Provenienza dei contatti di primo grado di Tom S. Treacy
Entità | Tipo di entità | Settore Industriale | |
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Boston College
363
| College/University | Other Consumer Services | 363 |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.
30
| Subsidiary | Investment Banks/Brokers | 30 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Tom S. Treacy tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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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 | Analyst-Equity Analyst-Equity | |
Janus Henderson Investors US LLC
Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
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). | Investment Managers | Analyst-Equity Analyst-Equity | |
STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Summit Partners LP
Summit Partners LP Investment ManagersFinance Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst Corporate Officer/Principal Private Equity Analyst | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Private Equity Investor | |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-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 offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
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. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Market Strategist | |
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 Comptroller/Controller/Auditor Comptroller/Controller/Auditor | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Wallace E Carroll School of Management | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree | |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Analyst-Equity Chief Investment Officer Corporate Officer/Principal 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 Institutional Sales Analyst-Equity | |
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 | Masters Business Admin Undergraduate Degree Graduate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity | |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Analyst-Equity Sales & Marketing Analyst-Equity | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Private Equity Investor | |
Mizuho Securities USA LLC
Mizuho Securities USA LLC Investment Banks/BrokersFinance Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
The Century Private Equity Group
The Century Private Equity Group Investment ManagersFinance The Century Private Equity Group (Century Private Equity) is a private equity subsidiary of Century Capital Management LLC founded in 1987. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Point Judith Management Co LLC.
Point Judith Management Co LLC. Investment ManagersFinance Point Judith Management Co LLC (Point Judith Capital Partner) is a venture capital firm founded in 2001 by David Martirano and Gina Raimondo. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Corporate Officer/Principal Private Equity Analyst | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Graduate Degree | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
Carter, Ledyard & Milburn LLP
Carter, Ledyard & Milburn LLP Miscellaneous Commercial ServicesCommercial Services Carter, Ledyard & Milburn LLP provides legal services. The private company is based in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Apervita, Inc.
Apervita, Inc. Packaged SoftwareTechnology Services Apervita, Inc. operates a health analytics marketplace. It enables providers, payers and stakeholders to connect, build and share critical applications that improve consumer and clinician experience, and healthcare outcomes. The company was founded by Paul J. Magelli Jr., Brad Ryan and Geoffrey Phillips in 2012 and is headquartered in Chicago, IL. | Packaged Software | Director/Board Member | |
Optum Venture Management LLC
Optum Venture Management LLC Investment ManagersFinance Optum Venture Management LLC (Optum Ventures) is a venture capital firm subsidiary of InGensa Inc founded in 2017 by A.G. Breitenstein. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Chief Operating Officer | |
Lynx Finhealth Inc.
Lynx Finhealth Inc. Packaged SoftwareTechnology Services Lynx Finhealth Inc. is a healthcare payments, banking, and e-commerce platform that is API-connected. The company is based in Boston, MA. The company enables other businesses to embed customizable health-fintech solutions into their experience. The company was founded by Ken Abel and Matt Renfro. The CEO is Matt Renfro. | Packaged Software | Director/Board Member | |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
RP Capital Management LLC
RP Capital Management LLC Investment ManagersFinance RP Capital Management LLC (RP Capital) is a venture capital firm founded in 1998 by Willber E. James. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
Feeley & Driscoll PC
Feeley & Driscoll PC Miscellaneous Commercial ServicesCommercial Services Feeley & Driscoll PC provides accounting and business consulting services. Its services include tax, audit, assurance and accounting, ESOP, mergers and acquisition and health care services. The company was founded in 1974 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Sales & Marketing | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin | |
Best Lighting Products, Inc.
Best Lighting Products, Inc. Electrical ProductsProducer Manufacturing Best Lighting Products, Inc. manufactures commercial, industrial and residential lighting products. The company founded by Albert Alvin and Jeffrey S. Katz on June 6, 1997 and is headquartered in Pic Kersington, OH. | Electrical Products | Director/Board Member | |
PatientPoint Health Technologies
PatientPoint Health Technologies Packaged SoftwareTechnology Services PatientPoint Health Technologies is an American company that provides a patient and physician engagement platform. PatientPoint offers targeted scale and benefits to sponsor partners. The company was founded by Mike Collette and he has been the CEO since incorporation. | Packaged Software | Director/Board Member | |
AMERRA Capital Management LLC
AMERRA Capital Management LLC Investment ManagersFinance AMERRA Capital Management LLC (AMERRA Capital Management) is a private equity firm founded in 2009 by Craig Tashjian & Nancy Obler. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Corinthian Capital Group LLC
Corinthian Capital Group LLC Investment ManagersFinance Corinthian Capital Group LLC (Corinthian Capital Group) is a private equity firm founded in 2005 by Steven J. Kumble, C. Kenneth Clay and Peter Van Raalte . The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Catterton Management Co. LLC
Catterton Management Co. LLC Investment ManagersFinance Catterton Management Co. LLC (L Catterton) is a private equity subsidiary of L Catterton Management Ltd. founded in 1989. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Private Equity Analyst | |
Deutsche Bank AG, New York Branch
Deutsche Bank AG, New York Branch Regional BanksFinance Deutsche Bank AG provides financial and banking services. It also offers commercial and investment banking services. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Middlebury College | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 44 |
Regno Unito | 3 |
Cina | 2 |
Settori
Finance | 29 |
Consumer Services | 9 |
Commercial Services | 7 |
Technology Services | 4 |
Producer Manufacturing | 2 |
Posizioni
Director/Board Member | 110 |
Corporate Officer/Principal | 103 |
Undergraduate Degree | 102 |
Analyst-Equity | 78 |
Private Equity Investor | 50 |
Contatti più connessi
Insiders | |
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Peter Bell | 35 |
Michael Dixon | 18 |
Bobby Kelly | 17 |
Prakash Johari | 15 |
Benjamin P Kaplan | 14 |
Charles Bayer | 11 |
John Walsh | 10 |
Daniel Holland | 10 |
Berke Bakay | 10 |
John Murphy | 10 |
Catherine Bracy | 10 |
Stephen Renfro | 9 |
Aniol Brosa | 9 |
Dominic L. Blue | 9 |
Sean Sullivan | 8 |
- Borsa valori
- Insiders
- Tom S. Treacy
- Connessioni Società