William Glavin
Director/Board Member at INVESCO PLC (CAN)
Net worth: 7 M $ as of 2024-03-30
Profile
William Francis Glavin is an Independent Non-Executive Director at Invesco Ltd., a Director at Investment Company Institute, and an Independent Director at LPL Financial Holdings, Inc. He is also a Director at Oppenheimer Acquisition Corp.
and LPL Holdings, Inc. Glavin's former positions include President & Chief Executive Officer at Barings LLC, Chairman & Chief Executive Officer at MML Investors Services LLC, President & Chief Executive Officer at Oppenheimer Currency Opportunities Fund, Chairman & Chief Executive Officer at OFI Global Asset Management, Inc., President & Chief Executive Officer at Meadville Forging Co., Chairman at OppenheimerFunds, Inc., Vice Chairman at MM Asset Management Holding LLC, Director at The Caldor Corp.
and Reebok International Ltd., Principal at The Boston Company Asset Management LLC, Executive Vice President at BNY Mellon Investment Adviser, Inc., Co-Chief Operating Officer & EVP at Massachusetts Mutual Life Insurance Co. and MassMutual Corporate Investors, Inc., President & Trustee at Oppenheimer International Growth Fund, President & Chief Operating Officer at Threadneedle Asset Management Holdings Ltd., Principal Executive Officer at Oppenheimer International Equity Fund, Principal at Deutsche AM Service Co., and President at Babson College.
Glavin earned an undergraduate degree from the College of the Holy Cross (Massachusetts).
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-03-25 | 24,021 ( 0.03% ) | 6 M $ | 2024-03-30 | |
INVESCO LTD.
0.01% | 2024-02-15 | 48,289 ( 0.01% ) | 801 115 $ | 2024-03-30 |
William Glavin active positions
| Companies | Position | Start |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Director/Board Member | 2016-12-31 |
| INVESCO PLC (CAN) | Director/Board Member | 2019-04-30 |
LPL Holdings, Inc.
 LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA. | Director/Board Member | - |
Oppenheimer Acquisition Corp.
 Oppenheimer Acquisition Corp. Finance/Rental/LeasingFinance Oppenheimer Acquisition Corp. provides mortgage banking and investment services. The company was founded in 1990 and is headquartered in New York, NY. | 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. | Director/Board Member | 2010-10-11 |
Former positions of William Glavin
| Companies | Position | End |
|---|---|---|
MM Asset Management Holding LLC
 MM Asset Management Holding LLC Investment ManagersFinance MM Asset Management Holding LLC provides investment solutions. The company is headquartered in Springfield, MA. | Director/Board Member | 2016-12-31 |
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Chief Executive Officer | 2013-12-31 |
The Caldor Corp.
 The Caldor Corp. Discount StoresRetail Trade Caldor Corp. operates a leading upscale discount retail chain offering a diverse line of branded and private-label merchandise, including hardline products such as housewares, electronics, furniture and toys and softline products, apparel, shoes, jewelry, cosmetics and domestics. The company operated 145 stores in nine East Coast and Mid-Atlantic states, including the key markets of Connecticut, New York City, Long Island, Westchester County, the Hudson River Valley of New York State, northern New Jersey and the greater Boston, Philadelphia and Baltimore areas. Its stores are located primarily in urban and suburban areas with high population densities. | Director/Board Member | 2010-09-07 |
MassMutual Corporate Investors, Inc.
 MassMutual Corporate Investors, Inc. Investment Trusts/Mutual FundsMiscellaneous MassMutual Corporate Investors, Inc. is a closed-end investment company, first offered to the public in 1971, whose shares are traded on the New York Stock Exchange under the trading symbol (MCI). The Trust's share price can be found in the financial section of most newspapers as 'MassCp' or 'MassMuInv' under the New York Stock Exchange listings. The Trust's investment objective is to maintain a portfolio of securities providing a fixed yield and at the same time offering an opportunity for capital gains. The Trust's principal investments are privately placed, below-investment grade, long-term corporate debt obligations with equity features such as warrants, conversion rights, or other equity features and, occasionally, preferred stocks. | Chief Operating Officer | 2008-12-30 |
| ░░░░░░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░░ ░░░ | ░░░░░ ░░░░░░░░░ ░░░░░░░ | ░░░░░░░░░░ |
Training of William Glavin
| College of the Holy Cross (Massachusetts) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| INVESCO PLC (CAN) | Finance |
| LPL FINANCIAL HOLDINGS INC. | Finance |
| Private companies | 22 |
|---|---|
Barings LLC
 Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Finance |
The Boston Company Asset Management LLC
 The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Finance |
The Caldor Corp.
The Caldor Corp. Discount StoresRetail Trade Caldor Corp. operates a leading upscale discount retail chain offering a diverse line of branded and private-label merchandise, including hardline products such as housewares, electronics, furniture and toys and softline products, apparel, shoes, jewelry, cosmetics and domestics. The company operated 145 stores in nine East Coast and Mid-Atlantic states, including the key markets of Connecticut, New York City, Long Island, Westchester County, the Hudson River Valley of New York State, northern New Jersey and the greater Boston, Philadelphia and Baltimore areas. Its stores are located primarily in urban and suburban areas with high population densities. | Retail Trade |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Finance |
Massachusetts Mutual Life Insurance Co.
 Massachusetts Mutual Life Insurance Co. Life/Health InsuranceFinance Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA. | Finance |
MassMutual Corporate Investors, Inc.
MassMutual Corporate Investors, Inc. Investment Trusts/Mutual FundsMiscellaneous MassMutual Corporate Investors, Inc. is a closed-end investment company, first offered to the public in 1971, whose shares are traded on the New York Stock Exchange under the trading symbol (MCI). The Trust's share price can be found in the financial section of most newspapers as 'MassCp' or 'MassMuInv' under the New York Stock Exchange listings. The Trust's investment objective is to maintain a portfolio of securities providing a fixed yield and at the same time offering an opportunity for capital gains. The Trust's principal investments are privately placed, below-investment grade, long-term corporate debt obligations with equity features such as warrants, conversion rights, or other equity features and, occasionally, preferred stocks. | Miscellaneous |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
Reebok International Ltd.
 Reebok International Ltd. Apparel/FootwearConsumer Non-Durables Reebok International Ltd. designs and manufactures apparel, shoes and sports related products. It markets and distributes sportswear and accessories under the Reebok, Rockport, CCM, Jofa, Koho and Greg Norman brands. The company was founded in 1958 and is headquartered in Canton, MA. | Consumer Non-Durables |
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. | Finance |
| Oppenheimer International Growth Fund | Miscellaneous |
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. | Commercial Services |
Threadneedle Asset Management Holdings Ltd.
 Threadneedle Asset Management Holdings Ltd. Financial ConglomeratesFinance Threadneedle Asset Management Holdings Ltd. operates as a holding company with specific interest in investment management products and services. The company was founded in 1994 and is headquartered in London, the United Kingdom. | Finance |
| Oppenheimer International Equity Fund | Miscellaneous |
MML Investors Services LLC
 MML Investors Services LLC Investment ManagersFinance MML Investors Services, Inc. (MMLIS) is a SEC-registered broker-dealer and investment advisor headquartered in Springfield, Massachusetts. The firm is principally owned by MassMutual Holding LLC, itself a subsidiary of Massachusetts Mutual Life Insurance Co. Founded in 1981, MMLIS generally provides advice to individuals, high net worth individuals, trusts, estates, endowments and foundations, Fidelity Charitable donor-advised accounts, business entities and/or qualified plans. | Finance |
Deutsche AM Service Co.
 Deutsche AM Service Co. Financial ConglomeratesFinance Deutsche AM Service Co provides fund management services. The company was founded on December 7, 1988 and is headquartered in Kansas, MO. | Finance |
Oppenheimer Currency Opportunities Fund
 Oppenheimer Currency Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Oppenheimer Currency Opportunities Fund is a closed end investment management. The fund intends to seek total return by investing in short-term fixed income instruments and forward contracts with foreign currency exposure. It gives shareholders access to alternative asset class by providing diverse, strategic, actively managed exposure to the foreign currencies of United States trading partners. The fund's investment adviser is OppenheimerFunds, Inc. Oppenheimer Currency Opportunities Fund was founded in 2010 and is headquartered in Centennial, CO. | Miscellaneous |
OFI Global Asset Management, Inc.
 OFI Global Asset Management, Inc. Investment Banks/BrokersFinance Part of Invesco Ltd., OFI Global Asset Management, Inc. provides fund management services. The private company is based in New York, NY. | Finance |
Oppenheimer Acquisition Corp.
Oppenheimer Acquisition Corp. Finance/Rental/LeasingFinance Oppenheimer Acquisition Corp. provides mortgage banking and investment services. The company was founded in 1990 and is headquartered in New York, NY. | Finance |
Meadville Forging Co.
 Meadville Forging Co. Engineering & ConstructionIndustrial Services Meadville Forging Co. provides engineering and design, die-making, forging, heat treating and machining services. It supplies wheel hubs and transmission gears to the automotive industry and also makes forgings for trucks, trailers and rail and mining equipment, as well as a range of commercial bearing components and specialty forgings. Meadville Forging is headquartered in Meadville, PA | Industrial Services |
LPL Holdings, Inc.
LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA. | Finance |
MM Asset Management Holding LLC
MM Asset Management Holding LLC Investment ManagersFinance MM Asset Management Holding LLC provides investment solutions. The company is headquartered in Springfield, MA. | Finance |
Oppenheimer Global Multi-Asset Growth Fund
 Oppenheimer Global Multi-Asset Growth Fund Investment Trusts/Mutual FundsMiscellaneous Oppenheimer Global Multi-Asset Growth Fund operates as an open-end, diversified management investment company. It invests across asset classes, investment strategies and types of securities. The company is headquartered in Centennial, CO. | Miscellaneous |
- Stock Market
- Insiders
- William Glavin
