![Patricia B. Norris](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Network origin in Patricia B. Norris first degree
Entity | Entity type | Industry | |
---|---|---|---|
Evergreen Global Dividend Opportunity Fund
![]() Evergreen Global Dividend Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Evergreen Global Dividend Opportunity Fund is a Closed-End Investment Fund/Investment Trust. Its investment management services are provided by Evergreen Investment Management Company, LLC. The company is headquartered in Boston, MA.
23
| Extinct | Investment Trusts/Mutual Funds | 23 |
Evergreen International Balanced Income Fund
![]() Evergreen International Balanced Income Fund Investment Trusts/Mutual FundsMiscellaneous Evergreen International Balanced Income Fund is a closed-end investment fund. The fund seeks to provide a high level of income. The fund will invest primarily in dividend-paying international stocks and other equity securities and international debt securities. In addition, the fund will write call options on international indexes. The fund was founded on 27 October, 2005 and is headquartered in Boston, MA
22
| Extinct | Investment Trusts/Mutual Funds | 22 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Patricia B. Norris via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
MFS SPECIAL VALUE TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Analyst-Equity | |
Anchor Capital Advisors LLC
![]() Anchor Capital Advisors LLC Investment ManagersFinance Anchor Capital Advisors LLC (Anchor Capital) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. It was founded in 1983 by William Rice. The firm is owned by employees and by the Lincoln Peak Capital, a private investment firm. Anchor Capital offers investment advisory services to pension and profit-sharing accounts (corporate, joint trusteed and professional corporations), charitable accounts including religious, non-profit foundations and educational institutions, corporations (taxable), banks/thrift institutions, individuals, high net-worth individuals, trusts and estates, and registered investment companies. | Investment Managers | Portfolio Manager-Equities | |
Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Equities | |
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 | Corporate Officer/Principal | |
Allspring Funds Management LLC
![]() Allspring Funds Management LLC Investment ManagersFinance Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients. | Investment Managers | General Counsel Chief Operating Officer | |
WELLS FARGO ADVANTAGE FUNDS - ALLSPRING INCOME OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | General Counsel President Director/Board Member Corporate Secretary Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Chairman | |
ALLSPRING UTILITIES AND HIGH INCOME FUND | Investment Trusts/Mutual Funds | General Counsel President Director/Board Member Corporate Secretary Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Chairman | |
Adayana, Inc.
![]() Adayana, Inc. Miscellaneous Commercial ServicesCommercial Services Adayana, Inc. provides human resources and management consulting services. The company was founded by Rajiv Tandon, Charley Grady in 2001 and is headquartered in Indianapolis, IN. | Miscellaneous Commercial Services | Director/Board Member | |
Foresters Financial Services, Inc.
![]() Foresters Financial Services, Inc. Financial ConglomeratesFinance Foresters Financial Services, Inc. provides asset management services. Its products and services include mutual funds, college savings plans, insurance, and retirement planning. The company was founded on February 7, 1968 and is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal | |
Asset Allocation Trust
![]() Asset Allocation Trust Investment Trusts/Mutual FundsMiscellaneous Asset Allocation Trust provides trust services. The private company is based in San Francisco, CA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Stanford University | College/University | Corporate Officer/Principal | |
ALLSPRING MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | General Counsel President Director/Board Member Director/Board Member Corporate Secretary Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Chairman | |
Willeke & Daniels
![]() Willeke & Daniels Miscellaneous Commercial ServicesCommercial Services Willeke & Daniels provides legal services. It specializes in the areas of business litigation, family law and high asset divorce. The company was founded by John H. Daniels, Jr. in 1981 and is headquartered in Minneapolis, MN. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Appalachian State University | College/University | Undergraduate Degree | |
State of Minnesota | Province/State | Corporate Officer/Principal | |
Lehigh University | College/University | Undergraduate Degree | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Corporate Officer/Principal | |
Saint Joseph's College (Indiana) | College/University | Director/Board Member | |
US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Evergreen Investment Corp.
![]() Evergreen Investment Corp. Investment Banks/BrokersFinance Evergreen Investment Corp. provides investment and brokerage services. The firm provides real estate activities that include commercial real estate acquisition & disposition, asset management, real estate exchanging, land development and consulting. The company is headquartered in Shelbyville, IN. | Investment Banks/Brokers | Corporate Officer/Principal Chief Operating Officer | |
National Bureau of Economic Research, Inc.
![]() National Bureau of Economic Research, Inc. Investment ManagersFinance National Bureau of Economic Research, Inc. was founded in 1920. The non-profit company is based in Cambridge, MA. The company provides investment research. | Investment Managers | Corporate Officer/Principal | |
The Francis Ouimet Scholarship Fund | Director/Board Member | ||
YMCA of Greater Hartford
![]() YMCA of Greater Hartford Services to the Health IndustryHealth Services YMCA of Greater Hartford is a non-profit company based in Hartford, CT. The CEO of the company is Harold W. Sparrow. | Services to the Health Industry | Director/Board Member | |
U.S. House of Representatives | General Government | Corporate Officer/Principal | |
The Arthritis Foundation
![]() The Arthritis Foundation Miscellaneous Commercial ServicesCommercial Services Arthritis Foundation provides funds research, advocacy and support services for various kinds of arthritis and related diseases. It offers programs and services including aquatic programs, information about treatment breakthroughs, exercise tips for people with the disease and pain management information. Arthritis Foundation is located in Atlanta, GA. | Miscellaneous Commercial Services | Director/Board Member | |
WELLS FARGO ADVANTAGE FUNDS - ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Chairman | |
The Wharton School of the University of Pennsylvania | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
Hartford Hospital, Inc.
![]() Hartford Hospital, Inc. Hospital/Nursing ManagementHealth Services Hartford Hospital provides health care services. Its services include behavioral and health care, bone and joint, cancer care, cardiology and heart care, centers for surgical weight loss, diabetes and endocrinology, emergency services, neurosciences, physical rehabilitation, senior services, and women’s health. The company was founded in 1854 and is headquartered in Hartford, CT. | Hospital/Nursing Management | Director/Board Member | |
Crystal Geyser Water Co.
![]() Crystal Geyser Water Co. Beverages: Non-AlcoholicConsumer Non-Durables Part of Otsuka Holdings Co., Ltd., Crystal Geyser Water Co. is a company that offers flavored sparkling waters enhanced with natural fruit essences. The company is based in San Francisco, CA. The company's products are derived from the purest of sources and contain no artificial flavors, zero calories, and no sweeteners. The company was founded by Peter G. Gordon, Leo Soong. Peter G. Gordon has been the CEO since incorporation. | Beverages: Non-Alcoholic | Chief Executive Officer | |
Rock Center For Corporate Governance Stanford University | Corporate Officer/Principal | ||
Stanford Graduate School of Business | College/University | Corporate Officer/Principal | |
The Committee for a Responsible Federal Budget
![]() The Committee for a Responsible Federal Budget Miscellaneous Commercial ServicesCommercial Services The Committee for a Responsible Federal Budget is an independent, non-profit, bipartisan public policy organization which engages in the addressing of federa budget and fiscal issues. The company was founded by Robert T. Giaimo and Henry Bellmon on June 10, 1981 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Chairman | |
Himle Horner, Inc.
![]() Himle Horner, Inc. Miscellaneous Commercial ServicesCommercial Services Himle Horner, Inc. provides public relations services. The private company is based in Minneapolis, MN. The company was founded by John S. Himle. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
United States | 46 |
Sectoral
Finance | 17 |
Miscellaneous | 9 |
Consumer Services | 8 |
Commercial Services | 7 |
Government | 4 |
Operational
Director/Board Member | 134 |
Corporate Officer/Principal | 46 |
Independent Dir/Board Member | 41 |
Chairman | 20 |
President | 14 |
Most connected contacts
Insiders | |
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Isaiah Harris | 20 |
Timothy Penny | 17 |
Leroy Keith | 15 |
Bob Guerin | 14 |
Michael S. Scofield | 13 |
David Larcker | 12 |
Olivia Mitchell | 12 |
William Walt Pettit | 11 |
Charles A. Austin | 11 |
Peter G. Gordon | 9 |
Richard J. Shima | 9 |
Donald C. Willeke | 9 |
Richard K. Wagoner | 9 |
Tim M. Stevenson | 9 |
Judith Johnson | 8 |
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