David H. M. Baker
Gestor de Cartera-Acciones en Wealth Enhancement Advisory Services LLC .
Origen de la red de primer grado David H. M. Baker.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
Babson College
106
| College/University | Other Consumer Services | 106 |
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.
29
| Subsidiary | Investment Managers | 29 |
North American Management Corp.
 North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices.
20
| Extinct | Investment Managers | 20 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a David H. M. Baker a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
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 | Doctorate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
BTR Capital Management, Inc.
 BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Investment Managers | President Portfolio Manager-Equities Portfolio Manager-Equities Chief Investment Officer Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
| Boston University | College/University | Chief Tech/Sci/R&D Officer Masters Business Admin Graduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Bentley University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin 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 | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 | Analyst-Equity Corporate Officer/Principal Head-Fixed Income Invts | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree | |
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
| University of Maine | College/University | Undergraduate Degree Undergraduate Degree | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
Ocean Spray Cranberries, Inc.
 Ocean Spray Cranberries, Inc. Agricultural Commodities/MillingProcess Industries Ocean Spray Cranberries, Inc. produces canned and bottled juice drinks. The firm's products include juices & drinks, craisins dried cranberries, sauce and fresh fruit. It also operates fruit receiving stations, processing and bottling plants through out the United States and Canada. The company was founded by Marcus L. Urann, John Makepeace, and Elizabeth F. Lee in 1930 and is headquartered in Lakeville-Middleboro, MA. | Agricultural Commodities/Milling | Chief Operating Officer Corporate Officer/Principal | |
| University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Masters Business Admin Graduate Degree | |
Highland Capital Partners LLC
 Highland Capital Partners LLC Investment ManagersFinance Highland Capital Partners LLC (Highland Capital Partners) is a venture capital firm is founded in 1987 by Paul A. Maeder and Bob F. Higgins. The firm is headquartered in Cambridge, US. | Investment Managers | Private Equity Investor Director of Finance/CFO | |
| The Pennsylvania State University | College/University | Undergraduate Degree Graduate Degree | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Acadian Asset Management LLC
 Acadian Asset Management LLC Investment ManagersFinance Acadian Asset Management LLC (Acadian) is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1986 by Gary Bergstrom and Churchill Franklin. The firm is a subsidiary of BrightSphere Affiliate Holdings LLC, ultimately owned by BrightSphere Investment Group, Inc. (NYSE: BSIG). Acadian provides portfolio management services for institutional clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Undergraduate Degree | |
| Syracuse University | College/University | Undergraduate Degree | |
Trinity Hospice, Inc.
 Trinity Hospice, Inc. Hospital/Nursing ManagementHealth Services Trinity Hospice, Inc. provides physical and healthcare services for terminally ill people. It operates in Oklahoma, Louisiana, Missouri, Mississippi, Arizona, Kansas and Pennsylvania. Trinity Hospice was founded in 1998 and is headquartered in Dallas, TX. | Hospital/Nursing Management | Corporate Officer/Principal | |
Financial Executives International
 Financial Executives International Miscellaneous Commercial ServicesCommercial Services Financial Executives International enhances member professional development through peer networking, career planning services, conferences, publications and special reports, and research. Its members include Chief Financial Officers, Vice Presidents of Finance, Treasurers, and Controllers. The company was founded in December 1931 and is headquartered in Morristown, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| CAMBEX CORPORATION | Computer Peripherals | Director of Finance/CFO | |
ChildrenFirst, Inc.
 ChildrenFirst, Inc. Other Consumer ServicesConsumer Services ChildrenFirst, Inc. provides child care services that meet the needs of children and families. The company develops and operates corporate backup child care centers. ChildrenFirst was founded by Rosemary Jordano in 1992 and is headquartered in Waltham, MA. | Other Consumer Services | Director of Finance/CFO | |
Criteria Labs, Inc. (Texas)
 Criteria Labs, Inc. (Texas) SemiconductorsElectronic Technology Criteria Labs, Inc. designs, makes, and markets semiconductors. It provides outsourced semiconductor services, including testing, FIB, lab, and quick-turn packaging, and board assembly. The company is headquartered in Austin, TX. | Semiconductors | Director/Board Member | |
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 | |
USLS Acquisition, Inc.
 USLS Acquisition, Inc. Miscellaneous Commercial ServicesCommercial Services USLS Acquisition, Inc. engages in the provision of litigation services. It specializes in court reporting, record retrieval, interpreting and translation services, trial services, and transcription services. The company was founded by Charles F. Schugart in 1996 and is headquartered in Houston, TX. | Miscellaneous Commercial Services | Director/Board Member | |
| University of Rhode Island | College/University | Undergraduate Degree | |
Symtx, Inc.
 Symtx, Inc. Information Technology ServicesTechnology Services Symtx, Inc. provides test system integration services. The company develops, integrates & supports functional automatic test equipment solutions and test programs sets for engineering and manufacturing electronics. It provides services to industries which include aerospace & defence, avionics, telecommunications, medical and transportation. The company was founded by Paul Hiller in 1981 and is headquartered in Austin, TX. | Information Technology Services | Director/Board Member | |
MyTech Corp
 MyTech Corp Electrical ProductsProducer Manufacturing MyTech Corp provides sensor-based controls for lighting systems. The company is based in Bogota, NJ. The company was founded by Douglas D. Myron. MyTech was acquired by Hubbell, Inc. on October 31, 2001. | Electrical Products | Corporate Officer/Principal |
Estadísticas
Internacional
| Estados Unidos | 49 |
| Reino Unido | 2 |
| Luxemburgo | 2 |
Sectorial
| Consumer Services | 19 |
| Finance | 16 |
| Commercial Services | 7 |
| Electronic Technology | 4 |
| Technology Services | 3 |
Operativa
| Director/Board Member | 176 |
| Corporate Officer/Principal | 146 |
| Undergraduate Degree | 100 |
| Portfolio Manager-Equities | 73 |
| Masters Business Admin | 49 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Bob J. Davis | 35 |
| William Sweedler | 35 |
| Paul Weinstein | 27 |
| Thomas Lydon | 21 |
| W. Heavey | 20 |
| Gobind Sahney | 20 |
| Jacob Stolt-Nielsen | 18 |
| Mark Jrolf | 18 |
| Robert Maccini | 17 |
| Tom R. Hudson | 16 |
| Thomas A. Shea | 15 |
| Akio Toyoda | 15 |
| Kenneth G. Romanzi | 14 |
| Ben Narasin | 12 |
| David W. Sargent | 12 |
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