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Provenienza dei contatti di primo grado di William Mason
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
David Lerner Associates, Inc.
![]() David Lerner Associates, Inc. Investment Banks/BrokersFinance Founded in 1976, David Lerner Associates, Inc. is an SEC-registered broker-dealer located in Syosset, New York.
10
| Private Company | Investment Banks/Brokers | 10 |
Spirit of America Management Corp.
![]() Spirit of America Management Corp. Investment ManagersFinance Spirit of America Management Corp. (SOAM) is an independent, SEC-registered investment adviser headquartered in Syosset, New York. SOAM provides investment advisory services to individuals (which includes trusts, estates, 401(k) plans and IRAs of individuals and their family members) and high-net worth individuals.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a William Mason tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
United Asset Strategies, Inc.
![]() United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Investment Managers | President Investment Committee Member | |
US Military Academy | College/University | Undergraduate Degree Undergraduate Degree | |
QUICK-MED TECHNOLOGIES, INC. | Pharmaceuticals: Major | Founder | |
Dowling College | College/University | Masters Business Admin | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
Oppenheimer Alternative Investment (Private Equity)
![]() Oppenheimer Alternative Investment (Private Equity) Investment ManagersFinance Oppenheimer Alternative Investment Private Equity (Oppenheimer Alt Invt) is the private equity investment arm of Oppenheimer Alternative Investment Management LLC founded in 1900. The firm is a subsidiary of Oppenheimer & Co., Inc. and their ultimate parent is Oppenheimer Holdings, Inc. (NYSE: OPY). The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal | |
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 | Portfolio Manager-Fixed Income | |
GSAM Strategist Portfolios LLC
![]() GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Investment Managers | Analyst-Equity | |
Queens College | College/University | Undergraduate Degree | |
Pace University | College/University | Masters Business Admin | |
Hunter College | College/University | Undergraduate Degree | |
Morgan Stanley Investment Management, Inc.
![]() Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Analyst-Equity | |
Pinnacle Associates Ltd.
![]() Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Investment Managers | Portfolio Manager-Equities | |
State University of New York at Albany | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 18 |
Settori
Finance | 11 |
Consumer Services | 7 |
Health Technology | 2 |
Posizioni
Corporate Officer/Principal | 12 |
Undergraduate Degree | 5 |
Portfolio Manager-Equities | 5 |
Portfolio Manager-Fixed Income | 5 |
President | 4 |
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