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Mark Anthony Willoughby
Portfolio Manager-Equities at Modera Wealth Management LLC
Network origin in Mark Anthony Willoughby first degree
Entity | Entity type | Industry | |
---|---|---|---|
Modera Wealth Management LLC
![]() Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.
34
| Subsidiary | Investment Managers | 34 |
National University of Ireland
13
| College/University | Other Consumer Services | 13 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Mark Anthony Willoughby via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Macquarie Investment Management Business Trust
![]() Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | 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 Corporate Officer/Principal | |
SURMODICS, INC. | Medical Specialties | Chief Operating Officer | |
PHARMA-BIO SERV, INC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Parsec Financial Management, Inc.
![]() Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Investment Managers | President Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Trading-Equity Analyst-Equity | |
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 | |
Boston University | College/University | Masters Business Admin | |
Perfecseal Ltd | Sales & Marketing | ||
Bentley University | College/University | Corporate Officer/Principal Graduate Degree | |
Boston College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Syracuse University | College/University | Graduate Degree | |
Lafayette College | College/University | General Counsel Undergraduate Degree | |
Providence College | College/University | Undergraduate Degree Undergraduate Degree | |
Seton Hall University | College/University | Graduate Degree | |
State University of New York at Albany | College/University | Undergraduate Degree Masters Business Admin | |
University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
University of New Hampshire | College/University | Undergraduate Degree | |
University of South Florida | College/University | Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree | |
Wellesley College | College/University | Undergraduate Degree | |
University College Dublin | College/University | Undergraduate Degree Graduate Degree | |
The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
AstraZeneca UK Ltd.
![]() AstraZeneca UK Ltd. Miscellaneous Commercial ServicesCommercial Services AstraZeneca UK Ltd. manufactures pharmaceutical products. Its products are used to treat cardiovascular diseases, diabetes, and gastrointestinal infections. The company was founded on November 26, 1998 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree | |
Tan Tock Seng Hospital Pte Ltd. | Chief Tech/Sci/R&D Officer | ||
Edward Jones Investments
![]() Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Investment Managers | Corporate Officer/Principal | |
HomeTrust Bank (Asheville, North Carolina)
![]() HomeTrust Bank (Asheville, North Carolina) Regional BanksFinance HomeTrust Bank operates as a state chartered commercial bank. It offers personal, mortgage, commercial, and investment services. The company was founded in March 1926 and is headquartered in Asheville, NC. | Regional Banks | Corporate Officer/Principal | |
MGC Hayles Ltd.
![]() MGC Hayles Ltd. Miscellaneous Commercial ServicesCommercial Services MGC Hayles Ltd. provides accounting and taxation services. The company provides Management services like meeting all legal deadlines, produce reports and Managing things to concentrate on what is important to customers. It offers financial reports and Transactions, booking services, business advice, tax planning and payroll. It offers all the usual statutory audit, accounting and tax services. The company was founded by Geoff Banks in 1972 and is headquartered in London, the united kingdom | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The University of North Carolina at Asheville | College/University | Undergraduate Degree | |
Gibbons PC
![]() Gibbons PC Miscellaneous Commercial ServicesCommercial Services Gibbons P.C. provides legal services. It offers business and commercial litigation, corporate, government affairs, criminal defense and employment law. The company was founded in 1926 and is headquartered in Newark, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Essex County Bar Association | Corporate Officer/Principal | ||
New York State Bar Association
![]() New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
New Jersey State Bar Association
![]() New Jersey State Bar Association Miscellaneous Commercial ServicesCommercial Services New Jersey State Bar Association operates as a not-for-profit organization. It educates the public to enhance awareness of the legal system. The company was founded in June 1899 and is headquartered in New Brunswick, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Creme Software Ltd.
![]() Creme Software Ltd. Packaged SoftwareTechnology Services Creme Software Ltd. provides web based software, data training and consulting services. The firm offers scientific, technology, data, training and support, and business services. It offers data foundry and expert model products. The company was founded by Cronan McNamara in 2005 and is headquartered in Dublin, Ireland. | Packaged Software | Corporate Officer/Principal | |
Irish Development Agency Ireland Ltd. | General Government | Corporate Officer/Principal | |
MINCON GROUP PLC | Trucks/Construction/Farm Machinery | Chief Executive Officer |
Statistics
International
United States | 33 |
Ireland | 6 |
United Kingdom | 3 |
Singapore | 2 |
Canada | 2 |
Sectoral
Consumer Services | 19 |
Finance | 12 |
Commercial Services | 7 |
Health Technology | 2 |
Technology Services | 2 |
Operational
Director/Board Member | 66 |
Corporate Officer/Principal | 52 |
Undergraduate Degree | 49 |
Portfolio Manager-Equities | 33 |
Chief Executive Officer | 14 |
Most connected contacts
Insiders | |
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Sieu Min Heah | 40 |
Niall Olden | 14 |
John Moloney | 13 |
John Hourican | 11 |
Bob Siefert | 9 |
Mary Margaret Evans | 8 |
Bill Hansen | 7 |
Conor McGauran | 7 |
Anthony P. Callaghan | 6 |
George Thomas Padula | 6 |
Erik W. Gudim | 5 |
Jessie Goodwin | 5 |
Greg Plechner | 5 |
Michael James Connolly Hogan | 5 |
Travis Boyer | 5 |
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