State Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the second-oldest continually operating United States bank; its predecessor, Union Bank, was founded in 1792. State Street is ranked 15th on the list of largest banks in the United States by assets. It is one of the largest asset management companies in the world with US$3.1 trillion under management and US$38.8 trillion under custody and administration. It is the second largest custodian bank in the world, and it is considered a systemically important bank by the Financial Stability Board.
Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. With offices in more than 42 countries and more than 60,000 employees, the firm's clients include corporations, governments, institutions, and individuals. Morgan Stanley ranked No. 67 in the 2018 Fortune 500 list of the largest United States corporations by total revenue.
Babson College is a private business school in Wellesley, Massachusetts. Established in 1919, its central focus is on entrepreneurship education. It was founded by Roger W. Babson as an all-male business institute, but became coeducational in 1969.
Roger Ward Babson was an American entrepreneur, economist, and business theorist in the first half of the 20th century. He is best remembered for founding Babson College. He also founded Webber College, now Webber International University, in Babson Park, Florida, and the defunct Utopia College, in Eureka, Kansas.
Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, insurance companies, accountancy companies, consumer-finance companies, stock brokerages, investment funds, individual managers, and some government-sponsored enterprises.
Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $4.9 trillion in assets under management as of June 2020 and a combined total customer asset value number of $8.3 trillion. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, cryptocurrency, securities execution and clearance, asset custody, and life insurance.
The Blackstone Group Inc. is an American alternative investment management company based in New York City. In 2019, Blackstone converted from a publicly traded partnership into a corporation.
Investment management is the professional asset management of various securities, including shareholdings, bonds, and other assets, such as real estate, in order to meet specified investment goals for the benefit of investors. Investors may be institutions, such as insurance companies, pension funds, corporations, charities, educational establishments, or private investors, either directly via investment contracts or, more commonly, via collective investment schemes like mutual funds, exchange-traded funds, or REITs.
BlackRock, Inc. is an American multinational investment management corporation based in New York City. Founded in 1988, initially as a risk management and fixed income institutional asset manager, BlackRock is by far the world's largest asset manager, with just over $9 trillion in assets under management as of June 2021. BlackRock operates globally with 70 offices in 30 countries and clients in 100 countries.
Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.
LPL Financial Holdings, Inc. was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, over $1 trillion in advisory & brokerage assets, and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.
State Street Global Advisors (SSGA) is the investment management division of State Street Corporation and the world's fourth largest asset manager, with nearly $3.59 trillion (USD) in assets under management as of 31 March 2021.
Ceres is a non-profit sustainability advocacy organization based in Boston, Massachusetts and founded in 1989.
Mario Joseph Gabelli is an American stock investor, investment advisor, and financial analyst. He is the founder, chairman, and CEO of Gabelli Asset Management Company Investors, an investment firm headquartered in Rye, New York. Forbes Magazine listed him as #1477 on the list of Billionaires. On January 10th, 2000, Gabelli was inducted into the Barron's (newspaper) All Century Team, their list of the most influential mutual fund industry portfolio managers. Mr. Gabelli was named an honorary member of Local 6 and the Hotel Trades Council in December 2019 and formally inducted into the Horatio Alger Association of Distinguished Americans on April 2-4, 2020, during the Association's 73rd Horatio Alger Award Induction Ceremonies in Washington, D.C.
A.G. Edwards, Inc. was an American financial services holding company; its principal wholly owned subsidiary was A.G. Edwards & Sons, Inc., which operated as a full-service securities broker-dealer in the United States and Europe. The firm was acquired by Wachovia Securities, which later was acquired by Wells Fargo Advisors. The firm provided securities and commodities brokerage, investment banking, trust services, asset management, financial and retirement planning, private client services, investment management, and other related financial services to individual, governmental, and institutional clients.
Stifel Financial Corp. is an American multinational independent investment bank and financial services company created under its present name in July 1983 and listed on the New York Stock Exchange on November 24, 1986. Its predecessor company was founded in 1890 as the Altheimer and Rawlings Investment Company and is headquartered in downtown St. Louis, Missouri.
Oppenheimer Holdings is an American multinational independent investment bank and financial services company offering investment banking, financial advisory services, capital markets services, asset management, wealth management, and related products and services worldwide. The company, which once occupied the One World Financial Center building in Manhattan, now bases its operations at 85 Broad Street in New York City.
Darrell W. Crate is an American investor, private equity manager, and philanthropist. He is currently the managing principal of Easterly, a private investment firm he founded in 2009 in Beverly, Massachusetts.
Affiliated Managers Group, Inc. is an American international investment management company headquartered in West Palm Beach, Florida, that owns stakes in a number of boutique asset management, hedge fund, and specialized private equity firms.
Dedham Savings is one of the oldest American banks still in operation and one of the oldest banks in the state of Massachusetts still doing business under its original charter.
