Dan Matola
Direktor/Vorstandsmitglied bei BrightStar Wisconsin Foundation, Inc.
Ursprung des Netzwerks ersten Grades von Dan Matola
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
University of Wisconsin
430
| College/University | Other Consumer Services | 430 |
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.
46
| Subsidiary | Investment Managers | 46 |
Jacobus Wealth Management, Inc.
 Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations.
17
| Extinct | Investment Managers | 17 |
BrightStar Wisconsin Foundation, Inc.
 BrightStar Wisconsin Foundation, Inc. Investment ManagersFinance BrightStar Wisconsin Foundation, Inc. operates as an non-profit organization focused on funding for-profit early-stage companies. BSW works with government, educational institutions, other charitable organizations, angel groups and venture funds to identify, invest or co-invest in, mentor and promote fast growing early stage companies to create technology based jobs in Wisconsin. The company was founded in 2013 and is headquartered in Milwaukee, WI.
10
| Non-Profit Organization | Investment Managers | 10 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Dan Matola
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 | Analyst-Equity Market Strategist Analyst-Equity | |
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 | Portfolio Manager-Equities Portfolio Manager-Equities | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Driehaus Capital Management LLC
 Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is a subsidiary of Driehaus Capital Holdings LLLP. Driehaus manages growth-oriented equity and alternative investment strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
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 | |
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 1, 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, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
Brightstar Wisconsin Foundation /Venture Capital/
 Brightstar Wisconsin Foundation /Venture Capital/ Investment ManagersFinance Brightstar Wisconsin Foundation /Venture Capital/ is a Venture capital, subsidiary of Brightstar Wisconsin Foundation Inc founded in 2014. The firm is headquartered in Milwaukee, Wisconsin. | Investment Managers | Director/Board Member President Private Equity Investor Director/Board Member Founder Director/Board Member | |
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 Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Loyola University of Chicago | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
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 Comptroller/Controller/Auditor | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Investment Committee Member | |
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Portfolio Manager-Equities Analyst-Equity | |
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 | |
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 Corporate Officer/Principal | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin | |
Clarica US, Inc.
 Clarica US, Inc. Multi-Line InsuranceFinance Clarica US, Inc. is based in Brookfield, WI. Part of Sammons Enterprises, Inc., Clarica US, Inc. is a company that underwrites life and health insurance, reinsurance, and pension schemes. Clarica US was acquired by Midland National Life Insurance Co. from Sun Life Financial, Inc. on January 07, 2003 for $286 million. | Multi-Line Insurance | President Corporate Officer/Principal | |
| Marquette University | College/University | Undergraduate Degree Masters Business Admin | |
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 | |
ISHPI Information Technologies, Inc.
 ISHPI Information Technologies, Inc. Information Technology ServicesTechnology Services ISHPI Information Technologies, Inc. provides cyber services supporting the U.S. Armed Forces personnel and other direct defenders of the homeland. The firm focuses on emerging asymmetric information operations. It offers system engineering and integration, software engineering, modeling and simulation, rapid application development, cyber warfare, host-based security system development, information assurance, acquisition support, network engineering, training and consulting, and other related services. The company was founded by Noah T. Leask and Lisa Leask in 2006 and is headquartered in Mount Pleasant, SC. | Information Technology Services | Director of Finance/CFO | |
| Beijing Language & Culture University | College/University | Undergraduate Degree | |
PT Torabika Eka Semesta
 PT Torabika Eka Semesta Food: Specialty/CandyConsumer Non-Durables Part of PT Mayora Indah Tbk, PT Torabika Eka Semesta manufactures coffee concentrates and extracts in powered, liquid, or frozen form. The company is based in Tangerang, Indonesia. The Indonesian company was founded in 1990. The CEO is Hendrawan Atmadja. | Food: Specialty/Candy | Corporate Officer/Principal | |
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 | |
Reinhart Partners, Inc.
 Reinhart Partners, Inc. Investment ManagersFinance Reinhart Partners, Inc. is a privately-held, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded by James Reinhart in 1991 and was formerly known as Reinhart & Mahoney Capital Management, Inc. Reinhart Partners provides investment advisory services to mutual funds, corporations, other investment advisers, pension and profit-sharing plans, Taft-Hartley plans, municipalities and other public institutions, foundations, trusts, individuals and other separate accounts. They also provide model portfolio recommendations to sponsors of managed account programs. | Investment Managers | Corporate Officer/Principal | |
| Xiamen University | College/University | Undergraduate Degree | |
| IBM Business Consulting /Int'l Group Consulting Practice/ | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 37 |
| China | 3 |
| Kanada | 2 |
| Deutschland | 2 |
| Indonesien | 2 |
Sektoral
| Finance | 25 |
| Consumer Services | 13 |
| Commercial Services | 4 |
| Technology Services | 2 |
| Consumer Non-Durables | 2 |
Operativ
| Corporate Officer/Principal | 105 |
| Undergraduate Degree | 93 |
| Director/Board Member | 83 |
| Portfolio Manager-Equities | 65 |
| Analyst-Equity | 47 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Pawel Maj | 21 |
| Mark Burish | 18 |
| Jeff Harris | 16 |
| Anton Schutz | 13 |
| Thomas Shannon | 12 |
| Lei Yang | 11 |
| Scott Schuenke | 11 |
| Mike Wallach | 10 |
| Patrick Mark Gundlach | 9 |
| Dick Burridge | 8 |
| John Kevin O'Connor | 8 |
| Hendarta Atmadja | 7 |
| Chris Graff | 7 |
| Jason Joseph Schultz | 7 |
| Timothy Mattke | 7 |
- Börse
- Insiders
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- Unternehmensverbindungen
