Jim Gray
Marktstratege bei Greenleaf Asset Management, Inc.
Ursprung des Netzwerks ersten Grades von Jim Gray
Einheit | Art der Einheit | Industrie | |
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Greenleaf Asset Management, Inc.
Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations.
17
| Subsidiary | Investment Managers | 17 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jim Gray
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Corporate Officer/Principal | |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | Corporate Officer/Principal | |
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 | Portfolio Manager-Equities | |
Greenleaf Trust
Greenleaf Trust Investment ManagersFinance Greenleaf Trust is an independent Michigan-chartered trust-only bank that specializes in wealth management, trust and estate administration, and administration of company-sponsored retirement plans. The American company has offices in several locations including Traverse City and Bay Harbor. The private company provides highly personalized and customized client service through their unique, client-centric team approach, with no conflicts of interest, to ensure their clients' financial security from generation to generation. Greenleaf Trust is a wealth management firm with specialized disciplines in asset management, trust administration, and retirement plan service. Michael F. Odar has been the CEO of the company since 1999. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity | |
40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Portfolio Manager-Equities | |
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 | Analyst-Equity | |
Willamette Management Associates, Inc.
Willamette Management Associates, Inc. Investment ManagersFinance Willamette Management Associates provides financial advisory and business valuation services. The company's services include tax planning and compliance, litigation support, bankruptcy, reorganization, and strategic planning services. The company was founded in 1969 and is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
Edgewater Capital Partners
Edgewater Capital Partners Investment ManagersFinance Edgewater Capital Partners (Edgewater Capital Partners) is a private equity firm founded in 1998 by Christopher F. Childres and Edward L. Sawyer. The firm is headquartered in Cleveland, Ohio. | Investment Managers | Corporate Officer/Principal | |
Babson College | College/University | Masters Business Admin | |
Calvin University | College/University | Undergraduate Degree 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 | Masters Business Admin | |
Denison University | College/University | Undergraduate Degree | |
DePaul University | College/University | Undergraduate Degree | |
Hope College | College/University | Undergraduate Degree | |
Kalamazoo College | College/University | Undergraduate Degree | |
Oakland University (Michigan) | College/University | Masters Business Admin | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Western Michigan University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Tennessee | College/University | Graduate Degree | |
Bronson Methodist Hospital
Bronson Methodist Hospital Hospital/Nursing ManagementHealth Services Bronson Methodist Hospital provides healthcare services. It offers orthopedics, home health assistance, occupational medicine, and rehabilitation services. The organization provides services to the trauma center, children's hospital, and burn treatment center. Bronson Methodist Hospital was founded in 1919 and is headquartered in Kalamazoo, MI. | Hospital/Nursing Management | Director/Board Member | |
Bronson Management Services Corp.
Bronson Management Services Corp. Managed Health CareHealth Services Bronson Management Services Corp. provides health plan administration services. The firm markets and distributes medical supplies and equipment. The company was founded on April 28, 1982 and is headquartered in Kalamazoo, MI. | Managed Health Care | Director/Board Member | |
Stephen M. Ross School of Business | College/University | Undergraduate Degree Graduate Degree | |
Van Buren Emergency Medical Services, Inc.
Van Buren Emergency Medical Services, Inc. Other TransportationTransportation Van Buren Emergency Medical Services, Inc. provides long distance transfers and non-emergency ambulance transports services. The company was founded in 1987 and is headquartered in Paw Paw, MI. | Other Transportation | Director/Board Member | |
Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families. | Investment Managers | Analyst-Equity | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Eli Broad College of Business | College/University | Undergraduate Degree | |
First National Bank & Trust (Atmore, Alabama)
First National Bank & Trust (Atmore, Alabama) Major BanksFinance First National Bank & Trust operates as a national chartered commercial bank. It offers personal and business banking services. The company was founded in and is headquartered in Atmore, AL. | Major Banks | Corporate Officer/Principal | |
SRR Consulting, Inc. | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 38 |
Sektoral
Finance | 18 |
Consumer Services | 16 |
Health Services | 4 |
Transportation | 2 |
Operativ
Undergraduate Degree | 15 |
Corporate Officer/Principal | 13 |
Analyst-Equity | 11 |
Portfolio Manager-Equities | 10 |
Director/Board Member | 4 |