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Provenance du réseau au premier degré de James Reginald Moise
Entité | Type d'entité | Industrie | |
---|---|---|---|
Little House Capital LLC
![]() Little House Capital LLC Investment ManagersFinance Little House Capital LLC (LHC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Braintree, Massachusetts. The firm was founded by Robert Stimson and James Moise in 2017. LHC offers investment advisory services to individuals, high net-worth individuals, trusts, estates, institutions, foundations endowments, other corporate structures, and retirement plans.
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| Private Company | Investment Managers | 3 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à James Reginald Moise via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba 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. (TSX, 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 | |
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 | Analyst-Equity | |
Eastern Bank (Investment Management)
![]() Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Investment Managers | Analyst-Equity | |
Wake Forest University | College/University | Undergraduate Degree | |
Boston College | College/University | Doctorate Degree | |
The University of Texas at Austin | College/University | Graduate Degree | |
Ithaca College | College/University | Undergraduate Degree | |
WR Hambrecht + Co. LLC
![]() WR Hambrecht + Co. LLC Investment Banks/BrokersFinance Founded in 1998 by William R. Hambrecht, WR Hambrecht + Co. LLC is a registered broker/dealer headquartered in San Francisco, California. The firm offers a full array of investment services. They provide research that focuses on the (1) Asia-Pacific, biotechnology, business applications and services sectors (2) the China Internet and technology sector (3) consumer (4) enterprise software and Internet (5) gaming technology (6) Internet (7) medical technology (8) nanotechnology (9) networking and data infrastructure (10) semiconductors and devices and (11) specialty pharmaceuticals. | Investment Banks/Brokers | Analyst-Equity | |
Artemis Financial Advisors LLC
![]() Artemis Financial Advisors LLC Investment ManagersFinance Artemis Financial Advisors LLC (Artemis) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Leigh Bivings in 2007. Artemis offers highly personalized financial planning, sustainable investing, and wealth management services to individuals and families. | Investment Managers | Portfolio Manager-Equities | |
Broad Sky Partners LLC
![]() Broad Sky Partners LLC Investment ManagersFinance Broad Sky Partners LLC (Broad Sky Partners) is a private equity firm founded by Tyler Zachem and David Basto in 2013. The firm is headquartered in New York. | Investment Managers | Private Equity Investor |
Statistiques
Internationale
Etats-Unis | 13 |
Sectorielle
Finance | 9 |
Consumer Services | 5 |
Opérationnelle
Analyst-Equity | 5 |
Corporate Officer/Principal | 2 |
Undergraduate Degree | 2 |
Portfolio Manager-Equities | 2 |
Founder | 2 |
Relations les plus connectées
Insiders | |
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Robert Cheney Stimson | 9 |
Scott Gillespie | 3 |
Julia Wang | 3 |
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