Ben Wallace
Director of Research - Equity at Grimes & Co., Inc.
Network origin in Ben Wallace first degree
Entity | Entity type | Industry | |
---|---|---|---|
Grimes & Co., Inc.
Grimes & Co., Inc. Investment ManagersFinance Grimes & Co., Inc. (Grimes) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Westborough, Massachusetts. The firm was founded in 1985 by Timothy Grimes. Grimes provides investment advisory services to individuals, business entities, trusts, pension & profit sharing plans, estates, charitable organizations, and state or municipal government entities.
13
| Private Company | Investment Managers | 13 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Ben Wallace via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Bryant University | College/University | Undergraduate Degree Undergraduate Degree | |
Babson College | College/University | Undergraduate Degree Undergraduate Degree | |
Bentley University | College/University | Undergraduate Degree Graduate Degree | |
Paul Revere Corp.
Paul Revere Corp. Multi-Line InsuranceFinance Part of Unum Group, Paul Revere Corp. provides individual and group life insurance. | Multi-Line Insurance | Corporate Officer/Principal | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
David Witherbee & Associates, Inc.
David Witherbee & Associates, Inc. Investment ManagersFinance David Witherbee & Associates, Inc. provides investment advice. The private company is based in Concord, MA. | Investment Managers | Corporate Officer/Principal | |
Albright College | College/University | Undergraduate Degree | |
Daintree Advisors LLC
Daintree Advisors LLC Investment ManagersFinance Part of Cerity Partners LLC, Daintree Advisors LLC is a company that provides investment advisory services. The company is based in Boston, MA. Daintree Advisors was acquired by Cerity Partners LLC on March 01, 2022. | Investment Managers | Corporate Officer/Principal | |
Syracuse University | College/University | Undergraduate Degree | |
Polen Capital Credit LLC
Polen Capital Credit LLC Investment ManagersFinance Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
University of Massachusetts | College/University | Undergraduate Degree | |
Draper Laboratory
Draper Laboratory Miscellaneous Commercial ServicesCommercial Services Draper Laboratory specializes in the design, development, and deployment of advanced technological solutions. The non-profit company is based in Cambridge, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Tufts University | College/University | Graduate Degree | |
Massachusetts Institute of Technology | College/University | Corporate Officer/Principal | |
Boston University | College/University | Undergraduate Degree | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree | |
Roger Williams University | College/University | Corporate Officer/Principal | |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
Providence College | College/University | Undergraduate Degree | |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Villanova University | College/University | Undergraduate Degree | |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Accenture LLC
Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Trading-Equity | |
Boston College | College/University | Masters Business Admin |
Statistics
International
United States | 27 |
Sectoral
Consumer Services | 15 |
Finance | 11 |
Commercial Services | 3 |
Operational
Undergraduate Degree | 13 |
Corporate Officer/Principal | 12 |
Portfolio Manager-Equities | 10 |
Trading-Equity | 2 |
Analyst-Equity | 2 |
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