Ursprung des Netzwerks ersten Grades von Greg H. Ghodsi
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
80
| Operating Division | Investment Managers | 80 |
360 Wealth Management Group
 360 Wealth Management Group Investment ManagersFinance 360 Wealth Management Group (360 Wealth) is an investment advisory firm headquartered in Tampa, Florida. The firm was founded by Greg Ghodsi in 2007 and they are a subsidiary of Raymond James & Associates, Inc., which is owned by Raymond James Financial, Inc. (NYSE: RJF). 360 Wealth provides investment advice to individual and institutional clients.
3
| Subsidiary | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Greg H. Ghodsi
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Heartland Advisors, Inc.
 Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
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 | Analyst-Equity | |
Thornburg Investment Management, Inc.
 Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Investment Managers | Analyst-Equity | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Campbell Newman Asset Management, Inc.
 Campbell Newman Asset Management, Inc. Investment ManagersFinance Campbell Newman Asset Management, Inc. (Campbell Newman) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Campbell Newman provides professional portfolio management services to institutional clients who includes pension and profit-sharing plans, charitable organizations, corporations and government entities, as well as high net worth and other individuals, such as those managed through wrap programs. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Sales & Marketing | |
Marietta Investment Partners LLC
 Marietta Investment Partners LLC Investment ManagersFinance Marietta Investment Partners LLC (Marietta) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by John T. Evans in 2000. Marietta provides investment advisory services to individual, trust and institutional clients. | Investment Managers | Chief Executive Officer Compliance Officer | |
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 | |
| Stanford University | College/University | Doctorate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Corporate Officer/Principal | |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
| CPI CARD GROUP INC. | Finance/Rental/Leasing | Director/Board Member | |
NWD Investment Management, Inc.
 NWD Investment Management, Inc. Investment ManagersFinance NWD Investment Management, Inc. provides asset management services to institutional and individual investors. It is an asset management firm for individuals and institutional clients, including corporate & public pension plans, foundations & endowments, mutual fund companies and insurance companies. The company was founded in 1999 and is headquartered in Conshohocken, PA. | Investment Managers | Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree | |
ShoreView Industries LLC
 ShoreView Industries LLC Investment ManagersFinance ShoreView Industries LLC (ShoreView Industries) is a private equity firm founded in 2002 by Robert Davis, Jeffrey Mudge, and David Wakefield. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Private Equity Analyst | |
| California State University-Los Angeles | College/University | Graduate Degree | |
| Creighton 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 | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| Kansas Wesleyan University | College/University | Undergraduate Degree | |
| Lawrence University | College/University | Undergraduate Degree | |
| Marquette University | College/University | Masters Business Admin Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree | |
| Moravian College | College/University | Undergraduate Degree | |
| Tulane University (Louisiana) | College/University | Masters Business Admin | |
| Northern Michigan University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
Ziegler Capital Management LLC
 Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Head-Equity Investments Portfolio Manager-Equities Head-Equity Investments Analyst-Equity Analyst-Equity | |
Edmonds Duncan Registered Investment Advisors LLC
 Edmonds Duncan Registered Investment Advisors LLC Investment ManagersFinance Edmonds Duncan Registered Investment Advisors LLC (Edmonds Duncan) is an independent, SEC-registered investment advisor headquartered in Lawrence, Kansas. The firm was founded by Jason Edmonds and Donald Duncan in 2013. Edmonds Duncan provides investment advisory services on a discretionary basis to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Founder Founder Founder | |
The Chamber of Lawrence
 The Chamber of Lawrence Miscellaneous Commercial ServicesCommercial Services The Chamber of Lawrence provides tools and resources to build, sustain and grow the business. The firm’s programs include metropolitan E-community, leadership Lawrence and government & community affairs. The company was founded on December 12, 1878 and is headquartered in Lawrence, KS. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
Fox Cities Chamber of Commerce
 Fox Cities Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Fox Cities Chamber of Commerce is a business organization that serves as a platform for businesses to connect, network, and collaborate with each other. | Miscellaneous Commercial Services | Director/Board Member | |
The Appleton Group LLC
 The Appleton Group LLC Investment ManagersFinance The Appleton Group LLC (Appleton Group) is a SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Scheffler in 2002 and was acquired by Johnson Financial Group, Inc. in 2023. Appleton Group provides professional, full-time investment advisory and fiduciary services for a wide variety of clients, who includes private clients, employer sponsored plans and non-profit endowments. | Investment Managers | Founder | |
Piper Sandler & Co.
 Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Wisconsin-Milwaukee | College/University | Graduate Degree | |
The University of Tampa, Inc.
 The University of Tampa, Inc. Other Consumer ServicesConsumer Services The University of Tampa, Inc. functions as a college/university that offers undergraduate and graduate studies. The company was founded in 1931 and is headquartered in Tampa, FL. | College/University | Undergraduate Degree | |
BC Capital Management Services Ltd.
 BC Capital Management Services Ltd. Investment ManagersFinance BC Capital Management Services Ltd. operates as an alternative investment manager. The company was founded in 2000 and is headquartered in London, the United Kingdom. | Investment Managers | Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin | |
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 |
Statistik
International
| Vereinigte Staaten | 47 |
| Vereinigtes Königreich | 2 |
Sektoral
| Consumer Services | 24 |
| Finance | 22 |
| Commercial Services | 3 |
| Consumer Non-Durables | 2 |
Operativ
| Portfolio Manager-Equities | 81 |
| Corporate Officer/Principal | 45 |
| Analyst-Equity | 43 |
| Portfolio Manager-Fixed Income | 39 |
| Undergraduate Degree | 35 |
Am stärksten vernetzte Beziehungen
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