Jay Welles
Analyst-Equity en Manning & Napier Advisors LLC .
Origen de la red de primer grado Jay Welles.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.
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| Subsidiary | Investment Managers | 86 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Jay Welles a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
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 | Portfolio Manager-Equities Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| Rochester Christian University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Corporate Officer/Principal Analyst-Equity | |
Howe & Rusling, Inc.
 Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Investment Managers | Chief Investment Officer Analyst-Equity | |
Diamond Hill Capital Management, Inc.
 Diamond Hill Capital Management, Inc. Investment ManagersFinance Diamond Hill Capital Management, Inc. (Diamond Hill) is a SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded in 2000 and is a wholly-owned subsidiary of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL). Diamond Hill provides investment management services to individual and institutional investors through mutual funds and separate accounts. The firm also offers investment advisory services to the clients of wrap sponsors. | Investment Managers | Analyst-Equity | |
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 | Portfolio Manager-Equities | |
| MANNING & NAPIER, INC. | Investment Managers | Chief Executive Officer Chief Executive Officer Chief Executive Officer Chief Investment Officer Chief Executive Officer Director/Board Member | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Masters Business Admin Undergraduate Degree | |
Green Street Advisors LLC
 Green Street Advisors LLC Investment Banks/BrokersFinance Founded in 1985, Green Street Advisors LLC is a SEC-registered investment advisor and broker/dealer located in Newport Beach, California. The firm is affiliated with Green Street Investors and is a subsidiary of Green Street Holdings, Inc. Green Street Advisors' research concentrates on publicly-traded real estate securities including REITs and other publicly-traded real estate companies. The firm provides insight, advice and service to a variety of clients worldwide who seek thorough, timely analysis on private and public commercial real estate markets. Green Street Advisors' clients use their research at the macro, sector, market and company levels to improve their decision-making in many aspects of the real estate capital allocation process. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Maastricht University | College/University | Graduate Degree | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Iowa State University | College/University | Undergraduate Degree Graduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| Canisius College | College/University | Undergraduate Degree Undergraduate Degree | |
| Clarkson University | College/University | Undergraduate Degree Undergraduate Degree | |
| State University of New York College at Geneseo | College/University | Undergraduate Degree | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree 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 Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Nazareth College of Rochester (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Quinnipiac University | College/University | Undergraduate Degree | |
Rochester Institute of Technology
 Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin | |
| St. Bonaventure University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Rochester Simon Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
| The Martin J. Whitman School of Management | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| St. John Fisher College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| St. Lawrence University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
W.G. Shaheen & Associates Ltd.
 W.G. Shaheen & Associates Ltd. Investment ManagersFinance W.G. Shaheen & Associates Ltd. (do business as Whitney & Co.) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded in 1975, and offers discretionary portfolio management services to individuals, high net-worth individuals, pension plans/profit sharing plans, and foundations/charities. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
| Johnson Graduate School of Management | College/University | Masters Business Admin | |
| Weatherhead School of Management | College/University | Masters Business Admin | |
| The University of North Carolina at Chapel Hill | College/University | Doctorate Degree | |
| Shri Ram College of Commerce | College/University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 45 |
| Países Bajos | 2 |
| India | 2 |
Sectorial
| Consumer Services | 31 |
| Finance | 17 |
Operativa
| Analyst-Equity | 98 |
| Undergraduate Degree | 76 |
| Corporate Officer/Principal | 62 |
| Portfolio Manager-Equities | 44 |
| Masters Business Admin | 33 |
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