James Maclay Oates
Chairman at John Hancock Municipal Securities Trust
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Charles Bardelis | M | 83 |
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA.
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.
John Hancock Funds III
John Hancock Funds II
John Hancock Exchange Traded Fund Trust
John Hancock Variable Insurance Trust
| 36 years |
Theron Hoffman | M | 77 |
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA.
John Hancock Exchange Traded Fund Trust
John Hancock Funds III
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.
John Hancock Funds II
John Hancock Variable Insurance Trust
| 16 years |
Christopher Sechler | M | 51 |
John Hancock Variable Insurance Trust
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA.
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.
John Hancock Funds II
John Hancock Exchange Traded Fund Trust
| 15 years |
Hassell McClellan | M | 79 |
Virtus Funds
John Hancock Exchange Traded Fund Trust
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA.
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.
Virtus Variable Insurance Trust
John Hancock Funds II
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions.
Hudson Castle Group, Inc.
Hudson Castle Group, Inc. Miscellaneous Commercial ServicesCommercial Services Hudson Castle Group, Inc. provided capital management solutions. The company was founded in 1996 and headquartered in New York, NY.
Wydown Group
John Hancock Variable Insurance Trust
Investors Financial Services Corp.
Investors Financial Services Corp. Investment ManagersFinance Investors Financial Services Corp. operated as a holding company. It provided asset administration services for the financial services industry through its wholly-owned subsidiaries. Investors Financial Services was founded in 1995 and was headquartered in Boston, MA.
Connecticut River Bancorp
Connecticut River Bancorp Financial ConglomeratesFinance Connecticut River Bancorp is a bank holding company. It provides a variety of banking services to individuals and corporate businesses through its wholly-owned subsidiary Connecticut River Bank, N.A. The company's primary lending products are commercial, real estate and consumer loans. Its deposit products are checking accounts, savings accounts and certificates of deposit. Connecticut River Bancorp is headquartered in Charlestown, NH. | 30 years |
Frances Gregg Rathke | F | 64 |
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA.
John Hancock Exchange Traded Fund Trust
| 4 years |
Peter Burgess | M | 82 |
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.
John Hancock Exchange Traded Fund Trust
John Hancock Variable Insurance Trust
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA.
John Hancock Funds III
John Hancock Funds II
| 19 years |
James Boyle | M | 65 |
John Hancock Funds II
John Hancock Variable Insurance Trust
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.
John Hancock Exchange Traded Fund Trust
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA. | 19 years |
John J. Danello | M | 69 |
John Hancock Variable Insurance Trust
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.
John Hancock Exchange Traded Fund Trust
| 18 years |
Warren Alfred Thomson | M | 69 |
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA.
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.
John Hancock Exchange Traded Fund Trust
John Hancock Variable Insurance Trust
John Hancock Funds III
John Hancock Funds II
| 12 years |
Deborah Jackson | F | 72 |
Hudson Castle Group, Inc.
Hudson Castle Group, Inc. Miscellaneous Commercial ServicesCommercial Services Hudson Castle Group, Inc. provided capital management solutions. The company was founded in 1996 and headquartered in New York, NY.
Connecticut River Bancorp
Connecticut River Bancorp Financial ConglomeratesFinance Connecticut River Bancorp is a bank holding company. It provides a variety of banking services to individuals and corporate businesses through its wholly-owned subsidiary Connecticut River Bank, N.A. The company's primary lending products are commercial, real estate and consumer loans. Its deposit products are checking accounts, savings accounts and certificates of deposit. Connecticut River Bancorp is headquartered in Charlestown, NH.
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions.
Wydown Group
John Hancock Funds II
Investors Financial Services Corp.
Investors Financial Services Corp. Investment ManagersFinance Investors Financial Services Corp. operated as a holding company. It provided asset administration services for the financial services industry through its wholly-owned subsidiaries. Investors Financial Services was founded in 1995 and was headquartered in Boston, MA.
John Hancock Variable Insurance Trust
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA.
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.
John Hancock Exchange Traded Fund Trust
Virtus Variable Insurance Trust
| 30 years |
Craig Bromley | M | 58 |
John Hancock Variable Insurance Trust
John Hancock Exchange Traded Fund Trust
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA.
John Hancock Funds II
| 12 years |
Marianne Harrison | F | 61 |
John Hancock Variable Insurance Trust
John Hancock Exchange Traded Fund Trust
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA. | 6 years |
Andy Arnott | M | 53 |
John Hancock Variable Insurance Trust
John Hancock Funds II
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA.
John Hancock Exchange Traded Fund Trust
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA. | 17 years |
Trevor Swanberg | M | 45 |
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA. | 8 years |
Jennifer S. Fromm | F | 51 |
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA.
Virtus Variable Insurance Trust
| 11 years |
George Aylward | M | 59 |
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA.
Virtus Variable Insurance Trust
| 18 years |
William Cunningham | M | 80 |
John Hancock Funds II
John Hancock Variable Insurance Trust
John Hancock Exchange Traded Fund Trust
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA.
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA. | 38 years |
Grace Fey | F | 78 |
John Hancock Funds II
John Hancock Variable Insurance Trust
John Hancock Exchange Traded Fund Trust
Virtus Variable Insurance Trust
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA. | 16 years |
Charles A. Rizzo | M | 67 |
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.
John Hancock Variable Insurance Trust
John Hancock Funds II
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA.
John Hancock Exchange Traded Fund Trust
| 17 years |
Steven Pruchansky | M | 80 |
Right Funding LLC
Jon James LLC
John Hancock Exchange Traded Fund Trust
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA.
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.
John Hancock Variable Insurance Trust
| 32 years |
Deborah DeCotis | F | 71 |
Virtus Funds
Virtus Variable Insurance Trust
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | 6 years |
Jim Rogers | M | 81 |
Wydown Group
| 38 years |
Gregory Russo | M | 75 |
John Hancock Variable Insurance Trust
John Hancock Funds II
John Hancock Exchange Traded Fund Trust
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA. | 16 years |
Donald Burke | M | 63 |
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA.
Virtus Variable Insurance Trust
| 8 years |
Connie McDaniel | F | 66 |
Virtus Variable Insurance Trust
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | 7 years |
Brian Zino | M | 72 |
Virtus Variable Insurance Trust
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | 10 years |
Sidney Harris | M | 75 |
Virtus Variable Insurance Trust
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | 7 years |
William Patrick Bradley | M | 52 |
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA.
Virtus Variable Insurance Trust
| 20 years |
R. Walton | M | 59 |
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA.
Virtus Variable Insurance Trust
| 20 years |
Geraldine McNamara | F | 73 |
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA.
Virtus Variable Insurance Trust
| 9 years |
Salvatore Schiavone | M | 59 |
John Hancock Funds II
John Hancock Variable Insurance Trust
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA.
John Hancock Exchange Traded Fund Trust
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA. | 17 years |
John Mallin | M | 74 |
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA.
Virtus Variable Insurance Trust
| 25 years |
F. Drummond | M | 61 |
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA.
Virtus Variable Insurance Trust
| 3 years |
Sarah Cogan | F | 68 |
Virtus Variable Insurance Trust
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | 5 years |
Francis Knox | M | 77 |
John Hancock Variable Insurance Trust
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.
John Hancock Funds II
John Hancock Exchange Traded Fund Trust
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA. | 19 years |
Philip McLoughlin | M | 78 |
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA.
Virtus Variable Insurance Trust
| 21 years |
Nancy Engberg | F | 68 |
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA.
Virtus Variable Insurance Trust
| 14 years |
Ronald Kruszewski | M | 64 | 27 years | |
James Zemlyak | M | 64 | 25 years | |
Victor Nesi | M | 63 | 15 years | |
Francis G. Waltman | M | 62 |
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA.
Virtus Variable Insurance Trust
| 14 years |
Julia Short | F | 52 | 6 years | |
William Renahan | M | 55 |
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | 12 years |
Lorna Cocking | F | 83 |
Middlesex University
| 21 years |
Mark Fisher | M | 54 | 14 years | |
Nikita Thaker | F | 46 | 7 years | |
David Peacock | M | 55 | 7 years | |
James Marischen | M | 44 | 9 years | |
Tom Michaud | M | 59 | 11 years | |
Michael Brown | M | 78 | 14 years | |
Maura Markus | F | 66 | 8 years | |
Richard J. Himelfarb | M | 82 | 19 years | |
Danny Ludeman | M | 67 | 5 years | |
Michael Zimmerman | M | 73 | 11 years | |
Robert Grady | M | 66 | 14 years | |
Ben A. Plotkin | M | 68 | 17 years | |
Thom Weisel | M | 83 | 14 years | |
Adam Berlew | M | 57 | 5 years | |
John Ingalls Snow | M | 62 |
Investors Financial Services Corp.
Investors Financial Services Corp. Investment ManagersFinance Investors Financial Services Corp. operated as a holding company. It provided asset administration services for the financial services industry through its wholly-owned subsidiaries. Investors Financial Services was founded in 1995 and was headquartered in Boston, MA.
The Endowment for Health
| 2 years |
Hector Urrea | M | - |
The Endowment for Health
| - |
Carol Stamatakis | F | - |
The Endowment for Health
| - |
Donna Sargent | F | - |
The Endowment for Health
| - |
Jenny Lipfert | F | - |
The Endowment for Health
| - |
Scott Bogle | M | - |
The Endowment for Health
| - |
Rodney Clark | M | 55 |
Middlesex School
| - |
Roger A. Gelfenbien | M | 80 |
Virtus Variable Insurance Trust
| - |
Eunice S. Groark | F | 86 |
Virtus Variable Insurance Trust
| - |
Richard Smirl | M | 56 | 3 years | |
Allen John George Sheppard | M | - |
Middlesex University
| - |
Yvonne Goldsberry | M | - |
The Endowment for Health
| - |
Yitzhak Katz | M | - |
Middlesex University
| - |
Baruch Mevorach | M | 70 |
Middlesex University
| - |
Joel Jeffrey | M | - | 8 years | |
Frank E. Grzelecki | M | 86 |
Virtus Variable Insurance Trust
| - |
Edgar Helms | M | - |
The Endowment for Health
| - |
John G. Vrysen | M | 69 |
John Hancock Variable Insurance Trust
| 17 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
William R. Moyer | M | 80 |
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | 8 years |
Gregory F. Taylor | M | - | 12 years | |
Jen Eustance | F | - |
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | 12 years |
Paul A. Tryon | M | - |
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | 11 years |
Thomas M. Kinzler | M | 69 |
John Hancock Funds II
John Hancock Variable Insurance Trust
| - |
William Wright | M | 64 | 3 years | |
Kevin J. Sheehan | M | 71 |
Investors Financial Services Corp.
Investors Financial Services Corp. Investment ManagersFinance Investors Financial Services Corp. operated as a holding company. It provided asset administration services for the financial services industry through its wholly-owned subsidiaries. Investors Financial Services was founded in 1995 and was headquartered in Boston, MA. | 17 years |
Hugh C. McHaffie | M | 65 |
John Hancock Funds II
John Hancock Variable Insurance Trust
| - |
William M. Weldon | M | - |
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | 23 years |
Marney C. Cumming | F | - |
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | - |
Henry Peabody | M | 46 |
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | 6 years |
Ethan Waterman Sales | M | - |
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | 3 years |
Thomas Patrick Mulroy | M | 62 | 12 years | |
Thomas F. Mann | M | 74 | 5 years | |
David Robert MacDougall | M | - |
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | - |
Alyson L. Nickse | F | - |
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | - |
Stacy Austin Reinhart | F | - |
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | 7 years |
John E. Henry | M | 58 |
Investors Financial Services Corp.
Investors Financial Services Corp. Investment ManagersFinance Investors Financial Services Corp. operated as a holding company. It provided asset administration services for the financial services industry through its wholly-owned subsidiaries. Investors Financial Services was founded in 1995 and was headquartered in Boston, MA. | - |
Kyle Miller | M | - |
Hudson Castle Group, Inc.
Hudson Castle Group, Inc. Miscellaneous Commercial ServicesCommercial Services Hudson Castle Group, Inc. provided capital management solutions. The company was founded in 1996 and headquartered in New York, NY. | - |
Christopher W. Ruddy | M | - | - | |
Kathleen Brown | F | 78 | 7 years | |
K. C. King | M | - |
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | 13 years |
John P. Dubinsky | M | 80 | 17 years | |
Cindy O'Neil | F | - |
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | - |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 96 | 96.00% |
United Kingdom | 4 | 4.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- James Maclay Oates
- Personal Network