Keith Allen Vargo
Mitglied des Investmentausschusses bei Carnegie Capital Asset Management LLC
Ursprung des Netzwerks ersten Grades von Keith Allen Vargo
| 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.
21
| Private Company | Investment Managers | 21 |
Fairport Asset Management LLC
 Fairport Asset Management LLC Investment ManagersFinance Fairport Asset Management LLC is a registered investment advisor located in Cleveland, Ohio. The firm is a subsidiary of Wealthtrust Holdings LLC. They manage assets for individuals and institutions and serve as the advisor of the Fairport family of mutual funds.
17
| Extinct | Investment Managers | 17 |
Roulston & Co., Inc.
6
| Extinct | Investment Managers | 6 |
Midwest Investment Management LLC
 Midwest Investment Management LLC Investment ManagersFinance Midwest Investment Management LLC, located in Cleveland, Ohio, is a registered investment advisor.
4
| Extinct | Investment Managers | 4 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Keith Allen Vargo
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
BP Amoco Corp.
 BP Amoco Corp. Oil & Gas ProductionEnergy Minerals BP Amoco Corp. provides oil and gas exploration services. The firm offers engineering, procurement and construction services for gas-fired co-generation facilities. The company was founded on March 11, 1987 and is headquartered in Houston, TX. | Oil & Gas Production | Corporate Officer/Principal | |
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 | |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northcoast Research Partners LLC
 Northcoast Research Partners LLC Investment ManagersFinance Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin | |
| Baldwin-Wallace College | College/University | Masters Business Admin Masters Business Admin | |
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 | |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Cleveland State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin 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 Undergraduate Degree Undergraduate Degree | |
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 | |
| Kent State University (Ohio) | College/University | Masters Business Admin Masters Business Admin | |
| University of Dayton | College/University | Undergraduate Degree Undergraduate Degree | |
| John Carroll University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree | |
| Weatherhead School of Management | College/University | Masters Business Admin | |
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 | |
Chess Financial Corp.
 Chess Financial Corp. Investment ManagersFinance Part of Clearstead Advisors, LLC, Chess Financial Corp. provides investment advice. The company is based in Beachwood, OH. | Investment Managers | 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 | |
| Waitrose (Guernsey) Ltd. | Corporate Officer/Principal | ||
DLL Finance LLC
 DLL Finance LLC Finance/Rental/LeasingFinance Part of Coöperatieve Rabobank UA, DLL Finance LLC offers asset financing and leasing to equipment manufacturers, dealers, and distributors. The company is based in Johnston, IA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| Macalester College | College/University | Undergraduate Degree | |
| The American College of Financial Services | College/University | Graduate Degree | |
| Marietta College | College/University | Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree | |
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Investment Managers | Corporate Officer/Principal | |
BMO Capital Markets Corp. (Broker)
 BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Trading-Fixed Income | |
| Duquesne University of The Holy Spirit | College/University | Undergraduate Degree | |
| David N. Myers University | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 45 |
| Kanada | 2 |
| Vereinigtes Königreich | 2 |
Sektoral
| Finance | 21 |
| Consumer Services | 21 |
| Commercial Services | 4 |
| Energy Minerals | 2 |
Operativ
| Corporate Officer/Principal | 52 |
| Portfolio Manager-Equities | 46 |
| Undergraduate Degree | 42 |
| Analyst-Equity | 23 |
| Masters Business Admin | 14 |
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