Network origin in James R. Morse first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
90
| Subsidiary | Investment Managers | 90 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to James R. Morse via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| LOCKHEED MARTIN CORPORATION | Aerospace & Defense | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Portfolio Manager-Equities 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 | President Corporate Officer/Principal | |
Yacktman Asset Management LP
 Yacktman Asset Management LP Investment ManagersFinance Yacktman Asset Management LP (Yacktman) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in April 2012 to succeed to the business of Yacktman Asset Management Co., which had served long-term oriented investors since 1992. They are a subsidiary of Gotham Acquisition LP LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). Yacktman provides investment management and supervisory services on a discretionary basis and, for a limited number of clients, on a non-discretionary basis. Their clients include high net-worth individuals, investment companies, pooled investment vehicles, pension and profit-sharing plans, estates, trusts, or charitable organizations, and corporations or business entities. | Investment Managers | Trading-Equity | |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Corporate Officer/Principal | |
| Thunderbird School of Global Management | 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 | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Vanderbilt University | College/University | Masters Business Admin | |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
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 Portfolio Manager-Equities Analyst-Equity | |
JPMorgan Chase Co. (Investment Management)
 JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Investment Managers | Corporate Officer/Principal | |
| Boston University | College/University | Graduate Degree Masters Business Admin | |
Atlantic Trust Group, Inc.
 Atlantic Trust Group, Inc. Investment ManagersFinance Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY. | Investment Managers | Corporate Officer/Principal President Chief Executive Officer President | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
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 | Graduate Degree Undergraduate Degree Masters Business Admin | |
| Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Wheaton College (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Denver | College/University | Graduate Degree Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree | |
Cornerstone Trading LLC
 Cornerstone Trading LLC Investment Banks/BrokersFinance Cornerstone Trading LLC is a private company based in Chicago, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree | |
| Bryant University | College/University | Undergraduate Degree | |
Maryland Health Management LLC
 Maryland Health Management LLC Specialty StoresRetail Trade Part of Ascend Wellness Holdings, Inc., Maryland Health Management LLC is a company that operates medical cannabis stores. The company is based in Baltimore, MD. The CEO of the company is Jigar H. Patel. | Specialty Stores | Chief Executive Officer | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
| Wittenberg University | College/University | Undergraduate Degree | |
| University of San Francisco | College/University | Undergraduate Degree |
Statistics
International
| United States | 47 |
| Israel | 2 |
Sectoral
| Consumer Services | 25 |
| Finance | 21 |
| Electronic Technology | 2 |
| Commercial Services | 2 |
| Retail Trade | 2 |
Operational
| Corporate Officer/Principal | 106 |
| Portfolio Manager-Equities | 96 |
| Undergraduate Degree | 63 |
| Analyst-Equity | 35 |
| Masters Business Admin | 26 |
Most connected contacts
- Stock Market
- Insiders
- James R. Morse
- Company connections
