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Network origin in Michael J. Lear first degree
Entity | Entity type | Industry | |
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Fiduciary Trust International LLC
![]() Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds.
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| Subsidiary | Investment Managers | 31 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Michael J. Lear via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Stonehorse Capital Management
![]() Stonehorse Capital Management Investment ManagersFinance Part of Franklin Resources, Inc., Stonehorse Capital Management is a company that manages an investment fund. The company is based in Boston, MA. Stonehorse Capital Management was acquired by Fiduciary Trust International LLC on July 22, 2011. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Public Communications Contact | |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Connecticut | College/University | Graduate Degree Undergraduate Degree | |
Florida State University | College/University | Undergraduate Degree Undergraduate Degree | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate 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 Undergraduate Degree | |
OpenView Investments LLC
![]() OpenView Investments LLC Investment ManagersFinance OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA. | Investment Managers | Compliance Officer Compliance Officer | |
Rentalbeast, Inc.
![]() Rentalbeast, Inc. Real Estate DevelopmentFinance Rentalbeast, Inc. provides real estate services. It specializes in providing apartment rentals, real estate consulting, real estate agent tool , MLS tool, and listing agent tool. The company was founded by Ishay Grinberg and is headquartered in Somerville, MA. | Real Estate Development | Director/Board Member Director/Board Member | |
Massachusetts Institute of Technology | College/University | Doctorate Degree Masters Business Admin | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
Boston College | College/University | Masters Business Admin Masters Business Admin | |
Boston University | College/University | Undergraduate Degree | |
State Street Corp. (Fund Distributor)
![]() State Street Corp. (Fund Distributor) Investment ManagersFinance State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT) | Investment Managers | Corporate Officer/Principal | |
Segal Advisors, Inc.
![]() Segal Advisors, Inc. Investment ManagersFinance Segal Advisors, Inc. provides investment consulting services. The firm offers asset allocation and investment strategies, assets-liability modeling, performance measurement, retire fund, model portfolios, defined contribution consulting and fiduciary services. It provides consulting advice and outsourcing solutions to plan sponsors. The firm offers investment programs through a broad range of customized solutions designed to assist clients at every stage of the investment process. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Ellington Management Group LLC
![]() Ellington Management Group LLC Investment ManagersFinance Ellington Management Group LLC (Ellington) is a SEC-registered investment advisor and hedge fund manager headquartered in Old Greenwich, Connecticut. The firm was founded in 1994 and is primarily owned by Michael Vranos indirectly through his ownership interest in Ellington’s majority owner, EMG Holdings LP. Ellington provides investment advice to pooled investment vehicles and institutional managed accounts. | Investment Managers | Corporate Officer/Principal | |
Chartway Federal Credit Union
![]() Chartway Federal Credit Union Savings BanksFinance Chartway Federal Credit Union provides financial services. The firm offers loans and credit cards, auto, recreational and student loan, online banking, and other related services. The company was founded on September 4, 1959 and is headquartered in Virginia Beach, VA. | Savings Banks | Director/Board Member | |
CSS INDUSTRIES, INC. | Commercial Printing/Forms | Corporate Officer/Principal | |
Wake Forest University | College/University | Undergraduate Degree | |
CARMAX, INC. | Specialty Stores | Corporate Officer/Principal | |
Junior Achievement of New Jersey, Inc. | Corporate Officer/Principal | ||
Duke University Health System, Inc.
![]() Duke University Health System, Inc. Medical/Nursing ServicesHealth Services Duke University Health System, Inc. engages in the provision of health care services. It offers cancer treatment, primary care, orthopedics, aesthetics, and fertility services. The company was founded in 1998 and is headquartered in Durham, NC. | Medical/Nursing Services | Corporate Officer/Principal | |
DUMAC, Inc.
![]() DUMAC, Inc. Investment ManagersFinance DUMAC, Inc. is the investment arm of Duke University, a private research university headquartered in Durham, North Carolina. Founded in 1989, the firm manages Duke University’s endowment assets. In addition to managing Duke’s endowment, DUMAC also manages the university’s defined benefit pension plan assets, Duke University Health System’s investments, and much of the university’s working capital. DUMAC also manages the assets of The Duke Endowment, the private charitable trust established by Duke University’s founder, James B. Duke. | Investment Managers | Corporate Officer/Principal | |
CBRE Capital Advisors, Inc.
![]() CBRE Capital Advisors, Inc. Investment ManagersFinance Part of CBRE Group, Inc., CBRE Capital Advisors, Inc. provides investment advisory services. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Suffolk University | College/University | Graduate Degree | |
John Hancock Funds, Inc.
![]() John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Investment Banks/Brokers | Corporate Officer/Principal | |
Brandeis University | College/University | Undergraduate Degree | |
Wallace E Carroll School of Management | College/University | Masters Business Admin | |
University of Notre Dame | College/University | Undergraduate Degree | |
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 | |
Boston Research & Management, Inc.
![]() Boston Research & Management, Inc. Investment ManagersFinance Boston Research & Management, Inc. (BRM) is an independent registered investment advisor headquartered in Manchester, Massachusetts. The firm was founded by Raymond J. Stecker, Jr. and Steven M. Graziano in 1991. BRM provides investment advisory services for individuals, high net-worth individuals, trusts, estates, retirements plans, charitable organizations and other business entities. | Investment Managers | Corporate Officer/Principal | |
Fiduciary Trust Company International
![]() Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Chief Executive Officer | |
ICON Advisers, Inc.
![]() ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | Investment Managers | Analyst-Equity | |
Columbia Business School | College/University | Masters Business Admin | |
Goldman Sachs International
![]() Goldman Sachs International Investment Banks/BrokersFinance Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals. | Investment Banks/Brokers | Director/Board Member | |
New England School of Law | College/University | Undergraduate Degree | |
US Department of Commerce (District of columbia) | General Government | Corporate Officer/Principal | |
Boise State University | College/University | Consultant / Advisor | |
BARBRI, Inc.
![]() BARBRI, Inc. Miscellaneous Commercial ServicesCommercial Services BARBRI, Inc. provides legal education services. It also provides bar review courses, student support and comprehensive support for law students at any stage of legal education. The company was founded by Richard J. Conviser in 1967 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Sun Life Financial Investment Services (Canada), Inc. | Compliance Officer | ||
Natixis Investment Managers International SA
![]() Natixis Investment Managers International SA Investment ManagersFinance Natixis Investment Managers International SA (NIM International) is the asset management subsidiary of Natixis Investment Managers SA, itself a subsidiary of BPCE SA's Natixis SA (Euronext: KN) in France. The firm was founded 1984 and previously known as Ostrum Asset Management. Headquartered in Paris, NIM International provides investment management and collective portfolio management services for institutional, retail and corporate clients. | Investment Managers | Compliance Officer | |
Cadent Capital Advisors LLC
![]() Cadent Capital Advisors LLC Investment ManagersFinance Cadent Capital Advisors LLC (Cadent) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by Philip Mooberry in 2012. Cadent provides wealth management services to individual and institutional clients. | Investment Managers | Private Equity Investor | |
Ithaca College | College/University | Undergraduate Degree | |
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 | Consultant / Advisor | |
Destra Capital Management LLC
![]() Destra Capital Management LLC Investment ManagersFinance Founded by Dominic Martellaro and Nicholas Dalmaso, Destra Capital Management LLC is a fund distributor located in Lisle, Illinois. | Investment Managers | Director/Board Member | |
Altegris Advisors LLC
![]() Altegris Advisors LLC Investment ManagersFinance Altegris Advisors LLC (Altegris) is a SEC-registered investment advisor and holding firm headquartered in La Jolla, California. The firm was founded in 2010 by Matthew Osborne and James Waldinger. Altegris serves as the investment adviser to the following categories of Fund clients: (i) Mutual and Closed-End Funds, and their respective subsidiaries, as applicable; and (ii) Private Funds. | Investment Managers | Chairman | |
Continuum Capital Managers LLC
![]() Continuum Capital Managers LLC Investment ManagersFinance Continuum Capital Managers LLC (Continuum Capital) is a private equity/venture capital subsidiary of CM Holding LLC founded in 2009 by Doug Grip and Steve Vanourny. The firm is headquartered in the United States. | Investment Managers | Chief Executive Officer | |
Guilford College | College/University | Undergraduate Degree |
Statistics
International
United States | 47 |
Canada | 3 |
United Kingdom | 2 |
France | 2 |
Sectoral
Finance | 25 |
Consumer Services | 19 |
Commercial Services | 4 |
Retail Trade | 2 |
Health Services | 2 |
Operational
Corporate Officer/Principal | 49 |
Undergraduate Degree | 32 |
Director/Board Member | 20 |
Masters Business Admin | 12 |
Portfolio Manager-Equities | 11 |
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