Network origin in J. Matthew Amerson first degree
Entity | Entity type | Industry | |
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Congress Asset Management Co. LLP
Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.
12
| Subsidiary | Investment Managers | 12 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to J. Matthew Amerson via their personal network
Company | Sector | Related people | Main position |
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Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Corporate Officer/Principal | |
Drew University | College/University | Undergraduate Degree | |
FIRST CITIZENS BANCSHARES, INC. | Regional Banks | Chief Investment Officer | |
Dreman Value Management LLC
Dreman Value Management LLC Investment ManagersFinance Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors. | Investment Managers | Portfolio Manager-Fixed Income | |
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Investment Managers | Chief Investment Officer | |
Cadaret, Grant & Co., Inc.
Cadaret, Grant & Co., Inc. Investment Banks/BrokersFinance Cadaret Grant & Co., Inc. (Cadaret Grant) is a registered broker/dealer headquartered in Syracuse, New York. The firm was founded by Mac Cadaret and Art Grant in 1985. They are a subsidiary of AWS 4, Inc., which is owned by Atria Wealth Solutions, Inc. Cadaret Grant provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
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 | Graduate Degree | |
40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Corporate Officer/Principal | |
North Carolina Retirement Systems
North Carolina Retirement Systems Investment ManagersFinance The North Carolina Retirement Systems (NCRS) is a State-owned pension fund manager headquartered in Raleigh, North Carolina. NCRS is a division of the Department of State Treasurer, and they administer the pension benefits for state and local government employees. NCRS also administers the Supplemental Retirement Plans (NC 401(k) and NC 457 Plans), retirement savings accounts designed to help public employees in North Carolina achieve their retirement goals. | Investment Managers | Corporate Officer/Principal | |
Drexel University | College/University | Undergraduate Degree | |
Karvy Consultants Ltd.
Karvy Consultants Ltd. Investment Banks/BrokersFinance Part of Karvy Group, Karvy Consultants Ltd. is a financial services company based in Hyderabad, India. The Indian company offers customised financial solutions to its investors, including online stock broking, wealth management, mutual funds, and in-depth research on various investment products such as equity, commodities, debt, and mutual funds. Additionally, Karvy provides forex and currency services, corporate advisory services, and GST suvidha provider (GSP) services to help taxpayers understand the GSP concept. The CEO of the company is Yugandhar Meka. | Investment Banks/Brokers | Corporate Officer/Principal | |
Boston College | College/University | Undergraduate Degree | |
East Carolina University | College/University | Masters Business Admin | |
Hobart & William Smith Colleges | College/University | Undergraduate Degree | |
Yale University | College/University | Graduate Degree | |
North Carolina State University | College/University | Undergraduate Degree | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
Mass General Brigham, Inc.
Mass General Brigham, Inc. Medical/Nursing ServicesHealth Services Mass General Brigham, Inc. engages in the provision of patient care, research, teaching, and community services. It offers community and specialty hospitals, physician network, community health centers, and home care. The firm also sponsors research programs and community health outreach programs. The company was founded in 1994 and is headquartered in Boston, MA. | Medical/Nursing Services | Corporate Officer/Principal | |
University of St. Thomas
University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Graduate Degree | |
Osmania University | College/University | Undergraduate Degree | |
Eze Castle Integration, Inc.
Eze Castle Integration, Inc. Data Processing ServicesTechnology Services Eze Castle Integration, Inc. engages in the provision of managed services and technology solutions to the investment management industry. It offers end user IT (information technology) support, infrastructure support, patch management, IT project management, digital transformation, and workforce transformation services. The company was founded by John Ralph Cahaly in 1995 and is headquartered in Boston, MA. | Data Processing Services | Corporate Officer/Principal | |
The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | ||
First Citizens Asset Management, Inc.
First Citizens Asset Management, Inc. Investment ManagersFinance First Citizens Asset Management, Inc. (FCAM) is a SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2006 and is a wholly-owned subsidiary of First-Citizens Bank & Trust Co., which is owned by First Citizens Bancshares, Inc. (NASDAQ: FCNC, OTCMKTS: FIZN). FCAM provides sub-advisory services to First Citizens Investor Services, Inc. (FCIS) and SVB Wealth LLC (SVBW) and indirectly provides investment advice to individual persons, trusts and other clients of FCIS. | Investment Managers | Chief Investment Officer | |
Feinstein Kean Healthcare
Feinstein Kean Healthcare Miscellaneous Commercial ServicesCommercial Services Feinstein Kean Healthcare is a private company that provides strategic communications consulting services. The company is based in Cambridge, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Bristol Community College | College/University | Undergraduate Degree | |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Colonial Management LLC
Colonial Management LLC Real Estate DevelopmentFinance Colonial Management LLC operates a full service commercial property management. The company was founded January 19, 2007 and is headquartered in Madison, WI. | Real Estate Development | Corporate Officer/Principal | |
First Citizens Bank & Trust Co. (Raleigh NC) (Wealth Mgmt)
First Citizens Bank & Trust Co. (Raleigh NC) (Wealth Mgmt) Investment ManagersFinance Founded in 1898, First Citizens Bank & Trust Co. is a North Carolina state-chartered commercial bank headquartered in Raleigh, North Carolina. The bank is a wholly-owned subsidiary of First Citizens BancShares, Inc. (NASDAQ: FCNCA/ FCNCB), a Delaware financial holding company also headquartered in Raleigh, North Carolina. | Investment Managers | Chief Investment Officer | |
Vignana Jyothi Educational Institutions | College/University | Masters Business Admin |
Statistics
International
United States | 33 |
India | 4 |
Sectoral
Finance | 18 |
Consumer Services | 14 |
Commercial Services | 3 |
Health Services | 2 |
Technology Services | 2 |
Operational
Corporate Officer/Principal | 17 |
Undergraduate Degree | 8 |
Portfolio Manager-Equities | 6 |
Investment Committee Member | 5 |
Analyst-Equity | 4 |
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