Mark Stewart Truelsen
Analyst-Equity bei Segall Bryant & Hamill LLC
Ursprung des Netzwerks ersten Grades von Mark Stewart Truelsen
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
University of Illinois
419
| College/University | Other Consumer Services | 419 |
Denver Investment Advisors LLC
 Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT).
74
| Extinct | Investment Managers | 74 |
Segall Bryant & Hamill LLC
 Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.
63
| Subsidiary | Investment Managers | 63 |
Zurich Scudder Investments, Inc.
14
| Extinct | Regional Banks | 14 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Mark Stewart Truelsen
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Kennedy Capital Management LLC
 Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Director of Research - Equity Corporate Officer/Principal Analyst-Equity | |
GE Financial Assurance Holdings LLC
 GE Financial Assurance Holdings LLC Investment ManagersFinance GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA. | Investment Managers | Portfolio Manager-Fixed Income Director of Investments | |
Navellier & Associates, Inc.
 Navellier & Associates, Inc. Investment ManagersFinance Navellier & Associates, Inc. (Navellier) is an independent registered investment advisor headquartered in Reno, Nevada. The firm was founded by Louis Navellier in 1987. Navellier provides investment advisory services and manages investment advisory accounts for taxable and tax-exempt clients, which includes individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations, pension plans, Taft-Hartley plans, and open-end investment companies. | Investment Managers | Corporate Officer/Principal | |
The Chicago Trust Co. NA
 The Chicago Trust Co. NA Investment ManagersFinance Part of Wintrust Financial Corp., The Chicago Trust Co. NA provides investment advice. The company is based in Chicago, IL. The company was founded in 1991. Robert J. Mayo has been the CEO of the company since 2003. | Investment Managers | Analyst-Equity Analyst-Equity | |
Cabrera Capital Markets LLC
 Cabrera Capital Markets LLC Investment Banks/BrokersFinance Founded in 2001, Cabrera Capital Markets LLC is a broker/dealer headquartered in Chicago. The firm is a subsidiary of RCF-Cabrera Holdings, Inc. They provide a full array of trading and execution services for their clients. Cabrera Capital Markets does not provide any internal research. They firm executes transactions in both listed and OTC stocks on behalf of their institutional clients. Their global execution team covers a wide range of investment products around the world. Cabrera Capital Markets is a member of the NASD, MSRB, CHX and SIPC. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Masters Business Admin | |
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 | Doctorate Degree Graduate Degree | |
Pomona College
 Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal Comptroller/Controller/Auditor | |
| University of Glasgow | College/University | Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree Masters Business Admin | |
Clydesdale Bank Plc
 Clydesdale Bank Plc Major BanksFinance Clydesdale Bank Plc provides commercial banking services. It offers personal banking, private banking and business banking. The company was founded in 1838 and is headquartered in Glasgow, the United Kingdom.. | Major Banks | Corporate Officer/Principal | |
| Stein Roe & Farnham, Inc. /Private Capital Management Div/ | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Doctorate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
The Colorado College
 The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree Undergraduate Degree | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| DePaul University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Denver | College/University | Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Graduate Degree Graduate Degree Undergraduate Degree Graduate Degree | |
| The University of Colorado | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Arizona | College/University | Undergraduate Degree Corporate Officer/Principal | |
| St. Louis University | College/University | Undergraduate Degree Undergraduate Degree | |
Segall Bryant & Hamill Emerging Markets Offshore Fund Ltd.
 Segall Bryant & Hamill Emerging Markets Offshore Fund Ltd. Investment ManagersFinance Part of CI Financial Corp., Segall Bryant & Hamill Emerging Markets Offshore Fund Ltd. is a pooled investment fund. The company is based in George Town, Cayman Islands. Founded in 2017, it operates as a pooled investment fund. | Investment Managers | Director/Board Member Director/Board Member | |
| Metropolitan State University of Denver | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Regis University | College/University | Masters Business Admin Undergraduate Degree | |
| Knox College | College/University | Undergraduate Degree Undergraduate Degree | |
The Denver Foundation
 The Denver Foundation Miscellaneous Commercial ServicesCommercial Services The Denver Foundation is a charitable organization that awards grants to non-profit organizations in the areas of Arts and Culture, Civic and Education, Health, and Human Services. The foundation's staff covers the following areas: community issues, giving and volunteering, management and administration, and non-profit sector. The Denver Foundation was founded in 1925 and is headquartered in Denver, Colorado. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Whittier College | College/University | Undergraduate Degree | |
| Daniels College of Business | College/University | Masters Business Admin | |
| Bryant University | College/University | Undergraduate Degree | |
Blaylock Beal Van LLC
 Blaylock Beal Van LLC Investment Banks/BrokersFinance Blaylock Beal Van LLC (BBV) is a full service minority-owned investment banking and financial services company headquartered in New York City. The firm was formerly known as Blaylock Robert Van LLC. In 2007, Blaylock Robert Van LLC was formed when Blaylock & Co., an investment bank founded in 1993 by Ronald E. Blaylock, and Robert Van Securities, a financial services firm founded in 1991 by Eric V. Standifer joined forces. In January 2014, Bernard B. Beal, Founder and CEO of M.R. Beal & Co., joined the firm as Chairman, and the firm was renamed Blaylock Beal Van LLC. BBV focuses on the execution of domestic and international equity securities and baskets. Their domestic equity services include listed trading, NASDAQ trading, program trading, direct market access, algorithmic and dark pool access and transition management. Their international equity services include 24 hour global trading, FIX-enabled direct market access and individual stocks and baskets. BBV implements trading strategies globally through a network of brokerage relationships in all European, Latin American and African markets. They specialize in direct execution and step-out trades of international equities. The firm's fixed-income unit focuses on the competitive, cost-effective trading of U.S. Treasury bills, notes, bonds and agency securities. | Investment Banks/Brokers | Institutional Sales | |
| Utah State University | College/University | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 45 |
| Vereinigtes Königreich | 3 |
| Spanien | 2 |
| Cayman Islands | 2 |
Sektoral
| Consumer Services | 29 |
| Finance | 16 |
| Technology Services | 3 |
| Commercial Services | 3 |
| Miscellaneous | 2 |
Operativ
| Corporate Officer/Principal | 121 |
| Undergraduate Degree | 99 |
| Portfolio Manager-Equities | 73 |
| Analyst-Equity | 66 |
| Director/Board Member | 65 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Shawn T. Carolan | 24 |
| Ricardo Angel | 13 |
| Lisa Zuniga Ramirez Ramirez | 13 |
| Paul Walker | 12 |
| Hendrikus Passagi | 11 |
| David Michael Reeder | 10 |
| John Fenley | 9 |
| Paul A. Kuppinger | 9 |
| Tariq Khan | 8 |
| Christian Guilliod | 8 |
| William Sae Oh | 8 |
| Robbie A. Steiner | 7 |
| Zhe Zhang | 7 |
| Denis Labij | 7 |
| Kent Frederick Schien | 7 |
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