Ed Rick
Portfolio Manager-Aktien bei Carillon Tower Advisers, Inc.
Ursprung des Netzwerks ersten Grades von Ed Rick
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Evergreen Investment Management Co., Inc.
 Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts.
204
| Extinct | Investment Managers | 204 |
University of Richmond
85
| College/University | Other Consumer Services | 85 |
Carillon Tower Advisers, Inc.
 Carillon Tower Advisers, Inc. Investment ManagersFinance Carillon Tower Advisers, Inc. (CTA) is a SEC-registered investment adviser headquartered in St. Petersburg, Florida. The firm was founded in 2015 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). CTA provides investment advisory services to a group of non-registered investment companies called the Carillon Tower Series Hedge Fund LLC and the Carillon Family of Mutual Funds.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Ed Rick
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Head-Equity Investments Analyst-Equity Corporate Officer/Principal Portfolio Manager-Equities | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-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, and to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Fixed Income | |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity Portfolio Manager-Equities | |
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-Fixed Income Portfolio Manager-Equities Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities Analyst-Equity Corporate Officer/Principal Portfolio Manager-Fixed Income | |
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (SCM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970. They were acquired in 2024 by Guardian Capital LLC, which is ultimately owned by Guardian Capital Group Ltd. (TSX: GCG) in Canada. SCM manages customized investment portfolios, provides asset allocation analysis, and offers other investment-related services to affluent individuals and businesses. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income | |
Income Research & Management, Inc.
 Income Research & Management, Inc. Investment ManagersFinance Income Research & Management, Inc., dba Income Research + Management (IR+M), is a privately-owned, independent, fixed income investment management firm headquartered in Boston, Massachusetts. The firm was co-founded by John A. Sommers and Jack A. Sommers in 1987. IR+M manages US fixed income portfolios for institutional and private clients, several US fixed income private investment funds, and collective investment trusts for qualified investors. | Investment Managers | Analyst-Fixed Income | |
Oppenheimer Asset Management, Inc.
 Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Investment Managers | Corporate Officer/Principal | |
Aplifi, Inc.
 Aplifi, Inc. Packaged SoftwareTechnology Services Aplifi, Inc. provided middleware software solutions and services. The company offers technology that focuses on the life insurance and financial services markets. Aplifi was founded in 1996 and was headquartered in Pompano Beach, FL. | Packaged Software | Director/Board Member | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
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 | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree 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 | Analyst-Equity Corporate Officer/Principal | |
| Boston University | College/University | Masters Business Admin Graduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Doctorate Degree Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Graduate Degree | |
| Vanderbilt University | College/University | Doctorate Degree | |
| Indian School of Business | College/University | Graduate Degree | |
| Nankai University | College/University | Undergraduate Degree | |
| University of Maine | College/University | Undergraduate Degree | |
Long Island Association, Inc.
 Long Island Association, Inc. Miscellaneous Commercial ServicesCommercial Services Long Island Association, Inc. engages in supporting growth, economic development and infrastructure investments on Long Island. It actively advocates the interests of, and promotes co-operation among, the business, labor, educational, scientific, technology, not-for profit and civic communities. The company was founded in 1926 and is headquartered in Melville, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Allspring Global Investments (UK) Ltd.
 Allspring Global Investments (UK) Ltd. Investment ManagersFinance Allspring Global Investments (UK) Ltd. (Allspring UK) is an asset management and holding firm headquartered in London, UK. The firm was founded by Ross Pamphilon in 1999. Prior to November 1, 2021, the firm was known as Wells Fargo Asset Management (International) Ltd. Allspring UK provides investment advisory and portfolio management services to institutional clients. | Investment Managers | Portfolio Manager-Fixed Income | |
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 | |
Imagine Marketing Ltd.
 Imagine Marketing Ltd. Electronics/Appliance StoresRetail Trade Imagine Marketing Ltd. engages in providing consumer products. It operates through the following segments: Audio, Wearables, and Others. The Audio segment includes wired earphone, wireless earphone, wired headphone, wireless headphone, wireless speakers, and soundbar. The Wearable segment offers smart watches. The Others segment composed of cables, charges, men's grooming kit, and gaming equipment. The company was founded by Sameer Ashok Mehta and Aman Gupta on November 1, 2013 and is headquartered in South Delhi, India. | Electronics/Appliance Stores | Founder | |
D'Addario & Co., Inc.
 D'Addario & Co., Inc. Recreational ProductsConsumer Durables D'Addario & Co., Inc. designs, manufactures, and markets strings for musical instruments. The firm distributes strings for fretted and bowed musical instruments, drumheads, drum practice pads, guitar, and other woodwind accessories. Its products are sold under the proprietary brand names D'Addario, Evans Drumheads, Planet Waves, Rico, and HQ Percussion. The company was founded by John D'Addario, Sr., John D'Addario, and James D'Addario in 1973 and is headquartered in Farmingdale, NY. | Recreational Products | Chief Executive Officer | |
| University of Massachusetts | College/University | Undergraduate Degree | |
| Bentley University | College/University | Masters Business Admin | |
RiverFront Investment Group LLC
 RiverFront Investment Group LLC Investment ManagersFinance RiverFront Investment Group LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is owned primarily by their employees through RiverFront Investment Holding Group LLC. Baird Financial Corp. is a minority owner of RiverFront Investment Holding Group, and therefore an indirect owner of the firm. RiverFront provides investment advice to a wide range of clients which includes, but not limited to, individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. They also serve as sub-adviser to investment companies. | Investment Managers | Founder | |
Fi360, Inc.
 Fi360, Inc. Investment ManagersFinance fi360, Inc. provides fiduciary education, practice management and other financial advisory services. The firm’s service categories include learning and technology, software and technology, and data and analytics. It serves advisors, institutions and asset managers. The company was founded in 1999 and is headquartered in Pittsburgh, PA. | Investment Managers | Director/Board Member | |
TSA Consulting Group, Inc.
 TSA Consulting Group, Inc. Investment ManagersFinance TSA Consulting Group, Inc. provides retirement plan compliance and administration services. It specializes in providing administrative, consulting, and IRS compliance services for the retirement programs of public education employers. The company was founded by Joseph E. Rollins Jr. and Stephen R. Banks in 1994 and is headquartered in Fort Walton Beach, FL. | Investment Managers | Director/Board Member | |
Bluff Point Associates Corp.
 Bluff Point Associates Corp. Investment ManagersFinance Bluff Point Associates Corp (Bluff Point) is a private equity firm founded in 2004 by Thomas E. McInerney and Paula G. McInerney. The firm is headquartered in Westport, Connecticut. | Investment Managers | Private Equity Investor |
Statistik
International
| Vereinigte Staaten | 42 |
| Vereinigtes Königreich | 3 |
| Indien | 3 |
| Hong Kong | 2 |
| Kanada | 2 |
Sektoral
| Finance | 24 |
| Consumer Services | 18 |
| Commercial Services | 3 |
| Electronic Technology | 2 |
| Technology Services | 2 |
Operativ
| Corporate Officer/Principal | 93 |
| Portfolio Manager-Equities | 70 |
| Undergraduate Degree | 66 |
| Analyst-Equity | 61 |
| Portfolio Manager-Fixed Income | 51 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| John August Borchers | 14 |
| Albert H. Elfner | 12 |
| Brandon Shelton | 12 |
| Dana E. Erikson | 11 |
| Burns McKinney | 10 |
| Derrick E. Wenger | 10 |
| David Germany | 10 |
| Stephen Anthony Friscia | 9 |
| Aman Gupta | 9 |
| Todd Halky | 8 |
| Harlan Richard Sonderling | 8 |
| Alexander J. Carnevale | 8 |
| Josh Savadove | 8 |
| Amit Chandra | 7 |
| Jeff Tang | 7 |
