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Network origin in David L. Diamond first degree
Entity | Entity type | Industry | |
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The Boston Company Asset Management LLC
![]() The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements.
28
| Extinct | Investment Managers | 28 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David L. Diamond via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
BNY Mellon Investment Adviser, Inc.
![]() BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
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-Equity Corporate Officer/Principal | |
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 Analyst-Equity Portfolio Manager-Equities | |
HLM Management Co. LLC
![]() HLM Management Co. LLC Investment ManagersFinance HLM Management Co. LLC (HLM Venture Partners) is a venture capital firm founded in 1983 by James J.Mahoney, Judy Lawrie and Haberkorn A.R. The firm is headquartered in Waltham, Massachusetts. | Investment Managers | Private Equity Investor | |
Kornitzer Capital Management, Inc.
![]() Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients. | Investment Managers | Analyst-Equity | |
Cowen & Co. LLC
![]() Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Wedbush Securities, Inc.
![]() Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Corporate Officer/Principal | |
Putnam Investment Management LLC
![]() Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
CIBC Private Wealth Advisors, Inc.
![]() CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Chief Operating Officer | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Compass Point Research & Trading LLC
![]() Compass Point Research & Trading LLC Investment Banks/BrokersFinance Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe. | Investment Banks/Brokers | Corporate Officer/Principal | |
ClearData Networks, Inc.
![]() ClearData Networks, Inc. Packaged SoftwareTechnology Services ClearData Networks, Inc. engages in the provision of cloud computing and infrastructure services for the healthcare industry. Its platform include The ClearDATA Healthcare Security and Compliance Platform; ClearDATA Comply; ClearDATA Assess:Streamline Security Risk Assessments; ClearDATA Locate; and ClearDATA Managed Services. The company was founded by Darin Brannan, Matthew Ferrari, Christopher G. Bowen, Carl Kunklema, and David G. Jemmett in 2009 and is headquartered in Austin, TX. | Packaged Software | Director/Board Member | |
Regroup Therapy, Inc.
![]() Regroup Therapy, Inc. Internet Software/ServicesTechnology Services Regroup Therapy, Inc. engages in the provision of telepsychiatry solutions. It offers RegroupCDM and RegroupConnect. The company was founded by David L. Cohen and Sari Nass Ziv in 2011 and is headquartered in Chicago, IL. | Internet Software/Services | Director/Board Member | |
Mellon Investments Corp.
![]() Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Director of Research - Fxd Inc | |
Dartmouth College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin | |
Boston University | College/University | Graduate Degree | |
Boston College | College/University | Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree Masters Business Admin | |
Babson College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
The University of Chicago | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
University of Massachusetts | College/University | Masters Business Admin Undergraduate Degree | |
Massachusetts Institute of Technology | College/University | Graduate Degree Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Newton Investment Management North America LLC
![]() Newton Investment Management North America LLC Investment ManagersFinance Newton Investment Management North America LLC (NIMNA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2021 and is a subsidiary of MBC Investments Corp., ultimately owned by The Bank of New York Mellon Corp. (NYSE: BK). NIMNA provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, trusts, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments | |
University of Miami
![]() University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
Private Equity CFO Association | Director/Board Member | ||
RubiconMD, Inc.
![]() RubiconMD, Inc. Packaged SoftwareTechnology Services RubiconMD, Inc. provides health management solutions. It offers solutions to connect primary care providers to specialists for additional guidance and opinions on medical cases. The company was founded by Gill Addo, Carlos Reines, and Julien Pham in 2013 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
American University | College/University | Undergraduate Degree | |
AMVESCAP Group Services, Inc. | Corporate Officer/Principal | ||
First Data Investor Services Group
![]() First Data Investor Services Group Investment Banks/BrokersFinance Part of The PNC Financial Services Group, Inc., First Data Investor Services Group is an American company that provides processing services, mutual funds, and retirement plans. The company is based in NJ. First Data Investor Services Group was acquired by PNC Bank Corp. from First Data Corp. on December 02, 1999 for $1,100 million. | Investment Banks/Brokers | Private Equity Investor | |
Aperture Investors LLC
![]() Aperture Investors LLC Investment ManagersFinance Aperture Investors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Peter Marber in 2018 and they are a subsidiary of Generali Alpha Corp., ultimately held by Assicurazioni Generali SpA (BIT: G) in Italy. Aperture Investors serves as investment adviser or sub-adviser to UCITS Funds, mutual funds and Aperture Funds. | Investment Managers | Portfolio Manager-Equities | |
Tufts University | College/University | Graduate Degree | |
Xavier Institute of Management | College/University | Undergraduate Degree | |
Diameter Health, Inc.
![]() Diameter Health, Inc. Data Processing ServicesTechnology Services Diameter Health, Inc. transforms healthcare through clinical intelligence. It specilizes in clinical analytics, consolidated-clinical document architecture, healthcare information technology, predictive analytics and continuity of care document. The firm offers data exchange, normalization and integration, interoperability, documentation error detection and predictive analysis solutions. The company was founded by John D’Amore and is headquartered in Farmington, CT. | Data Processing Services | Director/Board Member | |
Villanova University | College/University | Undergraduate Degree | |
DeMatteo Monness LLC
![]() DeMatteo Monness LLC Investment Banks/BrokersFinance Founded in 1997, DeMatteo Monness Securities is an institutional brokerage firm with offices and trading desks in New York and Boston. The firm is a subsidiary of DeMatteo Monness LLC. They provide a full array of trading and execution services to the hedge fund and mutual fund communities in the U.S. and Europe. They do not provide any internal research. DeMatteo is a member of the NASD and clears through Goldman Sachs Execution & Clearing. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
United States | 45 |
Israel | 2 |
India | 2 |
Sectoral
Finance | 26 |
Consumer Services | 15 |
Technology Services | 5 |
Commercial Services | 2 |
Operational
Portfolio Manager-Equities | 57 |
Corporate Officer/Principal | 48 |
Analyst-Equity | 29 |
Undergraduate Degree | 27 |
Director/Board Member | 19 |
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