Matt Carron
Portfolio Manager-Equities at Heritage Financial Services LLC
Network origin in Matt Carron first degree
Entity | Entity type | Industry | |
---|---|---|---|
Heritage Financial Services LLC
Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations.
13
| Subsidiary | Investment Managers | 13 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Matt Carron via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Bentley University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
John Hancock Financial Services, Inc.
John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Life/Health Insurance | Corporate Officer/Principal | |
Harvard Management Co., Inc.
Harvard Management Co., Inc. Investment Trusts/Mutual FundsMiscellaneous Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget. | Investment Trusts/Mutual Funds | Analyst-Equity | |
Université Laval | 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 | |
The University of Maryland Francis King Carey School of Law | College/University | Graduate Degree | |
University of Toronto | College/University | Undergraduate Degree | |
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
The Isenberg School of Management | College/University | Undergraduate Degree | |
NEPC LLC
NEPC LLC Investment ManagersFinance NEPC LLC is an independent investment consultant, private wealth advisor, and OCIO provider that serves over 400 retainer clients and manages $1.60 trillion in total assets. NEPC is based in Boston, MA and has subsidiaries in the United States. The private company has a proprietary research team that focuses on long-term challenges facing investors and uses a client-centric model to build forward-looking investment portfolios for institutional investors and ultra-high-net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
Salem Five Cents Savings Bank
Salem Five Cents Savings Bank Savings BanksFinance Salem Five Cents Savings Bank provides online banking services. The Bank offers banking, insurance, investment, mortgages, investment and brokerage services. The company was founded on May 14, 1855 and is headquartered in Salem, MA. | Savings Banks | Corporate Officer/Principal | |
Baldwin-Wallace College | College/University | Undergraduate Degree | |
Babson College | College/University | Undergraduate Degree | |
Merrimack College | College/University | Undergraduate Degree | |
Financial Life Advisors LLC
Financial Life Advisors LLC Investment ManagersFinance Part of KFBG Holdings LLC, Financial Life Advisors LLC is a company that provides investment advice. The company is based in San Antonio, TX. The company was founded in 2003. Kirk Warren Francis has been the CEO of the company since 2017. | Investment Managers | Chief Investment Officer | |
Amherst College | College/University | Undergraduate Degree | |
Wallace E Carroll School of Management | College/University | Undergraduate Degree | |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 20 |
Canada | 3 |
Sectoral
Consumer Services | 12 |
Finance | 10 |
Miscellaneous | 2 |
Operational
Undergraduate Degree | 11 |
Corporate Officer/Principal | 10 |
Portfolio Manager-Equities | 8 |
Investment Committee Member | 5 |
Analyst-Equity | 4 |
Most connected contacts
Insiders | |
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Chuck Bean | 4 |
Jim Scally | 4 |
Steve Jacobsmeier | 4 |
Sammy Azzouz | 4 |
Andréane Bolduc | 4 |
Mike McIntosh | 3 |
Michael R. Waldron | 3 |
Rick Pszenny | 3 |
Matt Simoni | 2 |
Bob Weisse | 2 |
Daniel Yusup | 2 |
Karen Cox | 1 |
Sunil Wahal | 1 |
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