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David Alexander Batchelder
Portfolio Manager-Equities at Sentinel Pension Advisors, Inc.
Network origin in David Alexander Batchelder first degree
Entity | Entity type | Industry | |
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Sentinel Pension Advisors, Inc.
![]() Sentinel Pension Advisors, Inc. Investment ManagersFinance Sentinel Pension Advisors, Inc. (SPA) is a SEC-registered investment advisor headquartered in Wakefield, Massachusetts. The firm was founded in 1998 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPA provides portfolio management services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer a Wrap Fee Program.
3
| Subsidiary | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David Alexander Batchelder via their personal network
Company | Sector | Related people | Main position |
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Cabot Wealth Management, Inc.
![]() Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Investment Managers | Analyst-Equity | |
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
![]() Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Investment Managers | Analyst-Equity | |
Take Command Insurance Agency, Inc.
![]() Take Command Insurance Agency, Inc. Life/Health InsuranceFinance Take Command Insurance Agency LLC engages in providing health insurance services. The company was founded by Jack Hooper and Matthew H. Mcphail in 2014 and is headquartered in Dallas, TX. | Life/Health Insurance | Founder | |
Krannert School of Management | College/University | Undergraduate Degree | |
Credit Agricole Securities (USA), Inc.
![]() Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation. | Investment Banks/Brokers | Corporate Officer/Principal | |
Babson College | College/University | Masters Business Admin | |
Northeastern University
![]() Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
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 | Analyst-Equity | |
Sentinel Benefits Group, Inc.
![]() Sentinel Benefits Group, Inc. Investment ManagersFinance Sentinel Benefits Group, Inc. provides employee benefit outsourcing solutions. Its offerings includes employee benefits and retirement plan administration, open architecture retirement plan recordkeeping, investment advisory services, defined benefit and cash balance plan services, actuarial consulting, employee stock ownership plans, and group benefits brokerage. The company was founded by Jim Carnevale, Anthony Carnevale, and John Carnevale in 1987 and is headquartered in Wakefield, MA. | Investment Managers | Chief Executive Officer | |
Gordon College | College/University | Undergraduate Degree |
Statistics
International
United States | 11 |
Sectoral
Finance | 7 |
Consumer Services | 5 |
Operational
Analyst-Equity | 4 |
Portfolio Manager-Equities | 4 |
Undergraduate Degree | 3 |
Chief Executive Officer | 2 |
Founder | 1 |
Most connected contacts
Insiders | |
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Matthew McPhail | 5 |
Brett Schneider | 5 |
Sam Mitchell | 3 |
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