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Patricia Mary Healy
Analyst-Fixed Income at Cumberland Advisors, Inc.
Network origin in Patricia Mary Healy first degree
Entity | Entity type | Industry | |
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Cumberland Advisors, Inc.
![]() Cumberland Advisors, Inc. Investment ManagersFinance Cumberland Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida (with a branch office in Vineland, New Jersey). The firm was founded by David R. Kotok in 1973. Cumberland Advisors provides investment advisory services to high net worth individuals, institutions, investment companies, public and corporate retirement plans, corporations, foundations and government entities (direct clients as well as managed money through financial advisors).
17
| Private Company | Investment Managers | 17 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Patricia Mary Healy via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Lord, Abbett & Co. LLC
![]() Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Investment Managers | Head-Fixed Income Invts | |
Shearson Lehman Bros., Inc.
![]() Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
MID PENN BANCORP, INC. | Regional Banks | Director/Board Member | |
Mid Penn Bank
![]() Mid Penn Bank Regional BanksFinance Part of Mid Penn Bancorp, Inc., Mid Penn Bank is a state chartered commercial bank. The company is based in Millersburg, PA. Rory G. Ritrievi has been the CEO of the company since 2009. | Regional Banks | Director/Board Member | |
Cypress Capital Group, Inc.
![]() Cypress Capital Group, Inc. Investment ManagersFinance Cypress Capital Group, Inc. (CCG) is an independent, SEC-registered investment advisor headquartered in Palm Beach, Florida. Formerly known as Palm Beach Investment Advisors LLC, the firm was founded in 1988 when a Chicago firm headed by Barry Hoyt bought Palm Beach Investment Advisors, which had earlier absorbed Cypress Trust. CCG provides investment advice to individuals and institutional clients throughout the US. | Investment Managers | Director of Research - Equity | |
Princeton Capital Management LLC
![]() Princeton Capital Management LLC Investment ManagersFinance Princeton Capital Management LLC (Princeton Capital) is an independent registered investment advisor headquartered in Red Bank, New Jersey. On September 2017, Hudson Canyon Investment Counselors LLC (founded in 2001) acquired the assets of Princeton Capital Management, Inc. (founded in 1988) and changed its name from Hudson Canyon Investment Counselors LLC to Princeton Capital Management LLC. Princeton Capital offers investment advice to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, other pooled investment vehicles, family offices, civic, education and artistic organizations, other investment advisers and other business entities. | Investment Managers | Portfolio Manager-Equities | |
Citigroup Alternative Investments LLC
![]() Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc. | Investment Managers | Corporate Officer/Principal | |
Brown University | College/University | Graduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Graduate Degree | |
New Jersey Economic Development Authority (United States) | State Agency | Corporate Officer/Principal | |
Brigham Young University | College/University | Graduate Degree | |
Furman University | College/University | Undergraduate Degree | |
BCA Research, Inc.
![]() BCA Research, Inc. Investment ManagersFinance Founded in 1949 by Hamilton Bolton, BCA Research is an independent global investment research firm headquartered in Montreal, Quebec. The firm provides comprehensive coverage of all major financial asset classes on a global basis. They employ a consistent approach across all areas of their services by utilizing economic, liquidity, performance and valuation trends. BCA Research's methodology is based on an understanding of the macroeconomic environment and the identification of key investment themes. BCA Research provides global coverage of equities, currencies, commodities/energy, fixed-income, asset allocation and unique trading ideas. | Investment Managers | Corporate Officer/Principal | |
Rider University | College/University | Undergraduate Degree | |
Rowan University | College/University | Corporate Officer/Principal | |
University of Wisconsin | College/University | Doctorate Degree | |
University of South Florida | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree | |
E.F. Hutton & Co., Inc.
![]() E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
Delaware River Port Authority of Pennsylvania & New Jersey
![]() Delaware River Port Authority of Pennsylvania & New Jersey State AgencyGovernment The Delaware River Port Authority of Pennsylvania and New Jersey (DRPA) operate transportation and economic development agency. DRPA owns and operates the Benjamin Franklin, Walt Whitman, Commodore Barry and Betsy Ross bridges. The company was established in 1776 and is headquartered in Camden, NJ. | State Agency | Corporate Officer/Principal | |
Federal Reserve Bank of Atlanta | General Government | Corporate Officer/Principal | |
University of Michigan | College/University | Doctorate Degree | |
Nationwide Mutual Insurance Co. (Research Firm)
![]() Nationwide Mutual Insurance Co. (Research Firm) Investment ManagersFinance Nationwide Mutual Insurance Co. (Research Firm) (do-business-as Nationwide Economics) is the investment research division of Nationwide Mutual Insurance Co., an insurance and financial services company headquartered in Columbus, Ohio. Nationwide Economics provides economic commentary articles for advisors. | Investment Managers | Economist | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
SVB Wealth LLC
![]() SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Investment Managers | Analyst-Equity | |
University of Georgia | College/University | Doctorate Degree | |
The Financial Times (United States)
![]() The Financial Times (United States) Publishing: NewspapersConsumer Services Part of Nikkei, Inc., The Financial Times (United States) is a publisher of international business newspapers. The company is based in New York, NY. The CEO of the company is John Joseph Ridding. | Publishing: Newspapers | Corporate Officer/Principal | |
RBC Wealth Management
![]() RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Portfolio Manager-Equities | |
Woodbury University | College/University | Undergraduate Degree | |
National Association for Business Economics
![]() National Association for Business Economics Miscellaneous Commercial ServicesCommercial Services National Association for Business Economics operates as a non-profit organization. It offers corporate planning, financial, health economics, small business, real estate, construction, technology and transfer pricing. The company was founded in 1959 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | President | |
Williams College | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree | |
New York Institute of Finance | College/University | Corporate Officer/Principal | |
US Department of State (District of columbia) | General Government | Corporate Officer/Principal |
Statistics
International
United States | 46 |
Canada | 3 |
Sectoral
Finance | 23 |
Consumer Services | 18 |
Government | 5 |
Commercial Services | 3 |
Operational
Corporate Officer/Principal | 27 |
Undergraduate Degree | 13 |
Portfolio Manager-Equities | 10 |
Graduate Degree | 7 |
Chief Executive Officer | 5 |
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