Wesly Pate
Portfolio Manager-Fixed Income at Income Research & Management, Inc.
Network origin in Wesly Pate first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Income Research & Management, Inc.
 Income Research & Management, Inc. Investment ManagersFinance Income Research & Management, Inc., dba Income Research + Management (IR+M), is a privately-owned, independent, fixed income investment management firm headquartered in Boston, Massachusetts. The firm was co-founded by John A. Sommers and Jack A. Sommers in 1987. IR+M manages US fixed income portfolios for institutional and private clients, several US fixed income private investment funds, and collective investment trusts for qualified investors.
30
| Private Company | Investment Managers | 30 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Wesly Pate via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal | |
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. | Investment Managers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Fixed Income | |
John Hancock Financial Services, Inc.
 John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Life/Health Insurance | Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| FIRST EAGLE ALTERNATIVE CAPITAL BDC, INC. | Investment Managers | Director/Board Member | |
THL Credit Secured Floating Rate Debt Ltd.
 THL Credit Secured Floating Rate Debt Ltd. Financial ConglomeratesFinance THL Credit Secured Floating Rate Debt, Ltd. operates as a closed-end management investment company. It is managed by THL Credit Advisors LLC, which provides the administrative services. The company intends to elect to be treated as a business development company. THL Credit Secured Floating Rate Debt was founded on June 26, 2013 and is headquartered in Boston, MA. | Financial Conglomerates | Director/Board Member | |
| University of Virginia | College/University | Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Wake Forest University | College/University | Undergraduate Degree | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Rhode Island | College/University | Undergraduate Degree | |
| GENWORTH FINANCIAL, INC. | Multi-Line Insurance | Corporate Officer/Principal | |
| Xavier University | College/University | Undergraduate Degree | |
| Amherst College | College/University | Undergraduate Degree Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin Masters Business Admin | |
| Bentley University | College/University | Graduate Degree | |
| Boston College | College/University | Masters Business Admin | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
| Ithaca College | College/University | Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree | |
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 | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
| University of Oklahoma | College/University | Graduate Degree | |
| University of Delhi | College/University | Undergraduate Degree | |
| Wheaton College (Massachusetts) | College/University | Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
| Questrom School of Business | College/University | Masters Business Admin | |
| Annamalai University | College/University | Graduate Degree | |
State Street Corp. (Fund Distributor)
 State Street Corp. (Fund Distributor) Investment ManagersFinance State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT) | Investment Managers | Corporate Officer/Principal | |
State Street Global Advisors Trust Co.
 State Street Global Advisors Trust Co. Investment ManagersFinance State Street Global Advisors Trust Co. (SSGA Trust) is an investment advisory firm headquartered in Boston, Massachusetts. The firm is owned by State Street Bank & Trust Co., which is a subsidiary of State Street Corp. (NYSE: STT). SSGA Trust was founded in 2016 for State Street Global Advisors’ US institutional investment management business. | Investment Managers | Corporate Officer/Principal | |
| University of Massachusetts Boston | College/University | Masters Business Admin | |
| Sawyer School | College/University | Masters Business Admin | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity | |
Hood River Capital Management LLC
 Hood River Capital Management LLC Investment ManagersFinance Hood River Capital Management LLC (Hood River) is an independent, SEC-registered investment advisor headquartered in Palm Beach Gardens, Florida. The firm was founded by David Swank, Brian Smoluch and Rob Marvin in 2013. Hood River provides investment advisory services that are limited to the strategies listed to a variety of separately managed client accounts (Small-Cap Growth, Small/Mid-Cap Growth) generally on a discretionary basis. | Investment Managers | Sales & Marketing | |
F.S. Smithers & Co., Inc.
 F.S. Smithers & Co., Inc. Investment Banks/BrokersFinance F.S. Smithers & Co., Inc. provides financial services. The private company is based in New York, NY. | Investment Banks/Brokers | Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin |
Statistics
International
| United States | 46 |
| India | 3 |
| Israel | 2 |
Sectoral
| Consumer Services | 30 |
| Finance | 19 |
| Consumer Durables | 2 |
Operational
| Undergraduate Degree | 29 |
| Corporate Officer/Principal | 25 |
| Portfolio Manager-Fixed Income | 22 |
| Masters Business Admin | 14 |
| Analyst-Fixed Income | 12 |
Most connected contacts
- Stock Market
- Insiders
- Wesly Pate
- Company connections
