David L. Sobell
Analyst-Equity en Amundi Asset Management US, Inc. .
Origen de la red de primer grado David L. Sobell.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.
124
| Subsidiary | Investment Managers | 124 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a David L. Sobell a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
| Boston University | College/University | Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
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 Analyst-Equity Portfolio Manager-Equities Director of Research - Equity | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 Undergraduate Degree Doctorate Degree Doctorate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Fixed Income Corporate Officer/Principal | |
| Boston College | College/University | Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree 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 | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Pioneer Institutional Asset Management, Inc.
 Pioneer Institutional Asset Management, Inc. Investment ManagersFinance Part of SAS Rue la Boétie, Pioneer Institutional Asset Management, Inc. is a company that provides asset management services. The company is based in Boston, MA. Lisa Marinello Jones has been the CEO of the company since 2014. | Investment Managers | President Corporate Officer/Principal Chief Executive Officer | |
| Georgia Institute of Technology | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Surveyor Capital Ltd.
 Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities | |
Amundi Pioneer Asset Management USA, Inc.
 Amundi Pioneer Asset Management USA, Inc. Financial ConglomeratesFinance Amundi Pioneer Asset Management USA, Inc. provides investment management services. The company was founded on October 25, 1956 and its headquarters is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal Chief Investment Officer Chief Executive Officer | |
Hartford Investment Management Co.
 Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
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 Analyst-Equity | |
| Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Amundi Ireland Ltd.
 Amundi Ireland Ltd. Investment ManagersFinance Amundi Ireland Ltd. is an asset management firm headquartered in Dublin, Ireland. The firm was founded in 1994 and formerly known as Pioneer Investment Management Ltd. They are a subsidiary of Amundi Asset Management SA, ultimately held by SAS Rue la Boétie’s Credit Agricole SA (EPA: ACA, ADR: CRARY) in France. Amundi Ireland develops financial solutions and services for its corporate and institutional clients worldwide. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
BNP Paribas Asset Management USA, Inc.
 BNP Paribas Asset Management USA, Inc. Investment ManagersFinance BNP Paribas Asset Management USA, Inc. (BNPP AM USA) is a registered investment advisor headquartered in New York City. The firm was founded in 1972 as Fischer Francis Trees & Watts, Inc. (FFTW). In 2015, FFTW’s affiliated US registered investment advisor, BNP Paribas Asset Management Inc., was merged into FFTW. FFTW was re-branded as BNP Paribas Asset Management USA, Inc. in 2017. The firm is a wholly-owned subsidiary of BNP Paribas Asset Management USA Holdings, Inc. (BNPP AM), part of International Financial Services division of BNP Paribas (EPA: BNP) (BNPP). BNPP AM USA provides customized investment management services to institutional clients. They also provide non-discretionary investment management activities and/or act as collateral manager for structured products such as CDOs and CLOs. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
| University of Illinois | College/University | Masters Business Admin Undergraduate Degree | |
| Brown University | College/University | Masters Business Admin Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| PIONEER DIVERSIFIED HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer |
Estadísticas
Internacional
| Estados Unidos | 49 |
| Israel | 2 |
| Irlanda | 2 |
Sectorial
| Finance | 29 |
| Consumer Services | 21 |
| Miscellaneous | 3 |
Operativa
| Corporate Officer/Principal | 113 |
| Analyst-Equity | 96 |
| Portfolio Manager-Equities | 90 |
| Undergraduate Degree | 89 |
| Masters Business Admin | 54 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Lisa Jones | 26 |
| Ken Taubes | 20 |
| Kevin Chen | 17 |
| John Sinclair | 14 |
| Christian Fay | 12 |
| Brian Chen | 10 |
| David Chamberlain | 10 |
| Thomas M. Finucane | 10 |
| Kenneth Monaghan | 10 |
| Osbert Marting Hood | 10 |
| Doug Breeden | 9 |
| Jeff Kripke | 9 |
| Mike Carroll | 9 |
| Mark Madden | 9 |
| Joe Hosler | 9 |
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