Jim Hagerty
Vorstandsvorsitzender bei Bartlett & Co. Wealth Management LLC
Ursprung des Netzwerks ersten Grades von Jim Hagerty
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds.
31
| Extinct | Investment Managers | 31 |
Bartlett & Co. Wealth Management LLC
 Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base of high net-worth individuals and families, foundations and endowments, corporate and nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans.
16
| Subsidiary | Investment Managers | 16 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jim Hagerty
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| CINCINNATI FINANCIAL CORPORATION | Multi-Line Insurance | Corporate Officer/Principal | |
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 | |
Comerica Bank (Investment Management Texas)
 Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate. | Investment Managers | Chief Investment Officer | |
Rational Advisors, Inc.
 Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Johnson Investment Counsel, Inc.
 Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Investment Managers | Corporate Officer/Principal | |
The Retirement Corporation of America
 The Retirement Corporation of America Investment ManagersFinance The Retirement Corporation of America (RCA) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and formerly known as Retirement Capital Advisors, Inc. They are owned by Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). RCA provides advisory services to individual investors. | Investment Managers | Corporate Officer/Principal | |
Foster & Motley, Inc.
 Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
DSM Capital Partners LLC
 DSM Capital Partners LLC Investment ManagersFinance DSM Capital Partners LLC (DSM) is an independent, SEC-registered investment advisor headquartered in Palm Beach Gardens, Florida. The firm was founded by Stephen Memishian and Daniel Strickberger in 2001. DSM actively manages growth stock investment portfolios for a wide range of clients, which includes pension plans, foundations and endowments, other institutions, and individual investors. | Investment Managers | Analyst-Equity | |
Wallington Asset Management LLC
 Wallington Asset Management LLC Investment ManagersFinance Wallington Asset Management LLC is an independent wealth manager and registered investment advisor headquartered in Indianapolis, Indiana. The firm was co-founded by Robert C. Klemkosky and Terence P. Weiss in 1988 to manage equity, balanced and fixed income portfolios for individuals, trusts and estates, foundations, endowments, corporations and retirement plans. | Investment Managers | Founder | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
| University of Pittsburgh | College/University | Graduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin | |
Nikko Asset Management Americas, Inc.
 Nikko Asset Management Americas, Inc. Investment ManagersFinance Nikko Asset Management Americas, Inc. (Nikko AMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1981 and is a subsidiary of Nikko AM Americas Holding Co., Inc., ultimately held by Sumitomo Mitsui Trust Holdings, Inc. (TYO: 8309) in Japan. Nikko AMA provides investment advisory services to institutional investors, such as corporations, pension funds, trust banks, charitable organizations, government agencies and funds, supranational organizations, as well as pooled investment vehicles that includes Japanese Investment Trusts and Nikko AMA group affiliates. | Investment Managers | Corporate Officer/Principal | |
| Xavier University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Indiana University | College/University | Masters Business Admin Masters Business Admin | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree | |
| Rose-Hulman Institute of Technology, Inc. | College/University | Undergraduate Degree | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Dayton | College/University | Undergraduate Degree | |
| University of Kansas | College/University | Undergraduate Degree | |
| University of Kentucky | College/University | Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Graduate Degree Masters Business Admin Graduate Degree | |
| University of Rio Grande | College/University | Undergraduate Degree | |
| Washburn University | College/University | Undergraduate Degree | |
| Wilkes University | College/University | Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
Ladenburg Thalmann & Co., Inc.
 Ladenburg Thalmann & Co., Inc. Regional BanksFinance Ladenburg Thalmann & Co., Inc. provides investment baking and brokerage services. The firm also provides asset and wealth management, underwriting, alternative investments and advisory services. It serves emerging growth companies and high net worth individuals. The company was founded in 1876 and is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Interact For Health
 Interact For Health Miscellaneous Commercial ServicesCommercial Services Interact For Health is an independent social welfare organization dedicated to improving community health. The foundation awards grants to non-profit and governmental organizations for programs and activities that improve health in Cincinnati. The foundation was founded in 1978 and is headquartered in Cincinnati, OH. | Miscellaneous Commercial Services | Director/Board Member | |
| Cincinnati Society of Financial Analysts | Corporate Officer/Principal President | ||
Cincinnati Symphony Orchestra
 Cincinnati Symphony Orchestra Movies/EntertainmentConsumer Services Cincinnati Symphony Orchestra provides live orchestra presentations. The firm performs as the Cincinnati Pops, is one of America’s finest ensembles. The company was founded in 1895 and is headquartered in Cincinnati, OH. | Movies/Entertainment | Director/Board Member | |
Maple Knoll Communities, Inc.
 Maple Knoll Communities, Inc. Hospital/Nursing ManagementHealth Services Maple Knoll Communities, Inc. provides elder and child care services. It services include exceptional retirement communities of Maple Knoll Village and the Knolls of Oxford, Maple Knoll Outreach Services for Seniors, three affordable HUD Senior Living Residences and Maple Knoll Home Health services. The company was founded in 1848 and is headquartered in Cincinnati, OH. | Hospital/Nursing Management | Director/Board Member | |
Madison Financial Advisors Ltd.
 Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses. | Investment Managers | Portfolio Manager-Equities | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
| Uc College of Law | College/University | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 49 |
Sektoral
| Finance | 26 |
| Consumer Services | 21 |
| Commercial Services | 2 |
| Health Services | 2 |
Operativ
| Portfolio Manager-Equities | 43 |
| Undergraduate Degree | 29 |
| Corporate Officer/Principal | 22 |
| Masters Business Admin | 17 |
| Analyst-Equity | 15 |
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