Newbold Strong
Portfolio Manager-Equities at Fiduciary Trust Company International of Pennsylvania
Network origin in Newbold Strong first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Fiduciary Trust Company International of Pennsylvania
 Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations.
24
| Subsidiary | Investment Managers | 24 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Newbold Strong via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
The Glenmede Trust Co., NA
 The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Villanova University | College/University | Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree | |
Spartan Capital Management LLC (Old)
 Spartan Capital Management LLC (Old) Investment ManagersFinance Founded in 2004 by David Robinson and Gilpin Bartels, Spartan Capital Management LLC is a registered investment advisor located in West Chester, Pennsylvania. The firm manages assets for high net-worth individuals and institutions. | Investment Managers | Founder Founder Founder Analyst-Equity | |
The Haverford Trust Co.
 The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal | |
PTC 450 Ltd.
 PTC 450 Ltd. Financial ConglomeratesFinance PTC 450 Ltd. engages in the provision of investment services. The company is headquartered in Radnor, PA. | Financial Conglomerates | President Director/Board Member Director/Board Member | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
| Eastern University | College/University | Director/Board Member Undergraduate Degree | |
Ballard Spahr LLP
 Ballard Spahr LLP Miscellaneous Commercial ServicesCommercial Services Ballard Spahr LLP provides legal services. It also provides counsel in litigation, business and finance, real estate, intellectual property, and public finance. The company was founded in 1885 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Bank of New York Mellon (New York)
 The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| Rollins College (Florida) | College/University | Undergraduate Degree Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree Masters Business Admin | |
| Hobart & William Smith Colleges | College/University | Undergraduate Degree | |
Radnor Capital Management LLC
 Radnor Capital Management LLC Investment ManagersFinance Radnor Capital Management LLC (RCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wayne, Pennsylvania. The firm was founded by Pierce Archer and Douglas Pyle in 2012. RCM provides independent, tax- and fee-sensitive investment counseling and individualized portfolio management to high-net-worth individuals, families, non-profit organizations and other institutional accounts. | Investment Managers | Portfolio Manager-Equities | |
Power Support (USA), Inc.
 Power Support (USA), Inc. Electronics/Appliance StoresRetail Trade Power Support (USA), Inc. provides and distributes accessories for wireless devices. The company was founded in 2004 and is headquartered in Burbank, CA. | Electronics/Appliance Stores | Corporate Officer/Principal | |
| FISERV, INC. | Regional Banks | Corporate Officer/Principal | |
| Wilmington College | College/University | Undergraduate Degree | |
| American Red Cross of Southeastern Pennsylvania | Corporate Officer/Principal | ||
| Allegheny College | College/University | Undergraduate Degree | |
| Kenyon College | College/University | Undergraduate Degree | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
Stevens & Lee PC
 Stevens & Lee PC Miscellaneous Commercial ServicesCommercial Services Stevens & Lee PC provides legal services. The firm represents clients in a variety of industries including financial services, health care, manufacturing, life sciences, technology, and retail sales. Its services include bankruptcy and financial restructuring, corporate finance and capital markets, energy, communication and public utility and employee benefit and executive compensation. The company was founded in 1928 and is headquartered in Reading, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Drew University | College/University | Undergraduate Degree | |
| STIFEL FINANCIAL CORP. | Investment Managers | Corporate Officer/Principal | |
Chestnut Hill Academy
 Chestnut Hill Academy Other Consumer ServicesConsumer Services Chestnut Hill Academy develops global leader’s one child at a time. The firm ofers balance of an exceptional academic environment, a traditional school, and truly exceptional enrichment activities, such as field trips, service learning programs, musical performances and leadership opportunities. The company was founded by Susan Peterson and William Alsdurf in 1998 and is headquartered in Bellevue, WA. | Other Consumer Services | Corporate Officer/Principal | |
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 | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Graduate Degree | |
| Bucknell University | College/University | Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Goldman Sachs Bank USA (New York)
 Goldman Sachs Bank USA (New York) Regional BanksFinance Goldman Sachs Bank USA operates as state chartered commercial bank. The provides banking products and services. It offers corporate loans comprising term loans, revolving lines of credit, letter of credit facilities, and bridge loans and corporate debt securities. The firm provides loans to private wealth management clients, loans backed by commercial real estate consisting of loans secured by hotels, retail stores, multifamily housing complexes, and commercial and industrial properties. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
| SEI INVESTMENTS COMPANY | Investment Managers | Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree | |
| University of Pittsburgh | College/University | Undergraduate Degree | |
Montgomery McCracken Walker & Rhoads LLP
 Montgomery McCracken Walker & Rhoads LLP Miscellaneous Commercial ServicesCommercial Services Montgomery McCracken Walker & Rhoads LLP is an American company that takes a multidisciplinary approach to their work. The private company's location is not specified in the provided information. The company prioritizes diversity, equity, and inclusion and have received Mansfield certification. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
Deutsche Bank Alex. Brown, Inc.
 Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Financial Conglomerates | Corporate Officer/Principal | |
| University of Denver | College/University | Masters Business Admin |
Statistics
International
| United States | 50 |
| France | 2 |
Sectoral
| Finance | 27 |
| Consumer Services | 18 |
| Commercial Services | 6 |
| Retail Trade | 2 |
Operational
| Corporate Officer/Principal | 54 |
| Portfolio Manager-Equities | 32 |
| Undergraduate Degree | 23 |
| Portfolio Manager-Fixed Income | 9 |
| Analyst-Equity | 8 |
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