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Carol Schleif
Chief Investment Officer bei BMO Family Office LLC
Ursprung des Netzwerks ersten Grades von Carol Schleif
Einheit | Art der Einheit | Industrie | |
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Abbot Downing Investment Advisors
![]() Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors is an investment advisor headquartered in Minneapolis, Minnesota. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). They provide investment management services to a small number of individuals and families, as well as their endowments and foundations.
29
| Extinct | Investment Managers | 29 |
BMO Family Office LLC
![]() BMO Family Office LLC Investment ManagersFinance BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices.
3
| Subsidiary | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Carol Schleif
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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WELLS FARGO & COMPANY | Major Banks | Comptroller/Controller/Auditor | |
Brandes Investment Partners LP
![]() Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes manages global equity and fixed-income assets for clients worldwide. | Investment Managers | Corporate Officer/Principal | |
SKBA Capital Management LLC
![]() SKBA Capital Management LLC Investment ManagersFinance SKBA Capital Management LLC (SKBA) is an independent registered investment advisor headquartered in San Francisco, California. The firm was founded by Andrew Bischel in 1989. SKBA manages assets for individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, state or municipal government entities, mutual funds and insurance companies. | Investment Managers | Corporate Officer/Principal | |
Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
Nuveen Investment Solutions, Inc.
![]() Nuveen Investment Solutions, Inc. Investment ManagersFinance Nuveen Investment Solutions, Inc. provides investment advice. The firm its services to insurance companies, investment companies, pension and profit sharing plans, corporate plan sponsors, public funds, state or municipal government entities, foundations, endowments and investment managers. The company was founded in 1984 and is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
Merrill Lynch Ventures LLC
![]() Merrill Lynch Ventures LLC Investment ManagersFinance Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Investment Managers | Corporate Officer/Principal | |
Investment Advisers, Inc.
![]() Investment Advisers, Inc. Investment ManagersFinance Part of Federated Hermes, Inc., Investment Advisers, Inc. is a company that provides investment and other related financial services. The company is based in Bloomington, MN. Investment Advisers was acquired by Federated Hermes, Inc. from Lloyds TSB Group Plc on September 20, 2000. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
CMS Cos.
![]() CMS Cos. Investment ManagersFinance CMS Cos. operates as an investment company. It provides asset allocation and intergenerational planning services. The firm designs personalized asset allocation strategies for the development of model portfolios; calculates asset class weightings, which incorporate individual goals and objectives; computes optimal amount and mix of investments; and evaluates the impact of investments selected. The company was founded by Mark I. Solomon in 1969 and is headquartered in Wynnewood, PA. | Investment Managers | Corporate Officer/Principal | |
Drexel University | College/University | Undergraduate Degree | |
GFO Advisory Services LLC
![]() GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Arkansas Tech University | College/University | Undergraduate Degree | |
RMR Wealth Advisors LLC
![]() RMR Wealth Advisors LLC Investment ManagersFinance RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy. | Investment Managers | Investment Committee Member | |
Bowling Green State University | College/University | 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 | Graduate Degree | |
Golden Gate University | College/University | Masters Business Admin | |
Indiana University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
Minnesota State University-Mankato | College/University | Undergraduate Degree Masters Business Admin | |
University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
University of Arizona | College/University | Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree | |
University of Miami
![]() University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Masters Business Admin | |
University of Michigan | College/University | Undergraduate Degree 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 Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
University of St. Thomas
![]() University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree Graduate Degree Masters Business Admin Graduate Degree | |
University of South Dakota | College/University | Masters Business Admin Undergraduate Degree | |
Catalyst Capital Advisors LLC
![]() Catalyst Capital Advisors LLC Investment ManagersFinance Catalyst Capital Advisors LLC (Catalyst) is an independent mutual fund manager and registered investment advisor headquartered in Huntington, New York. The firm was founded in 2006 by Jerry Szilagyi and David Miller. Catalyst offers a broad range of distinct, “intelligent alternative” funds. | Investment Managers | Portfolio Manager-Equities | |
University of Minnesota Foundation | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
University of the Pacific
![]() University of the Pacific Other Consumer ServicesConsumer Services University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California. | College/University | Undergraduate Degree | |
Cresset PKP LLC
![]() Cresset PKP LLC Investment ManagersFinance Cresset PKP LLC is a wealth management firm headquartered in Reston, Virginia. Formerly known as PagnatoKarp Partners LLC, the firm was founded by Paul Pagnato Jr. and David Karp in 2016. They were acquierd in 2020 by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Cresset PKP provides investment advisory, family office, and other services to individuals, families, and institutional clients. | Investment Managers | Head-Equity Investments | |
Chicago Wealth Management, Inc.
![]() Chicago Wealth Management, Inc. Investment ManagersFinance Chicago Wealth Management, Inc. (CWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Jeffrey G. Cribbs in 2004. CWM provides investment management and financial planning services primarily to high net worth and high income individuals, non-profits, and institutions. | Investment Managers | Corporate Officer/Principal | |
Strategic Wealth Partners Group LLC
![]() Strategic Wealth Partners Group LLC Investment ManagersFinance Strategic Wealth Partners Group LLC (SWP) is a SEC-registered investment advisor and wealth management firm headquartered in Deerfield, Illinois. The firm was founded by David J. Copeland and Neal H. Price in 2008 as the successor firm of Strategic Wealth Partners LLC. They are wholly owned by Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). SWP provides advisory services to high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Director of Investments | |
Cresset Asset Management LLC
![]() Cresset Asset Management LLC Investment ManagersFinance Cresset Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles. | Investment Managers | Investment Committee Member | |
Andersen Tax LLC
![]() Andersen Tax LLC Investment ManagersFinance Andersen Tax LLC (Andersen) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Mark Vorsatz in 2002 as WTAS LLC. They are a wholly owned subsidiary of Andersen Tax Holdings LLC, which is principally owned by MD Investment LLC. Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individuals and entities. | Investment Managers | Corporate Officer/Principal | |
Hood & Strong LLP
![]() Hood & Strong LLP Miscellaneous Commercial ServicesCommercial Services Hood & Strong LLP operates as a public accounting firm with expertise in commercial, not-for-profit, and client spotlight. It provides tax, assurance, consulting, and mergers and acquisitions services. The company was founded by Walter Hood and Addison Strong in 1971 is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Willis Towers Watson (New York)
![]() Willis Towers Watson (New York) Miscellaneous Commercial ServicesCommercial Services Part of Willis Towers Watson Plc, Willis Towers Watson (New York) is a company that provides management consulting services. The company is based in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 48 |
Sektoral
Finance | 26 |
Consumer Services | 19 |
Commercial Services | 3 |
Technology Services | 2 |
Miscellaneous | 2 |
Operativ
Corporate Officer/Principal | 57 |
Portfolio Manager-Equities | 41 |
Undergraduate Degree | 31 |
Masters Business Admin | 14 |
Analyst-Equity | 11 |
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