Jim Gold
Chief Executive Officer at Steward Partners Investment Advisory LLC
Network origin in Jim Gold first degree
Entity | Entity type | Industry | |
---|---|---|---|
Stonehill College, Inc.
10
| College/University | Other Consumer Services | 10 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jim Gold via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Westfield Capital Management Co. LP
Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Investment Managers | Corporate Officer/Principal | |
Polen Capital Credit LLC
Polen Capital Credit LLC Investment ManagersFinance Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
Samsonite LLC
Samsonite LLC Other Consumer SpecialtiesConsumer Durables Samsonite LLC provides travel solutions. It designs and manufactures travel, luggage bags and accessories. The firm offers service and repair for its products. The company was founded in 1910 and is headquartered in Mansfield, MA. | Other Consumer Specialties | Director of Finance/CFO | |
Specialty Commerce Corp.
Specialty Commerce Corp. Commercial Printing/FormsCommercial Services Specialty Commerce Corp. sells women's wigs, hairpieces and fashion hats through websites. The firm operates business through three divisions which include specialty commerce direct, specialty commerce publishing and daxbourne international. The company was founded in 1978 and is headquartered in West Bridgewater, MA. | Commercial Printing/Forms | Corporate Officer/Principal | |
Ropes & Gray LLP (Private Client Group)
Ropes & Gray LLP (Private Client Group) Investment ManagersFinance Founded in 1865, Ropes & Gray is a global law firm headquartered in Boston with additional offices in Chicago, Hong Kong, London, New York City, San Francisco, Silicon Valley, Tokyo, and Washington, DC. The firm represents interests across a variety of industries in corporate law and litigation matters. They also offer counsel on labor and employment issues, tax and benefits, creditors' rights and private client services. Ropes & Gray's include large and small companies, financial institutions, government agencies, hospitals and healthcare organizations, colleges and universities, families and individuals. Ropes & Gray's private client group provides comprehensive wealth management services to high net-worth families and individuals. The group focuses on estate and gift planning, estate settlement and trust services including the management of trust assets. Their high net-worth clients include business owners and executives, professionals, retirees and wealthy families. | Investment Managers | Corporate Officer/Principal | |
Voya Investment Management Co. LLC
Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM manages assets for institutions, financial intermediaries and individual investors. The firm serves as adviser or sub-adviser to many investment vehicles. | Investment Managers | Analyst-Equity | |
COSTAR GROUP, INC. | Internet Software/Services | Human Resources Officer | |
Fidelity Management Trust Co.
Fidelity Management Trust Co. Regional BanksFinance Part of FMR LLC, Fidelity Management Trust Co. offers financial planning and advice, retirement plans, wealth management services, trading and brokerage services, and a wide range of investment products including mutual funds, ETFs, fixed income bonds, and CDs. The company is based in Boston, MA. The company also integrates environmental, social, and governance factors into investment research and decision making. With over 17 years of experience as a designated broker, Fidelity Management Trust can help effectively and efficiently oversee employees' investment and trading activities. | Regional Banks | Corporate Officer/Principal | |
Capital Institutional Services, Inc.
Capital Institutional Services, Inc. Investment Banks/BrokersFinance Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients. | Investment Banks/Brokers | Institutional Sales | |
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 | |
NASDAQ BX, Inc.
NASDAQ BX, Inc. Investment Banks/BrokersFinance NASDAQ OMX BX, Inc. provides securities exchange services. It offers electronic and floor-based trading solutions to financial firms, dealers, investment institutions and listed public companies. The firm’s products include automated price improvement; Boston Exchange automated communication and order-routing network, BEACON REMOTE and execution quality report. The company was founded in 1834 and is headquartered in Boston, MA. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | Head-Equity Investments | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Bentley University | College/University | Masters Business Admin Graduate Degree | |
Boston College | College/University | Masters Business Admin | |
Suffolk University | College/University | Masters Business Admin | |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC (dba CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. They are a subsidiary of The CapFinancial Group LLC. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Investment Managers | Portfolio Manager-Equities | |
American Express Information Services | Corporate Officer/Principal | ||
Agilis Partners LLC
Agilis Partners LLC Investment ManagersFinance Agilis Partners LLC (Agilis) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded in 2000 and formerly known as P-Solve LLC and as River & Mercantile LLC. They are a subsidiary of Agilis Holding Co. LLC in Great Britain. Agilis offers a broad range of actuarial and investment solutions to institutional clients, intermediaries, and insurers. | Investment Managers | Corporate Officer/Principal | |
Financial Management Services, Inc. (Maryland)
Financial Management Services, Inc. (Maryland) Investment ManagersFinance Financial Management Services, Inc. is a private company based in Maryland that provides financial and business services. | Investment Managers | Corporate Officer/Principal | |
Ropes Wealth Advisors LLC
Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | Investment Managers | Trading-Equity | |
Ropes & Gray LLP
Ropes & Gray LLP Miscellaneous Commercial ServicesCommercial Services Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
State Street Global Advisors Inc. (Research)
State Street Global Advisors Inc. (Research) Investment ManagersFinance Founded in 1978, State Street Global Advisors' Advanced Research Center is the research arm of State Street Global Advisors. The firm is a subsidiary of State Street Corp. (NYSE: STT), a leading provider of financial services to institutional investors including corporations, retirement plans, public funds, endowments, foundations and third-party distributors. They provide quantitative research and develop quantitative models for active strategies in equities, fixed-income, asset allocation and currencies | Investment Managers | Corporate Officer/Principal | |
SAMSONITE INTERNATIONAL S.A. | Other Consumer Specialties | Chief Executive Officer | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Portfolio Manager-Equities | |
Samsonite Europe NV
Samsonite Europe NV Other Consumer SpecialtiesConsumer Durables Samsonite Europe NV designs, manufactures and distributes luggage products. Its products include handbags, backpacks, and computer cases. The company also distributes luggage related consumer products. It serves corporate and consumer markets. Samsonite Europe was established in 1966 and is headquartered in Oudenaarde, Belgium. | Other Consumer Specialties | Chief Executive Officer | |
Samsonite Ltd.
Samsonite Ltd. Other Consumer SpecialtiesConsumer Durables Samsonite Ltd. manufactures and designs luggage’s and bag accessories. The company is headquartered in Uxbridge, the United Kingdom. | Other Consumer Specialties | Director/Board Member |
Statistics
International
United States | 31 |
Italy | 2 |
Luxembourg | 2 |
Belgium | 2 |
United Kingdom | 2 |
Sectoral
Finance | 21 |
Consumer Durables | 6 |
Commercial Services | 5 |
Consumer Services | 4 |
Technology Services | 2 |
Operational
Corporate Officer/Principal | 15 |
Undergraduate Degree | 10 |
Portfolio Manager-Equities | 9 |
Director/Board Member | 6 |
Masters Business Admin | 3 |
Most connected contacts
Insiders | |
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Kyle Gendreau | 11 |
Steven C. Wilner | 7 |
Jeff Keough | 4 |
Brian Emanuelson | 4 |
Gary Paul Savage | 4 |
Jim Danna | 4 |
Mark Buccigross | 4 |
Dan Farley | 3 |
Michael Lynch | 3 |
Michael Desmarais | 3 |
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