Jim Holihan
Portfolio Manager-Fixed Income en Evercore Wealth Management LLC .
Origen de la red de primer grado Jim Holihan.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP.
46
| Subsidiary | Investment Managers | 46 |
Hobart & William Smith Colleges
25
| College/University | Other Consumer Services | 25 |
Evercore Trust Co. NA (Invt Mgmt)
 Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts.
17
| Operating Division | Investment Managers | 17 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Jim Holihan a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Corporate Officer/Principal | |
The Balance Bar Co.
 The Balance Bar Co. Food DistributorsDistribution Services The Balance Bar Co. manufactures energy bars. Its products include Almond Brownie, Caramel Nut Blast, Chocolate Balance, Chocolate Craze, Chocolate Mint Cookie Crunch, Chocolate Peanut Butter, Cookie Dough, Dark Chocolate Coconut and Dark Chocolate Crunch Balance Bars. The company was founded by Thomas R. Davidson and Richard Lamb in February 1992 and is headquartered in Bohemia, NY. | Food Distributors | Chief Executive Officer | |
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 | |
| EVERCORE INC. | Investment Banks/Brokers | Corporate Officer/Principal Chief Investment Officer | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
| Rice University | College/University | Masters Business Admin | |
| American University | College/University | Graduate Degree | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate 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 Masters Business Admin Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-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 due to 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 | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
| St. John's University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| University of San Francisco | College/University | Graduate Degree Graduate Degree | |
| Kellogg School of Management | College/University | 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 Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Graduate Degree | |
| STAG Capital Partners III LLC | Chief Investment Officer | ||
| The University of Colorado | College/University | Undergraduate Degree | |
STAG Capital Partners LLC
 STAG Capital Partners LLC Real Estate Investment TrustsFinance Part of STAG Industrial, Inc., STAG Capital Partners LLC is a real estate investment company. The company is based in Boston, MA. | Real Estate Investment Trusts | Chief Investment Officer | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin | |
Catholic Charities of Los Angeles, Inc.
 Catholic Charities of Los Angeles, Inc. Miscellaneous Commercial ServicesCommercial Services Catholic Charities of Los Angeles, Inc. provides social services. Its programs focuses on empowerment and seek to enact long-term, positive change in individuals, families and communities. The company was founded in 1919 and is headquartered in Los Angeles, CA. | Miscellaneous Commercial Services | Director/Board Member | |
| The University of Chicago | College/University | Graduate Degree | |
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | ||
| Middlebury College | College/University | Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
| Virginia Polytechnic Institute & State University | College/University | Masters Business Admin |
Estadísticas
Internacional
| Estados Unidos | 47 |
| Israel | 2 |
| Francia | 2 |
Sectorial
| Consumer Services | 23 |
| Finance | 22 |
| Commercial Services | 3 |
| Distribution Services | 2 |
Operativa
| Corporate Officer/Principal | 119 |
| Undergraduate Degree | 72 |
| Portfolio Manager-Equities | 65 |
| Director/Board Member | 59 |
| Masters Business Admin | 33 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Ciara Burnham | 24 |
| Charles Wert | 20 |
| Abigail Johnson | 17 |
| William Green | 15 |
| Jeff Maurer | 14 |
| Jewelle Bickford | 11 |
| Tom Mahowald | 10 |
| Larry Craig Petrella | 9 |
| Eric Propper | 9 |
| Peter Wilson | 9 |
| Edgar Soule | 8 |
| Bruce Donaldson | 8 |
| Michael Kirkbride | 8 |
| Jonathan R. Insull | 8 |
| Michael Richard Linburn | 8 |
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