State Street Research and Management

Industry: Company

Description

Headquarters: 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: : : : Category: Website: : Place name: : Hours: 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

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State Street Research and Management Employees

Employee
Years
Job
Industry
Douglas Lippert Douglas Lippert Greater Boston Area Details
Douglas Lippert's State Street Research and Management Experience May 1997 - March 2000
Job QA Manager at Newforma
Industry Computer Software
Experience
Newforma  January 2008 - Present
Goss International  October 2004 - January 2008
Altiris  July 2003 - October 2004
Unisys  April 2001 - June 2003
Engage Software  April 2000 - January 2001
State Street Research and Management   May 1997 - March 2000
The Boston Consulting Group  June 1995 - April 1997

Skills
Unix, Testing, Troubleshooting, .NET, Quality Assurance, Databases, Test Automation, Microsoft SQL Server, Servers, SDLC, Software Quality..., Oracle, XML, SQL, Active Directory

Education
Northeastern University   1992 — 1996
Bachelor of Science (BS), MIS and Marketing

Ruthann Sullivan Ruthann Sullivan Montpelier, Vermont Details
Ruthann Sullivan's State Street Research and Management Experience 2000 - 2004
Job Director Information Technology Infrastructure at Vemont Mutual
Industry Information Technology and Services
Experience
Vemont Mutual Insurance Group   August 2012 - Present
State of Vermont  August 2006 - August 2012
State of Vermont  January 2011 - July 2011
State of Vermont  2006 - 2010
BlackRock Solutions  2005 - 2006
MetLife  2004 - 2005
State Street Research and Management   2000 - 2004
State Street Research  1997 - 2000
State Street Research  1995 - 1997
Staples  1991 - 1995

Skills
Project Management, Vendor Management, Program Management, Process Improvement, Strategic Planning, Team Building, Change Management, Disaster Recovery, Leadership, Telecommunications, Project Planning, Team Leadership, Coaching, Contract Negotiation, Customer Service, Data Center, Enterprise Software, IT Management, ITIL, Integration, Management, Network Administration, Networking, Risk Management, Security, Software Documentation, Strategy, Testing, Training, Visio, VoIP, WAN

Education
Snelling Center for Government, Vermont Leadership Institute   2009 — 2010
Leadership

Nichols College   1987 — 1991
BS, Management

Charles Glovsky, CFA Charles Glovsky, CFA Greater Boston Area Details
Charles Glovsky, CFA's State Street Research and Management Experience 1987 - 1996
Job Equity Product Manager
Industry Investment Management
Experience
Eaton Vance  August 2011 - Present
Independence Investments/Lee Munder Capital Group   January 2000 - September 2010
Dewey Square Investors   1998 - 2000
Glovsky-Brown Capital Management   1996 - 1998
State Street Research and Management   1987 - 1996
Alex. Brown and Sons  1984 - 1987

Education
Dartmouth College
BA

Stanford University Graduate School of Business
MBA

Clifford F. Ransom II Clifford F. Ransom II Baltimore, Maryland Details
Clifford F. Ransom II's State Street Research and Management Experience 1998 - 2001
Job President and Founder, Ransom Research, Inc. "The Way of Lean Investing"
Industry Research
Experience
Ransom Research, Inc.   2003 - Present
Lean Horizons; Lean Value Stream, Simpler; SISU; and TBM   2003 - Present
Shingo Prize Academy for Operational Excellence   2001 - Present
Shingo Insitute, Home of the Shingo Prize for Enterprize Excellence   May 2012 - 2014
Shingo Prize Academy for Operational Excellence   2011 - 2014
Janney Montgomery Scott  2001 - 2002
State Street Research and Management   1998 - 2001
NatWest Securities  1996 - 1998
Raymond James Financial Inc.  1992 - 1996
Ferris, Baker Watts  1982 - 1992

Skills
Investments, Lean Management, Industrial investment..., Lean cultural..., Equity Research, Independent Equity..., Institutional Research, Lean Manufacturing, Lean Thinking, Lean Transformation, Lean Consulting, Lean Consulting..., Lean Investing, Public Speaking, Lean Presentations, Lean and Investing, Management, Six Sigma, Industrial Engineering, Equities, Private Equity, Strategy, Value Stream Mapping, Operational Excellence, Operations Management, Venture Capital, Kaizen, Analysis, Financial Modeling, Management Consulting, Competitive Analysis, Kanban, Continuous Improvement, Business Strategy, Cross-functional Team..., Process Engineering, Executive Management, Start-ups, Consulting, Mergers & Acquisitions, Product Development, Business Planning, Manufacturing Operations, Performance Improvement, Entrepreneurship, Change Management, Acquisition Integration, Program Management, Manufacturing..., Business Transformation

Education
Princeton University   1963 — 1967
Bachelor's degree, Romance Languages and Literature

Johns Hopkins SAIS   1967 — 1969
Master's degree, International Relations and Economics

Loyola University   1978 — 1980
Master of Business Administration (MBA), Business

Choate Rosemary Hall   1959 — 1963

Edward Kemm Edward Kemm Palm City, Florida Details
Edward Kemm's State Street Research and Management Experience July 1993 - July 1995
Job Consultant at Independent Portfolio Consultants
Industry Financial Services
Experience
Independent Portfolio Consultants  February 2015 - Present
HOODZ of the Treasure and Space Coasts   July 2010 - October 2014
SEI Investments  June 2003 - October 2010
SEI Investments  July 1999 - June 2003
Citibank  August 1998 - June 1999
AIG  March 1995 - August 1998
STATE STREET RESEARCH AND MANAGEMENT   July 1993 - July 1995

Skills
CRM, Sales, Product Development, Vendor Management, Management, Investments, Relationship Management, New Business Development, Marketing, Sales Operations, Finance, Customer Satisfaction, Program Management, Insurance, Contract Negotiation, Kitchen Exhaust..., Hedge Funds..., Training, Fundraising, Hedge Funds, Financial Services

Education
Syracuse University   1987 — 1991
Bachelor of Arts (B.A.), Economics

Sushmita Dharan, FRM Sushmita Dharan, FRM Hartford, Connecticut Area Details
Sushmita Dharan, FRM's State Street Research and Management Experience January 2004 - July 2004
Job RISK MANAGER AT HIMCO
Industry Financial Services
Experience
Hartford Investment Management Co. (HIMCO)   April 2015 - Present
GLG - Gerson Lehrman Group  January 2014 - May 2015
SuMi Trust Global Asset Services   June 2014 - March 2015
Moody's Investors Service  August 2004 - September 2007
State street research and management   January 2004 - July 2004

Skills
Structured Finance, Credit Analysis, Credit Risk, Derivatives, Portfolio Management, Residential Mortgages, Risk Management, Financial Risk, Finance, Securitization, Hedge Funds, Fixed Income, Asset Management

Education
Boston College   2003 — 2004
MS Finance, Finance

Boston College - Wallace E. Carroll Graduate School of Management   2003 — 2004

Jawaharlal Nehru Technological University   1996 — 1998
Master of Business Administration (MBA), Finance, General

Kurt Umholtz Kurt Umholtz Greater Boston Area Details
Kurt Umholtz's State Street Research and Management Experience 1987 - 1998
Job Owner, The Parker River Group, Inc.
Industry Information Technology and Services
Experience
The Parker River Group, Inc.   Enterprise Client Reporting Consultant
State Street Bank  2006 - 2007
Mosiki Development   2005 - 2007
Babson Capital Management, LLC  2003 - 2005
Simply Found   2001 - 2003
Thomson Financial - First Call   1999 - 2002
Beacon Design Group   1991 - 2000
Prudential Investments  1997 - 1999
State Street Research and Management   1987 - 1998
SSRM   1987 - 1992

Skills
Requirements Analysis, Business Analysis, Fixed Income, SDLC, Software Project...

Education
Syracuse University   1983 — 1986
Bachelor of Fine Arts (BFA), Painting

Michigan Technological University   1982 — 1983
Computer Engineering

Jeff Golden Jeff Golden Columbus, Ohio Area Details
Jeff Golden's State Street Research and Management Experience September 2003 - February 2005
Job Senior Investment Analyst at Ohio Public Employees Retirement System (OPERS)
Industry Investment Management
Experience
Ohio Public Employees Reitrement System (OPERS)   January 2015 - Present
Copper Rock Capital Partners   October 2006 - May 2014
BlackRock  February 2005 - October 2006
State Street Research and Management   September 2003 - February 2005

Skills
Equity Research, Equities, Portfolio Management, Mutual Funds, Mergers & Acquisitions

Education
Princeton University   1995 — 1999
Bachelor of Arts (B.A.), Economics

Kathleen Wilbur Kathleen Wilbur Greater Boston Area Details
Kathleen Wilbur's State Street Research and Management Experience 2000 - 2002
Job Vice President of HR at HallKeen Management
Industry Real Estate
Experience
HallKeen Management  June 2006 - Present
Novations Group Inc.  March 2003 - June 2006
State Street Research and Management   2000 - 2002
Standish, Ayer, and Wood   October 1998 - June 2000
The Boston Company  September 1996 - October 1998

Education
Saint Michael's College   1992 — 1996

Ray Perry, CIPM Ray Perry, CIPM Greater Boston Area Details
Ray Perry, CIPM's State Street Research and Management Experience 1992 - 1997
Job Business Systems Consultant at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  August 2015 - Present
Loring, Wolcott & Coolidge Trust, LLC.   August 2012 - June 2015
Loring, Wolcott & Coolidge   February 2008 - July 2012
State Street Global Advisors  June 2007 - January 2008
MFC Global Investments   March 2004 - June 2007
Investors Bank & Trust  February 2001 - March 2004
PFPC  1997 - 2001
State Street Research and Management   1992 - 1997

Skills
Mutual Funds, Investments, Asset Management, Equities, Financial Services, Analytics, Process Improvement, Risk Management, Fixed Income, Private Equity, Middle Office, Performance Attribution, Financial Reporting, Investment Strategies, Financial Modeling, Estate Planning, Securities, Performance Measurement, ETFs, Banking, Hedge Funds, Institutional..., Microsoft Excel, Credit, Portfolio Management, Access, Microsoft Office, Alternative Investments, Financial Analysis, Performance Analysis, Fund Accounting, Relationship Management, Investment Advisory, Bloomberg, Corporate Actions, Wealth Management, Derivatives, Due Diligence, SQL, Business Analysis, Equity Research, Series 7, Investment Management, Asset Allocation

Education
Suffolk University - Sawyer School of Management   1994 — 1998
MBA

Bentley University   1988 — 1992
BS, Finance

AMA Training

Douglas Pheeney, CIMA® Douglas Pheeney, CIMA® Greater New York City Area Details
Douglas Pheeney, CIMA®'s State Street Research and Management Experience 2001 - 2002
Job Vice President Investment Management Consultant BlackRock
Industry Investment Management
Experience
BlackRock  March 2013 - Present
Putnam Investments  January 2010 - February 2013
Putnam Investments  October 2004 - December 2009
Putnam Investments  September 2002 - October 2004
State Street Research and Management   2001 - 2002
Fidelity Investments  September 2000 - February 2001

Skills
Asset Allocation, Mutual Funds, Series 7, Series 63, Separately Managed..., Series 65, Alternative Investments, Business Development, Series 6, Consultative Sales..., Consultative Selling..., Public Speaking, Asset Managment, Territory Management, New Territory..., Absolute Return, Global Macro, CIMA

Education
Denison University   1996 — 2000
BA, History

Brooks School   1993 — 1996

Phyllis Fleno Phyllis Fleno Greater New York City Area Details
Phyllis Fleno's State Street Research and Management Experience 1997 - 2005
Job
Industry Investment Management
Experience
Wright Investors' Service  2008 - Present
State Street Research and Management   1997 - 2005

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance

Boston College
BS, Accounting

Timothy Buckley Timothy Buckley Greater Boston Area Details
Timothy Buckley's State Street Research and Management Experience August 1996 - September 1998
Job Equity Analyst
Industry Investment Management
Experience
LMCG Investments  December 2014 - Present
Surveyor Capital  June 2014 - December 2014
Ty View Capital, LLC   March 2013 - September 2013
Saddle Ridge Capital   September 2012 - March 2013
Evercore Asset Management   February 2009 - December 2011
AG Asset Management  May 2006 - January 2009
ForstmannLeff  May 2004 - April 2006
Schroder Investment Management North America, Inc.   September 1998 - May 2004
State Street Research and Management   August 1996 - September 1998
FDIC  July 1989 - July 1994

Skills
Portfolio Management, Investments, Asset Management, Equities, Alternative Investments, Asset Managment, Bloomberg, Bonds, Capital Markets, Credit, Economics, Finance, Financial Modeling, Hedge Funds, Valuation, Mutual Funds, Management, Insurance, Fixed Income

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1994 — 1996
MBA, Management

Boston College - Carroll School of Management   1985 — 1989
BS, Finance and Economics, Magna Cum Laude

Tim Manning Tim Manning Greater Boston Area Details
Tim Manning's State Street Research and Management Experience April 1993 - August 2000
Job Managing Director, Portfolio Manager Mid Cap Growth at Wellington Management
Industry Investment Management
Experience
Wellington Management  October 2007 - Present
RiverSource Investments  2002 - 2007
John Hancock  September 2000 - March 2002
State Street Research and Management   April 1993 - August 2000

Skills
Portfolio Management, Hedge Funds, Equity Research, Domestic and Global..., Bloomberg, Investments, Valuation, Equity Valuation, Financial Modeling, Private Equity, Mutual Funds, Institutional Investors, Securities

Education
Boston University   1994 — 1997
BS, Summa Cum Laude, Economics

Jacqueline Mara Lynch Jacqueline Mara Lynch Greater Boston Area Details
Jacqueline Mara Lynch's State Street Research and Management Experience 1987 - 2002
Job Business Researcher at Jacqueline Lynch Information Services
Industry Research
Experience
Designs by Jacqueline Mara   2013 - Present
Jacqueline Lynch Information Services   2003 - June 2015
State Street Research and Management   1987 - 2002
John Volpe Transportation Center   1985 - 1987
Harfax Industry Database   1983 - 1985

Skills
Library, Metadata, Knowledge Management, Library Research, Library Science, Library Management, Online Research, Information Management, Content Management, Editing, Information Retrieval, Secondary Research, Local history research, Photography on fabric

Education
American Tesol Institute   2009 — 2009
Certification, Business English as a Second Language

Emmanuel College
BA, English Literature/Sociology

Simmons College
MLS, Library and Information Science

Kedran Panageas Kedran Panageas Chicago, Illinois Details
Kedran Panageas's State Street Research and Management Experience June 2001 - October 2004
Job Fixed Income Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  September 2005 - Present
State Street Research and Management   June 2001 - October 2004

Skills
Investment Banking

Education
Massachusetts Institute of Technology

Kathleen Bochman Kathleen Bochman Greater Boston Area Details
Kathleen Bochman's State Street Research and Management Experience 1992 - 2001
Job Vice President at Loomis Sayles & Co
Industry Capital Markets
Experience
Loomis Sayles & Co  2006 - Present
Wellington Management  2001 - 2005
State Street Research and Management   1992 - 2001
Andersen Consulting  1989 - 1992

Education
Columbia Business School   1987 — 1989
MBA, Finance

Dartmouth College   1983 — 1987
BA, Psychology

Jeff Puntney, CIMA Jeff Puntney, CIMA Greater Seattle Area Details
Jeff Puntney, CIMA's State Street Research and Management Experience February 2003 - December 2005
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock  December 2005 - Present
State Street Research and Management   February 2003 - December 2005
State Street Research  2003 - 2005
LPL Financial  March 2001 - January 2003

Skills
Mutual Funds, Asset Allocation, Alternative Investments, Asset Management, Series 7, Investments, Series 63, Fixed Income, Equities, Wealth Management

Education
Wharton School, University of Pennsylvania   2006 — 2007
CIMA

University of Wisconsin-Madison   1989 — 1993
Bachelor of Arts, Political Science

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