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Network origin in Tracy M. McCarthy first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
23
| Operating Division | Investment Managers | 23 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tracy M. McCarthy via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Drew University | College/University | Undergraduate Degree | |
STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal | |
Wilmington Trust Corp.
![]() Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | Major Banks | Corporate Officer/Principal | |
Bessemer Trust Co., NA
![]() Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | Corporate Officer/Principal | |
DWS Investment Management Americas, Inc.
![]() DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Chief Investment Officer | |
Hartford Investment Management Co.
![]() Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Bank NA
![]() Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
Wilmington Trust Investment Management LLC
![]() Wilmington Trust Investment Management LLC Investment ManagersFinance Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds. | Investment Managers | Corporate Officer/Principal | |
Bankers Trust Co. (Des Moines, Iowa)
![]() Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal | |
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 | Sales & Marketing | |
Staley Capital Advisers, Inc.
![]() Staley Capital Advisers, Inc. Investment ManagersFinance Staley Capital Advisers, Inc. (Staley Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by John Staley A. IV in 1996. Staley Capital provides portfolio management services to wealthy families, individuals, trusts and institutional accounts such as charitable organizations and profit-sharing plans. | Investment Managers | Analyst-Equity | |
Chevy Chase Trust Co.
![]() Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients. | Investment Managers | Portfolio Manager-Equities | |
RAILPOWER TECHNOLOGIES CORP. | Railroads | Founder | |
Summitry LLC
![]() Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Investment Managers | Corporate Officer/Principal | |
Thunderbird School of Global Management | College/University | Masters Business Admin | |
BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Corporate Officer/Principal | |
Brown University | College/University | Graduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Graduate 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 | Undergraduate Degree | |
Boston University | College/University | Undergraduate Degree | |
Mercer University | College/University | Graduate Degree | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
Arizona State University | College/University | Undergraduate Degree | |
Cleveland State University | College/University | Undergraduate Degree | |
Georgia Institute of Technology | College/University | Undergraduate Degree | |
Arizona State Retirement System
![]() Arizona State Retirement System Investment ManagersFinance The Arizona State Retirement System (ASRS) is a state-owned pension fund manager headquartered in Phoenix, Arizona. ASRS was founded in 1953 to provide retirement security to State of Arizona’s public servants, which includes teachers, municipal workers and other government employees. They administer a pension plan, long-term disability plan, retiree health insurance plans and other benefits to qualified government workers. | Investment Managers | Corporate Officer/Principal | |
New York University | College/University | Masters Business Admin | |
Providence College | College/University | Undergraduate Degree | |
Temple University Alumni Association | Corporate Officer/Principal | ||
Fesnak LLP
![]() Fesnak LLP Miscellaneous Commercial ServicesCommercial Services Fesnak & Associates LLP provides accounting and management consulting services. It offers assurance and accounting, financial management solutions, tax services, transaction advisory, valuation and litigation support, and bankruptcy and restructuring services. The company was founded on December 9, 2004 and is headquartered in Blue Bell, PA. | Miscellaneous Commercial Services | Sales & Marketing | |
Association for Corporate Growth, Inc.
![]() Association for Corporate Growth, Inc. Miscellaneous Commercial ServicesCommercial Services Association for Corporate Growth, Inc. is a global organization founded in 1954 by Kenneth S. Berryman and David H. Brenner. The non-profit company is based in Chicago, IL and has subsidiaries in the United Kingdom, Netherlands, Canada, and the United States. The company's mission is to drive middle-market growth and it serves 90,000 investors, executives, lenders, and advisers to growing middle-market companies. The company's core focus is on middle-market M&A, with more than 25 years of sell-side and buy-side advisory experience, closing more than 200 transactions with a combined value of more than $1 billion. The company also publishes Middle Market Growth, the official publication of the Association for Corporate Growth, which includes a print magazine, website, weekly e-newsletter, and daily newsfeed. The CEO of the company since 2019 is Brent A. Baxter. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Corporate Alliance for Drug Education | Director/Board Member | ||
People's Emergency Center | Chairman | ||
Philadelphia-Whitemarsh Rugby Football Club, Inc. | Director/Board Member | ||
CFA Society of Pittsburgh | President | ||
GSB Wealth Management LLC
![]() GSB Wealth Management LLC Investment ManagersFinance GSB Wealth Management LLC (GSBWM) is a registered wealth management firm headquartered in Guilford, Connecticut. The firm was founded in 1999 as Asset & Retirement Investment Associates LLC. Following the 2016 merger of Guilford Savings Bank’s Infinex brokerage unit and their subsidiary, Asset & Retirement Investment Associates, the newly formed firm was renamed GSB Wealth Management. GSBWM primarily provides individualized asset management to high net-worth clients. | Investment Managers | Chief Investment Officer | |
Purdue University | College/University | Undergraduate Degree | |
University of Georgia | College/University | Undergraduate Degree | |
Buckhead Coalition, Inc. | Director/Board Member | ||
San Francisco State University | College/University | Undergraduate Degree |
Statistics
International
United States | 48 |
Canada | 2 |
Sectoral
Finance | 23 |
Consumer Services | 17 |
Commercial Services | 3 |
Transportation | 2 |
Miscellaneous | 2 |
Operational
Corporate Officer/Principal | 29 |
Portfolio Manager-Equities | 17 |
Undergraduate Degree | 13 |
Portfolio Manager-Fixed Income | 13 |
Chief Investment Officer | 11 |
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