Jim Pease
Mitglied des Investmentausschusses bei Carnegie Capital Asset Management LLC
Ursprung des Netzwerks ersten Grades von Jim Pease
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Carnegie Capital Asset Management LLC
 Carnegie Capital Asset Management LLC Investment ManagersFinance Carnegie Capital Asset Management LLC, do-business-as Carnegie Investment Counsel (CIC), is an independent, SEC-registered investment advisor headquartered in Pepper Pike, Ohio. The firm was founded in 2009, taking over the former RIA which was registered in 1991 and commenced operations in 1974. CIC provides investment advice and/or management supervisory services to individuals, non-profit organizations, pension and profit-sharing plans, corporations or business entities, independent trust companies, and government entities.
30
| Private Company | Investment Managers | 30 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jim Pease
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| CLEVELAND-CLIFFS INC. | Steel | Corporate Officer/Principal | |
Shaker Investments LLC
 Shaker Investments LLC Investment ManagersFinance Shaker Investments LLC is an independent registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 1991 by Edward Hemmelgarn and provides advisory services to individual and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Corporate Officer/Principal | |
Stifel Independent Advisors LLC
 Stifel Independent Advisors LLC Investment Banks/BrokersFinance Stifel Independent Advisors LLC (SIA) is a broker/dealer headquartered in St. Louis, Missouri. The firm was founded in 1991 as Century Securities Associates, Inc. and became Stifel Independent Advisors LLC in 2021. They are a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was founded in 1890. SIA offers brokerage services to a variety of individual and institutional clients. The firm executes securities transactions per client instructions through Stifel as their clearing firm. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree | |
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 | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Corporate Officer/Principal | |
Bowdoin College
 Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree | |
| Cleveland State University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Duquesne University of The Holy Spirit | College/University | Undergraduate Degree | |
| Grove City College | College/University | Undergraduate Degree | |
| John Carroll University | College/University | Undergraduate Degree | |
| Kent State University (Ohio) | College/University | Masters Business Admin Masters Business Admin | |
| Macalester College | College/University | Undergraduate Degree | |
| Marietta College | College/University | Undergraduate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
| Pace University | College/University | Masters Business Admin | |
Tower Wealth Management LLC
 Tower Wealth Management LLC Investment ManagersFinance Tower Wealth Management LLC provides advisory services in the field of private investments and venture capital. The company was founded by Ensign J. Cowell in 2008 and is headquartered in Beachwood, OH. | Investment Managers | Founder Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Dayton | College/University | Undergraduate Degree Undergraduate Degree | |
KeyBank NA (Cleveland, Ohio)
 KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Investment Managers | Portfolio Manager-Equities | |
| Cuyahoga Community College | College/University | Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree | |
| Bob Jones University | College/University | Undergraduate Degree | |
| The American College of Financial Services | College/University | Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree | |
CW Industrial Partners LLC
 CW Industrial Partners LLC Investment ManagersFinance CW Industrial Partners LLC (CW Industrial Partners) is a private equity firm founded in 1999 by Rob G McCreary. The firm is headquartered in Cleveland, Ohio. | Investment Managers | Corporate Officer/Principal | |
The Cleveland Museum of Art
 The Cleveland Museum of Art Other Consumer ServicesConsumer Services The Cleveland Museum of Art exhibits art gallery as an art museum and as one of northeastern Ohio's principal civic and cultural institutions. The museum seeks to bring the meaning of art to the possible audience. The firm's museum also preserves and exhibits collections of art for the public and presents exhibitions and programs. The company was founded in 1913 in Cleveland, Ohio. | Other Consumer Services | Director/Board Member | |
| Princeton University | College/University | Undergraduate Degree | |
Applewood Centers, Inc.
 Applewood Centers, Inc. Medical/Nursing ServicesHealth Services Applewood Centers, Inc. provides mental health services, social services and education to children, adolescents and families. It offers counseling and outpatient services, school-based counseling, after school group counseling, psychiatry services and residential treatment. The company was founded in 1997 and is headquartered in Cleveland, OH. | Medical/Nursing Services | Director/Board Member |
Statistik
International
| Vereinigte Staaten | 45 |
Sektoral
| Consumer Services | 24 |
| Finance | 17 |
| Non-Energy Minerals | 2 |
| Electronic Technology | 2 |
| Producer Manufacturing | 2 |
Operativ
| Portfolio Manager-Equities | 37 |
| Corporate Officer/Principal | 28 |
| Undergraduate Degree | 26 |
| Investment Committee Member | 11 |
| Masters Business Admin | 9 |
