Tom Nelson
Membro del Comitato di Investimento presso Franklin Advisers, Inc.
Provenienza dei contatti di primo grado di Tom Nelson
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.
202
| Subsidiary | Investment Managers | 202 |
University of Delaware
125
| College/University | Other Consumer Services | 125 |
Bloomberg LP
 Bloomberg LP Data Processing ServicesTechnology Services Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY.
58
| Subsidiary | Data Processing Services | 58 |
Franklin Alternative Strategies Funds
 Franklin Alternative Strategies Funds Franklin Alternative Strategies Funds is an open-end investment fund/unit trust. Its investment objective is to seek capital appreciation with lower volatility relative to the broad equity markets. The company may invest in a wide range of securities and other investments including, but not limited to: equity securities, including common stocks, preferred stocks, convertible securities, rights and warrants, private and registered investment vehicles and exchange-traded funds; debt securities including bonds, notes, debentures, banker's acceptances and commercial paper; loans and loan participations; and mortgage-backed or asset-backed securities, including collateralized debt obligations. It may also invest in securities of U.S. and foreign companies, including those located in emerging markets, of any capitalization size. The company was founded on July 21, 2011 and is headquartered in San Mateo, CA.
20
| Umbrella Fund | 20 | |
Franklin Mutual Advisers LLC
 Franklin Mutual Advisers LLC Investment ManagersFinance Franklin Mutual Advisers LLC (FMA) is a registered investment advisor headquartered in Short Hills, New Jersey. The firm was founded in 1999 and is a subsidiary of Franklin Resources, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FMA provides investment advisory and portfolio management services under investment management agreements with one or more US- and non-US-registered open end funds and pooled investment vehicles that are sold outside the US.
19
| Subsidiary | Investment Managers | 19 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Tom Nelson tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| University of California | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Doctorate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| SABA CAPITAL INCOME & OPPORTUNITIES FUND II | Investment Trusts/Mutual Funds | Chairman Director/Board Member Compliance Officer Director/Board Member Director of Finance/CFO President Director/Board Member Chief Executive Officer | |
| TEMPLETON EMERGING MARKETS INCOME FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member Compliance Officer Director/Board Member Director of Finance/CFO President Director/Board Member President | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| TEMPLETON DRAGON FUND, INC. | Investment Trusts/Mutual Funds | Chairman Director/Board Member Compliance Officer Director/Board Member Director of Finance/CFO Director/Board Member President | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
| Stanford University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| TEMPLETON EMERGING MARKETS FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member Compliance Officer Director/Board Member Director of Finance/CFO Director/Board Member | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of California, Los Angeles | College/University | Doctorate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Franklin Advisory Services LLC
 Franklin Advisory Services LLC Investment ManagersFinance Franklin Advisory Services LLC (FAS) is a SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1999 and is a wholly-owned subsidiary of Franklin Advisers, Inc., which is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FAS provides investment advisory and portfolio management services under investment management agreements to clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
| FRANKLIN UNIVERSAL TRUST | Investment Trusts/Mutual Funds | Chairman Director/Board Member Compliance Officer Director of Finance/CFO President | |
| FRANKLIN LIMITED DURATION INCOME TRUST | Investment Trusts/Mutual Funds | Chairman Chairman Compliance Officer Chief Investment Officer Chief Investment Officer | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| New York University | College/University | Corporate Officer/Principal Masters Business Admin Undergraduate 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 Undergraduate Degree Undergraduate Degree | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
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 | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| FRANKLIN RESOURCES, INC. | Investment Managers | Chairman Compliance Officer Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Franklin Mutual Series Funds | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| University of California, Davis | College/University | Undergraduate Degree Graduate Degree | |
| Templeton Funds, Inc. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Baylor University | College/University | Undergraduate Degree Graduate Degree | |
QS Investors LLC
 QS Investors LLC Investment ManagersFinance QS Investors LLC (QSI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded and formed in August 2010 through an MBO of the Quantitative Strategies Group within DB Advisors, the institutional asset management division of Deutsche Asset Management. QSI is a wholly-owned subsidiary of QS Investors Holdings LLC, ultimately owned by Franklin Resources, Inc. (NYSE: BEN). The firm provides investment advisory and sub-advisory services to a diverse array of institutional and retail clients and funds. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| University of Notre Dame | College/University | Undergraduate Degree Graduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Doctorate Degree Graduate Degree | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
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 Portfolio Manager-Equities | |
| University of Cambridge | College/University | Undergraduate Degree Masters Business Admin | |
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 | |
Templeton Asset Management Ltd. (Hong Kong)
 Templeton Asset Management Ltd. (Hong Kong) Investment ManagersFinance Templeton Asset Management Ltd. (Hong Kong) (TAML-HK) is the Hong Kong-based asset management division of Templeton Asset Management Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. The firm originated as a Hong Kong research office in 1987, and has been supported since 1994 by a marketing office (Franklin Templeton Investments Asia Ltd.) which distributes a range of unit trusts from the Franklin and Templeton families of funds. TAML-HK performs research and advises the parent company on the management of Templeton sub-funds invested in Asia and the Far East. The investment teams in Hong Kong and Singapore work in close relationship. The firm is headquartered in Hong Kong. | Investment Managers | Director/Board Member Portfolio Manager-Equities | |
| TEMPLETON EMERGING MARKETS INVESTMENT TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Franklin Templeton Distributors, Inc.
 Franklin Templeton Distributors, Inc. Financial ConglomeratesFinance Part of Franklin Resources, Inc., Franklin Templeton Distributors, Inc. provides fund management services. The company is based in San Mateo, CA. | Financial Conglomerates | Corporate Officer/Principal Chairman | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Graduate Degree Doctorate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Templeton Worldwide, Inc. | Director/Board Member President | ||
| Washington & Lee University | College/University | Undergraduate Degree Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Regno Unito | 3 |
| Norvegia | 2 |
| Hong Kong | 2 |
Settori
| Consumer Services | 25 |
| Miscellaneous | 13 |
| Finance | 13 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 101 |
| Analyst-Equity | 94 |
| Portfolio Manager-Equities | 92 |
| Undergraduate Degree | 85 |
| Director/Board Member | 70 |
Contatti più connessi
| Insiders | |
|---|---|
| Gregory Johnson | 31 |
| Ann Bates | 21 |
| Charlie Johnson | 15 |
| Robert Wade | 13 |
| Robert Rosselot | 12 |
| Jan Hopkins Trachtman | 10 |
| Keith Luh | 10 |
| Sonal Desai | 9 |
| Aman Gupta | 9 |
| Wendy M. Lam | 8 |
| Mathias Dieter Strohfeldt | 8 |
| Christopher Meeker | 8 |
| Todd C. Ostrow | 8 |
| Steven Raineri | 8 |
| Russell Shtern | 8 |
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