Network origin in Roger Knox Foulkes first degree
Entity | Entity type | Industry | |
---|---|---|---|
North American Management Corp.
North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices.
9
| Extinct | Investment Managers | 9 |
Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations.
8
| Subsidiary | Investment Managers | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Roger Knox Foulkes via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Barings LLC
Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
FEDERATED HERMES, INC. | Investment Managers | Corporate Officer/Principal | |
PNC FINANCIAL SERVICES GROUP, INC. | Major Banks | Corporate Officer/Principal | |
The Terminix Co. LLC
The Terminix Co. LLC Miscellaneous Commercial ServicesCommercial Services The Terminix Co. LLC engages in the business of manufacturing and selling lawn care, and termite and pest control products. The company was founded by Marion E. Wade in 1929 and is headquartered in Memphis, TN. | Miscellaneous Commercial Services | Director/Board Member | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities | |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. They are wholly-owned by Morgan Stanley Capital Management LLC, a subsidiary of Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was a wholly-owned subsidiary of Eaton Vance Corp. EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Corporate Officer/Principal | |
Congress Asset Management Co. LLP
Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds. | Investment Managers | Corporate Officer/Principal | |
Acadian Asset Management LLC
Acadian Asset Management LLC Investment ManagersFinance Acadian Asset Management LLC (Acadian) is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1986 by Gary Bergstrom and Churchill Franklin. The firm is a subsidiary of BrightSphere Affiliate Holdings LLC, ultimately owned by BrightSphere Investment Group, Inc. (NYSE: BSIG). Acadian provides portfolio management services for institutional clients. | Investment Managers | Corporate Officer/Principal | |
University of Virginia | College/University | Masters Business Admin | |
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 | Undergraduate Degree | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
Boston University | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
Advanced Input Devices, Inc.
Advanced Input Devices, Inc. Computer PeripheralsElectronic Technology Advanced Input Devices, Inc. manufactures custom keyboards and other multifunction data input subsystems. The company is headquartered in Coeur d''Alene, ID. | Computer Peripherals | Corporate Officer/Principal | |
Baxter Manufacturing Co.
Baxter Manufacturing Co. Miscellaneous ManufacturingProducer Manufacturing Part of Illinois Tool Works Inc., Baxter Manufacturing Co. is a company that makes commercial baking equipment. The company is based in Orting, WA. Baxter Manufacturing was acquired by Premark International, Inc. on September 30, 1997. | Miscellaneous Manufacturing | Corporate Officer/Principal | |
Cunningham Henderson & Papin, Inc.
Cunningham Henderson & Papin, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of SVB Financial Group, Cunningham Henderson & Papin, Inc. is an investment management company. The company is based in Burlington, MA. The company was founded by Ron Holstein Henderson. Cunningham Henderson & Papin was acquired by Boston Private Bank & Trust Co. on August 02, 1995 for $4 million. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
BancBoston Ventures, Inc.
BancBoston Ventures, Inc. Investment ManagersFinance BancBoston Ventures Inc. (BancBoston Ventures), a subsidiary of Bank of America, NA (Charlotte, North Carolina) is a venture capital firm founded in 1959. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
Babson College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Boston College | College/University | Masters Business Admin | |
Brandeis University | College/University | Graduate Degree | |
Colby College | College/University | Undergraduate Degree | |
Denison University | College/University | Undergraduate Degree | |
Suffolk University | College/University | Graduate Degree | |
Loyola Marymount University | College/University | Undergraduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
Union College (New York) | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
National Association of Petroleum Investment Analysts
National Association of Petroleum Investment Analysts Miscellaneous Commercial ServicesCommercial Services National Association of Petroleum Investment Analysts is a Non-Profit organization, which engages in education of its members in their knowledge of the petroleum industry. The company was founded in 1974 and is headquartered in Concord, MA. | Miscellaneous Commercial Services | Director/Board Member | |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
Edward Jones Investments
Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Investment Managers | Corporate Officer/Principal | |
Nixon Peabody Trust Co. LLC
Nixon Peabody Trust Co. LLC Investment ManagersFinance Nixon Peabody Trust Co. LLC (NPT) is an investment adviser headquartered in Boston, Massachusetts. They are a direct subsidiary of Nixon Peabody LLP. Formerly known as Watch Point Trust Co. LLC, the firm was founded by Charles Gaziano. NPT provides wealth management, financial and investment planning and fiduciary services to individuals and families. | Investment Managers | Analyst-Equity | |
Billy Graham Evangelistic Association
Billy Graham Evangelistic Association Miscellaneous Commercial ServicesCommercial Services Billy Graham Evangelistic Association provides religious institutions services. The company was founded by Billy Graham in 1950 and is headquartered in Charlotte, NC. | Miscellaneous Commercial Services | Director/Board Member |
Statistics
International
United States | 45 |
Israel | 2 |
Canada | 2 |
Sectoral
Finance | 24 |
Consumer Services | 17 |
Commercial Services | 4 |
Producer Manufacturing | 3 |
Electronic Technology | 2 |
Operational
Corporate Officer/Principal | 24 |
Portfolio Manager-Equities | 23 |
Undergraduate Degree | 17 |
Analyst-Equity | 13 |
Masters Business Admin | 9 |
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