Martin Beaulieu
Chief Executive Officer at Artivest Holdings, Inc.
Network origin in Martin Beaulieu first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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).
212
| Subsidiary | Investment Managers | 212 |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.
101
| Subsidiary | Investment Managers | 101 |
Santa Clara University
67
| College/University | Other Consumer Services | 67 |
Vestigo Ventures LLC
 Vestigo Ventures LLC Investment ManagersFinance Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts.
21
| Private Company | Investment Managers | 21 |
CircleBlack, Inc.
 CircleBlack, Inc. Information Technology ServicesTechnology Services CircleBlack, Inc. develops a wealth management platform. Its technology helps in financial advisory services. The company was founded by John Michel in 2014 and is headquartered in Jersey City, NJ.
9
| Holding Company | Information Technology Services | 9 |
Artivest Holdings, Inc.
 Artivest Holdings, Inc. Packaged SoftwareTechnology Services Artivest Holdings, Inc. provides digital platform for private investment managers and investors. The firm offers technology-driven investment platforms for fund managers, wealth managers, and independent advisors. It offers private equity and venture capital funds. The company was founded by James David Waldinger in 2011 and is headquartered in New York, NY.
6
| Subsidiary | Packaged Software | 6 |
Altegris Advisors LLC
 Altegris Advisors LLC Investment ManagersFinance Altegris Advisors LLC (Altegris) is a SEC-registered investment advisor and holding firm headquartered in La Jolla, California. The firm was founded in 2010 by Matthew Osborne and James Waldinger. Altegris serves as the investment adviser to the following categories of Fund clients: (i) Mutual and Closed-End Funds, and their respective subsidiaries, as applicable; and (ii) Private Funds.
2
| Holding Company | Investment Managers | 2 |
Strategic Insights, Inc.
 Strategic Insights, Inc. Data Processing ServicesTechnology Services Strategic Insights, Inc. provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community. It delivers full service solutions to the asset management sector worldwide, including investment flow data, advisor sales analysis, in-depth research, analytics, editorial content and events for investment managers, asset owners and custodians, plus Transaction Cost Measurement. The company was founded on April 24, 1989 and is headquartered in New York, NY.
2
| Subsidiary | Data Processing Services | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Martin Beaulieu via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
| BLACKROCK, INC. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Boston College | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
BlackRock Investment Management LLC
 BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Investment Managers | Analyst-Equity Head-Equity Investments Analyst-Equity Portfolio Manager-Equities | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Massachusetts | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| EVERQUOTE, INC. | Internet Software/Services | Founder Consultant / Advisor Director/Board Member Consultant / Advisor | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
MFS Institutional Advisors, Inc.
 MFS Institutional Advisors, Inc. Investment ManagersFinance MFS Institutional Advisors, Inc. (MFSI) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Massachusetts Financial Services Co., dba MFS Investment Management (MFS), which is an indirect, majority-owned subsidiary of Sun Life Financial Inc. (TSE: SLF, NYSE: SLF) in Canada. Founded in 1986, MFSI provides investment advisory services to institutional investors. The firm also provides advisory services through certain wrap fee programs whose participants include individual and high net-worth individuals. | Investment Managers | Director of Research - Equity Chief Executive Officer Portfolio Manager-Equities | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Doctorate Degree Masters Business Admin | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Link Ventures LLP
 Link Ventures LLP Investment ManagersFinance Link Ventures LLP (Link Ventures) is a venture capital firm founded in 2006 by David B. Blundin and Rob Chaplinsky. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Founder Private Equity Investor Private Equity Investor | |
| International Monetary Fund | General Government | Economist Economist Corporate Officer/Principal | |
Cogo Labs, Inc.
 Cogo Labs, Inc. Packaged SoftwareTechnology Services Cogo Labs, Inc. supports new companies to be profitable. It offers engineering, analytics, and design solutions. The company was founded by David Blundin and is headquartered in Cambridge, MA. | Packaged Software | Founder Chief Executive Officer Corporate Officer/Principal | |
| Yale University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Managed Emerging Markets Trust
 Managed Emerging Markets Trust Investment Trusts/Mutual FundsMiscellaneous Managed Emerging Markets Trust intends to issue and redeem shares in transactions with authorized participants. Its portfolio consists of cash or cash equivalents, foreign exchange, and financial instruments. It is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director of Finance/CFO Chief Executive Officer | |
Aquiline Capital Partners LLC
 Aquiline Capital Partners LLC Investment ManagersFinance Aquiline Capital Partners LLC (Aquiline Capital) is a private equity/venture capital firm founded in 2005 by Jeffrey W. Greenberg. The firm is headquartered in New York City with an office in London. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Masters Business Admin Graduate Degree | |
Dvx Ventures
 Dvx Ventures Investment ManagersFinance Dvx Ventures LLC (Dvx Ventures) is a venture capital firm founded in 2019 by Jon McNeil, Karim Bousta and Henry Vogel. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
Shepherd Kaplan Krochuk LLC
 Shepherd Kaplan Krochuk LLC Investment ManagersFinance Shepherd Kaplan Krochuk LLC (SKK) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was originally founded in 2001 by Gregory Fraser, Rudolph Kluiber and Timothy Krochuk as GRT Capital Partners LLC. In 2017, Shepherd Kaplan LLC, a Boston-based registered investment advisor, combined their business with GRT Capital Partners. The transaction resulted in Shepherd Kaplan LLC becoming a majority-owned and wholly-controlled subsidiary of GRT Capital Partners. GRT Capital Partners' name was changed to Shepherd Kaplan Krochuk LLC. SKK offers regular and continuous advisory services for private investment funds, pension plans, investment companies, institutions, endowments & foundations, private clients, family offices, and high net worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Insured Retirement Institute | Director/Board Member Director/Board Member | ||
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
MFS Investment Management Canada Ltd.
 MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm was founded in 1947 and formerly known as McLean Budden Ltd. They are a subsidiary of MFS Institutional Advisors, Inc. and their ultimate parent is Sun Life Financial, Inc. (NYSE, TSX: SLF). MFS Canada manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree |
Statistics
International
| United States | 46 |
| Canada | 3 |
| Israel | 2 |
| United Kingdom | 2 |
Sectoral
| Consumer Services | 27 |
| Finance | 18 |
| Technology Services | 3 |
| Commercial Services | 2 |
| Government | 2 |
Operational
| Director/Board Member | 149 |
| Corporate Officer/Principal | 118 |
| Undergraduate Degree | 96 |
| Portfolio Manager-Equities | 86 |
| President | 83 |
Most connected contacts
| Insiders | |
|---|---|
| Bob Doll | 81 |
| Mark Casady | 35 |
| Mary Beams | 33 |
| Christopher Dean | 32 |
| Jack Leon Rivkin | 30 |
| Michael Roberge | 21 |
| David Blundin | 19 |
| Dan Rice | 17 |
| Ian Sheridan | 16 |
| Steven Spiegel | 16 |
| Pete Mattoon | 14 |
| Wang Ray | 14 |
| John Werner | 14 |
| James David Waldinger | 12 |
| Mira Wilczek | 11 |
- Stock Market
- Insiders
- Martin Beaulieu
- Company connections
