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Ursprung des Netzwerks ersten Grades von James D. Wineland
Einheit | Art der Einheit | Industrie | |
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Waddell & Reed Investment Management Co.
![]() Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients.
59
| Extinct | Investment Managers | 59 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von James D. Wineland
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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 Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
IVY Funds | President General Counsel | ||
Stephens, Inc.
![]() Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Washington University in St. Louis | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 Portfolio Manager-Fixed Income | |
Trinity University | College/University | Undergraduate Degree | |
WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Chairman Director of Finance/CFO General Counsel Chief Administrative Officer President Chief Executive Officer General Counsel | |
Ivy Variable Insurance Portfolios | Investment Trusts/Mutual Funds | President General Counsel | |
InvestEd Portfolios | Investment Trusts/Mutual Funds | President General Counsel | |
Avondale Partners LLC
![]() Avondale Partners LLC Investment Banks/BrokersFinance Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector. | Investment Banks/Brokers | Analyst-Equity | |
Seaport Global Securities LLC
![]() Seaport Global Securities LLC Investment Banks/BrokersFinance Seaport Global Securities LLC is a full service investment bank, capital markets advisory and research platform headquartered in New York City with offices across the US and in Europe. They are a subsidiary of Seaport Global Holdings LLC. The firm offers access to a broad selection of fixed income and equity products, as well as the market intelligence to provide insight to dynamic opportunities for its clients. Seaport Global Securities provides clients access to innovative trading solutions, competitive rates, quality execution, and superior service. Their equity trading team focuses on identifying liquidity in US, Canadian and European markets. The fixed income distribution platform covers all areas of the credit spectrum. | Investment Banks/Brokers | Analyst-Equity | |
DeMarche Associates, Inc.
![]() DeMarche Associates, Inc. Investment ManagersFinance DeMarche Associates, Inc. provides investment advice. The private company is based in Overland Park, KS. | Investment Managers | Corporate Officer/Principal | |
United Capital Management, Inc.
![]() United Capital Management, Inc. Investment ManagersFinance United Capital Management, Inc. is an independent hedge fund manager headquartered in in Denver, Colorado. It was founded by Jimmy A. Lustig. The firm manages assets of high net worth individuals. | Investment Managers | Analyst-Equity | |
Vanderbilt University | College/University | Masters Business Admin | |
George K. Baum & Co.
![]() George K. Baum & Co. Investment Banks/BrokersFinance George K. Baum & Co. is an investment banking firm with an industry-leading municipal bond business. Its clients include both individual and institutions, and it approaches each one with commitment, energy, innovation and confidence. Its focus is on helping its clients achieve their goals. It does that by providing relevant products and services in every segment of its business. It is dedicated to combining quality service with integrity and creativity- a commitment it has maintained since the firm was founded in 1928. By choosing George K. Baum & Co. as an investment partner, clients gain access to a broad array of investment opportunities and expertise. It is a leader in municipal finance and consistently ranks as one of the nation's top underwriters of negotiated municipal bonds. The firm trades government, agency and mortgage-backed securities. The Firm's affiliate, George K. Baum Capital Advisors, Inc. helps clients realize superior value primarily through mergers and acquisitions and private capital raising assignments. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Missouri | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Kidder Peabody & Co., Inc. /Non Retail Unit/
![]() Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Klenda Mitchell Austerman & Zuercher LLC
![]() Klenda Mitchell Austerman & Zuercher LLC Miscellaneous Commercial ServicesCommercial Services Klenda Mitchell Austerman & Zuercher LLC provides legal services. The private company is based in Wichita, KS. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
American University | College/University | Graduate Degree | |
Bradley University | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Indiana University | College/University | Masters Business Admin Undergraduate Degree | |
University of Kansas | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of Wisconsin | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Ivy NextShares
![]() Ivy NextShares Financial ConglomeratesFinance Ivy NextShares is non-diversified open-end management investment company that currently consists of three separate series. The company was founded on July 17, 2015 and is headquartered in Overland Park, KS. | Financial Conglomerates | President General Counsel Compliance Officer | |
Chiron Investment Management LLC
![]() Chiron Investment Management LLC Investment ManagersFinance Chiron Investment Management LLC (Chiron) is a registered investment advisor headquartered in New York City. The firm was founded in 2015 and is a subsidiary of Franklin Square Holdings LP. Chiron provides investment advisory services to US registered open-end mutual funds and an Ireland domiciled UCITS fund. | Investment Managers | Director of Research - Equity Founder | |
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 | |
CFA Society of Kansas City | Corporate Officer/Principal Corporate Officer/Principal | ||
University of Denver | College/University | Undergraduate Degree Masters Business Admin | |
Kansas State University | College/University | Undergraduate 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 | Masters Business Admin | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
Southwest Texas State University | College/University | Undergraduate Degree | |
The University of Tulsa | College/University | Undergraduate Degree | |
Northern Illinois University | College/University | Graduate Degree | |
Georgetown University | College/University | Corporate Officer/Principal | |
Federal Reserve Bank of Kansas City | General Government | Corporate Officer/Principal | |
University of Massachusetts | College/University | Undergraduate Degree | |
Central University of Finance & Economics | College/University | Undergraduate Degree | |
New York University | College/University | Masters Business Admin | |
University of Iowa | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 47 |
Hong Kong | 2 |
China | 2 |
Sektoral
Consumer Services | 24 |
Finance | 17 |
Miscellaneous | 4 |
Commercial Services | 4 |
Government | 2 |
Operativ
Portfolio Manager-Equities | 71 |
Corporate Officer/Principal | 50 |
Undergraduate Degree | 47 |
Analyst-Equity | 32 |
Masters Business Admin | 30 |
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