Ursprung des Netzwerks ersten Grades von Carma K. Wallace
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Nicholas-Applegate Capital Management
 Nicholas-Applegate Capital Management Investment ManagersFinance Founded in 1984, Nicholas-Applegate Capital Management is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Allianz of America, Inc., and their ultimate parent is Allianz AG (NYSE: AZ). Nicholas-Applegate manages assets for individual and institutional investors including corporate and government retirement plans, foundations, endowments and mutual fund families.
97
| Extinct | Investment Managers | 97 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Carma K. Wallace
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Analyst-Equity Portfolio Manager-Equities | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Head-Equity Investments Analyst-Equity Analyst-Equity Portfolio Manager-Equities | |
Virtus Investment Advisers, Inc.
 Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Chief Investment Officer | |
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 | Graduate Degree Graduate Degree | |
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Chief Investment Officer | |
TIAA-CREF Investment Management LLC
 TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Investment Managers | Analyst-Equity Analyst-Equity Portfolio Manager-Equities | |
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 | Chief Operating Officer Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
Nicholas Investment Partners LP
 Nicholas Investment Partners LP Investment ManagersFinance Nicholas Investment Partners LP (NIP) is a SEC-registered investment advisor headquartered in Rancho Santa Fe, California. The firm is owned by NIP 3 LP and was co-founded by Catherine and Art Nicholas in 2006 as Wagonhound Investments LP. NIP provides investment advice to individuals, banks or thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or business entities, UMA accounts and private investment vehicles. | Investment Managers | Founder Founder | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree Graduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Doctorate Degree | |
| University of Pennsylvania | College/University | Director of Finance/CFO Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Putnam Investments Ltd.
 Putnam Investments Ltd. Investment ManagersFinance Putnam Investments Ltd. (PIL) is an investment management firm headquartered in London, UK. The firm was founded in 1982 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Financial Corp. in Canada. PIL is an active asset manager that provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Russell Investment Group Pty Ltd.
 Russell Investment Group Pty Ltd. Investment ManagersFinance Part of Russell Investments Group Ltd., Russell Investment Group Pty Ltd. is a financial asset management company based in Sydney, Australia. The Australian company offers a set of resources and articles to help clients navigate through market volatility and focus on the long term. The company provides analysis on the impact of pivoting the superannuation system to a mass personalized, goals-based approach on the real retirement gap. The company's investment approach brings the world's leading managers and strategies together aimed at achieving investors' goals. Russell Investment Group manages investments for institutions, advisors, and individuals, and is dedicated to improving financial security for people. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin | |
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| San Diego State University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Graduate Degree | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Flagler College | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgia State University | College/University | Doctorate Degree Graduate Degree | |
| Texas A&M University | College/University | Corporate Officer/Principal Undergraduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Corporate Officer/Principal | |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Analyst-Equity Chief Executive Officer Head-Equity Investments Head-Equity Investments Analyst-Equity Analyst-Equity Analyst-Equity Chairman Corporate Officer/Principal Director of Research - Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Sales & Marketing Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Fixed Income Portfolio Manager-Equities Head-Equity Investments Analyst-Equity | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
ClariVest Asset Management LLC
 ClariVest Asset Management LLC Investment ManagersFinance ClariVest Asset Management LLC (ClariVest) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2006 and is a wholly owned subsidiary of Eagle Asset Management, Inc., which is ultimately held by Raymond James Financial, Inc. (NYSE: RJF). ClariVest provides advisory services to a variety of clients such as institutional investors, pension and profit-sharing plans, investment companies and other pooled vehicles (such as limited partnerships and funds registered outside the US), corporations, state and municipal government entities, trusts, seed accounts and charitable organizations. | Investment Managers | Founder Chief Executive Officer Founder Founder Founder Analyst-Equity Portfolio Manager-Equities Founder | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of California, Irvine | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
Clarivest Emerging Markets Socially Responsible Fund LLC
 Clarivest Emerging Markets Socially Responsible Fund LLC Investment Trusts/Mutual FundsMiscellaneous Clarivest Emerging Markets Socially Responsible Fund LLC operates as a pooled investment fund. The company is headquartered in San Diego, CA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Corporate Officer/Principal 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 | Masters Business Admin Masters Business Admin Undergraduate Degree | |
San Diego County Employees Retirement Association
 San Diego County Employees Retirement Association Investment ManagersFinance The San Diego County Employees' Retirement Association (SDCERA) is a public employee retirement system established by the county of San Diego in 1939. They service retirement, disability, death and survivor benefits for their members | Investment Managers | Chief Investment Officer Chief Investment Officer Chief Investment Officer | |
| VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
EAM Investors LLC
 EAM Investors LLC Investment ManagersFinance EAM Investors LLC (EAM) is a majority employee-owned investment management boutique headquartered in Solana Beach, California. Formerly known as Eudaimonia Asset Management LLC, the firm was founded in 2007 by Travis T. Prentice, Montie L. Weisenberger, and Joshua M. Moss. EAM offers investment management and supervisory services to public and corporate retirement funds, superannuation funds, sub advisory relationships, foundations, endowments and OCIO’s. | Investment Managers | Founder Chief Executive Officer Founder | |
BMO Asset Management Corp.
 BMO Asset Management Corp. Investment ManagersFinance BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients. | Investment Managers | Director of Research - Equity Portfolio Manager-Equities | |
| University of Michigan | College/University | Masters Business Admin Graduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Graduate Degree | |
| University of San Diego | College/University | Masters Business Admin Masters Business Admin | |
Frontier Global Partners LLC
 Frontier Global Partners LLC Investment ManagersFinance Frontier Global Partners LLC (FGP) is a registered independent hedge fund manager headquartered in La Jolla, California. The firm was founded when Frontier Market Asset Management LLC merged with HAV Capital LLC in 2018. FGP provides investment advice and management to privately placed investment funds and separately managed accounts. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
| Shanghai Jiao Tong University | College/University | Graduate Degree Undergraduate Degree | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| London Business School | College/University | Graduate Degree Graduate Degree |
Statistik
International
| Vereinigte Staaten | 45 |
| Vereinigtes Königreich | 3 |
| Australien | 2 |
| Frankreich | 2 |
| China | 2 |
Sektoral
| Consumer Services | 26 |
| Finance | 23 |
| Miscellaneous | 3 |
Operativ
| Corporate Officer/Principal | 186 |
| Portfolio Manager-Equities | 139 |
| Analyst-Equity | 124 |
| Undergraduate Degree | 84 |
| Masters Business Admin | 57 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Todd L. Spillane | 70 |
| Marna Whittington | 19 |
| Vernon Bernardino | 16 |
| Horacio Valeiras | 16 |
| George C. Kenney | 16 |
| Tom Muscarella | 11 |
| Nicholas Melhuish | 11 |
| C. Maher | 11 |
| James Fernandes | 11 |
| Doug Forsyth | 10 |
| Joseph J. Devine | 10 |
| Elizabeth Marie Bernstein | 10 |
| Blake Burdine | 9 |
| Robert S. Marren | 9 |
| Nicole Larrabee Rodrigues | 9 |
- Börse
- Insiders
- Carma K. Wallace
- Unternehmensverbindungen
