Bill Dunn
Analyst-Equity at Charter Research & Investment Group, Inc.
Network origin in Bill Dunn first degree
Entity | Entity type | Industry | |
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Norwich University
5
| College/University | Other Consumer Services | 5 |
Charter Research & Investment Group, Inc.
Charter Research & Investment Group, Inc. Investment ManagersFinance Charter Research & Investment Group, Inc. (Charter) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Southport, Connecticut. The firm was founded by Paula Luciani in 1988. Charter provides asset management services to high net-worth individuals and families.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bill Dunn via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Dell, Inc.
Dell, Inc. Computer Processing HardwareElectronic Technology Dell, Inc. engages in the manufacture of electronic devices. Its products include laptops, desktops, tablets, thin clients, printers, monitors, software, workstations and accessories. The company was founded by Michael Saul Dell on February 1, 1984 and is headquartered in Round Rock, TX. | Computer Processing Hardware | Comptroller/Controller/Auditor | |
Jackson National Life Insurance Co.
Jackson National Life Insurance Co. Life/Health InsuranceFinance Jackson National Life Insurance Co. engages in the provision of retirement fund management and life insurance services. Its products include variable and fixed index annuities. The company was founded in 1961 and is headquartered in Lansing, MI. | Life/Health Insurance | 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 | |
UNISYS CORPORATION | Information Technology Services | Corporate Officer/Principal | |
H. M. Payson & Co.
H. M. Payson & Co. Investment ManagersFinance H.M. Payson & Co. (HM Payson) is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded in 1854 by Henry Martyn Payson. They originally specialize in financing public water companies and became nationally known as an underwriter of America’s growing infrastructure. Today, investment advisory and trust services are their exclusive focus. HM Payson provides investment advisory, trust and wealth management services to a wide variety of individuals, trusts, endowments, foundations and retirement plans. | Investment Managers | President | |
First National Bank (Maine)
First National Bank (Maine) Major BanksFinance First National Bank (Maine) engages in the provision of commercial banking services. It offers personal and business accounts, wealth management, and investment products. The company was founded in 1852 and is headquartered in Damariscotta, ME. | Major Banks | Corporate Officer/Principal | |
Microvi Biotech, Inc.
Microvi Biotech, Inc. Environmental ServicesIndustrial Services Microvi Biotech, Inc. develops clean and waste-free water treatment technologies. It offers scientifically-advanced biotechnologies available to clean water, preserve the environment, and protect human health. The firm also conducts extensive research and development programs designed to discover and implement novel solutions for a variety of environmental and human needs. The company was founded by Fatemeh Shirazi in 2004 and is headquartered in Hayward, CA. | Environmental Services | Director/Board Member | |
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 | Undergraduate Degree | |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
Fairfield University | College/University | Undergraduate Degree Undergraduate Degree | |
Skidmore College | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Masters Business Admin | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity | |
Western New England University | College/University | Masters Business Admin | |
Arise Virtual Solutions, Inc.
Arise Virtual Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Arise Virtual Solutions, Inc. engages in the provision of crowdsourcing and business process outsourcing services. It offers contact center outsourcing platform, omnichannel contact center support, business continuity, and consulting services. The company was founded by Gail Nichols and Richard Stephen Cherry in 1994 and is headquartered in Miramar, FL. | Miscellaneous Commercial Services | Sales & Marketing | |
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | Investment Managers | Portfolio Manager-Equities | |
The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal | |
United States Marine Corps | Sovereign | Corporate Officer/Principal | |
Construction Industry Round Table | Director/Board Member | ||
MWH Constructors, Inc.
MWH Constructors, Inc. Engineering & ConstructionIndustrial Services Part of MWH Global, Inc., MWH Constructors, Inc. is a project delivery company with a focus on water and energy. The company is based in Broomfield, CO. The company incorporates industry-leading preconstruction services and safety practices, and its multi-disciplined team of engineering and construction professionals delivers a wide range of projects, including new facilities, infrastructure improvement and expansion, and capital construction services. The company was founded in 1820. The CEO is Blair Michael Lavoie. | Engineering & Construction | Chief Executive Officer | |
Lesley University | College/University | Graduate Degree | |
New England School of Law | College/University | Graduate Degree | |
Dell Corp.
Dell Corp. Engineering & ConstructionIndustrial Services Dell Corp. operates as a contracting firm specializing in historic preservation specialties. | Engineering & Construction | Corporate Officer/Principal | |
Nationwide Securities LLC
Nationwide Securities LLC Investment ManagersFinance Part of Nationwide Mutual Insurance Co., Nationwide Securities LLC provides investment advice. The company is based in Dublin, OH. | Investment Managers | President | |
MWH Treatment Ltd.
MWH Treatment Ltd. Engineering & ConstructionIndustrial Services MWH Treatment Ltd. engages in the businesses of water systems investment and management, water and environmental engineering, and water and wastewater products and services. It provides management services, such as design program management, project design management, and risk and value facilitation services. The company is headquartered in Wycombe, the United Kingdom. | Engineering & Construction | Director/Board Member | |
MWH UK Acquisitions Ltd.
MWH UK Acquisitions Ltd. Engineering & ConstructionIndustrial Services Founded in 2018, MWH UK Acquisitions Ltd. is a company that provides construction of water projects. Part of MWH UK Holdings Ltd., the company is based in Salford, UK. | Engineering & Construction | Director/Board Member |
Statistics
International
United States | 33 |
United Kingdom | 3 |
Sectoral
Finance | 13 |
Consumer Services | 8 |
Industrial Services | 7 |
Technology Services | 5 |
Government | 3 |
Operational
Corporate Officer/Principal | 11 |
Undergraduate Degree | 9 |
Sales & Marketing | 6 |
President | 6 |
Portfolio Manager-Equities | 5 |
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