Wayne A. Helm
Gestore di Portafoglio-Azioni presso Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Provenienza dei contatti di primo grado di Wayne A. Helm
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.
184
| Subsidiary | Investment Managers | 184 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Wayne A. Helm tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Fiduciary Trust Company International
 Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Portfolio Manager-Equities | |
| University of Nebraska | College/University | Graduate Degree Undergraduate Degree | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
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 Analyst-Equity | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
| New York University | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
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 Chief Executive Officer Director of Research - Equity | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
BofA Securities, Inc.
 BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Chief Executive Officer Analyst-Equity Market Strategist | |
| Nova Southeastern University, Inc. | College/University | Masters Business Admin Masters Business Admin | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate 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 | Director/Board Member Masters Business Admin | |
| State University of New York College at Cortland | College/University | Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| Wayne State University (Michigan) | College/University | Masters Business Admin Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
| Wake Forest University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Graduate Degree Masters Business Admin | |
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 | Graduate Degree Graduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| Pepperdine University | College/University | Undergraduate Degree Masters Business Admin | |
| The University of Manchester | College/University | Undergraduate Degree | |
Dgm Financial Group
 Dgm Financial Group Financial ConglomeratesFinance DGM Financial Group is a Barbadian company that offers Trust Administration, Corporate & Management Services to insurance and non-insurance companies, Family Office, Director Services. The private company is based in Bridgetown, Barbados. The company is also a Listing Sponsor on the Barbados Stock Exchange. The company provides professional trust and corporate services to clients worldwide. | Financial Conglomerates | Director/Board Member | |
| G C S Ltd. | Director/Board Member | ||
| Barbados Investment & Development Corp. | Chairman | ||
| Barbados Institute of Management & Productivity | Chairman | ||
CoVenture Management LLC
 CoVenture Management LLC Investment ManagersFinance Coventure Management LLC (Coventure) is a venture capital firm founded in 2012 by Ali Hamed, Jamil Goheer and Thatcher Bell. The firm is headquartered in Miami, Florida. | Investment Managers | Private Equity Investor | |
Barbados Tourism Investment, Inc.
 Barbados Tourism Investment, Inc. Financial ConglomeratesFinance Barbados Tourism Investment, Inc. provides investment service to travel and tourism industries. It develops a portfolio of tourism-related properties on its own or in joint venture with private and public partners. The company was founded on April 17, 1998 and is headquartered in Bridgetown, Barbados. | Financial Conglomerates | Director/Board Member | |
| Barbados Tourism Marketing, Inc. | Director/Board Member | ||
| Boston University | College/University | Undergraduate Degree | |
| Cave Shepherd Card (Barbados), Inc. | Chairman | ||
| Assumption College | College/University | Undergraduate Degree | |
Finamex Inversiones SA de CV
 Finamex Inversiones SA de CV Investment ManagersFinance Part of Casa de Bolsa Finamex SAB de CV, Finamex Inversiones SA de CV provides investment advice. The company is based in Mexico City, Mexico. The CEO of the Mexican company is Luis Alberto Benavides Simón. | Investment Managers | Head-Equity Investments | |
The Gleaners Food Bank of Indiana, Inc.
 The Gleaners Food Bank of Indiana, Inc. Miscellaneous Commercial ServicesCommercial Services The Gleaners Food Bank of Indiana, Inc. engages in the security, storage and redistribution of donated food to charities. It distributes food to hungry hoosiers through a network of partner agencies including: emergency food pantries, soup kitchens and shelters. The company was founded in 1980 and is headquartered in Indianapolis, IN. | Miscellaneous Commercial Services | Director/Board Member | |
| Butler University | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 39 |
| Barbados | 8 |
| Regno Unito | 2 |
| Israele | 2 |
| Messico | 2 |
Settori
| Consumer Services | 30 |
| Finance | 14 |
| Commercial Services | 2 |
Posizioni
| Portfolio Manager-Equities | 146 |
| Undergraduate Degree | 92 |
| Corporate Officer/Principal | 59 |
| Director/Board Member | 39 |
| Masters Business Admin | 24 |
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