Adam Stern
Directeur de Recherche - Fxd Inc chez Breckinridge Capital Advisors, Inc.
Provenance du réseau au premier degré de Adam Stern
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
University of Connecticut
90
| College/University | Other Consumer Services | 90 |
Amherst College
72
| College/University | Other Consumer Services | 72 |
Breckinridge Capital Advisors, Inc.
 Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices.
50
| Private Company | Investment Managers | 50 |
Syracuse University
49
| College/University | Other Consumer Services | 49 |
National Association of Bond Lawyers
 National Association of Bond Lawyers Miscellaneous Commercial ServicesCommercial Services National Association of Bond Lawyers engages in the provision of law services. The companywas founded on February 5, 1979 and is headquartered in Chicago, IL.
32
| Non-Profit Organization | Miscellaneous Commercial Services | 32 |
National Federation of Municipal Analysts
 National Federation of Municipal Analysts Miscellaneous Commercial ServicesCommercial Services The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA.
12
| Non-Profit Organization | Miscellaneous Commercial Services | 12 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Adam Stern via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 | Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal 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. They are wholly-owned by Morgan Stanley Capital Management LLC, a subsidiary of Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was a wholly-owned subsidiary of Eaton Vance Corp. 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 | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal President Corporate Officer/Principal | |
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 | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Maryland | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Private Equity Analyst Analyst-Equity Analyst-Equity | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-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, and to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| University of Virginia | College/University | Corporate Officer/Principal Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| Questrom School of Business | College/University | Masters Business Admin Masters Business Admin | |
Assured Guaranty Municipal Corp.
 Assured Guaranty Municipal Corp. Investment ManagersFinance Assured Guaranty Municipal Corp. provides financial services the focuses on municipal bonds and international infrastructure financing. It offers public finance, global infrastructure, global structured finance, and reinsurance. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
| Middlebury College | College/University | Undergraduate Degree Graduate Degree | |
| Bryant University | College/University | Undergraduate Degree Corporate Officer/Principal | |
| Pennsylvania State Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| ASSURED GUARANTY LTD. | Specialty Insurance | Corporate Officer/Principal Director/Board Member | |
Eaton Vance Short Duration Strategic Income Fund
 Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Municipal Securities Rulemaking Board
 Municipal Securities Rulemaking Board Investment ManagersFinance The Municipal Securities Rulemaking Board is a regulatory organization that oversees the municipal securities market in the United States. The private company is based in Alexandria, VA. Nanette Lawson has been the CEO of the company since 2011. The board was established by Congress in 1975 to protect investors and promote a fair and efficient market for municipal securities. The board sets rules and standards for underwriters, dealers, and municipal advisors, and provides market transparency through its Electronic Municipal Market Access (EMMA) system. | Investment Managers | Corporate Officer/Principal Director/Board Member | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal | |
State Bar of Georgia
 State Bar of Georgia Miscellaneous Commercial ServicesCommercial Services The State Bar of Georgia is an organization that provides resources and support for lawyers in the state of Georgia. The organization is based in Atlanta, GA and offers programs such as committees, sections, and a lawyer assistance program. The private company's website offers a variety of services, including a member directory, legal aid resources, and virtual law museum. Additionally, they offer a comprehensive law library called Fastcase, which is a free member benefit for lawyers. The State Bar of Georgia also recommends Member Benefits, Inc. as a broker for members' health, dental, and vision insurance, as well as other approved products. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Assured Guaranty Corp.
 Assured Guaranty Corp. Regional BanksFinance Assured Guaranty Corp. operates as financial guarantor. It is a diversified financial guarantor engages in insuring both public finance and structured finance obligations, including asset-backed securities. The company was founded in 1988 and is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Atlanta Bar Association, Inc.
 Atlanta Bar Association, Inc. Miscellaneous Commercial ServicesCommercial Services Atlanta Bar Association, Inc. operates as a voluntary bar association. It offers professional, social, financial, charitable and civic programs and services. The company is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Masters Business Admin | |
| Indiana University | College/University | Graduate Degree Undergraduate Degree | |
Dowling & Partners Securities LLC
 Dowling & Partners Securities LLC Investment Banks/BrokersFinance Founded in 1990, Dowling & Partners is an SEC-registered, institutional broker/dealer headquartered in Farmington, Connecticut. The firm focuses on the U.S. reinsurance industry including property and casualty insurance, life insurance and health insurance. They offer a full array of investment services. Dowling & Partners' research is weighted toward larger, publicly-traded insurers, reinsurers and intermediaries. The firm places emphasis on balance sheet strength and areas of sustained competitive advantage and makes extensive use of the statutory books filed with state insurance departments. Dowling & Partners is a member of FINRA. Their transactions are introduced and cleared through Pershing LLC. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity |
Statistiques
Internationale
| Etats-Unis | 49 |
| Bermudes | 2 |
| France | 2 |
Sectorielle
| Consumer Services | 17 |
| Miscellaneous | 17 |
| Finance | 14 |
| Commercial Services | 4 |
Opérationnelle
| Corporate Officer/Principal | 245 |
| Director/Board Member | 95 |
| Undergraduate Degree | 82 |
| Masters Business Admin | 38 |
| Graduate Degree | 36 |
Relations les plus connectées
| Insiders | |
|---|---|
| Cindy Clemson | 33 |
| Pauline A. Schneider | 25 |
| Adam Andrew Weigold | 25 |
| Cato Laurencin | 24 |
| Craig Brandon | 23 |
| Joseph Impicciche | 18 |
| Paul de Bary | 17 |
| Philip Norcross | 17 |
| Courtney Shea | 14 |
| William C. Tucker | 13 |
| William C. Rhodes | 12 |
| Gregg L. Bienstock | 12 |
| Thomas C. Froehle | 11 |
| Noah J Sabich | 10 |
| Natalie R. Cohen | 10 |
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