Earl R. DeLaet
Analyst-Equity bei Uniplan Investment Counsel, Inc.
Ursprung des Netzwerks ersten Grades von Earl R. DeLaet
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
37
| Extinct | Investment Managers | 37 |
Uniplan Investment Counsel, Inc.
 Uniplan Investment Counsel, Inc. Investment ManagersFinance Uniplan Investment Counsel, Inc. (Uniplan) is an independent, SEC-registered investment advisor headquartered in Union Grove, Wisconsin. UIC was founded by Richard Imperiale in 2010. Uniplan provides sophisticated, specialized investment advisory management, sub-advisory and portfolio modeling services, on both a discretionary and nondiscretionary basis, to private and institutional investor clients.
10
| Private Company | Investment Managers | 10 |
Firstar Investment Research & Management Co. (WI)
7
| Extinct | Major Banks | 7 |
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.
5
| Private Company | Investment Managers | 5 |
| Private Company | Investment Banks/Brokers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Earl R. DeLaet
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Mason Street Advisors LLC
 Mason Street Advisors LLC Investment ManagersFinance Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Wasatch Advisors, Inc.
 Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Investment Managers | Analyst-Equity | |
Provident Trust Co.
 Provident Trust Co. Investment ManagersFinance Provident Trust Co. is a privately-owned SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded in 1999 by James Scott Harkness. Provident Trust provides portfolio management services to individuals, high net-worth individuals, trusts, estates, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, investment companies and investment advisers. | Investment Managers | Chief Executive Officer President | |
NISA Investment Advisors LLC
 NISA Investment Advisors LLC Investment ManagersFinance NISA Investment Advisors LLC is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1994 by Jess Yawitz and Bill Marshall as National Investment Services of America, Inc. They are a wholly-owned subsidiary of NISA LLC. NISA Investment Advisors provides investment advice to institutional clients. | 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 | Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| RETAIL PROPERTIES OF AMERICA, INC. | Real Estate Investment Trusts | Director/Board Member | |
Imperial Capital LLC
 Imperial Capital LLC Investment Banks/BrokersFinance Founded in 1997, Imperial Capital LLC is a full-service investment banking firm and broker/dealer headquartered in Los Angeles. The firm is a subsidiary of Imperial Capital Group LLC and their ultimate parent is Imperial Capital Group Holdings LLC. Imperial Capital offers a range of proprietary products and services to institutional investors, middle-market companies and private equity firms. The firm provides institutional clients research and sales and trading of high yield and distressed debt securities, bank debt, convertible bonds, preferred stocks, and equities. They also provide middle-market companies and financial sponsors with capital markets, M&A, capital structure, restructuring and recapitalization advisory services. For their institutional clients, Imperial Capital offers a variety of research products including bank debt, investment grade debt, high yield, distressed and special situations, convertibles and busted convertibles, equities, preferred securities and industry analysis. Imperial Capital's research focuses on the following sectors: aerospace, defense and government services; airlines/transportation; business services; clean energy; consumer; energy; financial services; gaming and leisure; general industrials; healthcare; homebuilding and real estate; media and telecommunications; security and homeland security; and technology. | Investment Banks/Brokers | Analyst-Equity | |
Uniplan Institutional Advisors LLC
 Uniplan Institutional Advisors LLC Investment ManagersFinance Uniplan Institutional Advisors LLC (UIA) is a SEC-registered investment advisor headquartered in Union Grove, Wisconsin. The firm was founded by Richard "Rick” Imperiale in 1984 and formerly known as Forward Uniplan Advisors, Inc. and as Uniplan Real Estate Advisors, Inc. They are a wholly owned subsidiary of Uniplan Investment Counsel, Inc. UIA provides sophisticated, specialized single-portfolio investment advisory management designed primarily for institutional investor clients and high-net-worth individuals. | Investment Managers | Founder Analyst-Equity Director of Research - Equity Analyst-Equity | |
| Dartmouth College | College/University | Undergraduate Degree | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity | |
| Marquette University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
| Northern Illinois University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Analyst-Fixed Income Director of Research - Equity Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income | |
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 Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
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 | |
| University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin | |
United Airlines, Inc.
 United Airlines, Inc. AirlinesTransportation United Airlines, Inc. engages in the provision of passenger airline transportation services. It offers business products, United Airlines credit cards, premier access travel services, gift certificates, gift registry, travel products, and trip insurance. The company was founded by Walter T. Varney in 1934 and is headquartered in Chicago, IL. | Airlines | Corporate Officer/Principal | |
| University of Illinois | College/University | Undergraduate Degree | |
| De Montfort University | College/University | Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
St. Coletta of Wisconsin, Inc.
 St. Coletta of Wisconsin, Inc. Medical/Nursing ServicesHealth Services St. Coletta of Wisconsin, Inc. provides social services. It offers residential and vocational programs that embrace the concepts of independence, community inclusion, and empowerment for adults with developmental disabilities. The company was founded in 1904 and is headquartered in Jefferson, WI. | Medical/Nursing Services | Director/Board Member | |
Milliman, Inc.
 Milliman, Inc. Insurance Brokers/ServicesFinance Milliman, Inc. engages in the provision of business consulting and actuarial services. The firm solutions include analytics and technology, healthcare, insurance, investment, retirement and compensation, risk management and financial services. The company was founded by Wendell Milliman and Stuart Robertson in 1947 and is headquartered in Seattle, WA. | Insurance Brokers/Services | 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 | |
Park City Angel Network LLC
 Park City Angel Network LLC Investment ManagersFinance Park City Angel Network LLC (PCA) is an angel network group founded in 2007 by Ted McAleer and Dan McPhun. The firm is headquartered in Park City, Utah. | Investment Managers | Director/Board Member | |
National Ability Center
 National Ability Center Services to the Health IndustryHealth Services National Ability Center is a non-profit organization which provides programs to individuals and families of all abilities and background. It offers alpine and Nordic skiing, snowboarding, snowshoeing, horseback riding, hippotherapy, indoor rock climbing, swimming, archery, sled hockey, cycling, water-skiing, wakeboarding, kayaking, canoeing, paddle boarding, and challenge course activities. The organization was founded in 1985 and is headquartered in Park City, UT. | Services to the Health Industry | Corporate Officer/Principal | |
Threadneedle Investments Singapore (Pte) Ltd.
 Threadneedle Investments Singapore (Pte) Ltd. Investment ManagersFinance Threadneedle Investments Singapore (Pte) Ltd. is an investment management firm headquartered in Singapore. They are a subsidiary of Threadneedle Asset Management Holdings Ltd., ultimately owned by Ameriprise Financial, Inc. (NYSE: AMP) in the US. The firm provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients in Asia. | Investment Managers | Chief Executive Officer | |
B.C. Ziegler & Co.
 B.C. Ziegler & Co. Investment ManagersFinance B.C. Ziegler & Co. is a broker/dealer headquartered in Mequon, Wisconsin. The firm is a subsidiary of Ziegler Cos., Inc. The firm offers investment banking, investment advisory, retail brokerage, fixed-income institutional sales and trading and related financial services. These services are provided to institutions, businesses and individuals with a particular focus on the not-for-profit sectors of healthcare, senior living, churches and schools. They do not provide internal research. B.C. Ziegler & Co. is a member of FINRA and the SIPC. | Investment Managers | Corporate Officer/Principal | |
| Marquette University College of Business Administration | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 44 |
| Vereinigtes Königreich | 2 |
| Singapur | 2 |
Sektoral
| Finance | 33 |
| Consumer Services | 11 |
| Health Services | 3 |
| Transportation | 2 |
Operativ
| Corporate Officer/Principal | 64 |
| Analyst-Equity | 60 |
| Portfolio Manager-Equities | 56 |
| Undergraduate Degree | 53 |
| Portfolio Manager-Fixed Income | 40 |
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