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Charles Lippincott Sheppard
Director de Investigación - Acciones en Fiduciary Trust Company International of Pennsylvania .
Origen de la red de primer grado Charles Lippincott Sheppard.
Entidad | Tipo de entidad | Industria | |
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Fiduciary Trust Company International of Pennsylvania
![]() Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations.
15
| Subsidiary | Investment Managers | 15 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Charles Lippincott Sheppard a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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The Glenmede Trust Co., NA
![]() The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Rollins College (Florida) | College/University | Undergraduate Degree Undergraduate Degree | |
The Haverford Trust Co.
![]() The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
PTC 450 Ltd.
![]() PTC 450 Ltd. Financial ConglomeratesFinance PTC 450 Ltd. engages in the provision of investment services. The company is headquartered in Radnor, PA. | Financial Conglomerates | President Director/Board Member | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree Masters Business Admin | |
University of Pittsburgh | College/University | Undergraduate Degree | |
Drexel Burnham Lambert Real Estate Associates II
![]() Drexel Burnham Lambert Real Estate Associates II Real Estate Investment TrustsFinance Drexel Burnham Lambert Real Estate Associates II operates a Real Estate Investment Trust (REIT). | Real Estate Investment Trusts | Corporate Officer/Principal | |
Eastern University | College/University | Director/Board Member | |
Williams College | College/University | Undergraduate Degree | |
SEI Investments Management Corp.
![]() SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
Logan Capital Management, Inc.
![]() Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Portfolio Manager-Equities | |
LOM Asset Management Ltd.
![]() LOM Asset Management Ltd. Investment ManagersFinance LOM Asset Management Ltd. (LOM AM) is an asset management firm headquartered in Hamilton, Bermuda. The firm is a subsidiary of LOM Financial Ltd. (BSX: LOM). LOM AM provides investment solutions to high net-worth individuals and institutional clients across the globe. | Investment Managers | Chief Investment Officer | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
Bucknell University | College/University | Undergraduate Degree | |
Brown Brothers Harriman & Co.
![]() Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
Chestnut Hill Academy
![]() Chestnut Hill Academy Other Consumer ServicesConsumer Services Chestnut Hill Academy develops global leader’s one child at a time. The firm ofers balance of an exceptional academic environment, a traditional school, and truly exceptional enrichment activities, such as field trips, service learning programs, musical performances and leadership opportunities. The company was founded by Susan Peterson and William Alsdurf in 1998 and is headquartered in Bellevue, WA. | Other Consumer Services | Corporate Officer/Principal | |
STIFEL FINANCIAL CORP. | Investment Managers | Corporate Officer/Principal | |
Drew University | College/University | Undergraduate Degree | |
The Curtis Institute of Music | College/University | Corporate Officer/Principal | |
Trinity College (Connecticut) | College/University | Undergraduate Degree | |
The Bank of New York Mellon (New York)
![]() The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Bryn Mawr Hospital
![]() Bryn Mawr Hospital Medical/Nursing ServicesHealth Services Bryn Mawr Hospital provides healthcare services. It is an acute care facility providing inpatient and outpatient services for the western suburbs of Philadelphia. The company was founded in 1893 and is located in Bryn Mawr, PA. | Medical/Nursing Services | Chairman | |
Duke University School of Law | College/University | Graduate Degree | |
The Mann Center for the Performing Arts
![]() The Mann Center for the Performing Arts Movies/EntertainmentConsumer Services The Mann Center for the Performing Arts operates as the outdoor music centers that presents world-class artists. The company was founded in 1935 and is headquartered in Philadelphia, PA. | Movies/Entertainment | Director/Board Member | |
St. Joseph's University | College/University | Masters Business Admin | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Villanova University | College/University | Undergraduate Degree | |
Spartan Capital Management LLC (Old)
![]() Spartan Capital Management LLC (Old) Investment ManagersFinance Founded in 2004 by David Robinson and Gilpin Bartels, Spartan Capital Management LLC is a registered investment advisor located in West Chester, Pennsylvania. The firm manages assets for high net-worth individuals and institutions. | Investment Managers | Founder | |
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 | |
Ballard Spahr LLP
![]() Ballard Spahr LLP Miscellaneous Commercial ServicesCommercial Services Ballard Spahr LLP provides legal services. It also provides counsel in litigation, business and finance, real estate, intellectual property, and public finance. The company was founded in 1885 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The University of Pennsylvania Law School | College/University | Graduate Degree | |
Ohio Wesleyan University | College/University | Undergraduate Degree | |
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal |
Estadísticas
Internacional
Estados Unidos | 49 |
Bermudas | 2 |
Países Bajos | 2 |
Sectorial
Finance | 28 |
Consumer Services | 19 |
Commercial Services | 5 |
Health Services | 2 |
Operativa
Corporate Officer/Principal | 30 |
Portfolio Manager-Equities | 22 |
Undergraduate Degree | 14 |
Analyst-Equity | 5 |
Portfolio Manager-Fixed Income | 5 |
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