Peter Judd Barrett
Portfolio Manager-Equities at CIBC Private Wealth Advisors, Inc.
Network origin in Peter Judd Barrett first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
141
| Subsidiary | Investment Managers | 141 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Peter Judd Barrett via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| LOCKHEED MARTIN CORPORATION | Aerospace & Defense | Corporate Officer/Principal Corporate Officer/Principal | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as 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. (TSE, 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 | Portfolio Manager-Equities Corporate Officer/Principal | |
Bessemer Trust Co., NA
 Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | President Corporate Officer/Principal Corporate Officer/Principal | |
Asset Alliance Corp.
 Asset Alliance Corp. Investment ManagersFinance Asset Alliance Corp. provides investment management services. It offers private equity, mutual, and hedge funds and advisory services. The company was founded by Bruce Howard Lipnick and Arnold Lawrence Mintz on May 15, 1996 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Scout Investments, Inc.
 Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | Investment Managers | Analyst-Equity | |
Magnetar Financial LLC
 Magnetar Financial LLC Investment ManagersFinance Magnetar Financial LLC is a SEC-registered investment advisor and hedge fund firm headquartered in Evanston, Illinois. The firm was founded by Alec Litowitz and Ross Laser in 2005 and is a subsidiary of Magnetar Capital Partners LP. Magnetar Financial serves as the investment manager for, and provides discretionary and may at times provide non-discretionary investment advisory services to, several private investment funds and separately managed accounts. Investors in the funds and clients for managed accounts may include pension plans, foundations, funds of funds, other institutional investors and high net-worth individuals. | Investment Managers | Analyst-Equity Analyst-Equity | |
Grosvenor Capital Management LP
 Grosvenor Capital Management LP Investment ManagersFinance Grosvenor Capital Management LP (GCM) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Michael Sacks in 1971 and is a subsidiary of Grosvenor Capital Management Holdings LLLP, itself a subsidiary of GCM Grosvenor, Inc. (NASDAQ: GCMG). GCM provides investment management and advisory services for private pooled investment vehicles, open- and closed-end registered investment companies, and institutional investors such as public or private pension plans or sovereign wealth funds. | 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 | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
| Babson College | College/University | Masters Business Admin Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
Atlantic Trust Group, Inc.
 Atlantic Trust Group, Inc. Investment ManagersFinance Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY. | Investment Managers | President Chief Executive Officer President | |
| New York University | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| Hartwick College | College/University | Undergraduate Degree Undergraduate Degree | |
| Bryant University | College/University | Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Hobart & William Smith Colleges | College/University | Undergraduate Degree 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 Graduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Denver | College/University | Graduate Degree Undergraduate Degree | |
| Wittenberg University | College/University | Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Maryland Health Management LLC
 Maryland Health Management LLC Specialty StoresRetail Trade Part of Ascend Wellness Holdings, Inc., Maryland Health Management LLC is a company that operates medical cannabis stores. The company is based in Baltimore, MD. The CEO of the company is Jigar H. Patel. | Specialty Stores | Chief Executive Officer | |
Calamos Investments LLC
 Calamos Investments LLC Investment ManagersFinance Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. | Investment Managers | Corporate Officer/Principal |
Statistics
International
| United States | 50 |
Sectoral
| Finance | 25 |
| Consumer Services | 24 |
| Electronic Technology | 2 |
| Retail Trade | 2 |
Operational
| Corporate Officer/Principal | 137 |
| Portfolio Manager-Equities | 107 |
| Undergraduate Degree | 82 |
| Analyst-Equity | 77 |
| Masters Business Admin | 33 |
Most connected contacts
| Insiders | |
|---|---|
| Don Herrema | 13 |
| Steve E. Prostano | 11 |
| Barry Lewis Hilliard | 10 |
| McMillan Price | 10 |
| Eric Propper | 9 |
| Phil Lorenz | 9 |
| Jim Farrell | 8 |
| Jack Markwalter | 8 |
| Cathy Schnaubelt | 8 |
| Chris Lewis | 7 |
| Matt Scherer | 7 |
| Dan Delany | 7 |
| Mark Joseph McKevitt | 7 |
| Jeff E. Anthony | 7 |
| Judith Saxe | 7 |
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