Anne T. Cappel
Net worth: 3 M $ as of 2024-06-29
Network origin in Anne T. Cappel first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.
43
| Subsidiary | Investment Managers | 43 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Anne T. Cappel via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Rochester Christian University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Schroder Investment Management North America, Inc.
 Schroder Investment Management North America, Inc. Investment ManagersFinance Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LSE: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds. | Investment Managers | Portfolio Manager-Fixed Income | |
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 | Corporate Officer/Principal | |
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Portfolio Manager-Equities | |
GW&K Investment Management LLC
 GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base. | Investment Managers | Analyst-Fixed Income | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
TimesSquare Capital Management LLC
 TimesSquare Capital Management LLC Investment ManagersFinance TimesSquare Capital Management LLC (TimesSquare) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 by Grant Babyak, Ian Rosenthal, and Stephen Green. They are a subsidiary of TimesSquare Manager Member LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). TimesSquare provides investment advisory services to various types of institutional investors as well as certain high net-worth individuals and in limited instances to modeled portfolios. | Investment Managers | Trading-Equity | |
State Street Global Markets LLC
 State Street Global Markets LLC Investment Banks/BrokersFinance Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA. | Investment Banks/Brokers | Corporate Officer/Principal | |
| FINANCIAL ENGINES INC | Investment Managers | General Counsel | |
PNC Bank, NA
 PNC Bank, NA Major BanksFinance PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA. | Major Banks | Corporate Officer/Principal | |
LS Investment Advisors LLC
 LS Investment Advisors LLC Investment ManagersFinance LS Investment Advisors LLC (LSIA) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded in 2008 as a spin-off from Natixis Global Asset Management (the parent company of Loomis, Sayles & Co. LP). LSIA provides portfolio management services to individuals, families and institutions. | Investment Managers | Portfolio Manager-Fixed Income Founder Portfolio Manager-Fixed Income Trading-Equity | |
NorthPointe Capital LLC
 NorthPointe Capital LLC Investment ManagersFinance NorthPointe Capital LLC is an independent investment advisory firm headquartered in Bloomfield Hills, Michigan. The firm was founded in 2000 and is a subsidiary of NorthPointe Holdings LLC. NorthPointe Capital provides investment supervisory services relating to various investment strategies in equity securities. | Investment Managers | Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| Boston University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Fixed Income | |
GSAM Stable Value LLC
 GSAM Stable Value LLC Investment ManagersFinance GSAM Stable Value LLC (GSAM SV) is a registered investment advisor headquartered in Burlington, Vermont. The firm was founded in 1983 as Dwight Asset Management Co. LLC. They are a wholly-owned subsidiary of Goldman Sachs Asset Management LP, ultimately held by Goldman Sachs Group, Inc. (NYSE: GS). GSAM SV offers strategies focused on fixed income investment management services for institutional clients. | Investment Managers | Portfolio Manager-Fixed Income | |
First Capital Life Insurance Co.
 First Capital Life Insurance Co. Life/Health InsuranceFinance Part of Pacific Mutual Holding Co., First Capital Life Insurance Co. provides life insurance. First Capital Life Insurance was acquired by Pacific Mutual Life Insurance Co. of California from First Capital Holdings Corp. on April 27, 1992. | Life/Health Insurance | Corporate Officer/Principal | |
| University of Rhode Island | College/University | Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Bentley University | College/University | Masters Business Admin | |
| Boston College | College/University | Masters Business Admin Graduate Degree | |
| Brandeis University | College/University | Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin | |
| Gettysburg College | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
| Union College (New York) | 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 | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Providence College | College/University | Undergraduate Degree | |
| St. John's University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Lowell | College/University | Undergraduate Degree Graduate Degree | |
| Union Graduate College | College/University | Masters Business Admin | |
| United States Marine Corps | Sovereign | Corporate Officer/Principal | |
Performa Limited (US) LLC
 Performa Limited (US) LLC Investment ManagersFinance Performa Limited (US) LLC (Performa) is a privately held, SEC-registered investment advisor headquartered in Charleston, South Carolina. The firm was founded by David Kilborn in 2010 as Ansonborough Capital Management LLC. Performa provides fixed income and equity investment management, sub-advisory and advisory services to institutions, mutual funds and other investment vehicles including Bermuda based mutual funds registered with the Bermuda Monetary Authority (BMA). | Investment Managers | Analyst-Fixed Income | |
| Johnson Graduate School of Management | College/University | Masters Business Admin | |
| University of California, Berkeley | College/University | Masters Business Admin | |
| Wallace E Carroll School of Management | College/University | Masters Business Admin | |
| State University of New York at Buffalo | College/University | Undergraduate Degree |
Statistics
International
| United States | 51 |
Sectoral
| Consumer Services | 26 |
| Finance | 24 |
| Utilities | 2 |
| Government | 2 |
Operational
| Corporate Officer/Principal | 64 |
| Undergraduate Degree | 39 |
| Analyst-Equity | 23 |
| Portfolio Manager-Fixed Income | 23 |
| Masters Business Admin | 22 |
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