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Seth Kimball Sherwood
Portfolio Manager-Equities at Lee, Turner & Associates, Inc.
Network origin in Seth Kimball Sherwood first degree
Entity | Entity type | Industry | |
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Morningstar, Inc. (Research)
![]() Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.
85
| Operating Division | Investment Managers | 85 |
Lee, Turner & Associates, Inc.
![]() Lee, Turner & Associates, Inc. Investment ManagersFinance Lee, Turner & Associates, Inc. provides investment advice. The Canadian company was founded in 1991 by Harry Kai Lee, Eva Ho Turner. Eva Ho Turner has been the CEO since 1991.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Seth Kimball Sherwood 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 | Analyst-Equity Analyst-Equity | |
Washington University in St. Louis | College/University | Graduate Degree Undergraduate Degree | |
KBW LLC
![]() KBW LLC Investment Banks/BrokersFinance KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
First Trust Advisors LP
![]() First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Raymond James & Associates, Inc.
![]() Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity | |
Financial Counselors, Inc.
![]() Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Investment Managers | Analyst-Equity | |
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 Analyst-Fixed Income Analyst-Equity Analyst-Equity | |
Capital One Bank (USA), NA
![]() Capital One Bank (USA), NA Major BanksFinance Capital One Bank (USA) NA provides banking services. It offers checking accounts; credit and debit cards; loans; insurance; payment protection; phone banking; bills payment; lending; and online banking services. It provides financial products and services to consumers, small businesses, and commercial clients. The company was founded by Richard D. Fairbank on November 1994 and is headquartered in McLean, VA. | Major Banks | Corporate Officer/Principal | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Round Table Services LLC
![]() Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Investment Managers | Analyst-Equity | |
Henley Business School Ltd. | College/University | Graduate Degree | |
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 | Masters Business Admin Doctorate Degree | |
Fitch Ratings, Inc.
![]() Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
University of Missouri | College/University | Undergraduate Degree | |
St. Olaf College | College/University | Undergraduate Degree Undergraduate Degree | |
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 Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
DePaul University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Grinnell College | College/University | Undergraduate Degree Undergraduate Degree | |
Indiana University | College/University | Masters Business Admin Undergraduate Degree | |
The University of Chicago | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northern Illinois University | College/University | Undergraduate Degree Graduate Degree | |
The Ohio University
![]() The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree | |
Rhodes College | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Illinois | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Mendoza College of Business | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
University of Michigan | College/University | Graduate Degree Masters Business Admin | |
Henry B. Tippie College of Business | College/University | Masters Business Admin Undergraduate Degree | |
Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree | |
Bayes Business School | College/University | Graduate Degree Graduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
Chicago-Kent College of Law | College/University | Graduate Degree | |
Jesse H Jones Graduate School of Business | College/University | Masters Business Admin | |
University of Arkansas System | College/University | Undergraduate Degree | |
US Census Bureau | General Government | Corporate Officer/Principal | |
Berkshire Hathaway Energy Co.
![]() Berkshire Hathaway Energy Co. Electric UtilitiesUtilities Berkshire Hathaway Energy Co. engages in distribution of energy. It generates energy from coal, natural gas and steam, hydroelectric, wind, geothermal, nuclear, and black liquor resources. The firm also offers residential real estate brokerage; integrated real estate, including mortgage originations and mortgage banking; title and closing; property and casualty insurance; home warranties; relocation services; and other home-related services. The company was founded in 1971 and is headquartered in Des Moines, IA. | Electric Utilities | Corporate Officer/Principal | |
National Futures Association
![]() National Futures Association Miscellaneous Commercial ServicesCommercial Services National Futures Association is a self-regulatory organization for the derivatives industry. The non-profit company is based in Chicago, IL. The company's focus is on providing innovative and effective regulatory programs. The company was founded by Leonid Adolfovich Melamed. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Cook County State's Attorney's Office | General Government | Corporate Officer/Principal | |
Ernst & Young Capital Advisors LLC
![]() Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Martin J. Whitman School of Management | College/University | Undergraduate Degree | |
East Bank Club Venture LLC
![]() East Bank Club Venture LLC Other Consumer ServicesConsumer Services East Bank Club Venture LLC provides health fitness services. It also provides gracious, dynamic fitness, sports and dining facility. The company was founded on December 15, 1980 and is headquartered in Chicago, IL. | Other Consumer Services | Corporate Officer/Principal | |
The Philadelphia Phillies
![]() The Philadelphia Phillies Movies/EntertainmentConsumer Services The Philadelphia Phillies operates as a baseball club. The firm offers baseball event, family entertainment and baseball tournaments. The company was founded in 1883 by Steve Carlton and is headquartered in Philadelphia, PA. | Movies/Entertainment | Corporate Officer/Principal | |
University of Massachusetts Amherst College of Natural Science | College/University | Masters Business Admin | |
Bogazici University | College/University | Undergraduate Degree |
Statistics
International
United States | 44 |
South Africa | 2 |
United Kingdom | 2 |
Turkey | 2 |
Sectoral
Consumer Services | 33 |
Finance | 13 |
Government | 3 |
Utilities | 2 |
Commercial Services | 2 |
Operational
Analyst-Equity | 110 |
Undergraduate Degree | 76 |
Corporate Officer/Principal | 62 |
Masters Business Admin | 28 |
Analyst-Fixed Income | 24 |
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