Jonathan Duggan
Fundador en Touchstone Retirement Group LLC .
Origen de la red de primer grado Jonathan Duggan.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
Babson College
125
| College/University | Other Consumer Services | 125 |
Strategic Advisers LLC
 Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates.
23
| Subsidiary | Investment Managers | 23 |
Sawyer Business School
5
| College/University | Other Consumer Services | 5 |
Touchstone Retirement Group LLC
 Touchstone Retirement Group LLC Investment ManagersFinance Touchstone Retirement Group LLC is a retirement solutions company based in Amherst, NY. The private company offers open-architecture recordkeeping, personalized service, and fee transparency to plan sponsors. The company provides thousands of mutual funds, ETFs, collectives, boutique managed portfolios, and advisor-managed models. The team is made up of industry veterans and young innovators who work closely with advisors and employers to find plans that make the most sense for their clients. The company has received positive testimonials from clients who appreciate their excellent advice, guidance, and customer service. The company was founded by Ken Neward, Joe Zdarsky, Jonathan Duggan, and Paul Duggan.
4
| Private Company | Investment Managers | 4 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Jonathan Duggan a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
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 Portfolio Manager-Equities President Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
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 | Corporate Officer/Principal Analyst-Equity | |
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 Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their 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) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
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 | Analyst-Equity Portfolio Manager-Fixed Income | |
| BIOGEN INC. | Pharmaceuticals: Major | Corporate Officer/Principal | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-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 offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
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 Corporate Officer/Principal | |
Grimes & Co., Inc.
 Grimes & Co., Inc. Investment ManagersFinance Grimes & Co., Inc. (Grimes) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Westborough, Massachusetts. The firm was founded in 1985 by Timothy Grimes. Grimes provides investment advisory services to individuals, business entities, trusts, pension & profit sharing plans, estates, charitable organizations, and state or municipal government entities. | Investment Managers | President Portfolio Manager-Equities | |
| Brown University | College/University | Undergraduate Degree | |
| Dartmouth College | College/University | Graduate Degree Undergraduate Degree | |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Investment Managers | President Corporate Officer/Principal | |
JPMorgan Securities Plc
 JPMorgan Securities Plc Financial ConglomeratesFinance JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets. | Financial Conglomerates | Analyst-Equity | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Chief Executive Officer Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 | Comptroller/Controller/Auditor 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 Corporate Officer/Principal Analyst-Equity | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| F.W. Olin Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Providence College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of South Florida | College/University | Undergraduate Degree Undergraduate Degree | |
| University College Cork | College/University | Undergraduate Degree Undergraduate Degree | |
| Bentley University | College/University | Masters Business Admin Undergraduate Degree | |
| Syracuse University | College/University | Director/Board Member Undergraduate Degree | |
| St. Lawrence University | College/University | Undergraduate Degree Undergraduate Degree | |
| Brandeis International Business School | College/University | Graduate Degree Graduate Degree | |
| Brandeis University | College/University | Graduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| University of Connecticut | College/University | Undergraduate Degree Masters Business Admin | |
| Haas School of Business | College/University | Corporate Officer/Principal Masters Business Admin | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
State Street Global Advisors
 State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
Waste Services, Inc.
 Waste Services, Inc. TruckingTransportation Waste Services, Inc. operates as a integrated solid waste services company. It provides collection, transfer, landfill disposal and recycling services for the commercial, industrial and residential industries. It was founded in 1997 and is headquartered in Burlington, CA. | Trucking | Director/Board Member Corporate Officer/Principal | |
Otiva J Holding AB
 Otiva J Holding AB Investment ManagersFinance Otiva J Holding AB (Otiva J Holding) is a venture capital subsidiary of Matterhorn AEH AB founded in 2017 by Adrian Imreorow, Jonas Rolf Nordlander and Stig Filip George Engelbert. The firm is headquartered in Stockholm, Sweden. | Investment Managers | Founder | |
| Kulczyk Real Estate Holding SARL | Director/Board Member | ||
Kulczyk Investments SA
 Kulczyk Investments SA Financial ConglomeratesFinance Kulczyk Investments SA operates as an investment company that focuses on business opportunities in high growth markets. The firm seeks to invest in oil and gas, mineral resources, infrastructure, power generation, power and gas distribution, trading, energy and real estate. The company was founded by Jan Jerzy Kulczyk in 1991 and is headquartered in Luxembourg. | Financial Conglomerates | Chief Executive Officer | |
DEM BioPharma, Inc.
 DEM BioPharma, Inc. Pharmaceuticals: MajorHealth Technology DEM BioPharma, Inc. is an American company that pioneers the next generation of immunotherapeutics to eliminate tumors by targeting 'don't eat me' and 'eat me' signals on cancer cells, macrophages, and other myeloid effector cells. The company is based in Cambridge, MA. The proprietary CHOMP™ platform utilizes CRISPR-based functional genomic screens to discover and validate new signals that could enhance cancer cell elimination through increased phagocytosis. The company was founded by Longwood Fund and builds on groundbreaking functional genomics research and discoveries in macrophage biology from its scientific co-founders. Nenad Grmusa has been the CEO of the company since 2022. | Pharmaceuticals: Major | Director of Finance/CFO | |
Longwood Fund Management LLC
 Longwood Fund Management LLC Investment ManagersFinance Longwood Fund Management LLC (Longwood Fund) is a venture capital firm founded in 2010 by Christoph H. Westphal, Michelle Detwiler and Richard H. Aldrich. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor | |
| ONCORUS, INC. | Biotechnology | Director of Finance/CFO | |
| The Babson Alumni Association | Director/Board Member |
Estadísticas
Internacional
| Estados Unidos | 41 |
| Polonia | 3 |
| Reino Unido | 2 |
| Hong-Kong | 2 |
| Irlanda | 2 |
Sectorial
| Finance | 23 |
| Consumer Services | 20 |
| Health Technology | 4 |
| Retail Trade | 2 |
| Commercial Services | 2 |
Operativa
| Director/Board Member | 169 |
| Corporate Officer/Principal | 144 |
| Undergraduate Degree | 97 |
| Portfolio Manager-Equities | 63 |
| Masters Business Admin | 48 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Ron O'Hanley | 42 |
| Maria Elena Costanza Cappello | 28 |
| John Reale | 25 |
| Geoffrey Molson | 24 |
| Stig Filip George Engelbert | 23 |
| Al L. Wiegman | 18 |
| Scott Peters | 15 |
| Kevin Richardson | 15 |
| David Morris | 14 |
| Manoj Narender Madnani | 14 |
| Stephen Spinelli | 13 |
| Stephen Kramer | 13 |
| Sean Moran | 13 |
| Pennock J. Yeatman | 12 |
| Charles E. McCarthy | 10 |
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