Provenienza dei contatti di primo grado di Val Colasanto
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.
77
| Subsidiary | Investment Managers | 77 |
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers.
6
| Subsidiary | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Val Colasanto tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
| Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
RhumbLine Advisers LP
 RhumbLine Advisers LP Investment ManagersFinance RhumbLine Advisers LP (RhumbLine) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1990 by J. D. Nelson. RhumbLine manages a broad spectrum of passive strategies in both separate client accounts and pooled funds for institutional investors. | Investment Managers | Chief Executive Officer Director of Finance/CFO Trading-Equity Analyst-Equity Corporate Officer/Principal | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Suffolk University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Director/Board Member Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
| Bentley University | College/University | Masters Business Admin Masters Business Admin 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 | Corporate Officer/Principal Head-Equity Investments Portfolio Manager-Equities | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Syracuse University | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Market Strategist Head-Fixed Income Invts | |
| Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts Lowell | College/University | Undergraduate Degree Undergraduate Degree | |
| THE TAIWAN FUND, INC. | Investment Trusts/Mutual Funds | Director of Finance/CFO Treasurer | |
Loan Syndications & Trading Association, Inc.
 Loan Syndications & Trading Association, Inc. Internet Software/ServicesTechnology Services Loan Syndications & Trading Association, Inc. is an organization that is focused on educating individuals on various topics related to the loan industry. The private company is based in New York, NY. The company's recent focus has been on the transition away from libor-based loans, and they are offering educational opportunities for those interested in learning more about this topic, as well as other areas such as clos and private credit, liability management transactions and restructuring. The organization was founded by Christopher Anthony Pucillo. | Internet Software/Services | Director/Board Member Director/Board Member | |
| Bates College | College/University | Undergraduate Degree Undergraduate Degree | |
AARP Services, Inc.
 AARP Services, Inc. Miscellaneous Commercial ServicesCommercial Services AARP Services, Inc. is a subsidiary of AARP that manages provider relationships and quality control oversight for a wide range of products and services available to AARP members. The non-profit company is based in Washington, and the CEO of the company is John Larew. These products include health, financial, travel, and leisure products, as well as life event services such as insurance, member discounts, and legal services. AARP Services also engages in new product development and consulting services. | Miscellaneous Commercial Services | Director/Board Member Chief Executive Officer | |
Eaton Vance WaterOak Advisors
 Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree | |
ARK Venture Fund
 ARK Venture Fund Investment Trusts/Mutual FundsMiscellaneous ARK Venture Fund invests in companies located in the United States. The fund targets companies operating in the fields of artificial intelligence, robotics, energy storage, genomic sequencing, and blockchain technology. It provides financing for early stage capital requirements. It makes co-investments. | Investment Trusts/Mutual Funds | Chairman Director of Finance/CFO | |
| THE CHINA FUND, INC. | Investment Trusts/Mutual Funds | President Treasurer | |
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 | Chief Executive Officer Corporate Officer/Principal | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | 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 | Private Equity Investor 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 | Portfolio Manager-Fixed Income Analyst-Fixed Income | |
Fiduciary Trust Co.
 Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree | |
Grantham, Mayo, Van Otterloo & Co. LLC
 Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
State Street Bank & Trust Company of New Hampshire
 State Street Bank & Trust Company of New Hampshire Regional BanksFinance Part of State Street Corp., State Street Bank & Trust Company of New Hampshire is a state-chartered commercial bank that provides trust and other banking services. The company is based in Nashua, NH. | Regional Banks | Director/Board Member | |
| CITIZENS FINANCIAL GROUP, INC. | Major Banks | Director/Board Member | |
| State street Syntel Services Mauritus Ltd. | Chairman | ||
| McGill University | College/University | Undergraduate Degree | |
American Bar Association Members/MTC Collective Trust
 American Bar Association Members/MTC Collective Trust Investment Trusts/Mutual FundsMiscellaneous American Bar Association Members MTC Collective Trust is an investment company, which engages in the provision of law practices, bar association and other eligible employers with taw-qualified employee retirement plans, a variety of investment options and related recordkeeping and administrative services. The company was founded in August 1991 and is headquartered in Nashua, NH. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity | |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
CIBC Bank USA (Investment Management)
 CIBC Bank USA (Investment Management) Investment ManagersFinance CIBC Bank USA (Investment Management) (CIBC US) is the investment management division of CIBC Bank USA, a commercial bank headquartered in Chicago, Illinois. The firm was founded in 1991 and is a subsidiary of CIBC Bancorp USA, Inc., which is owned by Canadian Imperial Bank of Commerce (TSE: CM) in Canada. CIBC US provides tailored commercial, wealth management, personal, and small business financial solutions as well as cross-border banking services to clients with North American operations. | Investment Managers | Corporate Officer/Principal | |
| Colgate University | College/University | Undergraduate Degree | |
CMA Holdings, Inc.
 CMA Holdings, Inc. Investment ManagersFinance CMA Holdings is a wholly-owned subsidiary of the Canadian Medical Association (CMA). CMA is a national voluntary association that advocates on behalf of Canadian physicians and the Canadian public for high quality health care, and at present has over 60,000 members. CMA Holdings, through various subsidiaries, operates several businesses which provide services to CMA members, including financial counselling and the management of approximately $19 billion in assets as at March 31, 2005 for more than 100,000 clients | Investment Managers | Director/Board Member | |
| EATON VANCE FLOATING-RATE INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Das Legal Protection Insurance Co. Ltd.
 Das Legal Protection Insurance Co. Ltd. Specialty InsuranceFinance Das Legal Protection Insurance Co. Ltd. provides legal expense insurance service. The firm serves to the businesses, association programs, brokers, corporate partners and lawyers. The company is headquartered in Toronto, Canada. | Specialty Insurance | Director/Board Member | |
5.11, Inc.
 5.11, Inc. Apparel/FootwearConsumer Non-Durables 5.11, Inc. manufactures law enforcement related apparel products. It creates products for the safety, accuracy, speed and performance of law enforcement, military and firefighting professionals and sells these products under the registered trademarks. The firm's products include pants, shirts, shorts, uniforms, outerwear, flashlights, footwear, bags and packs, eyewear, gloves, watches, knives, belts, women’s apparel, gun holsters, training, headgear, slings, breaching tools, and accessories. The company was founded by Daniel J. Costa in 2001 and is headquartered in Irvine, CA. | Apparel/Footwear | Founder |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Canada | 5 |
| Mauritius (isola) | 2 |
Settori
| Finance | 23 |
| Consumer Services | 18 |
| Miscellaneous | 6 |
| Technology Services | 3 |
| Commercial Services | 3 |
Posizioni
| Corporate Officer/Principal | 181 |
| Director/Board Member | 98 |
| Undergraduate Degree | 74 |
| Portfolio Manager-Equities | 35 |
| Masters Business Admin | 35 |
Contatti più connessi
| Insiders | |
|---|---|
| Darlene DeRemer | 24 |
| Larry Renfro | 20 |
| Fred H. Morris | 20 |
| Kenneth Londoner | 19 |
| Wendy Watson | 17 |
| Brenda J. Furlong | 15 |
| Nicholas A. Lopardo | 14 |
| Xiao Ma Lu | 14 |
| Karen Ann Jacoppo-Wood | 12 |
| Gregory LeBlanc | 11 |
| Marshall N. Carter | 10 |
| Carolyn Eve Stys | 9 |
| Kathy A. O'Connor | 9 |
| Chris Fasciano | 8 |
| William Howard Peck | 8 |
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- Insiders
- Val Colasanto
- Connessioni Società
