Tom Bergeron
Analyst-Equity at Frost Investment Advisors LLC
Network origin in Tom Bergeron first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Vermont
126
| College/University | Other Consumer Services | 126 |
Babson College
105
| College/University | Other Consumer Services | 105 |
Frost Investment Advisors LLC
Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients.
36
| Subsidiary | Investment Managers | 36 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tom Bergeron via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
EATON VANCE CORP. | Investment Managers | Director/Board Member 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 | Head-Equity Investments Portfolio Manager-Equities | |
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). | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
Molex LLC
Molex LLC Electronic ComponentsElectronic Technology Molex LLC manufactures electronic and fiber-optic interconnection products and systems. It offers application tooling, automation, cables, electrical products-woodhead, and optical solutions. The company was founded by Frederick August Krehbiel in 1938 and is headquartered in Lisle, IL. | Electronic Components | Director/Board Member | |
Trinity University | College/University | Undergraduate Degree Undergraduate Degree | |
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree Undergraduate Degree | |
HarbourVest Partners LLC
HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Investor Private Equity Investor Treasurer | |
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Corporate Officer/Principal | |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal Institutional Sales | |
GFH FINANCIAL GROUP BSC | Investment Banks/Brokers | Director/Board Member | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Pardus Capital Management LP
Pardus Capital Management LP Investment ManagersFinance Pardus Capital Management LP is an independent hedge fund management firm which was founded in 2005 by Karim Samii and Joseph Thornton. Headquartered in New York City, the firm manages the assets of high net-worth individuals and institutional clients. | Investment Managers | Analyst-Fixed Income | |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Texas A&M University | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
The University of Texas at Austin | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Rice University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Texas State University | College/University | Undergraduate Degree Masters Business Admin | |
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 Analyst-Equity | |
University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
Avenue Capital Management II LP
Avenue Capital Management II LP Investment ManagersFinance Avenue Capital Management II LP (Avenue US) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Marc Lasry and Sonia Gardner in 2000. They are a subsidiary of Avenue Management Holdco LP, ultimately held by GL Management LLC. Avenue US provides investment advisory services to private investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
F.W. Olin Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree Masters Business Admin | |
Texas Tech University | College/University | Undergraduate Degree Undergraduate Degree | |
JSmart Technologies, Inc.
JSmart Technologies, Inc. Packaged SoftwareTechnology Services Part of SkyZone Entertainment, Inc., JSmart Technologies, Inc. provides software applications for wireless phones. The American company was founded by Jamieson M. Hall, Justin Siegel. JSmart Technologies was acquired by SkyZone Entertainment, Inc. on October 19, 2004. | Packaged Software | Director/Board Member | |
Vermont Center for Emerging Technologies
Vermont Center for Emerging Technologies Investment ManagersFinance Vermont Center for Emerging Technologies (Vermont Center Emerging) is a private equity firm founded in 2005 by John Evans. The firm is headquartered in Burlington, Vermont. | Investment Managers | President | |
Dartmouth-Hitchcock Medical Center
Dartmouth-Hitchcock Medical Center Hospital/Nursing ManagementHealth Services Dartmouth-Hitchcock Medical Center operates a general medical hospital. It is a nonprofit academic health system. The firm health care professionals offer clinical, education, research, nursing, specialty referrals and resource services. The company was founded in 1893 and is headquartered in Lebanon, NH. | Hospital/Nursing Management | Corporate Officer/Principal | |
AlJazeera Tourism Co. BSC
AlJazeera Tourism Co. BSC Other Consumer ServicesConsumer Services AlJazeera Tourism Co. BSC engages in the investment in leisure and tourism sector. Its investment portfolio includes hotels, resorts and family leisure projects. The company was founded in 1993 and is headquartered in Manama, Bahrain. | Other Consumer Services | Director/Board Member | |
Stanford University | College/University | Doctorate Degree | |
Indian Institute of Management Ahmedabad | College/University | Masters Business Admin | |
Indian Institute of Technology Bombay | College/University | Undergraduate Degree | |
OneMade, Inc. | Director/Board Member | ||
Testive, Inc.
Testive, Inc. Internet Software/ServicesTechnology Services Testive, Inc. develops an online platform that enables students to prepare for SAT and ACT. Its platform provides personalized SAT and ACT preparation programs to students by pairing them with coaches. The company was founded by Miro Kazakoff, Tom Rose and Facundo Chamut in 2011 and is headquartered in Boston, MA. | Internet Software/Services | Chief Executive Officer | |
Flynn Center for the Performing Arts
Flynn Center for the Performing Arts Miscellaneous Commercial ServicesCommercial Services Flynn Center for the Performing Arts operates as a managed home for arts and services. It offers information on performances, history, seating, facility rental, special events and membership. The company is headquartered in Burlington, VT. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Companyon Ventures Management LLC
Companyon Ventures Management LLC Investment ManagersFinance Companyon Ventures Management LLC (Companyon Ventures) is a venture capital firm founded in 2016 by Thomas John Lazay and Parthib Srivasthsan. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Consultant / Advisor |
Statistics
International
United States | 42 |
Bahrain | 3 |
India | 3 |
Sectoral
Finance | 22 |
Consumer Services | 16 |
Commercial Services | 4 |
Technology Services | 3 |
Electronic Technology | 2 |
Operational
Corporate Officer/Principal | 130 |
Director/Board Member | 99 |
Undergraduate Degree | 99 |
Analyst-Equity | 50 |
Masters Business Admin | 43 |
Most connected contacts
Insiders | |
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Lee Higdon | 19 |
Al L. Wiegman | 18 |
Brian M. Barefoot | 18 |
Jeffrey A. Del Papa | 18 |
Mehmet Aydin Müderrisoglu | 14 |
Bashar Al-Mutawa | 14 |
Marc Urbach | 13 |
Chris Lalonde | 13 |
David Pann | 13 |
David Bradbury | 13 |
Craig Palli | 12 |
James Molloy | 10 |
Jamie Finn | 10 |
Christopher Malone | 10 |
Berk Uziyel | 10 |
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