State Street Research & Management
Industry: Company
DescriptionHeadquarters: Boston, MA Founded: 1924 Parent organization: BlackRockFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportMap location is approximate. Can you help us improve it? State Street Research & Management Saved (0) Saved Save Banking and finance in Boston, Massachusetts Address: 1 Financial Ctr # 31, Boston, MA 02111 Phone: (617) 482-3920: Hours: : : : : : Category: Place name: Website: Category: Banking and Finance Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of State Street Research & Management Posting publicly on the Web Write a review Reviews Be the first to review
State Street Research & Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street Research & Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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State Street Research & Management Employees
x October 2011 - Present
Income Research & Management March 2000 - October 2011
State Street Research & Management January 1994 - March 2000
Morningside North America May 1992 - September 1992
S.G. Philllips Constructors, INC. December 1988 - January 1992
Turner Construction Company August 1986 - December 1988
Skills
Asset Management
Education
Princeton University 1982 — 1986
Bachelor of Science (BS), Engineering
Massachusetts Institute of Technology 1992 — 1993
Master of Science (MS), Real Estate
Boston College 1994 — 1996
Master of Science (MS), Finance
Eaton Vance Management 2006 - 2015
Cambridge Associates 2005 - 2006
State Street Research & Management 1986 - 2005
Education
Boston College
Bachelor of Arts (B.A.), Economics
Miles Ahead Communications October 1998 - Present
State Street Research & Management September 1997 - May 1998
Scudder, Stevens & Clark April 1996 - August 1997
L.L.Bean September 1994 - March 1996
L.L.Bean May 1993 - August 1994
New England Trade Adjustment Assistance Center August 1988 - April 1993
Harron & Associates June 1986 - July 1988
Skills
Media Relations, Editing, Public Relations, Proofreading, Marketing Communications, Copywriting, Event Planning, Newsletters, Community Outreach, Brochures, Content Strategy, Content Development, Advertising, Social Media, Strategic Communications, Marketing, Integrated Marketing, Press Releases, Marketing Strategy, Event Management, Direct Marketing
Education
Yale University 1982 — 1986
B.A, Political Science
Simmons College - Simmons School of Management 1989 — 1991
M.B.A, Marketing
Cornell University 2012 — 2012
eCornell - Professional Development Certificate Program, Plant-Based Nutrition
Akamai Technologies April 2015 - Present
Akamai Technologies December 2007 - March 2015
Akamai Technologies August 2004 - December 2007
State Street Research & Management July 2002 - August 2004
State Street Research & Management December 1998 - July 2002
Eaton Vance Corp September 1997 - December 1998
Skills
Financial Modeling, Strategic Financial..., Analytics, Financial Analysis, Process Improvement, Business Analysis, Corporate Finance, Project Management, Acquisition Integration, Forecasting, Leadership, Finance, Management, Analysis, Financial Reporting, Strategic Planning, Financial Planning, Essbase, Budgets
Education
Suffolk University - Sawyer Business School 2003 — 2008
Master of Science, Finance
Babson College 1992 — 1996
Bachelor of Science, Business Administration/Finance
North American Management Corporation 2001 - Present
Gordon-Conwell Theological Seminary 1983 - Present
Billy Graham Evangelistic Association 1979 - Present
ServiceMaster 1982 - 2004
Berents & Hess Capital Management 1991 - 2000
State Street Research & Management 1965 - 1990
Procter & Gamble 1959 - 1965
Education
Cornell University 1954 — 1959
Bachelor of Mechanical Engineering, Mechanical Engineering
Boston University
Master of Business Administration (MBA)
John Hancock Funds LLC April 2007 - Present
BlackRock 2004 - March 2007
State Street Research & Management 2000 - 2004
Skills
Series 63, Series 6, Separately Managed..., Series 7, Mutual Funds, Series 65, Retirement Planning, Alternative Investments, Retirement, 529 Plans, Financial Services, Wealth Management, Asset Allocation, FINRA, Securities, Portfolio Management, 401k, Fixed Annuities, Variable Annuities, IRAs, ETFs, Series 24
Education
Curry College 1995 — 1999
Communications
Warwick veterans memorial hs
Investment Cycle Engine, Inc. September 2014 - Present
Boston-Based Universities September 2010 - December 2014
State Street Global Advisors June 2006 - January 2009
State Street Research & Management 2002 - 2005
Grantham, Mayo, Van Otterloo & Co., LLC 1997 - 2002
State Street Bank & Trust 1995 - 1997
US Department of Treasury 1991 - 1995
Federal Reserve Bank of New York 1988 - 1991
US House of Representatives, Committee on Banking, Finance & Urban Affairs 1985 - 1988
Education
American University 1982 — 1984
MA, Economics
Bucknell University 1975 — 1978
BA, Economics
kasina March 2014 - Present
Cole Capital September 2011 - February 2014
Cerulli Associates October 2004 - August 2011
State Street Research & Management January 2004 - October 2004
FleetBoston Financial September 1998 - December 2003
Skills
Strategy, Market Research, Asset Managment, Mutual Funds, Alternative Investments, Product Management, Asset Management, Investments, Analysis, Hedge Funds, Portfolio Management, Strategic Planning, Investment Strategies, Management, Financial Modeling, Wealth Management, Financial Advisory, Fixed Income, Equities, Financial Services, Asset Allocation, Investment Management, Competitive Analysis
Education
Georgetown University 1993 — 1997
BSBA, Finance
Brophy College Prep 1989 — 1993
Pillar Search August 2015 - Present
Executive Recruiting and Human Resources Consultant July 2010 - Present
Lois L. Lindauer Searches, LLC August 2013 - April 2015
Harvard Law School August 2011 - October 2012
FundQuest January 2006 - June 2010
The Kessler Group August 2004 - January 2006
State Street Research & Management May 2000 - August 2004
COPLEY FINANCIAL GROUP January 1999 - May 2000
PDG (Knowledge Impact) August 1995 - January 1999
Scudder Investments August 1992 - August 1995
Skills
Direct Recruiting, Performance Management, Strategic Planning, Writing, MBTI Certified, Coaching, Constructive Feedback, Organizational..., Organizational..., Negotiation, Relationship Developer, Retention Strategies, Change Management, Training & Development, Talent Management, Executive Coaching, Volunteer Management, Volunteer Training, Corporate Communications, Social Media, Social Networking, Blogging, MBTI, Recruiting, Onboarding, Employee Training, Employee Engagement, Management, Leadership Development, Training, Succession Planning, Employee Benefits, Team Building, Human Resources, Personnel Management, Strategy, Workforce Planning, Leadership, Talent Acquisition
Education
Lesley University
M.S., Organizational Development
Regis College
B.S., Psychology
Lee Hecht Harrison January 2009 - Present
PCF Coaching January 2009 - Present
Boston Scientific May 2006 - January 2008
State Street Research & Management February 1988 - March 2005
Skills
Workshops, Training, Interviewing Skills, Workshop Facilitation, Change Management, Project Management, Strategic Planning, Leadership Development, Executive Coaching, Process Improvement, Team Building, Career Development, Career Counseling, Public Speaking
Education
The Coaches Training Institute 2009 — 2009
Life Coach
Northeastern University
BA, Journalism
Whitridge Associates July 2015 - Present
MLDBoston.com July 2011 - Present
Cramer January 2013 - July 2015
Eaton Vance January 2011 - January 2013
Eaton Vance Management January 2007 - January 2011
Eaton Vance 2006 - 2007
MetLife (formerly State Street Research Management) 2001 - 2005
State Street Research & Management 1999 - 2001
General Insurance Commission 1998 - 1999
CGU 1991 - 1999
Skills
Strategic Planning, Web Project Management, Social Media, SharePoint, Project Management, HTML, Business Analysis, SQL, Microsoft Office..., XML, ASP.NET, Requirements Gathering, Integration, Agile Methodologies, Business Intelligence, SDLC, Microsoft SQL Server, Visio, SharePoint Designer, Requirements Analysis, Database Design, Databases, User Experience, Process Improvement, Scrum, Management
Education
Northeastern University 1992 — 1998
Bachelor of Science (B.S.) Management Information Systems, Management Information Systems, General
Northeastern University 1991 — 1998
Bachelor of Science, Business Administration, Management Infomation Systems
Mercer August 2015 - Present
FOC Partners October 2012 - June 2015
Huntsman Gay Global Capital March 2010 - October 2012
Bain Capital 2005 - January 2010
Wellington Management Company 2002 - 2005
State Street Research & Management 2000 - 2002
Scudder Investments 1983 - 2000
Bank of Boston 1980 - 1983
Pine Brook Country Club 1979 - 1980
Skills
Private Equity, Hedge Funds, Relationship Management, Sales, Asset Management, Asset Allocation, Equities, Credit, Team Leadership, Venture Capital, Investments, Strategic Planning, Marketing
Education
Colby College 1975 — 1979
BA
Milton Academy 1968 — 1974
Wellington Management 2008 - Present
BlackRock 2003 - 2006
State Street Research & Management 2001 - 2003
Skills
Equities, Valuation, Equity Research, Bloomberg, Financial Modeling, Investments, Hedge Funds, Portfolio Management, Investment Management
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA, General Management
Vanderbilt University 1996 — 2000
BS, Economics, Spanish
RBC Global Asset Management (U.S.) Inc. August 2014 - Present
BlackRock January 2005 - August 2014
State Street Research & Management 1996 - January 2005
State Street Research & Management November 1993 - 1996
Education
University of Massachusetts Boston
Norges Bank Investment Management 2005 - Present
State Street Research & Management 2001 - 2005
State Street Research & Management 1998 - 2001
State Street Research & Management 1994 - 1998
The Torvald Klaveness Group 1991 - 1994
Storebrand 1986 - 1989
Education
Columbia University - Columbia Business School 1989 — 1991
MBA
Norwegian School of Economics (NHH) 1981 — 1985
Siviløkonom
Batterymarch Financial Management 2003 - November 2014
Boston Private Bank 2002 - 2003
State Street Research & Management 1994 - 2002
MetLife 1990 - 1994
EG&G Inc. 1987 - 1990
EG&G, Inc. 1986 - 1987
Skills
Investments, Investment Management, Mutual Funds, Asset Management, Equities, Marketing Strategy, Financial Services, Fixed Income, Hedge Funds, Alternative Investments, Defined Benefit, Asset Allocation, Investment Strategies, Client Services, Bloomberg, Management, Securities, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.), Finance
Colby College
Bachelor's Degree, Goverrnment and Business
Muskoka Capital Management, LLC October 2009 - October 2014
Brook Street Press March 2002 - October 2009
State Street Research & Management January 2001 - September 2001
State Street Research March 1997 - January 2001
State Street Research September 1994 - March 1997
Batterymarch Financial Management 1990 - 1992
Trinity Investment Management 1985 - 1989
The Church of the Covenant 1982 - 1984
Skills
Business Strategy, Executive Management, Leadership, Start-ups, Strategic Planning, Investment Management, Hedge Funds, Equities, Investments, Finance, Business Development, Alternative Investments, Strategy, Fixed Income, Asset Management, Product Development, Project Management, Portfolio Management, Mutual Funds, Entrepreneurship, Mergers & Acquisitions, Management, Marketing Communications, Strategic Customer...
Education
Princeton Theological Seminary 1978 — 1981
M.Div., Theology
California State University-Fullerton 1976 — 1978
BA, Psychology
BCU September 2013 - Present
Cars.com November 2010 - August 2013
Boston Financial Data Services/ DST Retirement Solutions September 2002 - May 2010
State Street Research & Management November 1999 - September 2002
Skills
Call Center, Mutual Funds, Investments, Financial Services, Process Improvement, Vendor Management, Relationship Management, Salesforce.com, Customer Service, Account Management, Project Management, Business Analysis, Microsoft Excel, Microsoft Office, Call Centers, Product Management, Management, Access, Customer Satisfaction, Analysis, Analytics, Leadership, Customer Retention, Team Leadership, Training, Sales, CRM, Data Analysis, Risk Management, Sales Operations, Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2007
MBA
Georgetown University 1995 — 1999
Bachelor of Arts, Government, Psychology
St. John's Prep 1991 — 1995
BlackRock 2005 - Present
State Street Research & Management 1999 - 2005
Camp Dudley 1986 - 1989
Education
Boston College 1993 — 1998
Hotchkiss 1993 — 1995
Wellington Management February 2005 - Present
Wellington Management 2005 - Present
State Street Research & Management 2001 - 2005
Education
Dickinson College
The Wishcamper Companies, Inc. 2011 - Present
KTR Capital Partners 2005 - 2011
State Street Research & Management 2001 - 2005
Skills
Real Estate Economics, Due Diligence, Real Estate, Real Estate Transactions
Education
Boston College 1996 — 2000
B.S., Finance
Wissahickon High School
Essex Capital Management, LLC 2012 - Present
North Shore Community College 2009 - Present
Power in Lynn 2008 - Present
Maloy Financial Services April 2007 - June 2012
Commonwealth Financial Network 2007 - June 2012
North Shore Women in Business 2010 - 2010
State Street Research April 1992 - February 2005
State Street Research & Management 1992 - 2004
Skills
Wealth Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
MBA, Finance
Wells Capital Management August 2009 - May 2014
Evergreen Investments March 2005 - August 2009
Evergreen Investments September 2002 - August 2009
Evergreen Investments September 2002 - March 2005
State Street Research January 1998 - September 2002
State Street Research & Management January 1998 - September 2002
Chancellor Capital Management October 1995 - January 1998
Chancellor Capital Management October 1995 - January 1998
The Phoenix Companies April 1985 - October 1995
Phoenix Investment Counsel January 1985 - January 1995
Skills
Asset Managment, CRM, New Business Development, Portfolio Management, Equities, Investments, Investment Management, Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Fixed Income
Education
The University of Connecticut
BA, German; Economics
University of Vermont
Economics, German
Universität Salzburg
German
PHS CONSULTING SERVICES ; West Palm Beach, FL / NYC / Dallas, TX June 2009 - Present
FORENSIC MORTGAGE AUDIT GROUP, Palm Beach Gardens, FL January 2008 - May 2009
THOMAS WEISEL PARTNERS April 2000 - August 2004
JOHN HANCOCK FUNDS October 1999 - April 2000
STATE STREET RESEARCH & MANAGEMENT July 1994 - October 1999
Skills
Foreclosures, REO, Investments, Valuation, Asset Managment, Equities, Hedge Funds, Due Diligence, Portfolio Management, Capital Markets, Financial Modeling, Private Equity
Education
Cornell University 1992 — 1994
MBA, Finance
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
Clark University 1983 — 1987
BA, Computer Science
Robeco Investment Management 2004 - Present
State Street Research & Management 1996 - 2004
Kidder Peabody 1987 - 1994
IBM 1985 - 1987
Education
Boston College - Carroll School of Management 2002 — 2004
Master of Science (MS), Finance, General
Pace University 1985 — 1987
Bachelor of Science (BS), Computer Science
Blue Cross Blue Shield of Rhode Island 2010 - Present
Arbella Insurance Group March 2006 - October 2009
Electronic Data Systems October 2005 - March 2006
State Street Research & Management September 2002 - March 2005
Covansys March 1997 - September 2002
Blue Cross and Blue Shield January 1985 - March 1997
Skills
Requirements Gathering, Project Management, Vendor Management, Business Requirements, Visio, Program Management, SharePoint, Software Project...
Education
Northeastern University 1991 — 1995
BS, Environmental Engineering
various financial services and other organization types April 2010 - Present
U.S. Trust, Bank of America Private Wealth Management July 2007 - August 2010
U.S. Trust November 2003 - June 2007
State Street Bank - SSgA April 2001 - October 2003
State Street Research & Management October 1997 - March 2001
Freedom Capital Management November 1996 - October 1997
Painewebber 1993 - 1994
Skills
Marketing Strategy, Financial Services, Marketing, Asset Management, Project Management, Wealth Management, Management, Strategic Planning, Portfolio Management, Marketing Communications
Education
Boston University 1989 — 1993
BS, Communications/Marketing/Psychology
RBC Global Asset Management (U.S.) Inc. March 2014 - Present
Dimensional Fund Advisors January 2012 - February 2014
Eaton Vance/Parametric Portfolio Advisors October 2005 - November 2011
State Street Research & Management October 2001 - October 2002
Bank of Boston June 1996 - July 2000
Lehman Brothers January 1992 - June 1996
Offtech, Inc. 1983 - 1990
Xerox January 1980 - January 1983
Skills
Hedge Funds, Institutional Investors, Endowments, Alternative Assets, Asset Allocation, ETFs, Investment Advisory, Fund Of Funds, Portfolio Optimization
Education
Trinity College-Hartford 1975 — 1979
BA, Economics
Westwood High School 1971 — 1975
Wellesley Free Library August 2010 - Present
Mount Ida College September 2011 - April 2013
Fidelity Investments 2007 - 2008
Columbia Management Group 2002 - 2006
State Street Research & Management 2001 - 2002
Squier, Knapp, Dunn 2000 - 2000
United States Trust Company 1999 - 2000
United States Trust Company 1999 - 1999
United States Trust Company January 1995 - 1999
United States Trust Company 1994 - 1995
Skills
Information Literacy, Library, Research, Higher Education
Education
Hamilton College 1990 — 1994
Bachelor of Arts, English Literature
Boston University
Certificate, Financial Planning 2004
Simmons College
Master of Science, Library Science 2011
Loomis, Sayles & Company July 2015 - Present
State Street Global Advisors July 2013 - June 2015
BlackRock January 2010 - July 2012
BLACKROCK, INC January 2005 - July 2012
BlackRock 2005 - July 2012
BlackRock January 2005 - January 2010
State Street Research January 2003 - January 2005
STATE STREET RESEARCH & MANAGEMENT January 1992 - January 2005
State Street Research 2003 - 2005
State Street Research 1996 - 2003
Skills
CFA, Chartered Financial..., Portfolio Management, Equity Research, Investments, Hedge Funds, Equities, Asset Management
Education
Boston College 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Malden Catholic High School 1984 — 1988
Boston College
B.S, Finance
Malden Catholic High School
Forrester Research September 2004 - Present
State Street Research & Management 2001 - 2004
Skills
Microsoft Office, Research, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Project Management, Management, Public Speaking, Outlook, Administrative..., Event Planning, Office Management, Time Management, Event Management
Education
Fairfield University