Todd C. Smith
Director of Research - Equity at Disciplined Alpha LLC
Network origin in Todd C. Smith first degree
Entity | Entity type | Industry | |
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Cadence Capital Management LLC
Cadence Capital Management LLC Investment ManagersFinance Cadence Capital Management LLC is an investment advisory firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and is a subsidiary of CCM Holding LLC. Cadence provides investment advisory and supervisory services to institutions, mutual funds, individuals and private pooled investment vehicles.
10
| Extinct | Investment Managers | 10 |
Disciplined Alpha LLC
Disciplined Alpha LLC Investment ManagersFinance Disciplined Alpha LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Kevin W. Shea in 2013. Disciplined Alpha provides discretionary investment advisory services to private pooled investment vehicles, an Irish domiciled UCITS and a separately managed account. Their investors include ERISA Pension Plans, institutional investors, charitable foundations, family limited partnerships and high net worth individuals.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Todd C. Smith via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Corporate Officer/Principal | |
Westfield Capital Management Co. LP
Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Investment Managers | Corporate Officer/Principal | |
FACTSET RESEARCH SYSTEMS, INC. | Data Processing Services | Corporate Officer/Principal | |
Essex Investment Management Co. LLC
Essex Investment Management Co. LLC Investment ManagersFinance Essex Investment Management Co. LLC (Essex) is an independent registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Hazard and Joseph McNay in 1976. Essex provides investment management services on a discretionary basis to institutional clients, such as employee benefits plans, endowment funds, foundations, religious organizations, and mutual funds. The firm also provides investment management services to individuals (private clients), limited partnerships and limited liability companies. | Investment Managers | Corporate Officer/Principal | |
Ropes & Gray LLP (Private Client Group)
Ropes & Gray LLP (Private Client Group) Investment ManagersFinance Founded in 1865, Ropes & Gray is a global law firm headquartered in Boston with additional offices in Chicago, Hong Kong, London, New York City, San Francisco, Silicon Valley, Tokyo, and Washington, DC. The firm represents interests across a variety of industries in corporate law and litigation matters. They also offer counsel on labor and employment issues, tax and benefits, creditors' rights and private client services. Ropes & Gray's include large and small companies, financial institutions, government agencies, hospitals and healthcare organizations, colleges and universities, families and individuals. Ropes & Gray's private client group provides comprehensive wealth management services to high net-worth families and individuals. The group focuses on estate and gift planning, estate settlement and trust services including the management of trust assets. Their high net-worth clients include business owners and executives, professionals, retirees and wealthy families. | Investment Managers | Corporate Officer/Principal | |
ASB Capital Management LLC
ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Investment Managers | Analyst-Equity | |
Hellman, Jordan Management Co., Inc.
Hellman, Jordan Management Co., Inc. Investment ManagersFinance Hellman, Jordan Management Co., Inc. (HJMC) is a registered investment advisor headquartered in Quincy, Massachusetts. The firm was founded by Gerald R. Jordan, Jr. in 1978 and they are wholly owned by Jordan Capital Management, Inc. HJMC provides portfolio management services for two primary families and employee accounts, which consist of high net worth individuals, trusts, profit-sharing plans, and private foundations. | Investment Managers | Corporate Officer/Principal | |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Corporate Officer/Principal | |
David Wendell Associates, Inc.
David Wendell Associates, Inc. Investment ManagersFinance David Wendell Associates, Inc. (DWA) is an independent, SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by David T. Wendell in 1979. DWA fee-only services to individuals and families, trusts, retirement accounts, charitable organizations, businesses and banks. It also provides investment advisory consulting services to a bank trust department, a private trustee firm, two law firms and an investment advisory firm. | Investment Managers | Analyst-Equity | |
Longfellow Investment Management Co. LLC
Longfellow Investment Management Co. LLC Investment ManagersFinance Founded in 1986 by John Ciarleglio and David Seeley, Longfellow Investment Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm offers discretionary investment management services primarily to US-based institutions, including banks, corporations, foundations, family offices, insurance companies, mutual funds, pension plans, Taft-Hartley plans, and not-for-profit organizations. | Investment Managers | Portfolio Manager-Equities Director of Research - Equity | |
University of Notre Dame | College/University | Masters Business Admin Undergraduate Degree | |
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 | |
JP Marvel Investment Advisors LLC
JP Marvel Investment Advisors LLC Investment ManagersFinance Founded in 2007, JP Marvel Investment Advisors LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides customized investment supervisory services to individuals, trusts, estates, or charitable organizations, and corporations or business entities. They also sponsor the Captain Fund I LLC. | Investment Managers | Portfolio Manager-Equities | |
Brown University | College/University | Doctorate Degree | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree | |
Tufts University | College/University | Undergraduate Degree | |
Babson College | College/University | Masters Business Admin | |
Integrity Capital Management LLC
Integrity Capital Management LLC Investment ManagersFinance Integrity Capital Management LLC (ICM) is an independent, SEC-registered investment advisor headquartered in Kingsport, Tennessee. Founded in 2006, ICM provides discretionary asset management services for individuals, trusts, and foundations; general financial planning and specialized retirement planning to individuals; advice to qualified plan sponsors; and general investment consulting, education, and training to individuals and corporations. | Investment Managers | Corporate Officer/Principal | |
Advanced Image Enhancement, Inc.
Advanced Image Enhancement, Inc. Packaged SoftwareTechnology Services Advanced Image Enhancement, Inc. develops innovative image processing software that provides screening and diagnosis solutions for diseases. Its products include digital mammography, FDA clearance, chest x-ray, and security applications. The company was founded by Michael J. Duarte and Alan Semine in November 2000 and is headquartered in Providence, RI. | Packaged Software | Chief Tech/Sci/R&D Officer | |
Boston College | College/University | Masters Business Admin | |
Trinity College (Connecticut) | College/University | Undergraduate Degree | |
Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
University of Maryland | College/University | Masters Business Admin | |
Macquarie Management Holdings, Inc.
Macquarie Management Holdings, Inc. Investment Banks/BrokersFinance Macquarie Management Holdings, Inc. engages in the provision of investment management services. It also offers managed accounts, college savings plans, mutual funds, and retirement plans. The company was founded in 1929 and is headquartered in Philadelphia, PA. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Georgetown University | College/University | Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree | |
Boston University | College/University | Undergraduate Degree |
Statistics
International
United States | 43 |
United Kingdom | 2 |
Sectoral
Finance | 27 |
Consumer Services | 15 |
Technology Services | 3 |
Communications | 2 |
Operational
Corporate Officer/Principal | 21 |
Portfolio Manager-Equities | 14 |
Analyst-Equity | 11 |
Undergraduate Degree | 9 |
Masters Business Admin | 7 |
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