John H. Dunn
Investment Committee Member at Carret Asset Management LLC
Network origin in John H. Dunn first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Carret Asset Management LLC
 Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families.
11
| Subsidiary | Investment Managers | 11 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to John H. Dunn via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Abner, Herrman & Brock LLC
 Abner, Herrman & Brock LLC Investment ManagersFinance Abner, Herrman & Brock LLC (AHB) is a SEC-registered investment advisor and wealth management firm headquartered in Jersey City, New Jersey. The firm was founded in 1981 and is a subsidiary of Abner Trust. AHB specializes in actively managed customized separately managed accounts (SMAs). Their customized separately managed accounts are suitable for private clients and their families, non-profit organizations such as endowments and foundations, trusts and corporations. | Investment Managers | Corporate Officer/Principal Investment Committee Member | |
Trillium Asset Management LLC
 Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Investment Managers | Analyst-Equity | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Undergraduate Degree | |
| George Washington University | College/University | Undergraduate Degree Masters Business Admin | |
| American University | College/University | Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree | |
| Towson University | College/University | Undergraduate Degree | |
| University of Baltimore | College/University | Graduate Degree | |
| New York University | College/University | Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| Ramapo College of New Jersey | College/University | Undergraduate Degree | |
| Seton Hall University | College/University | Undergraduate Degree | |
| US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
AEGIS Insurance Services, Inc. (New Jersey)
 AEGIS Insurance Services, Inc. (New Jersey) Insurance Brokers/ServicesFinance Part of Associated Electric & Gas Insurance Services Ltd., AEGIS Insurance Services, Inc. is an American New Jersey-based company that provides tailored underwriting, claims, and loss control services to member companies. AEGIS underwrites every risk on an individual basis, ensuring that each policy fits the specific needs of the member company at a fair price. The collaborative approach to claims has distinguished AEGIS from commercial insurers since its inception in 1975. AEGIS provides member companies with deep expertise and a wide range of loss control products, services, and educational opportunities that cannot be matched by commercial insurers. As a Lloyd's of Syndicate and part of a long-established mutual insurance business, AEGIS provides clients with specialist knowledge, continuity, and security across many classes of business. | Insurance Brokers/Services | Corporate Officer/Principal | |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal | |
Oxford Capital Management, Inc.
 Oxford Capital Management, Inc. Investment ManagersFinance Oxford Capital Management, Inc. provides investment advice. The private company is based in Richmond, VA. | Investment Managers | Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin | |
| Fox School of Business | College/University | Masters Business Admin | |
| Harvard College | College/University | Undergraduate Degree | |
| University of Colorado Denver | College/University | Undergraduate Degree |
Statistics
International
| United States | 30 |
Sectoral
| Consumer Services | 16 |
| Finance | 13 |
| Government | 2 |
| Commercial Services | 2 |
Operational
| Corporate Officer/Principal | 15 |
| Investment Committee Member | 11 |
| Undergraduate Degree | 11 |
| Portfolio Manager-Equities | 8 |
| Portfolio Manager-Fixed Income | 5 |
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