Bob Siefert
Chief Executive Officer at Modera Capital, Inc.
Network origin in Bob Siefert first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.
34
| Subsidiary | Investment Managers | 34 |
Back Bay Financial Group, Inc.
 Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston
14
| Extinct | Investment Managers | 14 |
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).
13
| Subsidiary | Investment Managers | 13 |
The Boston Co. Holding LLC
 The Boston Co. Holding LLC Major BanksFinance The Boston Co. Holding LLC is a company that specializes in commercial banking. The company is based in Pittsburgh, PA.
9
| Extinct | Major Banks | 9 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bob Siefert via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
| NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP | Real Estate Development | Director/Board Member | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Shearson Lehman Brothers Holdings, Inc.
 Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal | |
Summit Partners LP
 Summit Partners LP Investment ManagersFinance Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Director of Finance/CFO | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Corporate Officer/Principal | |
Bel Air Investment Advisors LLC
 Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Investment Managers | Corporate Officer/Principal | |
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Investment Managers | President Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Trading-Equity Analyst-Equity | |
Heitman LLC
 Heitman LLC Investment ManagersFinance Heitman LLC (Heitman) is a private equity firm founded in 1966 .The firm is headquartered in Chicago, Illinois. | Investment Managers | Chief Operating Officer | |
Marquette Asset Management LLC
 Marquette Asset Management LLC Investment ManagersFinance Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities. | Investment Managers | Chief Operating Officer | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree | |
| Maastricht University | College/University | Graduate Degree | |
Liberty Corporate Services, Inc.
 Liberty Corporate Services, Inc. Life/Health InsuranceFinance Liberty Corporate Services, Inc. provides life insurance products and institutional asset management services. The company was founded in 1985 and is located in Boston, MA. | Life/Health Insurance | Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin Corporate Officer/Principal Masters Business Admin | |
| Bentley University | College/University | Undergraduate Degree Corporate Officer/Principal Graduate Degree | |
| Boston College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Doctorate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin | |
| Syracuse University | College/University | Masters Business Admin Graduate Degree | |
| Kalamazoo College | College/University | Undergraduate Degree | |
| Lafayette College | College/University | General Counsel Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Masters Business Admin | |
| Muhlenberg College | College/University | Undergraduate Degree | |
| Providence College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| State University of New York at Albany | College/University | Undergraduate Degree Masters Business Admin | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Graduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Graduate Degree | |
| Worcester Polytechnic Institute | College/University | Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| Wallace E Carroll School of Management | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree | |
| IBM Business Consulting /Int'l Group Consulting Practice/ | Miscellaneous Commercial Services | Corporate Officer/Principal | |
NewReal, Inc.
 NewReal, Inc. Engineering & ConstructionIndustrial Services NewReal, Inc. provides commercial construction services. The private company is based in Allston, MA. Ronald Brown has been the CEO of the company since 1984. | Engineering & Construction | Director/Board Member | |
PGIM Private Real Estate Fund, Inc.
 PGIM Private Real Estate Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous PGIM Private Real Estate Fund, Inc. is a closed-end investment fund, which aims to provide current income and long-term capital appreciation. Its investment strategy is to invest on private real estate, including property, equity investments in real estate or real estate related companies and debt investments backed by real estate or real estate related companies acquired from private issuers or in private transactions. The company was founded on July 23, 2021 and is headquartered in Newark, NJ. | Investment Trusts/Mutual Funds | Chairman | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Curtin University | College/University | Undergraduate Degree |
Statistics
International
| United States | 46 |
| Netherlands | 2 |
| Australia | 2 |
Sectoral
| Consumer Services | 23 |
| Finance | 20 |
| Miscellaneous | 3 |
| Commercial Services | 3 |
| Electronic Technology | 2 |
Operational
| Corporate Officer/Principal | 73 |
| Undergraduate Degree | 61 |
| Portfolio Manager-Equities | 60 |
| Analyst-Equity | 39 |
| Director/Board Member | 19 |
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