Mary-Kay Bourbulas
Direktor/Vorstandsmitglied bei BANK FIRST CORPORATION
Vermögen: 549 946 $ am 30.04.2024
Ursprung des Netzwerks ersten Grades von Mary-Kay Bourbulas
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Strong Capital Management, Inc.
 Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management.
119
| Extinct | Financial Conglomerates | 119 |
| Public Company | Regional Banks | 26 | |
Bank First NA (Manitowoc, Wisconsin)
 Bank First NA (Manitowoc, Wisconsin) Major BanksFinance Part of Bank First Corp., Bank First NA is a financial institution based in Manitowoc, WI. The private company offers a range of banking services, including the use of CardValet to manage debit card transactions. Customers can use CardValet to turn their card on and off, set locations where the card can be used, restrict transactions, establish limits, and schedule alerts. Michael B. Molepske has been the CEO of the company since 2005.
16
| Subsidiary | Major Banks | 16 |
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago.
3
| Extinct | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Mary-Kay Bourbulas
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Advisory Research, Inc.
 Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Investment Managers | Head-Equity Investments Analyst-Equity | |
Heartland Advisors, Inc.
 Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
Mason Street Advisors LLC
 Mason Street Advisors LLC Investment ManagersFinance Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
State of Wisconsin Investment Board
 State of Wisconsin Investment Board Investment ManagersFinance The State of Wisconsin Investment Board (SWIB) is a state-owned pension fund management firm headquartered in Madison, Wisconsin. SWIB was founded in 1951 and is responsible for managing the assets of the Wisconsin Retirement System (WRS), the State Investment Fund (SIF) and other state trust funds. The WRS includes the Core Retirement Investment Trust Fund (Core Fund) and the Variable Retirement Investment Trust Fund (Variable Fund). | Investment Managers | Analyst-Equity Analyst-Equity | |
Artisan Partners LP
 Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc. (Artisan Partners Funds) and Artisan Partners Global Funds plc (Artisan Partners Global Funds), an open-ended management investment company. | Investment Managers | Founder Analyst-Equity | |
Fiduciary Management, Inc.
 Fiduciary Management, Inc. Investment ManagersFinance Fiduciary Management, Inc. (FMI) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1980, FMI manages assets for domestic and international institutions, individual investors, Registered Investment Advisers through separately managed accounts and the FMI Family of Funds. | Investment Managers | Portfolio Manager-Equities Trading-Equity | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Equities Head-Fixed Income Invts Portfolio Manager-Equities Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Equities Analyst-Fixed Income Analyst-Equity Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Balyasny Asset Management LP
 Balyasny Asset Management LP Investment ManagersFinance Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
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 Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Undergraduate Degree | |
40/86 Advisors, Inc.
 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Portfolio Manager-Fixed Income Head-Fixed Income Invts | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Stark & Roth LLC
 Stark & Roth LLC Investment ManagersFinance Founded in 1992 by Brian Stark and Michael Roth, Stark & Roth LLC is a registered investment advisor and hedge fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Stark & Roth Holding, Inc.. Stark & Roth also does business as Stark Investments. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Financial ConglomeratesFinance 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. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Corporate Officer/Principal Undergraduate Degree Graduate Degree Masters Business Admin | |
| Marquette University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Ansay & Associates LLC
 Ansay & Associates LLC Insurance Brokers/ServicesFinance Ansay & Associates LLC engages in the provision of insurance and risk management solutions. It offers human resources consulting; health and wellness programs; safety and loss control services ;and health and wellness solutions. The company was founded by Adolph N. Ansay in 1946 and is headquartered in Port Washington, WI. | Insurance Brokers/Services | Corporate Secretary Director/Board Member Chief Executive Officer Director/Board Member | |
| University of Wisconsin Law School | College/University | Graduate Degree Graduate Degree Graduate Degree Graduate Degree | |
Neuberger Berman Investment Advisers LLC
 Neuberger Berman Investment Advisers LLC Investment ManagersFinance Neuberger Berman Investment Advisers, Inc. (NBIA) is a registered investment advisor headquartered in New York City. The firm was founded in 2002 as Neuberger Berman Fixed Income LLC and adopted its present name on January 2016. They are a subsidiary of Neuberger Berman Investment Advisers Holdings LLC, ultimately owned by NBSH Acquisition LLC. NBIA provides a wide range of discretionary investment management services to a variety of clients, which includes individuals, institutions, registered investment companies, non-US registered funds and private investment funds. | Investment Managers | Portfolio Manager-Fixed Income Chief Investment Officer Head-Fixed Income Invts Analyst-Equity | |
| University of Wisconsin-Milwaukee | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
Kohler Co.
 Kohler Co. Building ProductsProducer Manufacturing Kohler Co. engages in the manufacture of plumbing products, furniture, tiles, engines, and generators. It provides kitchen & bath products; engines, power generation systems; cabinetry, tile, and home interiors. The company was founded by John Michael Kohler on December 3, 1873 and is headquartered in Kohler, WI. | Building Products | Sales & Marketing Comptroller/Controller/Auditor Corporate Officer/Principal | |
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 | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Economic Club of Sheboygan | Corporate Officer/Principal Corporate Officer/Principal | ||
Skylands Capital LLC
 Skylands Capital LLC Investment ManagersFinance Skylands Capital LLC (Skylands) is an independent registered investment advisor and hedge fund manager headquartered in Milwaukee, Wisconsin. The firm was founded by Charles Paquelet in 2004. Skylands provides investment advisory services to separate accounts and private investment funds. The firm also manages accounts for high-net-worth individuals, corporations or other business entities, trusts, estates, charitable institutions and pension and profit sharing plans. | Investment Managers | Founder Trading-Equity | |
| University of North Dakota | College/University | Undergraduate Degree Undergraduate Degree | |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
CliftonLarsonAllen LLP
 CliftonLarsonAllen LLP Investment ManagersFinance CliftonLarsonAllen LLP provides wealth advisory, outsourcing, and public accounting services. It also offers audit and assurance, consulting, international, outsourcing, individual and business tax, and wealth advisory services. The company is headquartered in Minneapolis, MN. | Investment Managers | Director/Board Member Director/Board Member | |
Robert W. Baird & Co., Inc. (Fixed Income)
 Robert W. Baird & Co., Inc. (Fixed Income) Investment ManagersFinance Robert W. Baird & Co., Inc. (Fixed Income) (dba Baird Advisors) is the investment management division of Robert W. Baird & Co., Inc., an American multinational independent investment bank and financial services company headquartered in Milwaukee, Wisconsin. Baird Advisors manages taxable and tax-exempt fixed income portfolios for individuals and families as well as corporations and institutions. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| University of Wisconsin Green Bay | College/University | Undergraduate Degree 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 | Undergraduate Degree Undergraduate Degree | |
Michael Best & Friedrich LLP
 Michael Best & Friedrich LLP Miscellaneous Commercial ServicesCommercial Services Michael Best & Friedrich LLP provides legal services. It offer banking and financial services, corporate and transactional, energy law, intellectual property, and real estate services. It serves to the advanced manufacturing, food and beverage, agribusiness, higher education and energy industries. The company was founded by Michael Best in 1848 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin-Eau Claire | College/University | Undergraduate Degree Masters Business Admin | |
| University of Illinois | College/University | Graduate Degree Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 48 |
Sektoral
| Finance | 30 |
| Consumer Services | 16 |
| Producer Manufacturing | 2 |
| Commercial Services | 2 |
Operativ
| Corporate Officer/Principal | 128 |
| Portfolio Manager-Equities | 99 |
| Undergraduate Degree | 89 |
| Director/Board Member | 87 |
| Analyst-Equity | 61 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| David Sachse | 17 |
| Michael Molepske | 16 |
| Brad Tank | 13 |
| Andy Ziegler | 11 |
| Scott Sindelar | 11 |
| Michael Ansay | 11 |
| Donald Brisch | 10 |
| Katherine M. Reynolds | 10 |
| Robert J. Wagner | 10 |
| Kevin LeMahieu | 10 |
| Michael Kalinoski | 10 |
| Robert Holmes | 10 |
| Duane Alan McAllister | 9 |
| Charles Rinaldi | 9 |
| Steven Andrew Dray | 9 |
- Börse
- Insiders
- Mary-Kay Bourbulas
- Unternehmensverbindungen
