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Jennifer Henry
Portfolio Manager-Equities at Continuum Wealth Advisors LLC
Network origin in Jennifer Henry first degree
Entity | Entity type | Industry | |
---|---|---|---|
Hartwick College
12
| College/University | Other Consumer Services | 12 |
Continuum Wealth Advisors LLC
![]() Continuum Wealth Advisors LLC Investment ManagersFinance Continuum Wealth Advisors LLC (Continuum) is an independent, SEC-registered investment adviser headquartered in Saratoga Springs, New York. Continuum was founded in 2010 and offers investment advisory services to individuals, high-net worth individuals, trusts, estates, and retirement plans.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jennifer Henry via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
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 | Corporate Officer/Principal | |
Lord, Abbett & Co. LLC
![]() Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
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 | |
Yale University Endowment
![]() Yale University Endowment Investment Trusts/Mutual FundsMiscellaneous Since 1975, the Yale Corporation Investment Committee has been responsible for oversight of the Yale University Endowment. They are located in New Haven, Connecticut | Investment Trusts/Mutual Funds | Portfolio Manager-Fixed Income | |
SAREPTA THERAPEUTICS, INC. | Pharmaceuticals: Major | Chief Tech/Sci/R&D Officer | |
Glens Falls National Bank & Trust Co.
![]() Glens Falls National Bank & Trust Co. Regional BanksFinance Founded in 1851, Glens Falls National Bank & Trust Co. is a subsidiary of Arrow Financial Corp. (NASDAQ: AROW), a New York corporation and bank holding company. Glens Falls National Bank & Trust offers access to a full range of investments including stocks, bonds, mutual funds and annuities through their partnership with LPL Financial, a registered broker/dealer. The firm manages a wide range of individual, institutional and charitable accounts, including: Personal and Charitable Trusts; Investment Management Accounts and IRAs; Pension, Profit-Sharing and 401(k) Plans; and Other Types of Retirement Plans. | Regional Banks | Portfolio Manager-Equities | |
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. | Investment Managers | Portfolio Manager-Equities | |
CIBC Private Wealth Advisors, Inc.
![]() CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Analyst-Fixed Income | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
Balyasny Asset Management LP
![]() Balyasny Asset Management LP Investment ManagersFinance Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds. | Investment Managers | Analyst-Equity | |
Advanced Equities Metricstream Investment I LLC | Investment Managers | Private Equity Investor | |
North Country Investment Advisers, Inc.
![]() North Country Investment Advisers, Inc. Investment ManagersFinance North Country Investment Advisers, Inc. (NCIA) is a registered investment advisor headquartered in Glens Falls, New York. The firm is a subsidiary of Glens Falls National Bank & Trust Co., which is owned by Arrow Financial Corp. (NASDAQ: AROW). NCIA provides investment advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
SHIRE | Pharmaceuticals: Major | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
Boston University | College/University | Masters Business Admin | |
New York University | College/University | Masters Business Admin | |
Greenough Communications, Inc.
![]() Greenough Communications, Inc. Miscellaneous Commercial ServicesCommercial Services Greenough Communications, Inc. provides public relations services. The firm offers media relations, mergers and acquisitions, strategic planning and positioning and crisis communications services. The company was founded in 1999 and is headquartered in Watertown, MA. | Miscellaneous Commercial Services | Director/Board Member | |
Great Gable Partners LP
![]() Great Gable Partners LP Investment ManagersFinance Great Gable Partners LP is an alternative asset management firm headquartered in San Francisco, California. The firm was co-founded by Jacques A. Soenens and Simon Baker, and they are owned by Great Gable Investments LLC. Great Gable Partners manages a family of funds for private clients, family offices and institutional investors. | Investment Managers | President | |
New England Sports Enterprises LLC
![]() New England Sports Enterprises LLC Miscellaneous Commercial ServicesCommercial Services New England Sports Enterprises LLC provides sports marketing services. The firm provides sports sponsorships sales and promotions, strategic development services. The company was founded in 2004 and is headquartered in Boca Raton, FL. | Miscellaneous Commercial Services | Sales & Marketing | |
Shire Human Genetic Therapies, Inc.
![]() Shire Human Genetic Therapies, Inc. Medical SpecialtiesHealth Technology Shire Human Genetic Therapies, Inc. develops medicines for the treatment of genetic diseases. The company was founded on July 7, 1988 and is headquartered in Lexington, MA. | Medical Specialties | Chief Tech/Sci/R&D Officer | |
American Epilepsy Society
![]() American Epilepsy Society Miscellaneous Commercial ServicesCommercial Services American Epilepsy Society is a community of professionals dedicated to improving outcomes for persons with epilepsy. The non-profit company is based in West Hartford, CT. The company is the home of epilepsy science and medicine, engaged in the understanding, diagnosis, study, prevention, treatment, and cure of epilepsy. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Baker Avenue Asset Management LP
![]() Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Investment Managers | Chief Executive Officer | |
STOKE THERAPEUTICS, INC. | Biotechnology | Chief Tech/Sci/R&D Officer | |
Sky Road LLC
![]() Sky Road LLC Information Technology ServicesTechnology Services Sky Road LLC provides cloud-based solutions to the financial services industry. The private company is based in Downers Grove, IL. | Information Technology Services | Comptroller/Controller/Auditor | |
Spectrum Global Fund Administration LLC
![]() Spectrum Global Fund Administration LLC Miscellaneous Commercial ServicesCommercial Services Spectrum Global Fund Administration is a premier provider of independent, third-party administration to the alternative investment industry. They offer a full suite of administration solutions to Hedge Funds, Hedge Funds of Funds, Managed Account Platforms, Commodity Trading Advisors, Commodity Pool Operators, Family Offices and other Investment Management Firms. Spectrum is committed to providing their clients with the operational infrastructure and controls needed to meet and exceed industry best practices. Their industry leading solutions are generated through a synergy of experienced people, controlled processes and superior technology. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
BeiGene USA, Inc.
![]() BeiGene USA, Inc. Pharmaceuticals: MajorHealth Technology BeiGene USA, Inc. engages in pharmaceutical development. The company is headquartered in Cambridge, MA. | Pharmaceuticals: Major | Chief Tech/Sci/R&D Officer | |
Intuitive Venture Partners LLC
![]() Intuitive Venture Partners LLC Investment ManagersFinance Intuitive Venture Partners LLC (Intuitive Venture Partners) is a venture capital firm founded in 2010 by Eric Rubenstein, David Landskowsky, Timothy Herrmann, Aaron Segal, Scott Cardone and Tokdd Harrigan. The firm is headquartered in White Plains, New York. | Investment Managers | Founder | |
Linking Leaders, LLC | Corporate Officer/Principal | ||
Service Provider Capital LLC
![]() Service Provider Capital LLC Investment ManagersFinance Service Provider Capital LLC (Service Provider Capital) is a venture capital firm founded in 2014 by Jody Shepherd and Noah Pittard. The firm is headquartered in Golden, CO. | Investment Managers | Private Equity Investor | |
Fenway Sports Group LLC
![]() Fenway Sports Group LLC Movies/EntertainmentConsumer Services Fenway Sports Group operates as a sports, media and entertainment company. It offers property representation, sponsorship sales and brand management consulting services. The company was founded by John William Henry in 2001 and is headquartered in Boston, MA. | Movies/Entertainment | Corporate Officer/Principal | |
Brown Advisory LLC
![]() Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. They are a subsidiary of Brown Advisory Management LLC. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. Brown Advisory provides investment management services to institutional and private clients. | Investment Managers | Head-Equity Investments |
Statistics
International
United States | 41 |
Ireland | 2 |
Sectoral
Finance | 26 |
Health Technology | 7 |
Commercial Services | 5 |
Consumer Services | 4 |
Miscellaneous | 2 |
Operational
Corporate Officer/Principal | 14 |
Undergraduate Degree | 12 |
Portfolio Manager-Equities | 11 |
Chief Tech/Sci/R&D Officer | 5 |
Portfolio Manager-Fixed Income | 4 |
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