Richard Aneser
Corporate Officer/Principal en ENVESTNET, INC. .
Origen de la red de primer grado Richard Aneser.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
Public Company | Packaged Software | 18 | |
Advisor Credit Exchange LLC
Advisor Credit Exchange LLC Internet Software/ServicesTechnology Services Advisor Credit Exchange LLC engages in the provision of wealth management services. It offers a platform which compares borrower profiles against lender requirements to generate credit proposals. The company is headquartered in Berwyn, PA.
6
| Holding Company | Internet Software/Services | 6 |
Fiduciary Exchange LLC
Fiduciary Exchange LLC Financial ConglomeratesFinance Fiduciary Exchange LLC provides financial services. It offers technology empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance solutions. The company was founded in 2017 and is headquartered in Berwyn, PA.
4
| Holding Company | Financial Conglomerates | 4 |
The Nature Conservancy In Pennsylvania
3
| Subsidiary | 3 | |
Nature Conservancy of Delaware
1
| Private Company | 1 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Richard Aneser a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
---|---|---|---|
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal 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 | Corporate Officer/Principal | |
SYNTEL, INC. | Information Technology Services | Director/Board Member | |
EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
EATON VANCE SENIOR FLOATING-RATE TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
EATON VANCE TAX-MANAGED BUY-WRITE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
EATON VANCE TAX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Institutional Capital Network, Inc.
Institutional Capital Network, Inc. Packaged SoftwareTechnology Services Institutional Capital Network, Inc. engages in the development of online investment platform. It provides investors with access to private fund managers and allows them to invest in funds. The company was founded by John Robertshaw, Daniel J. Vene, Philip B. Pool, Jr., and Nick Veronis in 2013 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
Dartmouth College | College/University | Undergraduate Degree | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Skadden, Arps, Slate, Meagher & Flom LLP
Skadden, Arps, Slate, Meagher & Flom LLP Miscellaneous Commercial ServicesCommercial Services Skadden, Arps, Slate, Meagher & Flom LLP provides legal advisory services. Its practice areas include mergers and acquisitions, finance, litigation, corporate finance, insurance, tax, labor and employment, political law, private equity, corporate, antitrust, white collar crime, international, regulatory, and legislation. The company was founded by Marshall Skadden, John Slate, and Les Arps in 1948 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Progress Investment Management Co Inc
Progress Investment Management Co Inc Investment ManagersFinance Progress Investment Management Co Inc (Progress Investment Management) is a private equity firm founded in 1990 by Ed Callan and Marx L Cazenave. The firm is headquartered in San Francisco, California. | Investment Managers | Director/Board Member | |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Founder Founder | |
Tatum LLC
Tatum LLC Miscellaneous Commercial ServicesCommercial Services Tatum LLC provides executive consulting services. It provides services to the healthcare, private equity, venture capital, public, not-for-profit, manufacturing, distribution, retail, financial and business services sectors. The company was founded by John Tatum and Doug Tatum in 1993 and is located in Atlanta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
New Profit, Inc.
New Profit, Inc. Miscellaneous Commercial ServicesCommercial Services New Profit, Inc. provides support and services to innovative social entrepreneurs and their organizations. It offers services to visionary entrepreneurs, philanthropists, and other partners. The company was founded by Vanessa Kirsch in 1998 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member | |
ING Financial Services LLC
ING Financial Services LLC Major BanksFinance ING Financial Services LLC engages in the retail and worksite financial services, mutual funds and reinsurance activities. It offers life, health and property & casualty insurance, fixed and variable annuities, guaranteed investment contracts and other institutional investment advisory services, retirement plans, employee benefits, and mutual funds. The company is headquartered in New York, NY. | Major Banks | Chief Tech/Sci/R&D Officer | |
EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
Foros Securities LLC
Foros Securities LLC Investment Banks/BrokersFinance Foros Securities LLC (FSL) is a broker/dealer headquartered in New York City and was founded in 2009. The firm is a subsidiary of Foros Advisors LLC, itself a subsidiary Foros Group LLC, and their ultimate parent is the Haile-Manas Family Trust. FSL provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Analyst-Equity | |
EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
American Council of Life Insurers
American Council of Life Insurers Life/Health InsuranceFinance The American Council of Life Insurers (ACLI) is a non-profit organization that has been delivering financial security to families for over 175 years. ACLI is based in Washington, and Susan K. Neely has been the CEO of the private company since 2018. With over 90 million families relying on their life insurance and financial protection products, ACLI's fundamental mission is to safeguard people and the things that matter most to them. The organization advocates for public policies that protect consumers while ensuring families have access to information about different choices for retirement security. | Life/Health Insurance | Director/Board Member | |
FDx Advisors, Inc.
FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Investment Managers | Chief Investment Officer Chief Investment Officer | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
New York University School of Law | College/University | Graduate Degree | |
Global Income Builder Portfolio
Global Income Builder Portfolio Investment Trusts/Mutual FundsMiscellaneous Global Income Builder Portfolio is an open-end investment fund. It invests in common stocks, preferred stocks, other hybrid securities, fixed and floating-rate income instruments of U.S. and foreign issuers. The company was founded on March 3, 2016 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member | |
Fidelity Investments, Inc.
Fidelity Investments, Inc. Financial ConglomeratesFinance Fidelity Investments, Inc. operates as a financial services company. The company is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
Neat Capital, Inc.
Neat Capital, Inc. Finance/Rental/LeasingFinance Neat Capital, Inc. operates as a marketplace platform delivering mortgages to credit borrowers with virtually no paperwork. It provides residential mortgage process for borrowers and investors. The company was founded by Christin Price, Luke Johnson, Nicole Farrar, Tom Furey, Chad Lewkowski and Steve Herschleb in 2015 and is headquartered in Boulder, CO. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Investor Lending Solutions LLC
Investor Lending Solutions LLC Finance/Rental/LeasingFinance Investor Lending Solutions LLC provides loan brokerage services. The private company is based in Princeton, NJ. | Finance/Rental/Leasing | Chief Tech/Sci/R&D Officer | |
QRG Capital Management, Inc.
QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Chief Investment Officer Chief Investment Officer | |
Sallus Retirement LLC | Director/Board Member Chief Executive Officer | ||
Envision Bank
Envision Bank Savings BanksFinance Envision Bank operates as a state chartered commercial bank. The company was founded in 1851 and is headquartered in Randolph, MA. | Savings Banks | Director/Board Member |
Estadísticas
Internacional
Estados Unidos | 50 |
Brasil | 2 |
Sectorial
Miscellaneous | 22 |
Finance | 18 |
Technology Services | 5 |
Consumer Services | 5 |
Commercial Services | 4 |
Operativa
Director/Board Member | 142 |
Independent Dir/Board Member | 53 |
Corporate Officer/Principal | 41 |
Undergraduate Degree | 20 |
President | 15 |
Las relaciones más conectadas
Insiders | |
---|---|
Valerie Mosley | 68 |
Gregory Smith | 24 |
Gayle Crowell | 21 |
Luis Aguilar | 21 |
James Fox | 20 |
Barbara Turner | 18 |
Richard Henriques | 15 |
Paul R. Donovan | 12 |
Thomas M. Sipp | 10 |
Brandon Rockwell Thomas | 9 |
Stephen C. Thompson | 7 |
James Winfield Lumberg | 6 |
Sharon Rosenthal | 6 |
Joshua Warren | 6 |
Joshua David Mayer | 5 |
- Bolsa de valores
- Insiders
- Richard Aneser
- Conexiones Empresas