![Casey J. Sambs](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Ursprung des Netzwerks ersten Grades von Casey J. Sambs
Einheit | Art der Einheit | Industrie | |
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University of Wisconsin
569
| College/University | Other Consumer Services | 569 |
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.
46
| Subsidiary | Investment Managers | 46 |
M&I Investment Management Corp.
![]() M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals.
8
| Extinct | Investment Managers | 8 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Casey J. Sambs
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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 Investment Committee Member | |
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 | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
Nicholas Co., Inc.
![]() Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Investment Managers | Analyst-Equity Analyst-Equity | |
Quarles & Brady LLP
![]() Quarles & Brady LLP Miscellaneous Commercial ServicesCommercial Services Quarles & Brady LLP provides legal services. The firm offers data privacy and security, employee benefits, energy, environment and natural resources, real estate and tax services. The company was founded in 1892 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
State of Wisconsin Investment Board
![]() State of Wisconsin Investment Board Investment ManagersFinance The State of Wisconsin Investment Board (SWIB) is a state-owned pension fund management firm headquartered in Madison, Wisconsin. SWIB was founded in 1951 and is responsible for managing the assets of the Wisconsin Retirement System (WRS), the State Investment Fund (SIF) and other state trust funds. The WRS includes the Core Retirement Investment Trust Fund (Core Fund) and the Variable Retirement Investment Trust Fund (Variable Fund). | Investment Managers | Analyst-Equity Analyst-Equity | |
STATE STREET CORPORATION | Investment Banks/Brokers | Private Equity Investor | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
PPM America, Inc.
![]() PPM America, Inc. Investment ManagersFinance PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients. | Investment Managers | Analyst-Fixed Income | |
Artisan Partners LP
![]() Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
MEMBERS Capital Advisors, Inc.
![]() MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Investment Managers | Analyst-Equity Director of Investments Corporate Officer/Principal | |
Foley & Lardner LLP
![]() Foley & Lardner LLP Miscellaneous Commercial ServicesCommercial Services Foley & Lardner LLP engages in the provision of legal services. Its practice areas include employee benefits and executive compensation, environmental, estates and trusts, finance, international tax and transfer pricing, private equity and venture capital, real estate, securities, commodities and exchange regulation, taxation, and transactions. The company was founded by Asahel Finch and William Pitt Lynde on September 8, 1842 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
American Family Insurance Mutual Holding Co.
![]() American Family Insurance Mutual Holding Co. Insurance Brokers/ServicesFinance American Family Insurance Mutual Holding Co. provides property and casualty insurance services. The firm offers insurance for auto, homeowners, life, business, farm and ranch, renters, snowmobile, umbrella, motorcycle, condominium, manufactured home, boat, flood, travel, all-terrain vehicle, health, and recreational vehicle. The company was founded by Herman Wittwer in October 3, 1927 and is headquartered in Madison, WI. | Insurance Brokers/Services | Director/Board Member Corporate Officer/Principal | |
Jones Day LP
![]() Jones Day LP Miscellaneous Commercial ServicesCommercial Services Jones Day LP provides legal services. It offers services to the airlines, aviation, automotive, construction, energy, healthcare, insurance, media, pharmaceuticals, and telecommunication industries. The company was founded by Edwin J. Blandin and William Lowe Rice on March 1, 1893 and is headquartered in Cleveland, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Columbia Management Investment Advisers LLC
![]() Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Madison Asset Management LLC
![]() Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Investment Committee Member | |
DePaul University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Illinois | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
Mercer Investment Consulting LLC
![]() Mercer Investment Consulting LLC Investment ManagersFinance Part of Marsh & McLennan Cos., Inc., Mercer Investment Consulting LLC is a company that redefines the world of work, reshapes retirement and investment outcomes, and unlocks real health and well-being. The company is based in Chicago, IL. Mercer provides solutions for both the federal government as well as state agencies. The company has an action plan and a commitment to inclusion and diversity. Mercer offers forward-looking ESG ratings and operational due diligence reports on thousands of managers and strategies across public and private markets. The company meets the needs of today and tomorrow by understanding the data and applying it with a human touch, and by turning ideas into action to spark positive change. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
American Bar Association
![]() American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Marquette University | College/University | Masters Business Admin Masters Business Admin | |
State Bar of Wisconsin
![]() State Bar of Wisconsin Miscellaneous Commercial ServicesCommercial Services State Bar of Wisconsin operates as a bar association. The private company is based in Madison, WI and has subsidiaries in United States. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Valparaiso University | College/University | Undergraduate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Sales & Marketing Corporate Officer/Principal | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree Masters Business Admin | |
Stark & Roth LLC
![]() Stark & Roth LLC Investment ManagersFinance Founded in 1992 by Brian Stark and Michael Roth, Stark & Roth LLC is a registered investment advisor and hedge fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Stark & Roth Holding, Inc.. Stark & Roth also does business as Stark Investments. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Pennsylvania | College/University | Doctorate Degree 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 | Doctorate Degree Masters Business Admin | |
Walton Street Capital LLC
![]() Walton Street Capital LLC Investment ManagersFinance Walton Street Capital LLC is a Private Equity firm, a subsidiary of Walton Capital Advisors LP founded in 1994. Walton Street Capital LLC is headquartered in Chicago. | Investment Managers | Private Equity Investor Private Equity Analyst | |
Thompson Investment Management, Inc.
![]() Thompson Investment Management, Inc. Investment ManagersFinance Thompson Investment Management, Inc. (TIM) is an independent, SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by John Thompson in 2004. TIM offers Investment Portfolio Management, Retirement Plan Services and Mutual Funds to individuals, businesses and foundations. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
Morningstar, Inc. (Research)
![]() Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Market Strategist | |
Pomona College
![]() Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree | |
Robert W. Baird & Co., Inc. (Fixed Income)
![]() Robert W. Baird & Co., Inc. (Fixed Income) Investment ManagersFinance Robert W. Baird & Co., Inc. (Fixed Income) (dba Baird Advisors) is the investment management division of Robert W. Baird & Co., Inc., an American multinational independent investment bank and financial services company headquartered in Milwaukee, Wisconsin. Baird Advisors manages taxable and tax-exempt fixed income portfolios for individuals and families as well as corporations and institutions. | Investment Managers | Portfolio Manager-Fixed Income | |
Wellington Management International Ltd.
![]() Wellington Management International Ltd. Investment ManagersFinance Wellington Management International Ltd. (WMIL) is an investment firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Wellington Management Global Holdings Ltd., itself a subsidiary of Wellington Management Group LLP (Wellington Management) in the US. WMIL provides client liaison, investment monitoring and business development services for Wellington Management and its clients in Europe, the Middle East, and Africa (EMEA). The firm also provides research, portfolio management and trading services to Wellington Management and its clients. | Investment Managers | Analyst-Equity | |
TechStars Central, LLC
![]() TechStars Central, LLC Investment ManagersFinance TechStars Central LLC (TechStars) is an Independent Accelerator Incubator firm founded in 2006. The firm is headquartered in the US.. | Investment Managers | Director/Board Member | |
The Hispanic National Bar Association
![]() The Hispanic National Bar Association Miscellaneous Commercial ServicesCommercial Services The Hispanic National Bar Association operates as a non-profit organization that represents the interests of Hispanic legal professionals in the United States and its territories. It offers educational, mentoring and pipeline initiatives; career development, leadership training, and career placement; and community outreach and advocacy programs. The company was founded by Mario G. Obledo, Cruz Reynoso, Benjamin Aranda III, Louis Garcia, Miguel R. Mendez, Ed Pena, Baltazar Baca, Alberto Gonzalez, Lorenzo Arredondo, John Huerta, and Donato Tapia in 1972 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Lawrence University | College/University | Undergraduate Degree | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | |
Milwaukee School of Engineering | College/University | Undergraduate Degree | |
University of Utah | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 45 |
Deutschland | 2 |
Kanada | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 26 |
Consumer Services | 15 |
Commercial Services | 9 |
Operativ
Corporate Officer/Principal | 120 |
Undergraduate Degree | 97 |
Graduate Degree | 63 |
Director/Board Member | 60 |
Analyst-Equity | 58 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Roger E. Wyse | 26 |
Michael Knetter | 23 |
Kristi Lynne Mitchem | 12 |
Scott Schuenke | 11 |
Lei Yang | 11 |
Timothy S. Trzebiatowski | 10 |
Damon Thome | 9 |
Patrick Mark Gundlach | 9 |
Fangjun Tang | 8 |
Ernesto Ramos | 8 |
Rob Wimmel | 8 |
Timothy Mattke | 7 |
Jason Joseph Schultz | 7 |
Sandy Lincoln | 7 |
David Corris | 7 |
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