Network origin in Celeste Terrell first degree
Entity | Entity type | Industry | |
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Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
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| Subsidiary | Investment Managers | 10 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Celeste Terrell via their personal network
Company | Sector | Related people | Main position |
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Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Indiana University | College/University | Masters Business Admin | |
Pioneer ILS Interval Fund
Pioneer ILS Interval Fund Investment Trusts/Mutual FundsMiscellaneous Pioneer ILS Interval Fund is a non-diversified, closed-end management investment company. The fund invests primarily in insurance-linked securities. Insurance-linked securities may include event-linked bonds also known as insurance-linked bonds or catastrophe bonds, quota share instruments also known as insurance sidecars, collateralized reinsurance investments, industry loss warranties, event-linked swaps, securities of companies in the insurance or reinsurance industries, and other insurance- and reinsurance related securities. Pioneer Investment Management, Inc. is the fund’s investment adviser. The company was founded on July 15, 2014 and is headquartered Boston, MA. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
PIONEER DIVERSIFIED HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
PIONEER FLOATING RATE FUND, INC. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
PIONEER MUNICIPAL HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
PIONEER HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Pioneer Funds Distributor, Inc.
Pioneer Funds Distributor, Inc. Investment Banks/BrokersFinance Part of SAS Rue la Boétie, Pioneer Funds Distributor, Inc. provides brokerage services. Lisa Marinello Jones has been the CEO of the American company since 2014. | Investment Banks/Brokers | Chief Executive Officer | |
Pioneer Institutional Asset Management, Inc.
Pioneer Institutional Asset Management, Inc. Investment ManagersFinance Part of SAS Rue la Boétie, Pioneer Institutional Asset Management, Inc. is a company that provides asset management services. The company is based in Boston, MA. Lisa Marinello Jones has been the CEO of the company since 2014. | Investment Managers | Chief Executive Officer | |
Pioneer Investment Management Shareholder Services, Inc.
Pioneer Investment Management Shareholder Services, Inc. Miscellaneous Commercial ServicesCommercial Services Part of SAS Rue la Boétie, Pioneer Investment Management Shareholder Services, Inc. is an American company that provides shareholder support services. The company is located in the US. | Miscellaneous Commercial Services | Chief Executive Officer | |
Amundi Distributor US, Inc.
Amundi Distributor US, Inc. Investment Banks/BrokersFinance Amundi Distributor US, Inc. is based in Boston, MA. Part of SAS Rue la Boétie, Amundi Distributor US, Inc. is a company that provides security brokerage services. Lisa Marinello Jones has been the CEO of the company since 2014. | Investment Banks/Brokers | Chief Executive Officer | |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as 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. (TSE, 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 | |
Amundi USA, Inc.
Amundi USA, Inc. Financial ConglomeratesFinance Amundi USA, Inc. is based in New York, NY. Part of SAS Rue la Boétie, Amundi USA, Inc. is a company that provides asset management services. Lisa Marinello Jones has been the CEO of the company since 2017. | Financial Conglomerates | Chief Executive Officer | |
Pioneer Securitized Income Fund
Pioneer Securitized Income Fund Investment Trusts/Mutual FundsMiscellaneous Pioneer Securitized Income Fund is a closed-end investment fund. The investment objective of the fund is to seek total return. The company was founded on July 16, 2019 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Pioneer Core Trust I
Pioneer Core Trust I Investment Trusts/Mutual FundsMiscellaneous Pioneer Core Trust I operates as open-end management Investment Company. The company is founded on October 14, 2020 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | President | |
PIONEER MUNICIPAL HIGH INCOME OPPORTUNITIES FUND, INC. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Amundi US, Inc.
Amundi US, Inc. Investment ManagersFinance Part of SAS Rue la Boétie, Amundi US, Inc. provides asset management services. The company is based in Boston, MA. Lisa Marinello Jones has been the CEO of the company since 2014. | Investment Managers | Chief Executive Officer | |
Amundi Holdings US, Inc. | Director/Board Member | ||
Investment Company Institute
Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member | |
CLEARWATER ANALYTICS HOLDINGS, INC. | Packaged Software | Director/Board Member | |
Boston College | College/University | Masters Business Admin | |
Trinity College (Connecticut) | College/University | Undergraduate Degree | |
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Chief Executive Officer | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin | |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal | |
NWD Investment Management, Inc.
NWD Investment Management, Inc. Investment ManagersFinance NWD Investment Management, Inc. provides asset management services to institutional and individual investors. It is an asset management firm for individuals and institutional clients, including corporate & public pension plans, foundations & endowments, mutual fund companies and insurance companies. The company was founded in 1999 and is headquartered in Conshohocken, PA. | Investment Managers | Corporate Officer/Principal | |
BlackRock Financial Institutions Series Trust | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Oberlin College | College/University | Undergraduate Degree | |
Charles E. Smith Commercial Realty LP
Charles E. Smith Commercial Realty LP Real Estate Investment TrustsFinance Charles E. Smith Commercial Realty LP operates as a real estate investment trust. The company is headquartered in Arlington, VA. | Real Estate Investment Trusts | Corporate Officer/Principal | |
The Northwestern Mutual Life Insurance Co.
The Northwestern Mutual Life Insurance Co. Life/Health InsuranceFinance The Northwestern Mutual Life Insurance Co. provides insurance and financial security solutions. The firm offers life insurance, long-term care insurance, disability insurance, annuities, and investment products. It also provides financial planning strategies and solutions. The company was founded by John C. Johnston on March 2, 1857 and is headquartered in Milwaukee, WI. | Life/Health Insurance | Corporate Officer/Principal | |
The College of William & Mary | College/University | Undergraduate Degree | |
Foreign Policy Association
Foreign Policy Association Miscellaneous Commercial ServicesCommercial Services The Foreign Policy Association is an organization that provides resources and materials to inform citizens about foreign policy. The non-profit company is based in New York, NY. The company offers a discussion program on foreign affairs called Great Decisions, which includes articles, master classes, and a national opinion ballot report. The CEO of the company is Noel V. Lateef. | Miscellaneous Commercial Services | Director/Board Member | |
Applied Materials South East Asia Pte Ltd.
Applied Materials South East Asia Pte Ltd. SemiconductorsElectronic Technology Applied Materials South East Asia Pte. Ltd. designs and develops semiconductor products. It fabricates semiconductor chips, flat panels, solar photovoltaic cells, flexible electronics, and energy efficient glass. The company was founded in 1991 and is headquartered in Singapore, Singapore | Semiconductors | Corporate Officer/Principal | |
EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Eaton Vance Short Duration Strategic Income Fund
Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin | |
Massachusetts Institute of Technology | College/University | Undergraduate Degree | |
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income | |
Babson College | College/University | Undergraduate Degree | |
Brown University | College/University | Undergraduate Degree | |
Amundi Pioneer Asset Management USA, Inc.
Amundi Pioneer Asset Management USA, Inc. Financial ConglomeratesFinance Amundi Pioneer Asset Management USA, Inc. provides investment management services. The company was founded on October 25, 1956 and its headquarters is headquartered in Boston, MA. | Financial Conglomerates | Chief Executive Officer | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Fixed Income |
Statistics
International
United States | 48 |
Singapore | 2 |
Sectoral
Finance | 21 |
Miscellaneous | 13 |
Consumer Services | 10 |
Commercial Services | 5 |
Technology Services | 2 |
Operational
Chief Executive Officer | 17 |
President | 16 |
Director/Board Member | 15 |
Corporate Officer/Principal | 13 |
Undergraduate Degree | 8 |
Most connected contacts
Insiders | |
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Lisa Jones | 26 |
Scott Craig | 7 |
John R. Baur | 7 |
Kwang C. Kim | 5 |
Richard P. Wyke | 4 |
Daniel McElaney | 3 |
Dennis Carson | 3 |
William Holt | 2 |
Scott Burg | 1 |
Stewart D. Taylor | 1 |
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