Ursprung des Netzwerks ersten Grades von John Steven Romiza
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Dimensional Fund Advisors Ltd.
 Dimensional Fund Advisors Ltd. Investment ManagersFinance Dimensional Fund Advisors Ltd. (DFAL) is a mutual fund management firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Dimensional Fund Advisors LP (DFA), ultimately held by Dimensional Holdings, Inc. in the US. DFAL provides sub-advisory services to DFA, a registered investment advisor, primarily in connection with DFA’s management of the US Dimensional Funds, and also certain institutional separate accounts.
20
| Subsidiary | Investment Managers | 20 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von John Steven Romiza
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Portfolio Manager-Equities Director of Finance/CFO Head-Fixed Income Invts Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Head-Fixed Income Invts | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Anderson School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Graduate Degree | |
Global Systematic Investors LLP
 Global Systematic Investors LLP Investment ManagersFinance Global Systematic Investors LLP provides investment advice. The private company is based in London, UK. The British company was founded in 2011 by Bernd Hanke. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Wake Forest University | College/University | Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree | |
Russell Investment Management LLC
 Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Investment Managers | Corporate Officer/Principal | |
| University of Puget Sound | College/University | Undergraduate Degree | |
| Iowa State University | College/University | Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree | |
Columbia Threadneedle Asset Managers Ltd.
 Columbia Threadneedle Asset Managers Ltd. Investment ManagersFinance Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients. | Investment Managers | Analyst-Equity | |
| University of Brighton | College/University | Undergraduate Degree | |
| University of Sussex | College/University | Graduate Degree | |
| Principal Financial Group Foundation, Inc. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| University of Oxford | College/University | Undergraduate Degree | |
| China Europe International Business School | College/University | Masters Business Admin | |
Merrill Lynch International
 Merrill Lynch International Investment Banks/BrokersFinance Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients. | Investment Banks/Brokers | Trading-Equity | |
| UC Santa Barbara College of Engineering | College/University | Graduate Degree | |
| Kansas State University | College/University | Graduate Degree | |
Regions Investment Management, Inc.
 Regions Investment Management, Inc. Investment ManagersFinance Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients. | Investment Managers | Portfolio Manager-Equities | |
DFA Australia Ltd.
 DFA Australia Ltd. Investment ManagersFinance DFA Australia Ltd. (DFAA) is the Australian investment management subsidiary of Dimensional Fund Advisors LP (DFA), ultimately held by Dimensional Holdings, Inc. in the US. Headquartered in Sydney, the firm was founded in 1994 and offers a full range of equity and fixed income strategies to a range of institutional and advisor clients in Australia and New Zealand including superannuation funds, master trusts, banks, insurance companies and financial advisors. DFAA also acts as a sub-advisor or agent of funds and accounts managed by its US parent, DFA. | Investment Managers | Chief Operating Officer | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Corporate Officer/Principal | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal | |
The Institute for Quantitative Investment Research
 The Institute for Quantitative Investment Research Miscellaneous Commercial ServicesCommercial Services The Institute for Quantitative Investment Research operates as a not-for-profit educational organisation. The company was founded in 1988 and is headquartered in Tonbridge, the United Kingdom. | Miscellaneous Commercial Services | Director/Board Member | |
| JANUS CAPITAL GROUP INC | Investment Managers | Director of Finance/CFO | |
| Stanford University | College/University | Undergraduate Degree | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin | |
| Cathedral Mountain Corp. | President | ||
The Austin Chamber of Commerce
 The Austin Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Austin Chamber of Commerce is an organization that helps people in the region achieve greater prosperity by working with businesses looking to create or expand their presence in the Austin region and help them create more jobs. The non-profit company is based in Austin, TX. The company has helped bring more than 400,000 jobs to the region since 2004 and take on the biggest challenges so businesses can focus on growing. Laura Huffman has been the CEO of the company since 2020. | Miscellaneous Commercial Services | Director/Board Member | |
Dimensional Investment Group, Inc.
 Dimensional Investment Group, Inc. Dimensional Investment Group, Inc. provides fund management services. It offers investment advisory services to the portfolio. The company is headquartered in Austin, TX | Director of Finance/CFO | ||
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Corporate Officer/Principal | |
| TEXAS INSTRUMENTS INCORPORATED | Semiconductors | Corporate Officer/Principal | |
Amalgamated Bank of Chicago
 Amalgamated Bank of Chicago Regional BanksFinance Amalgamated Bank of Chicago provides commercial bank services. It offers personal, business and mortgage banking services. The company was founded in 1922 and is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin | |
| Northern Illinois University | College/University | Undergraduate Degree | |
St. Michael's Hospice (North Hampshire)
 St. Michael's Hospice (North Hampshire) Medical/Nursing ServicesHealth Services St. Michael's Hospice (North Hampshire) is an independent charity founded in 1991 and based in the UK. The charity supports people living with a life-limiting illness, facing the end of life, or experiencing bereavement. To commemorate their 30th anniversary, the charity has commissioned beautiful sunflowers from a local business, Hurstbourne Forge. The sunflowers are available in two colors, yellow and gold, and are engraved with Celebrating 30th Years 1992-2022 stmichaelshospice.org.uk on the reverse. The charity is currently running a Patient Comfort Appeal, as it costs an average of £1,150 more a day to run their Hospice services. | Medical/Nursing Services | Director/Board Member | |
California Institute of Technology
 California Institute of Technology Other Consumer ServicesConsumer Services California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA. | College/University | Doctorate Degree | |
| The Cooper Union for the Advancement of Science & Art | College/University | Undergraduate Degree | |
Vert Asset Management LLC
 Vert Asset Management LLC Investment ManagersFinance Vert Asset Management LLC is an independent registered investment advisor headquartered in Sausalito, California. The firm offers the Vert Global Sustainable Real Estate Fund (VGSRX), an open-end mutual fund which seeks to achieve long-term capital appreciation. | Investment Managers | Chief Executive Officer | |
| Texas State University | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 38 |
| Vereinigtes Königreich | 11 |
| China | 2 |
| Australien | 2 |
Sektoral
| Consumer Services | 23 |
| Finance | 20 |
| Electronic Technology | 3 |
| Commercial Services | 3 |
| Miscellaneous | 2 |
Operativ
| Portfolio Manager-Equities | 27 |
| Corporate Officer/Principal | 14 |
| Undergraduate Degree | 12 |
| Masters Business Admin | 11 |
| Graduate Degree | 6 |
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