Ursprung des Netzwerks ersten Grades von John Borgen
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Catholic Financial Life
Catholic Financial Life Life/Health InsuranceFinance Catholic Financial Life provides investment advisory services for insurance company portfolio. The firm specializes in Life Insurance, Annuities, Long-Term Care Products, Individual Retirement Accounts and Membership Benefits. The company was founded in 1868 and is headquartered in Milwaukee, WI.
11
| Private Company | Life/Health Insurance | 11 |
Catholic Financial Life (Investment Portfolio)
Catholic Financial Life (Investment Portfolio) Investment ManagersFinance Catholic Financial Life (Investment Portfolio) is the investment portfolio division of Catholic Financial Life, a faith-based membership organization headquartered in Milwaukee, Wisconsin. Founded in 1885, the firm manages investment portfolio.
4
| Operating Division | Investment Managers | 4 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von John Borgen
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
La Casa de Esperanza, Inc.
La Casa de Esperanza, Inc. Services to the Health IndustryHealth Services La Casa de Esperanza, Inc. is community -based organization focusing on child and adult educational programming, offering opportunities for local families through community outreach programs and financial stability. The company was founded in 1966 and is headquartered in Waukesha, WI. | Services to the Health Industry | Director/Board Member | |
Keller Graduate School of Management | College/University | Masters Business Admin | |
Rainbows For All Children
Rainbows For All Children Services to the Health IndustryHealth Services Rainbows For All Children provides support for all youth as they navigate grief and heal from loss, whether from death, divorce, deployment, or other trauma. The company was founded by Suzy Yehl Marta in 1983 and is headquartered in Evanston, IL. | Services to the Health Industry | Director/Board Member | |
Wintrust Investments LLC
Wintrust Investments LLC Investment ManagersFinance Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions. | Investment Managers | Portfolio Manager-Equities | |
Great Lakes Advisors LLC
Great Lakes Advisors LLC Investment ManagersFinance Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Corporate Officer/Principal | |
DePaul University | College/University | Undergraduate Degree | |
Cardinal Stritch College | College/University | Masters Business Admin | |
The Better Business Bureau of Wisconsin, Inc.
The Better Business Bureau of Wisconsin, Inc. Miscellaneous Commercial ServicesCommercial Services Better Business Bureau of Wisconsin, Inc. promotes ethical business practices. The company was founded by and is headquartered in West Allis, WI. | Miscellaneous Commercial Services | Director/Board Member | |
The American Fraternal Alliance
The American Fraternal Alliance Miscellaneous Commercial ServicesCommercial Services The American Fraternal Alliance operates as a resource for the educational needs of fraternal benefit societies. The firm provides learning opportunities for members including webinars, teleconferences, and high-impact, hands-on educational tools. The company was founded in 1886 and is headquartered in Oak Brook, IL. | Miscellaneous Commercial Services | Director/Board Member | |
Marquette University | College/University | Undergraduate Degree | |
BMO Harris Bank, NA (Investment Management)
BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients. | Investment Managers | Director of Investments | |
Associated Trust Co. NA (Wisconsin)
Associated Trust Co. NA (Wisconsin) Regional BanksFinance Associated Trust Co., N.A. (Wisconsin) is the investment management division of Associated Bank, NA, itself a subsidiary of Associated Banc-Corp. (NYSE: ASB). Headquartered in Green Bay, Wisconsin, the firm provides asset management and trust services to public, private and non-profit organizations. | Regional Banks | Corporate Officer/Principal | |
Kellogg Asset Management LLC
Kellogg Asset Management LLC Investment ManagersFinance Kellogg Asset Management LLC (Kellogg) is a SEC-registered investment advisor headquartered in Green Bay, Wisconsin. The firm is a wholly owned subsidiary of Associated Trust Co., N.A., ultimately held by Associated Banc-Corp. (NYSE: ASB), a diversified bank/financial services holding company. Founded in 2009, Kellogg provides investment management services to institutional and high net-worth investors. | Investment Managers | Portfolio Manager-Fixed Income | |
Concordia University-Wisconsin | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 18 |
Sektoral
Finance | 8 |
Consumer Services | 7 |
Health Services | 3 |
Commercial Services | 3 |
Operativ
Director/Board Member | 15 |
Undergraduate Degree | 5 |
Corporate Officer/Principal | 4 |
Masters Business Admin | 3 |
Director of Finance/CFO | 3 |
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