Larry Raffone
Director Ejecutivo en FINANCIAL ENGINES INC .
Origen de la red de primer grado Larry Raffone.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.
117
| Private Company | Investment Managers | 117 |
Babson College
90
| College/University | Other Consumer Services | 90 |
| Subsidiary | Investment Managers | 32 | |
Financial Engines Advisors LLC
 Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities.
10
| Subsidiary | Investment Managers | 10 |
Edelman Financial Engines LLC
 Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA.
9
| Holding Company | Investment Managers | 9 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Larry Raffone a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
| Stanford University | College/University | Doctorate Degree Corporate Officer/Principal Graduate Degree Corporate Officer/Principal Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Graduate 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 | Corporate Officer/Principal Undergraduate Degree Masters Business Admin Corporate Officer/Principal Undergraduate Degree | |
| Yale University | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Corporate Officer/Principal Masters Business Admin Director/Board Member Masters Business Admin | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
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 | Chief Executive Officer President Corporate Officer/Principal | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 | Chairman Analyst-Equity Chairman | |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Fixed Income | |
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 | Graduate Degree Masters Business Admin | |
| NUVEEN MUNICIPAL CREDIT INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
| NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 Portfolio Manager-Fixed Income | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Warburg Pincus LLC
 Warburg Pincus LLC Investment ManagersFinance Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
| NUVEEN DYNAMIC MUNICIPAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
Facet Wealth, Inc.
 Facet Wealth, Inc. Investment ManagersFinance Facet Wealth, Inc. provides investment advisory services. Its services include retirement planning, retirement income, education planning, income tax planning, estate planning, life planning, asset management, and legacy planning. The company was founded by Anders Jones, Patrick McKenna, Gorkem Sevinc, and Brent Weiss and is headquartered in Baltimore, MD. | Investment Managers | Director/Board Member Director/Board Member | |
Foundation Risk Partners Corp.
 Foundation Risk Partners Corp. Insurance Brokers/ServicesFinance Foundation Risk Partners Corp. provides insurance brokerage services. It offers employee benefit, personal line, property and causality, and risk management services. The company is headquartered in Daytona Beach, FL. | Insurance Brokers/Services | Director/Board Member Director/Board Member | |
FRP Investors LP
 FRP Investors LP Insurance Brokers/ServicesFinance FRP Investors LP provides insurance and commercial banking services. The company is headquartered in Daytona Beach, FL. | Insurance Brokers/Services | Director/Board Member Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
| NUVEEN MASSACHUSETTS QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
| NUVEEN NEW YORK MUNICIPAL VALUE FUND | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
| CADENCE DESIGN SYSTEMS, INC. | Packaged Software | Chairman Human Resources Officer | |
National Financial Services LLC (Trading Arm)
 National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt | Investment Banks/Brokers | Director of Research - Equity Chief Executive Officer | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
| NUVEEN TAXABLE MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
| NUVEEN AMT-FREE MUNICIPAL VALUE FUND | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
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 Corporate Officer/Principal | |
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 | Portfolio Manager-Equities Corporate Officer/Principal | |
| Fidelity Brokerage Co. | Corporate Officer/Principal President | ||
| NUVEEN PREFERRED SECURITIES INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
| TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| ENVESTNET, INC. | Packaged Software | Director/Board Member Director/Board Member | |
National Bureau of Economic Research, Inc.
 National Bureau of Economic Research, Inc. Investment ManagersFinance National Bureau of Economic Research, Inc. was founded in 1920. The non-profit company is based in Cambridge, MA. The company provides investment research. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
| NUVEEN SELECT TAX-FREE INCOME PORTFOLIO | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
Fidelity Investments Canada ULC
 Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program. | Investment Managers | Director/Board Member President | |
| NUVEEN MUNICIPAL VALUE FUND, INC. | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
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 | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Fixed Income Corporate Officer/Principal | |
| NUVEEN CALIFORNIA SELECT TAX-FREE INCOME PORTFOLIO | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
| NUVEEN MUNICIPAL INCOME FUND, INC. | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
Cornerstone Research, Inc.
 Cornerstone Research, Inc. Miscellaneous Commercial ServicesCommercial Services Cornerstone Research, Inc. provides testimony, economic and financial analysis to attorneys. Its services include consulting to attorneys, developing case strategies, supporting expert witness, conducting research and analysis, consulting on internal and regulatory inquiries, consulting in motion practice and preparing for deposition and trail. The company was founded by James K. Malernee Jr. and Cynthia L. Zollinger in May 1989 and is headquartered in Los Angeles, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal |
Estadísticas
Internacional
| Estados Unidos | 50 |
| Canadá | 2 |
Sectorial
| Finance | 22 |
| Miscellaneous | 14 |
| Consumer Services | 13 |
| Technology Services | 3 |
| Commercial Services | 2 |
Operativa
| Director/Board Member | 341 |
| Corporate Officer/Principal | 309 |
| Compliance Officer | 165 |
| General Counsel | 104 |
| Undergraduate Degree | 94 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Walter M. Kelly | 169 |
| Robert Charles Pozen | 39 |
| Bob Reynolds | 38 |
| Peter deSilva | 30 |
| Michael Martin | 29 |
| Nikesh Arora | 28 |
| Michael Forrester | 28 |
| Wenche Marie Agerup | 27 |
| Stephen DiPalma | 24 |
| Robert A. Huret | 20 |
| Gerald Lieberman | 19 |
| Jacob Stolt-Nielsen | 18 |
| Abigail Johnson | 17 |
| Paul J. Guagliardo | 17 |
| Tom R. Hudson | 16 |
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