Wenny Gorman
Analista-Rendimento Fisso presso Sigma Investment Counselors, Inc.
Provenienza dei contatti di primo grado di Wenny Gorman
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
62
| Private Company | Investment Managers | 62 |
Sigma Investment Counselors, Inc.
 Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma Investment Counselors, Inc. (Sigma) is an independent, SEC-registered investment advisor headquartered in Northville, Michigan. Founded in 1973, Sigma offers wealth management and financial advisory services to individuals, high net-worth individuals, trusts, estates, corporate pension and profit-sharing plans, and foundation and endowments.
6
| Private Company | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Wenny Gorman tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Eaton Corp.
 Eaton Corp. Auto Parts: OEMProducer Manufacturing Eaton Corp. engages in the provision of energy-efficient solutions. The company was founded by Viggo V. Torbensen and Joseph O. Eaton on August 28, 1916 and is headquartered in Cleveland, OH. | Auto Parts: OEM | Director/Board Member 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 | President Analyst-Equity Director of Finance/CFO Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Private Equity Analyst | |
| UNITEDHEALTH GROUP INC. | Managed Health Care | Corporate Officer/Principal Director/Board Member | |
Empower Annuity Insurance Company of America
 Empower Annuity Insurance Company of America Financial ConglomeratesFinance Empower Annuity Insurance Company of America engages in the provision of life insurance services. The firm offers annuities, life insurance, investment, and executive benefits. The company was founded in 1891 and is headquartered in Greenwood Village, CO. | Financial Conglomerates | Director/Board Member Director of Finance/CFO | |
Wedbush Securities, Inc.
 Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Corporate Officer/Principal | |
| PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | 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 | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal 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 Chief Executive Officer Director of Finance/CFO | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Analyst-Equity | |
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
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 | Undergraduate Degree Doctorate Degree | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
Fidelity Investments, Inc.
 Fidelity Investments, Inc. Financial ConglomeratesFinance Fidelity Investments, Inc. operates as a financial services company. The company is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
| Boston College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Babson College | College/University | Director/Board Member Masters Business Admin | |
Baker Avenue Asset Management LP
 Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
The General Hospital Corp.
 The General Hospital Corp. Hospital/Nursing ManagementHealth Services The General Hospital Corp. provides healthcare services. It offers diagnostic and therapeutic are in every specialty and subspecialty of medicine and surgery. The firm's care center provides cancer, digestive disorders, heart disease, transplantation and vascular medicine services. The company was founded in 1811 and is headquartered in Boston, MA. | Hospital/Nursing Management | Corporate Officer/Principal Corporate Officer/Principal | |
Empower Annuity Insurance Co. of America (Invt Portfolio)
 Empower Annuity Insurance Co. of America (Invt Portfolio) Investment ManagersFinance Empower Annuity Insurance Co. of America (Invt Portfolio) (EAIC-IP) is the investment portfolio division of Empower Annuity Insurance Co. of America, an insurance company headquartered in Greenwood Village, Colorado. The firm was founded in 1891 and formerly known as Great-West Life & Annuity Insurance Co. EAIC-IP manages the insurance company portfolio of several organizations and individual clients. | Investment Managers | Chief Executive Officer Director of Finance/CFO | |
Great-West Lifeco U.S. LLC
 Great-West Lifeco U.S. LLC Multi-Line InsuranceFinance Part of Power Corp. of Canada, Great-West Lifeco U.S. LLC is a company that provides insurance products and services. The company is based in Greenwood Village, CO. Robert Lloyd Reynolds has been the CEO of the company since 2014. | Multi-Line Insurance | Chief Executive Officer Director of Finance/CFO | |
| Syracuse University | College/University | Graduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| Wellesley College | College/University | Undergraduate Degree Undergraduate Degree | |
| Fidelity Personal Investments | Director of Finance/CFO Corporate Officer/Principal | ||
| Rensselaer Polytechnic Institute | College/University | Undergraduate Degree Masters Business Admin | |
Volition Capital LLC
 Volition Capital LLC Investment ManagersFinance Volition Capital LLC (Volition Capital) is a venture capital & private equity firm founded in 2010 by Larry Cheng, Roger Hurwitz, Geraldine Alias, Sean Cantwell and Rob Ketterson. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Director of Finance/CFO Private Equity Investor | |
| Western State University College of Law | College/University | Undergraduate Degree | |
| INSULET CORPORATION | Medical Specialties | Chief Tech/Sci/R&D Officer | |
Jpmorgan Asset Management Holdings, Inc.
 Jpmorgan Asset Management Holdings, Inc. Investment ManagersFinance JPMorgan Asset Management Holdings, Inc. provides asset management services. It serves institutional and individual investors, managing portfolios, and retirement plans for corporations, governments, and foundations. The company was founded on June 5, 2000 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| California State Polytechnic University (Pomona) | College/University | Masters Business Admin | |
| St. Michael's College | College/University | Masters Business Admin | |
| University of Connecticut | College/University | Masters Business Admin | |
| Franklin Pierce University | College/University | Undergraduate Degree | |
| Xavier University | College/University | Undergraduate Degree | |
Aetna Financial Services /Aetna International/
 Aetna Financial Services /Aetna International/ Investment ManagersFinance Part of ING Groep NV, Aetna Financial Services /Aetna International/ is an American company that provides financial services including investment advisory, financial planning, and fixed and variable annuity contracts. The company is located in the US. Aetna Financial Services /Aetna International was acquired by ING Groep NV from Aetna, Inc. on December 13, 2000 for $5,000 million. | Investment Managers | Corporate Officer/Principal | |
| Imperative Consulting Group | Corporate Officer/Principal | ||
National Financial Services, Inc.
 National Financial Services, Inc. Financial ConglomeratesFinance National Financial Services, Inc. engages in providing financial services. It offers insurance, trust, retirement plan and investment services. The company is headquartered in Roanoke, VA. | Financial Conglomerates | Corporate Officer/Principal | |
| McDonough School of Business | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Israele | 2 |
Settori
| Finance | 24 |
| Consumer Services | 18 |
| Health Services | 3 |
| Electronic Technology | 3 |
| Producer Manufacturing | 2 |
Posizioni
| Corporate Officer/Principal | 147 |
| Director/Board Member | 126 |
| Undergraduate Degree | 66 |
| President | 54 |
| Chief Executive Officer | 40 |
Contatti più connessi
| Insiders | |
|---|---|
| Bob Reynolds | 38 |
| Kirk Arnold | 24 |
| Arthur Johnson | 21 |
| Pat Goepel | 20 |
| Larry Renfro | 20 |
| David Lawrence Giunta | 18 |
| Michael Wilens | 16 |
| Stephen P. Jonas | 14 |
| Ellyn A. McColgan | 14 |
| Rodger Lawson | 13 |
| Andra Bolotin | 13 |
| Michael Fondo | 12 |
| Vikas Agrawal | 12 |
| Robert Gervis | 11 |
| Michael K. Clark | 10 |
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