Michael Whitaker
Compliance Officer at The North Carolina Capital Management Trust
Network origin in Michael Whitaker 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).
59
| Subsidiary | Investment Managers | 59 |
Fidelity Investments, Inc.
 Fidelity Investments, Inc. Financial ConglomeratesFinance Fidelity Investments, Inc. operates as a financial services company. The company is headquartered in Boston, MA.
26
| Subsidiary | Financial Conglomerates | 26 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 9 | |
The North Carolina Capital Management Trust
 The North Carolina Capital Management Trust Investment Trusts/Mutual FundsMiscellaneous North Carolina Capital Management Trust provides trust services. It manages investment of funds for local governments and public authorities in North Carolina. The company was founded in 1982 and is headquartered in Boston, MA.
9
| Umbrella Fund | Investment Trusts/Mutual Funds | 9 |
Fidelity Investments Money Management, Inc.
 Fidelity Investments Money Management, Inc. Investment ManagersFinance Fidelity Investments Money Management, Inc. (FIMM) is an asset management firm headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of FMR LLC. FIMM serves as sub-advisor to fixed income mutual funds and institutional accounts, and fixed income portions of mutual funds and institutional accounts, managed by FMR or its affiliates. Their clients are generally mutual funds, ETFs or other institutional accounts.
1
| Extinct | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Michael Whitaker via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Corporate Officer/Principal Analyst-Equity President President Analyst-Equity Portfolio Manager-Equities Corporate Officer/Principal | |
| MFS CHARTER INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Secretary Director/Board Member | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | General Counsel Corporate Officer/Principal | |
| WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal General Counsel | |
| STATE STREET CORPORATION | Investment Banks/Brokers | General Counsel Chief Executive Officer | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income Analyst-Equity Corporate Officer/Principal | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Director of Research - Fxd Inc Corporate Officer/Principal | |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| UNUM GROUP | Multi-Line Insurance | Director/Board Member 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. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
Allspring Funds Management LLC
 Allspring Funds Management LLC Investment ManagersFinance Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients. | Investment Managers | Chief Executive Officer Compliance Officer Corporate Officer/Principal | |
| ALLSPRING UTILITIES AND HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Secretary General Counsel Director/Board Member President Compliance Officer Chairman Director/Board Member General Counsel Corporate Secretary | |
Asset Allocation Trust
 Asset Allocation Trust Investment Trusts/Mutual FundsMiscellaneous Asset Allocation Trust provides trust services. The private company is based in San Francisco, CA. | Investment Trusts/Mutual Funds | Director/Board Member President Director/Board Member | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| WELLS FARGO ADVANTAGE FUNDS - ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Secretary General Counsel Director/Board Member President Compliance Officer Chairman Director/Board Member General Counsel Compliance Officer General Counsel | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Director/Board Member Corporate Officer/Principal Human Resources Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree Graduate Degree Corporate Officer/Principal Masters Business Admin Masters Business Admin | |
| Boston University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 Corporate Officer/Principal Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
State Street Global Advisors
 State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Chief Executive Officer Chief Executive Officer General Counsel | |
| Princeton University | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Bowdoin College
 Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree | |
Fidelity Investments Charitable Gift Fund
 Fidelity Investments Charitable Gift Fund Investment Trusts/Mutual FundsMiscellaneous Fidelity Investments Charitable Gift Fund operates as an independent public charity with a donor-advised fund program. Its is a charitable giving vehicle that combines immediate tax benefits with the ability to support charities on a flexible timetable. The charity was founded in 1991 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | President 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 | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
| St. Lawrence University | College/University | Undergraduate Degree Undergraduate Degree | |
| Marquette University | College/University | Graduate Degree Undergraduate Degree | |
State Street Global Advisors AG
 State Street Global Advisors AG Investment ManagersFinance State Street Global Advisors AG provides investment advisory services. Its products include active equity, alternatives, cash funds and solutions, indexing, multi-asset, SPDR ETFs and smart beta. The company was founded by Scott F. Powers in 1978 and is headquartered in Zurich, Switzerland. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Brightsphere Investment Uk Ltd.
 Brightsphere Investment Uk Ltd. Investment ManagersFinance Brightsphere Investment Group Plc engages in the provision investment management services and products. It offers its services to institutional investors, in asset classes that include equities, fixed income, real estate, and timber. The company was founded in May 2014 and is headquartered in London, the United Kingdom. | Investment Managers | Corporate Officer/Principal Director/Board Member | |
| Syracuse University | College/University | Director/Board Member Undergraduate Degree | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Chief Executive Officer Portfolio Manager-Fixed Income | |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the asset management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded as the result of the merger between The Bank of New York Company, Inc. and Mellon Financial Corporation in 2007. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Investment Managers | Corporate Officer/Principal President | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| Davidson College | College/University | Undergraduate Degree Undergraduate Degree |
Statistics
International
| United States | 48 |
| Switzerland | 2 |
| United Kingdom | 2 |
| Canada | 2 |
Sectoral
| Finance | 23 |
| Consumer Services | 21 |
| Miscellaneous | 7 |
| Commercial Services | 3 |
Operational
| Director/Board Member | 343 |
| Corporate Officer/Principal | 179 |
| Independent Dir/Board Member | 146 |
| Undergraduate Degree | 70 |
| President | 51 |
Most connected contacts
| Insiders | |
|---|---|
| Cynthia Egan | 105 |
| Ron O'Hanley | 42 |
| Robert Charles Pozen | 39 |
| Keith Quinton | 33 |
| Marc Gary | 25 |
| Andrew Sassine | 24 |
| Pamela Wheelock | 21 |
| Pat Goepel | 20 |
| Robert J. Chersi | 18 |
| Andrew Owen | 17 |
| James G. Martin | 17 |
| Tim McKnight | 17 |
| Jacqueline Shoback | 17 |
| Linda Bain | 15 |
| Cyrus Taraporevala | 14 |
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