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Peter Corsi
Portfolio Manager-Equities at Crestwood Advisors Group LLC
Network origin in Peter Corsi first degree
Entity | Entity type | Industry | |
---|---|---|---|
Princeton University
388
| College/University | Other Consumer Services | 388 |
Boston University
232
| College/University | Other Consumer Services | 232 |
Crestwood Advisors Group LLC
![]() Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments.
10
| Subsidiary | Investment Managers | 10 |
James Caird, Inc.
![]() James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations.
7
| Subsidiary | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Peter Corsi via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Boston College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Crestwood Advisors LLC
![]() Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Investment Managers | Analyst-Equity Analyst-Equity Chief Executive Officer Portfolio Manager-Equities | |
Baldwin Brothers LLC
![]() Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
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 | Doctorate Degree Undergraduate Degree Graduate Degree | |
University of California, Berkeley | College/University | Doctorate Degree Masters Business Admin Doctorate Degree | |
Stanford University | College/University | Masters Business Admin Corporate Officer/Principal Undergraduate Degree | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
New York University | College/University | Masters Business Admin Masters Business Admin | |
Harvard Business School | College/University | Graduate Degree Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
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 | Analyst-Equity Comptroller/Controller/Auditor | |
American Philosophical Society
![]() American Philosophical Society Miscellaneous Commercial ServicesCommercial Services The American Philosophical Society is an organization that hosts biannual general meetings for its members, families, and distinguished guests. The non-profit company is based in Philadelphia, PA. The meetings cater to the diverse interests and expertise of attendees and provide a unique opportunity to indulge the audience’s breadth of intellectual curiosity. The society has an exceptional collection of over 13 million manuscripts, objects, books, images, and works of art covering various topics such as early and revolutionary history, natural history, Indian linguistics and culture, nuclear physics, computer development, medical science, genetics and eugenics, and the development of cultural anthropology. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Market Strategist Analyst-Fixed Income | |
Brown Brothers Harriman & Co.
![]() Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Massachusetts Institute of Technology | College/University | Masters Business Admin Masters Business Admin | |
The University of Colorado | College/University | Undergraduate Degree Corporate Officer/Principal | |
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba 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. (TSX, 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 | Analyst-Fixed Income Analyst-Equity | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
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. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income | |
MEIRAGTX HOLDINGS PLC | Biotechnology | Director/Board Member Director/Board Member | |
PMV PHARMACEUTICALS, INC. | Miscellaneous Commercial Services | Founder Founder | |
National Academy of Medicine (United States)
![]() National Academy of Medicine (United States) Miscellaneous Commercial ServicesCommercial Services The National Academy of Medicine (United States) is based in Washington and is focused on improving the health and well-being of individuals through various initiatives. These initiatives include the clinician well-being collaborative, which aims to accelerate the implementation of a national plan for health workforce well-being, and the development of a code of conduct for the use of artificial intelligence in health care. The organization also provides resources to support meaningful community engagement in health and health care programs and policies. Recently, the National Academy of Medicine announced the appointment of Mandy Cohen, a member of the organization, as the director of the Centers for Disease Control and Prevention. Additionally, the organization has released a publication celebrating 50 years of progress in biomedical science, health, and health care. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Cerberus Capital Management LP
![]() Cerberus Capital Management LP Investment ManagersFinance Cerberus Capital Management LP (Cerberus) is a private equity firm founded in 1992 by Stephen A. Feinberg and William L. Richter. It is headquartered in New York. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
University of Medicine & Dentistry of New Jersey | College/University | Corporate Officer/Principal Director/Board Member | |
MeiraGTx Ltd.
![]() MeiraGTx Ltd. Pharmaceuticals: MajorHealth Technology MeiraGTx Ltd. engages in the development of novel gene therapies to transform the lives of patients suffering from acquired and inherited disorders. The company was founded on March 20, 1991 and is headquartered in London, the United Kingdom. | Pharmaceuticals: Major | Director/Board Member Director/Board Member | |
National Academy of Sciences
![]() National Academy of Sciences Miscellaneous Commercial ServicesCommercial Services National Academy of Sciences operates as a private, nongovernmental institution that advises on issues related to science and technology. It provides independent, objective analysis and advice and conducts other activities to solve complex problems and inform public policy decisions. The firm also encourages education and research, recognize outstanding contributions to knowledge, and increase public understanding in matters of science. The company was founded on March 3, 1863 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
EATON VANCE SENIOR FLOATING-RATE TRUST | Investment Trusts/Mutual Funds | President | |
EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | President | |
Big Brothers Big Sisters of Massachusetts Bay | Corporate Officer/Principal | ||
EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | President | |
Council on Foreign Relations, Inc.
![]() Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
![]() Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Head-Fixed Income Invts | |
Vadhanabhakdi Co. Ltd.
![]() Vadhanabhakdi Co. Ltd. MiscellaneousMiscellaneous Vadhanabhakdi Co., Ltd. is a holding company. The company was found on November 28, 2016 and is headquartered in Bangkok, Thailand | Miscellaneous | Director/Board Member | |
EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | President | |
EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | President | |
EATON VANCE MUNICIPAL INCOME 2028 TERM TRUST | Investment Trusts/Mutual Funds | President | |
FRASERS PROPERTY (THAILAND) | Real Estate Development | Director/Board Member | |
EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | President | |
Federal Reserve Bank of New York | General Government | Corporate Officer/Principal | |
Bryant University | College/University | Masters Business Admin | |
TCC-Technology Co. Ltd.
![]() TCC-Technology Co. Ltd. Data Processing ServicesTechnology Services TCC-Technology Co. Ltd. provides commercial managed hosting and data center services. The firm’s services include data center, connectivity, cloud and consulting services. The company was founded in 2001 and is headquartered in Bangkok, Thailand. | Data Processing Services | Chief Executive Officer |
Statistics
International
United States | 45 |
Thailand | 4 |
United Kingdom | 2 |
Belgium | 2 |
Mexico | 2 |
Sectoral
Finance | 17 |
Consumer Services | 15 |
Miscellaneous | 12 |
Commercial Services | 5 |
Health Technology | 3 |
Operational
Director/Board Member | 278 |
Corporate Officer/Principal | 146 |
Undergraduate Degree | 95 |
Analyst-Equity | 41 |
Masters Business Admin | 41 |
Most connected contacts
Insiders | |
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Sirivadhanabhakdi Panote | 158 |
Arnold Levine | 30 |
Rob Glanville | 29 |
Eric Stein | 28 |
Thomas Shenk | 21 |
Matthew B. Whalen | 17 |
John D. Clark | 14 |
Scott C. Goebel | 13 |
Denis Sheahan | 13 |
William Ullman | 11 |
Jacky Abitbol | 11 |
J. David Selvia | 10 |
Richard A. Frankel | 9 |
Donna K. Hazard | 9 |
Peter Rathjens | 9 |
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