Bob Smith
Chief Executive Officer at Sage Advisory Services Ltd. Co.
Network origin in Bob Smith first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Sage Advisory Services Ltd. Co.
 Sage Advisory Services Ltd. Co. Investment ManagersFinance Sage Advisory Services Ltd. Co. (Sage) is a SEC-registered investment advisor and holding firm headquartered in Austin, Texas. The firm was founded by Robert Smith III and Mark MacQueen in 1996. Sage specializes in domestic and international fixed income, balanced and equity portfolio management for individual and institutional clients.
25
| Holding Company | Investment Managers | 25 |
Benchmark Financial Services, Inc.
 Benchmark Financial Services, Inc. Investment Banks/BrokersFinance Benchmark Financial Services, Inc. provides money management solutions. It offers investment fiduciary services, forensic investigations, and litigation support. The company was founded by Edward Ahmed Hamilton Siedle in 1999 and is headquartered in Ocean Ridge, FL.
8
| Private Company | Investment Banks/Brokers | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bob Smith via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | Trading-Fixed Income | |
Payden & Rygel
 Payden & Rygel Investment ManagersFinance Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors. | Investment Managers | Corporate Officer/Principal | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Trading-Fixed Income Corporate Officer/Principal | |
BNP Paribas (New York Branch)
 BNP Paribas (New York Branch) Regional BanksFinance BNP Paribas operates as an investment advisor. It provides capital markets, securities services, financing, treasury and advisory solutions. The firm’s services are provided via four core business lines: Global Markets, Securities Services, Financing Solutions and Advisory. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Teacher Retirement System of Texas
 Teacher Retirement System of Texas Investment ManagersFinance The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature. | Investment Managers | Analyst-Equity | |
Merrill Lynch International
 Merrill Lynch International Investment Banks/BrokersFinance Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
| PATRIOT NATIONAL BANCORP, INC. | Regional Banks | Corporate Officer/Principal | |
SG Americas Securities LLC
 SG Americas Securities LLC Investment Banks/BrokersFinance SG Americas Securities LLC (SGAS) is the securities broker/dealer subsidiary of SG Americas Securities Holdings LLC, which in turn is owned by Société Générale SA (EPA: GLE) in France. Headquartered in New York City, SGAS offers capital markets and securities services for retail and institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
Canada Pension Plan Investment Board
 Canada Pension Plan Investment Board Investment ManagersFinance The Canada Pension Plan Investment Board (also known as CPP Investments) is a government-owned professional investment management organization headquartered in Toronto, Canada. The firm was founded in 1997 to help provide a foundation on which Canadians build financial security in retirement. CPP Investments manages the investments of the Canada Pension Plan Fund (CPP Fund). | Investment Managers | Corporate Officer/Principal | |
| George Washington University | College/University | Graduate Degree | |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Concordia University | College/University | Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Doctorate Degree | |
| Framingham State College | College/University | Undergraduate Degree | |
| Grinnell College | College/University | Undergraduate Degree | |
| Hillsdale College | College/University | Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Graduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| St. Edward's University | College/University | Masters Business Admin Masters Business Admin | |
| Gabelli School of Business | College/University | Masters Business Admin | |
| Purdue University | College/University | Undergraduate Degree | |
Wentwood Capital Advisors LP
 Wentwood Capital Advisors LP Investment Trusts/Mutual FundsMiscellaneous Wentwood Capital Advisors LP operates as a privately owned, fully integrated real estate investment company. It provides property and fund investing, property management, funds management, and asset management. The company founded by Robert H. Turner in 1992 and is headquartered in Austin, TX. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| Tepper School of Business | College/University | Masters Business Admin | |
| Mays Business School | College/University | Undergraduate Degree | |
Capital Market Solutions Pty Ltd.
 Capital Market Solutions Pty Ltd. Packaged SoftwareTechnology Services Capital Market Solutions Pty Ltd. provides software services and solutions to financial markets. The company provides solutions to both the buy and sells side community. It has offices in the areas such as Australia, Hong Kong, Singapore, Malaysia, New Zealand and the United Kingdom. The company was founded in 1997 and is headquartered in Sydney, Australia. | Packaged Software | Corporate Officer/Principal | |
| Anderson School of Management | College/University | Masters Business Admin | |
| Webster University | College/University | Masters Business Admin | |
| University of Toronto | College/University | Doctorate Degree | |
Ally Financial, Inc. (Investment Management)
 Ally Financial, Inc. (Investment Management) Investment ManagersFinance Ally Financial, Inc. (NYSE:ALLY) is an independent, diversified, financial services company headquartered in Detroit, Michigan. The company was formed in 1919 as General Motors Acceptance Corporation (GMAC), a provider of automotive financing. Since then, the business has expanded to include a full site of automotive financing products and services, including new and used auto and RV inventory and consumer financing, leasing, inventory insurance, commercial loans and vehicle remarketing services. Renamed Ally Financial in 2010, Ally Financial operates as a bank holding company. | Investment Managers | Corporate Officer/Principal | |
| Texas State University | College/University | Masters Business Admin | |
| University of Oklahoma | College/University | Undergraduate Degree | |
| University of British Columbia | College/University | Graduate Degree | |
| BENEFICIENT | Investment Managers | Corporate Officer/Principal | |
| University of Montréal | College/University | Undergraduate Degree | |
| University of Michigan | College/University | Graduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Doctorate Degree | |
| Villanova University | College/University | Undergraduate Degree |
Statistics
International
| United States | 40 |
| Canada | 6 |
| United Kingdom | 2 |
| France | 2 |
| Australia | 2 |
Sectoral
| Consumer Services | 26 |
| Finance | 21 |
| Miscellaneous | 2 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 38 |
| Undergraduate Degree | 27 |
| Portfolio Manager-Equities | 15 |
| Portfolio Manager-Fixed Income | 12 |
| Masters Business Admin | 10 |
Most connected contacts
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