Provenienza dei contatti di primo grado di Vadam Levin
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses.
6
| Extinct | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Vadam Levin tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Boston College | College/University | Masters Business Admin Undergraduate Degree | |
Deloitte Consulting LLP
Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor | |
Bentley University | College/University | Graduate Degree | |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Investment Managers | Portfolio Manager-Equities | |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Investment Managers | Director of Research - Equity | |
Drexel University | College/University | Undergraduate Degree | |
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Investment Managers | Portfolio Manager-Equities | |
New England Private Wealth Advisors LLC
New England Private Wealth Advisors LLC Investment ManagersFinance New England Private Wealth Advisors LLC (NEPWA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded in 2005 by Ira Gene Rapaport. NEPWA provides highly customized and integrated investment advisory/wealth planning services for individuals and institutional clients. | Investment Managers | Corporate Officer/Principal | |
John Hancock Funds, Inc.
John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Investment Banks/Brokers | Corporate Officer/Principal | |
Lehigh University | College/University | Undergraduate Degree | |
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 | |
Boston University | College/University | Undergraduate Degree | |
Buff Capital Management
Buff Capital Management Investment ManagersFinance Buff Capital Management (BCM) is an independent wealth management firm headquartered in Newton Highlands, Massachusetts. The firm was founded in 1989 by Gayle Buff. BCM provides wealth management services to individuals, family groups, and non-profit organizations. | Investment Managers | Corporate Officer/Principal | |
Merrimack College | College/University | Undergraduate Degree | |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Analyst-Equity | |
Houghton Mifflin Harcourt Publishing Co.
Houghton Mifflin Harcourt Publishing Co. Information Technology ServicesTechnology Services Houghton Mifflin Harcourt Publishing Co. is a learning company, which engages in instructional curriculum, assessment, technology, and professional learning. The company was founded in 1832 by William Ticknor and James Fields and is headquartered in Boston, MA. | Information Technology Services | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 25 |
Settori
Finance | 16 |
Consumer Services | 7 |
Technology Services | 3 |
Commercial Services | 2 |
Posizioni
Corporate Officer/Principal | 11 |
Analyst-Equity | 9 |
Undergraduate Degree | 5 |
Director of Research - Equity | 3 |
Investment Committee Member | 2 |
Contatti più connessi
Insiders | |
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Rachel Meri Zibrak | 8 |
Brian S. Lelen | 7 |
Bryan Paul Keller | 5 |
Gordon Barnes | 4 |
Ben King | 4 |
Wayne Tam | 3 |
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