James C. Quealy
Analyst-Fixed Income at Appleton Partners, Inc.
Network origin in James C. Quealy first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Boston College
381
| College/University | Other Consumer Services | 381 |
Boston University
149
| College/University | Other Consumer Services | 149 |
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers.
35
| Subsidiary | Investment Managers | 35 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to James C. Quealy via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| EATON VANCE CORP. | Investment Managers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a 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, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Corporate Officer/Principal 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 | Corporate Officer/Principal Private Equity Investor | |
Chesapeake Operating LLC
 Chesapeake Operating LLC Integrated OilEnergy Minerals Part of Chesapeake Energy Corp., Chesapeake Operating LLC is a company based in Oklahoma City, OK. | Integrated Oil | Director of Finance/CFO | |
Chesapeake Louisiana LP
 Chesapeake Louisiana LP Oil & Gas ProductionEnergy Minerals Part of Chesapeake Energy Corp., Chesapeake Louisiana LP is an American company. | Oil & Gas Production | Director of Finance/CFO | |
Chesapeake Energy Marketing, Inc.
 Chesapeake Energy Marketing, Inc. Oil & Gas ProductionEnergy Minerals Part of Chesapeake Energy Corp., Chesapeake Energy Marketing, Inc. provides business consulting services. | Oil & Gas Production | Director of Finance/CFO | |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Portfolio Manager-Fixed Income 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 | Analyst-Fixed Income Trading-Equity | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
The Bank of New York Mellon Trust Co. NA
 The Bank of New York Mellon Trust Co. NA Major BanksFinance A subsidiary of the Bank of New York (NYSE: BK), Bank of New York Trust Co. NA (BNY) manages trust portfolios for individual investors. They are headquartered in Los Angeles. | Major Banks | Corporate Officer/Principal | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Chesapeake Exploration LLC
 Chesapeake Exploration LLC Oil & Gas ProductionEnergy Minerals Part of Chesapeake Energy Corp., Chesapeake Exploration LLC is an American company. | Oil & Gas Production | Director of Finance/CFO | |
| Empress LLC | Director of Finance/CFO | ||
Chesapeake Oilfield Services, Inc.
 Chesapeake Oilfield Services, Inc. Oilfield Services/EquipmentIndustrial Services Chesapeake Oilfield Services, Inc. is a diversified oilfield services company whose operating subsidiaries provide services and equipment primarily to Chesapeake Energy Corporation and its working interest partners, as well as other customers in the upstream oil and natural gas industry in the United States. Its services include contract drilling, hydraulic fracturing, oilfield rentals, rig relocation, fluid transportation, disposal, and manufacturing of natural gas compressor packages. The company was founded on April 10, 2012 and is headquartered in Oklahoma City, OK. | Oilfield Services/Equipment | Director of Finance/CFO | |
| CHK Energy Holdings, Inc. | Director/Board Member | ||
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Leerink Partners LLC
 Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Moors & Cabot, Inc.
 Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP). | Investment Banks/Brokers | Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin Masters Business Admin | |
| Bates College | College/University | Undergraduate Degree Undergraduate Degree | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Providence College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Wallace E Carroll School of Management | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Graduate Degree Masters Business Admin | |
| Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Masters Business Admin Graduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| FTSINC | Oilfield Services/Equipment | Director/Board Member | |
| The University of Texas at Austin | College/University | Masters Business Admin | |
Sundrop Fuels, Inc.
 Sundrop Fuels, Inc. Alternative Power GenerationUtilities Sundrop Fuels, Inc. provides technology to produce any type of renewable, liquid advanced biofuel, from gasoline to diesel and aviation fuels. Its high-temperature solar gasification process turns plant material into liquid transportation fuel for immediate use in automobiles, diesel engines and aircraft. The company was founded by Jensen Reed and P. Michael Masterson in 2008 and is headquartered in Longmont, CO. | Alternative Power Generation | Director/Board Member | |
| CHAPARRAL ENERGY, INC. | Oil & Gas Production | Director/Board Member | |
WPZ GP LLC
 WPZ GP LLC Oil & Gas ProductionEnergy Minerals WPZ GP LLC owns, operates, develops and acquires natural gas gathering systems and other midstream energy assets. The company is headquartered in Oklahoma City, OK. | Oil & Gas Production | Director/Board Member | |
Bernstein Global Wealth Management
 Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Investment Managers | Corporate Officer/Principal | |
The Bank of New York Mellon (New York)
 The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
| St. Michael's College | College/University | Undergraduate Degree | |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
| Suffolk University | College/University | Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree |
Statistics
International
| United States | 47 |
Sectoral
| Finance | 21 |
| Consumer Services | 14 |
| Energy Minerals | 7 |
| Industrial Services | 3 |
| Miscellaneous | 2 |
Operational
| Corporate Officer/Principal | 118 |
| Director/Board Member | 96 |
| Undergraduate Degree | 93 |
| Analyst-Equity | 57 |
| Graduate Degree | 48 |
Most connected contacts
| Insiders | |
|---|---|
| Nick Dell’Osso | 24 |
| Brian Mulvey | 22 |
| Andy Miller | 15 |
| Michael Marino | 14 |
| Vincent M. O'Reilly | 13 |
| Ted Thirapatana | 12 |
| Ben McMillan | 12 |
| Xu Li | 11 |
| Matthew Robert Renna | 10 |
| Berke Bakay | 10 |
| Mary M. Shannon | 9 |
| Christopher Balch | 8 |
| Lin Nan Xue | 8 |
| Chris Walker | 8 |
| David Larsen | 8 |
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