 36 |
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.
24
| Subsidiary | Investment Managers | 24 |
| Public Company | Chemicals: Specialty | 15 | |
| Public Company | Food: Specialty/Candy | 12 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Thomas Wetherald tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 President Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
| MFS CHARTER INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Secretary Director/Board Member | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a 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, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| Rochester Christian University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Sun Life Capital Management (US) LLC
 Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Investment Managers | Corporate Officer/Principal Director of Research - Fxd Inc | |
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. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Equities Analyst-Equity | |
MFS Investment Management Canada Ltd.
 MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Massachusetts Financial Services Co. and their ultimate parent is Sun Life Financial, Inc. (TSE: SLF) in Canada. Formerly known as McLean Budden Ltd., MFS Canada was founded in 1947 and manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| BBHC INC. | Electric Utilities | Director/Board Member Director/Board Member Director of Finance/CFO | |
MFS Institutional Advisors, Inc.
 MFS Institutional Advisors, Inc. Investment ManagersFinance MFS Institutional Advisors, Inc. (MFSI) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Massachusetts Financial Services Co., dba MFS Investment Management (MFS), which is an indirect, majority-owned subsidiary of Sun Life Financial Inc. (TSE: SLF, NYSE: SLF) in Canada. Founded in 1986, MFSI provides investment advisory services to institutional investors. The firm also provides advisory services through certain wrap fee programs whose participants include individual and high net-worth individuals. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
| Boston College | College/University | Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree 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 | Corporate Officer/Principal Masters Business Admin Masters Business Admin Undergraduate Degree | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
MFS International (UK) Ltd.
 MFS International (UK) Ltd. Investment ManagersFinance MFS International (UK) Ltd. (MFSI UK) is the Great Britain-based subsidiary of MFS International Holdings Pty Ltd., ultimately held by Sun Life Financial, Inc. (NYSE: SLF) in Canada. Founded in 1995, the firm is headquartered in London and provides a range of financial products and services, such as mutual fund management, to individual and institutional investors. | Investment Managers | President Head-Equity Investments Analyst-Equity | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Graduate Degree Undergraduate Degree | |
| St. Lawrence University | College/University | Undergraduate Degree Undergraduate Degree | |
| F.W. Olin Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal 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 | Director/Board Member Chairman | |
Bowdoin College
 Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Rochester Simon Business School | College/University | Masters Business Admin Masters Business Admin | |
| St. Bonaventure University | College/University | Undergraduate Degree Undergraduate Degree | |
| London School of Economics & Political Science | College/University | Corporate Officer/Principal Graduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| The University of Alabama | College/University | Graduate Degree Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Canada | 3 |
| Regno Unito | 3 |
Settori
| Consumer Services | 31 |
| Finance | 16 |
| Commercial Services | 3 |
| Miscellaneous | 2 |
| Utilities | 2 |
Posizioni
| Director/Board Member | 168 |
| Corporate Officer/Principal | 119 |
| Undergraduate Degree | 88 |
| Analyst-Equity | 66 |
| Portfolio Manager-Equities | 66 |
Contatti più connessi
| Insiders | |
|---|---|
| Robert Charles Pozen | 39 |
| Geoffrey Barker | 22 |
| Arthur Ryan | 22 |
| Dod Fraser | 20 |
| Mary Patricia Thompson | 19 |
| Patrick Gaston | 17 |
| Gregory Graves | 16 |
| Michael Esposito | 16 |
| Jeff Carp | 13 |
| Kevin Pollack | 12 |
| Peter Molloy | 12 |
| William W. Staunton | 11 |
| Bob Cook | 11 |
| Bill Adams | 10 |
| Edward J. Fred | 10 |
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- Insiders
- Thomas Wetherald
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