Network origin in Philip Clayton Lee first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Back Bay Financial Group, Inc.
 Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston
12
| Extinct | Investment Managers | 12 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Philip Clayton Lee via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | 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 | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Investment Managers | Chief Investment Officer President Analyst-Equity Portfolio Manager-Fixed Income Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Analyst-Fixed Income Portfolio Manager-Equities | |
| Bentley University | College/University | Corporate Officer/Principal Graduate Degree | |
| Boston College | College/University | Masters Business Admin Masters Business Admin | |
| Keene State College | College/University | Undergraduate Degree | |
TFC Financial Management, Inc.
 TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations. | Investment Managers | Investment Committee Member | |
| Wallace E Carroll School of Management | College/University | Undergraduate Degree | |
| McCallum Graduate School of Business | College/University | Graduate Degree | |
| St. Anselm College | College/University | Undergraduate Degree | |
| Carleton College | College/University | Undergraduate Degree | |
| Providence College | College/University | Undergraduate Degree | |
| Stonehill College, Inc. | College/University | Undergraduate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree | |
| University of Massachusetts | College/University | Graduate Degree | |
| Maastricht University | College/University | Graduate Degree | |
| Babson College | College/University | Corporate Officer/Principal | |
| Muhlenberg College | College/University | Undergraduate Degree | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Worcester Polytechnic Institute | College/University | Undergraduate Degree | |
| Holy Cross College (Indiana) | College/University | Undergraduate Degree | |
| Colby College | College/University | Undergraduate Degree | |
| Cornell Law School | College/University | Graduate Degree |
Statistics
International
| United States | 27 |
| New Zealand | 2 |
| Netherlands | 2 |
| Italy | 2 |
Sectoral
| Consumer Services | 19 |
| Finance | 9 |
| Electronic Technology | 2 |
| Commercial Services | 2 |
| Industrial Services | 2 |
Operational
| Corporate Officer/Principal | 19 |
| Undergraduate Degree | 11 |
| Portfolio Manager-Equities | 7 |
| Analyst-Fixed Income | 6 |
| Analyst-Equity | 5 |
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