Origen de la red de primer grado David Morgan.
Entidad | Tipo de entidad | Industria | |
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Putnam Investments Ltd.
Putnam Investments Ltd. Investment ManagersFinance Putnam Investments Ltd. (PIL) is an investment management firm headquartered in London, UK. The firm was founded in 1982 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Financial Corp. in Canada. PIL is an active asset manager that provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.
25
| Subsidiary | Investment Managers | 25 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a David Morgan a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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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 Analyst-Equity | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Threadneedle Asset Management Ltd.
Threadneedle Asset Management Ltd. Investment ManagersFinance Threadneedle Asset Management Ltd. (Threadneedle AM) is the wholly-owned global asset management subsidiary of TC Financing Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. Headquartered in London, the firm was founded in 1994 and manages assets for a range of clients which includes pension schemes, insurance companies, private investors and corporations. Threadneedle AM is a socially responsible investor which believes they have a responsibility to, and will benefit from, exercising environmental and social stewardship throughout their firm. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree | |
Massachusetts Audubon Society, Inc.
Massachusetts Audubon Society, Inc. Miscellaneous Commercial ServicesCommercial Services Massachusetts Audubon Society, Inc. works to protect the nature of Massachusetts for people and wildlife. It cares for acres of conservation land, provides educational programs for children and adults, and advocates for sound environmental policies at the local, state, and federal levels. The company was founded in 1896 and is headquartered in Lincoln, MA. | Miscellaneous Commercial Services | Director/Board Member | |
Principal Life Insurance Co.
Principal Life Insurance Co. Investment ManagersFinance Principal Life Insurance Co. provides insurance brokerage services. It offers term life, major medical, annuities, disability, long term care, health, and consultancy services to trades unions, individuals, and business marketplace. The company was founded on June 24, 1879 and is headquartered in Des Moines, IA. | Investment Managers | Director/Board Member | |
Bain Capital Private Credit
Bain Capital Private Credit Investment Trusts/Mutual FundsMiscellaneous Bain Capital Private Credit is a closed-end and non-diversified management investment company. It focuses on lending to middle market companies. The company was founded on December 21, 2021 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member | |
Putnam Investor Services, Inc. | Director/Board Member | ||
SPDR Loomis Sayles Opportunistic Bond ETF
SPDR Loomis Sayles Opportunistic Bond ETF Investment Trusts/Mutual FundsMiscellaneous SPDR Loomis Sayles Opportunistic Bond ETF functions as an exchange traded fund. It is an actively managed multi-asset credit strategy that seeks to capture risk premiums in markets that it believes offer strong risk-adjusted returns potential over a full market cycle due to Loomis Sayles’ credit selection and risk management process. The company was founded on September 28, 2021 and is headquartered in the United States. | Investment Trusts/Mutual Funds | Director/Board Member | |
Arthur Andersen & Co. (Florida) | Corporate Officer/Principal | ||
National Association of Corporate Directors
National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Director/Board Member | |
Alzheimer's Association Massachusetts/New Hampshire Chapter | Director/Board Member | ||
BAIN CAPITAL SPECIALTY FINANCE, INC. | Financial Conglomerates | Director/Board Member | |
PUTNAM MASTER INTERMEDIATE INCOME TRUST | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
University of Notre Dame | College/University | Director/Board Member | |
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 | Director of Finance/CFO | |
Principal Financial Services, Inc.
Principal Financial Services, Inc. Financial ConglomeratesFinance Principal Financial Services, Inc. provides brokerage, insurance and mortgage services. It offers retirement, group insurance benefits, business planning and protection solutions, and employees benefits, estate planning and personal trusts, life insurance and income protection. The company is headquartered in Des Moines, IA. | Financial Conglomerates | Director/Board Member | |
Fort Management Services Ltd.
Fort Management Services Ltd. Miscellaneous Commercial ServicesCommercial Services Fort Management Services Ltd. is a privately owned trust and corporate services provider based in St. Peter Port, UK. The British company has been offering bespoke trust and corporate services since its incorporation in 1973. With over 50 years of experience, Fort Group has built long-term partnerships with clients and manages over 500 legal entities with assets valued at over £3bn. Fort Management Services Ltd. is regulated by the Guernsey Financial Services Commission and prides itself on providing personal, professional, and cost-effective solutions to individuals, families, and corporations. The CEO of Fort Management Services is Alan Graham McCormack. | Miscellaneous Commercial Services | Chief Executive Officer | |
BlueBay Asset Management LLP
BlueBay Asset Management LLP Investment ManagersFinance BlueBay Asset Management LLP (dba RBC BlueBay) is the Great Britain-based asset management subsidiary of Royal Bank of Canada (NYSE, TSE: RY) in Canada. Headquartered in London, the firm was established in 2001 and manages hedge funds and segregated mandates for institutional clients and high-net worth individuals. RBC BlueBay is a socially responsible investor and signatory of the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Fixed Income | |
Merrimack College | College/University | Undergraduate Degree | |
BlackRock Private Equity Partners
BlackRock Private Equity Partners Investment ManagersFinance BlackRock Private Equity Partners (BlackRock PEP) is a private equity firm, a subsidiary of BlackRock Alternative Investors founded in 1999 by Russell Steenberg. The firm is headquartered in Princeton, New Jersey. | Investment Managers | Private Equity Investor | |
CQS (US) LLC
CQS (US) LLC Investment ManagersFinance CQS (US) LLC (CQS) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Michel Brogard in 2008. They are controlled by its managing member, CQS Management Ltd., ultimately held by CQS Cayman LP in Cayman Islands., CQS provides discretionary and non-discretionary investment services to certain privately offered pooled investment vehicles organized as exempted companies and limited partnerships (or similar structures) under the laws of the Cayman Islands, the state of Delaware, Ireland, and the Grand Duchy of Luxembourg. | Investment Managers | Corporate Officer/Principal | |
One William Street Capital Management LP
One William Street Capital Management LP Investment ManagersFinance One William Street Capital Management LP (OWS) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York. The firm was founded by David Sherr in 2008. OWS provides investment management services to institutional managed account clients and private investment funds. | Investment Managers | Private Equity Investor | |
BLACKSTONE INC. | Investment Managers | Private Equity Investor | |
University of Connecticut | College/University | Undergraduate Degree | |
NETSUITE INC | Packaged Software | Corporate Officer/Principal | |
OpenView Investments LLC
OpenView Investments LLC Investment ManagersFinance OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA. | Investment Managers | Director/Board Member | |
Longview Partners LLP
Longview Partners LLP Investment ManagersFinance Longview Partners LLP is a specialist asset management firm headquartered in London, UK. It was originally founded as Longview Partners LP in 2001 by Ramzi Rishani and Keith McDermott. In 2012, the business of Longview Partners LP was transferred to a new legal entity, Longview Partners LLP. The firm provides investment management services to corporate pension plans, government owned funds, insurance companies, pension plans of UK local authorities, sub-advisory accounts, US states, superannuation schemes, charities, foundations and endowments, as well as pooled investment vehicles. Their clients are domiciled in the UK, USA, Australia and Asia. Longview Partners is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Analyst-Equity | |
University of Cambridge | College/University | Graduate Degree | |
Sarasin & Partners LLP
Sarasin & Partners LLP Investment ManagersFinance Sarasin & Partners LLP (Sarasin) is a global investment manager headquartered in London, UK. The firm was founded in 1983 and formerly known as Sarasin Investment Management Ltd. They are a subsidiary of SIM Partnership (London) Ltd., ultimately held by JS International Holdings Ltd. in The Bahamas. Sarasin invests thematically and responsibly on behalf of charities, private clients, institutions and investment professionals. | Investment Managers | Analyst-Equity | |
Givinga Foundation, Inc.
Givinga Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Givinga Foundation, Inc. is a public charity that aims to improve the act of giving. The American company has introduced a donor advised fund to address the giving divide. | Miscellaneous Commercial Services | Chairman | |
Givinga, Inc.
Givinga, Inc. Information Technology ServicesTechnology Services Givinga, Inc. provides technological services. The company is headquartered in Boston, CA. | Information Technology Services | Founder | |
UBS Asset Management (UK) Ltd.
UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients. | Investment Managers | Analyst-Equity | |
Jabre Capital Partners SA
Jabre Capital Partners SA Investment ManagersFinance Jabre Capital Partners SA (JABCAP) is an independent wealth management firm and multi-family office headquartered in Geneva, Switzerland. The firm was founded by Philippe Jabre in 2006 and managed a variety of funds across strategies including long convertible, convertible arbitrage, long-short equity, high yield fixed income and emerging markets from 2006 to 2018. Mr. Jabre made the decision to return external capital in the funds as part of a restructuring of the firm, and to refocus on its historical wealth management activities. JABCAP offers a diverse range of investment management services, counsel and products to investment funds, investment companies, and high net-worth individuals. | Investment Managers | Portfolio Manager-Fixed Income | |
Lancaster Investment Management LLP
Lancaster Investment Management LLP Investment ManagersFinance Lancaster Investment Management LLP is the alternative investment management subsidiary of Lancaster Investment Services Ltd. in Great Britain. The firm was founded in 2007 by Matthew Wood and James Roycroft. Headquartered in London, Lancaster provides investment advisory and management services on a discretionary basis to various private investment vehicles and separately managed accounts. Investors in the investment vehicles and client accounts may include high net-worth individuals and a variety of institutional investors. | Investment Managers | Analyst-Equity | |
Drillgreat Ltd.
Drillgreat Ltd. Apparel/Footwear RetailRetail Trade Drillgreat Ltd. operated as a holding company. It engages in retails fashion clothing. The company was founded by Peter Michael Simon on June 26, 2007 and was headquartered in London, the United Kingdom. | Apparel/Footwear Retail | Director/Board Member | |
New Flag Asset Management Ltd.
New Flag Asset Management Ltd. Investment ManagersFinance Part of Franklin Resources, Inc., New Flag Asset Management Ltd. is a British company that provides asset management services. The private company is based in London, UK. The company was founded by Anton Dermot Simon. New Flag Asset Management was acquired by Putnam Investments Ltd. on July 01, 2002. | Investment Managers | Founder | |
Yale University | College/University | Graduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
Platinum Investment Management Ltd.
Platinum Investment Management Ltd. Investment ManagersFinance Platinum Investment Management Ltd., trading as Platinum Asset Management (Platinum), is an alternative investment management firm headquartered in Sydney, Australia. The firm was founded in 1994 and is wholly owned by Platinum Asset Pty Ltd., which is a subsidiary of Platinum Asset Management Ltd. (ASX: PTM). Platinum provides investment management services to corporations/business entities, high-net worth individuals, pooled investment vehicles and other investment advisers. | Investment Managers | Chief Executive Officer | |
Goldman Sachs Asset Management International
Goldman Sachs Asset Management International Investment ManagersFinance Goldman Sachs Asset Management International (GSAMI) is the Great Britain-based asset management subsidiary of Goldman Sachs Asset Management International Holdings Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm is headquartered in London and was founded in 1990. GSAMI is the hub of Goldman Sachs' European activities, which include investment banking, trading, asset management and securities services. Their clients include individuals, families and family entities, banks and thrift institutions, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, insurance companies, corporations, and other business entities. | Investment Managers | Portfolio Manager-Equities | |
Franklin Templeton Investment Management Ltd.
Franklin Templeton Investment Management Ltd. Investment ManagersFinance Franklin Templeton Investment Management Ltd. (FTIML) is the Great Britain-based global investment management subsidiary of Franklin Templeton Global Investors Ltd., itself a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in the US. Founded in 1985, FTIML is headquartered in London and provides investment advisory and portfolio management services to clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as Separate Accounts for institutional and high net-worth clients. | Investment Managers | Analyst-Equity | |
York University | College/University | Masters Business Admin | |
Queen's University | College/University | Undergraduate Degree | |
Templeton Global Advisors Ltd.
Templeton Global Advisors Ltd. Investment ManagersFinance Templeton Global Advisors Ltd. (TGA) is a SEC-registered investment advisor and mutual fund manager headquartered in Nassau, Bahamas. The firm was founded in 1992 and is a direct subsidiary of Templeton Global Holdings Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN). TGA provides investment advisory and portfolio management services to US Registered Funds and Non-US Registered Funds, as well as Separate Accounts. | Investment Managers | Director of Research - Equity | |
CEPS PLC | Investment Banks/Brokers | Director/Board Member | |
Jura Capital Partners LLP | Corporate Officer/Principal |
Estadísticas
Internacional
Estados Unidos | 30 |
Reino Unido | 16 |
Suiza | 3 |
Canadá | 3 |
Australia | 2 |
Sectorial
Finance | 27 |
Consumer Services | 11 |
Commercial Services | 5 |
Miscellaneous | 4 |
Technology Services | 3 |
Operativa
Analyst-Equity | 23 |
Director/Board Member | 20 |
Corporate Officer/Principal | 17 |
Portfolio Manager-Equities | 14 |
Undergraduate Degree | 8 |
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