Travis D. Schaftenaar
Analyst-Equity presso Manulife Investment Management (US) LLC
Provenienza dei contatti di primo grado di Travis D. Schaftenaar
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Michigan State University
201
| College/University | Other Consumer Services | 201 |
The University of Chicago Booth School of Business
156
| College/University | Other Consumer Services | 156 |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds.
99
| Subsidiary | Investment Managers | 99 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Travis D. Schaftenaar tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Boston University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
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 | Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Graduate 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 | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity | |
| Bentley University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Notre Dame | College/University | Director/Board Member Undergraduate Degree Masters Business Admin Masters Business Admin | |
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 | Corporate Officer/Principal Masters Business Admin Masters Business Admin Undergraduate Degree | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Analyst-Equity Analyst-Equity Head-Equity Investments | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin | |
| JOHN HANCOCK INVESTMENTS - JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
| Providence College | College/University | Undergraduate Degree Undergraduate Degree | |
Federated Investment Management Co.
 Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Investment Managers | Analyst-Fixed Income Trading-Equity | |
| Clark University | College/University | Undergraduate Degree Undergraduate Degree | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| JOHN HANCOCK PREFERRED INCOME FUND III | Investment Trusts/Mutual Funds | President Corporate Officer/Principal | |
| Indiana University | College/University | Undergraduate Degree Corporate Officer/Principal | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree Graduate Degree | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Human Resources Officer Corporate Officer/Principal | |
Manulife Investment Management (Europe) Ltd.
 Manulife Investment Management (Europe) Ltd. Investment ManagersFinance Manulife Investment Management (Europe) Ltd. (Manulife Europe) is the Great Britain-based asset management subsidiary of Manufacturers Life Insurance Co., itself a subsidiary of Manulife Financial Corp. (TSE, NYSE: MFC) in Canada. The firm was founded as Trendhandy Trading Ltd. in 1993 and was acquired by Manulife and in 1996. Headquartered in London, Manulife Europe offers clients a variety of funds including international and European equity funds. Their local research capabilities and market presence give them perspective on UK and European markets. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| JOHN HANCOCK PREFERRED INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
| University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree | |
| Wallace E Carroll School of Management | College/University | Masters Business Admin Masters Business Admin | |
John Hancock Life Insurance Co. (USA) (Investment Portfolio)
 John Hancock Life Insurance Co. (USA) (Investment Portfolio) Investment ManagersFinance John Hancock Life Insurance Co. (USA) (Investment Portfolio) is the investment portfolio division of John Hancock Life Insurance Co. (USA), an insurance company headquartered in Boston, Massachusetts. The firm is a subsidiary of The Manufacturers Investment Corp., ultimately held by Manulife Financial Corp. (TSX, NYSE: MFC) in Canada. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Logan Capital Management, Inc.
 Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| JOHN HANCOCK PREFERRED INCOME FUND II | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
| JOHN HANCOCK INVESTORS TRUST | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
| JOHN HANCOCK INCOME SECURITIES TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal | |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
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 | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
John Hancock Financial Services, Inc.
 John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Life/Health Insurance | Chief Executive Officer Corporate Officer/Principal | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
| Regno Unito | 2 |
Settori
| Consumer Services | 22 |
| Finance | 20 |
| Miscellaneous | 9 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 152 |
| Director/Board Member | 89 |
| Undergraduate Degree | 88 |
| Portfolio Manager-Equities | 77 |
| Analyst-Equity | 76 |
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| Tse Tse | 13 |
| Todd Penegor | 11 |
| Frédéric Pouchain | 10 |
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| Roger Hamilton | 9 |
| Percy A. Pierre | 8 |
| Tom Goggins | 8 |
| Joe Bozoyan | 8 |
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