Karen Ann Jacoppo-Wood
Corporate Officer/Principal at RMR Funds Series Trust
Network origin in Karen Ann Jacoppo-Wood first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
18
| Subsidiary | Investment Managers | 18 |
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.
16
| Subsidiary | Investment Managers | 16 |
RMR Funds Series Trust
5
| Trust/Trustee | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Karen Ann Jacoppo-Wood via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| THE RMR GROUP INC. | Financial Conglomerates | General Counsel Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Boston College | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The RMR Group LLC
 The RMR Group LLC Real Estate DevelopmentFinance The RMR Group LLC is an asset management company. The firm invests in real estate and manages real estate related businesses. It provides services to publicly owned real estate investment trusts, or REITs, real estate related operating companies, and real estate securities mutual fund and One firms specializing in commercial real estate finance. The company was founded in 1986 and is headquartered in Newton, MA. | Real Estate Development | Director/Board Member Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal | |
| SEVEN HILLS REALTY TRUST | Real Estate Investment Trusts | Corporate Secretary Director of Finance/CFO Investor Relations Contact | |
| DIVERSIFIED HEALTHCARE TRUST | Real Estate Investment Trusts | Corporate Secretary Director/Board Member Investor Relations Contact | |
| SERVICE PROPERTIES TRUST | Real Estate Investment Trusts | Corporate Secretary Director/Board Member Investor Relations Contact | |
RMR Advisors LLC
 RMR Advisors LLC Investment ManagersFinance RMR Advisors LLC is an investment management firm headquartered in Newton, Massachusetts. The firm was founded in 2003 and is wholly owned by the RMR Group LLC, a subsidiary of the RMR Group, Inc. (NASDAQ: RMR). RMR Advisors provides investment advice to individual and institutional clients. | Investment Managers | Corporate Secretary Corporate Officer/Principal Portfolio Manager-Equities | |
REIT Management & Research LLC
 REIT Management & Research LLC Real Estate Investment TrustsFinance REIT Management & Research LLC provides real estate services. It manages real estate funds for its clients. The company was founded by Barry Michael Portnoy in 1986 and is headquartered in Newton, MA. | Real Estate Investment Trusts | General Counsel Corporate Officer/Principal Investor Relations Contact | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| EQUITY COMMONWEALTH | Real Estate Investment Trusts | Corporate Secretary Director of Finance/CFO Investor Relations Contact | |
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 | Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities | |
| INDUSTRIAL LOGISTICS PROPERTIES TRUST | Real Estate Investment Trusts | General Counsel Chief Executive Officer | |
| Babson College | College/University | Masters Business Admin Masters Business Admin | |
BNP Paribas Asset Management USA, Inc.
 BNP Paribas Asset Management USA, Inc. Investment ManagersFinance BNP Paribas Asset Management USA, Inc. (BNPP AM USA) is a registered investment advisor headquartered in New York City. The firm was founded in 1972 as Fischer Francis Trees & Watts, Inc. (FFTW). In 2015, FFTW’s affiliated US registered investment advisor, BNP Paribas Asset Management Inc., was merged into FFTW. FFTW was re-branded as BNP Paribas Asset Management USA, Inc. in 2017. The firm is a wholly-owned subsidiary of BNP Paribas Asset Management USA Holdings, Inc. (BNPP AM), part of International Financial Services division of BNP Paribas (EPA: BNP) (BNPP). BNPP AM USA provides customized investment management services to institutional clients. They also provide non-discretionary investment management activities and/or act as collateral manager for structured products such as CDOs and CLOs. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| THE CHINA FUND, INC. | Investment Trusts/Mutual Funds | President Corporate Officer/Principal | |
| Bentley University | College/University | Masters Business Admin Graduate Degree | |
Tremont Realty Capital LLC
 Tremont Realty Capital LLC Finance/Rental/LeasingFinance Part of The RMR Group, Inc., Tremont Realty Capital LLC is a company that provides commercial real estate financing services. The company is based in Newton, MD. Matthew P. Jordan has been the CEO of the company since 2016. | Finance/Rental/Leasing | Director/Board Member Director of Finance/CFO | |
| ALERISLIFE INC. | Hospital/Nursing Management | Director/Board Member Investor Relations Contact | |
| OFFICE PROPERTIES INCOME TRUST | Real Estate Investment Trusts | Director/Board Member Investor Relations Contact | |
| TRAVELCENTERS OF AMERICA INC. | Specialty Stores | Corporate Secretary Investor Relations Contact | |
HPT SN Holding, Inc.
 HPT SN Holding, Inc. Hotels/Resorts/Cruise linesConsumer Services HPT SN Holding, Inc. engages in the operation of hotels. It provides services in United States, Egypt, Peru, Columbia, Chile, Ecuador and Caribbean. The company was founded in 1923 and is headquartered in Newton, MA. | Hotels/Resorts/Cruise lines | Director/Board Member Investor Relations Contact | |
| Wallace E Carroll School of Management | College/University | Masters Business Admin | |
| George Washington University | College/University | Undergraduate Degree | |
SS&C GlobeOp
 SS&C GlobeOp Financial ConglomeratesFinance Part of SS & C Technologies Holdings, Inc., SS & C GlobeOp is a company that provides alternative fund management services. The company is based in New York, NY. | Financial Conglomerates | Corporate Officer/Principal | |
New England Guild Wealth Advisors, Inc.
 New England Guild Wealth Advisors, Inc. Investment ManagersFinance New England Guild Wealth Advisors, Inc. (Guild) is an independent registered investment advisor and wealth management firm headquartered in Avon, Connecticut. Founded in 1991, Guild provides investment advisory services to individuals, families, retirement plans, trusts and endowments, on both a discretionary and a nondiscretionary basis. | Investment Managers | Portfolio Manager-Equities | |
| Katholieke Universiteit Leuven | College/University | Graduate Degree | |
| Boston University School of Public Health | College/University | Graduate Degree | |
| Massachusetts Department of Public Health | General Government | Corporate Officer/Principal | |
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 | |
TPM, Inc.
 TPM, Inc. Information Technology ServicesTechnology Services TPM, Inc. provides 2D and 3D design technology solutions. The firm specializes implementing BIM Solutions, canon copiers, 3D cad software, large format graphics, project management solutions and 3D printing. Its products include Backlit Displays, Outdoor Graphics, Wall murals, Floor Graphics, Custom Boxes, Rigid Display and Tradeshow Displays. The company was founded by Jerry Cooper in 1973 and is headquartered in Greenville, SC. | Information Technology Services | President | |
| Loyola University of Chicago | College/University | Graduate Degree | |
Surveyor Capital Ltd.
 Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Investment Managers | Corporate Officer/Principal |
Statistics
International
| United States | 50 |
| Belgium | 2 |
Sectoral
| Finance | 26 |
| Consumer Services | 13 |
| Miscellaneous | 10 |
| Health Services | 2 |
| Retail Trade | 2 |
Operational
| Corporate Officer/Principal | 86 |
| Portfolio Manager-Equities | 32 |
| Corporate Secretary | 31 |
| Undergraduate Degree | 31 |
| Director/Board Member | 26 |
Most connected contacts
| Insiders | |
|---|---|
| Jennifer Clark | 34 |
| Fernando Diaz | 21 |
| John C. Popeo | 20 |
| Timothy A. Bonang | 19 |
| Christian Fay | 12 |
| Frank J. Bailey | 11 |
| Mark Madden | 9 |
| Bill Pfeiffer | 8 |
| Timothy James Horan | 8 |
| Steve Kistner | 7 |
| Gary French | 7 |
| Carol R. Lintz | 7 |
| Benjamin Pittsley | 6 |
| Sam T. Lee | 6 |
| Stephen A. Balter | 6 |
- Stock Market
- Insiders
- Karen Ann Jacoppo-Wood
- Company connections
