Michael David Fohr
Portfolio Manager-Aktien bei National Investment Services of America LLC
Ursprung des Netzwerks ersten Grades von Michael David Fohr
Einheit | Art der Einheit | Industrie | |
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National Investment Services of America LLC
National Investment Services of America LLC Investment ManagersFinance National Investment Services of America LLC (NIS) is a registered investment adviser headquartered in Milwaukee, Wisconsin. The firm was founded by Bob Brooks in 2019 and is a majority-owned subsidiary of Resolute Investment Managers, Inc., ultimately held by Kelso Investment Associates VIII LP. NIS provides asset management services to multi-employer funds (pension and health and welfare funds), corporations, individuals, high-net worth individuals, state and local governmental entities, ERISA plans, Taft-Hartley accounts, private funds, unified managed accounts (UMAs) and endowment and foundation funds.
13
| Subsidiary | Investment Managers | 13 |
Reinhart Partners, Inc.
Reinhart Partners, Inc. Investment ManagersFinance Reinhart Partners, Inc. is a privately-held, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded by James Reinhart in 1991 and was formerly known as Reinhart & Mahoney Capital Management, Inc. Reinhart Partners provides investment advisory services to mutual funds, corporations, other investment advisers, pension and profit-sharing plans, Taft-Hartley plans, municipalities and other public institutions, foundations, trusts, individuals and other separate accounts. They also provide model portfolio recommendations to sponsors of managed account programs.
2
| Private Company | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Michael David Fohr
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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 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, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Fixed Income | |
Greenleaf Asset Management, Inc.
Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations. | Investment Managers | Analyst-Equity | |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Portfolio Manager-Equities | |
Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI. | Savings Banks | Corporate Officer/Principal | |
GMAC-RFC Holding Co. LLC
GMAC-RFC Holding Co. LLC Real Estate DevelopmentFinance Part of Ally Financial, Inc., GMAC-RFC Holding Co. LLC provides real estate finance services. The company is based in Minneapolis, MN. | Real Estate Development | Corporate Officer/Principal | |
Titanium Asset Management Corp.
Titanium Asset Management Corp. Investment ManagersFinance Titanium Asset Management Corp. provides investment advisory services to institutional and retail clients. It offers U.S. equity, fixed income, international equity and alternative strategies through its four wholly owned subsidiaries and business partners. Titanium Asset Management was founded in 2007 and is headquartered in Milwaukee, WI. | Investment Managers | Chairman | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity | |
abrdn, Inc.
abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world. | Investment Managers | Corporate Officer/Principal | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin | |
The British Racing Drivers' Club Ltd.
The British Racing Drivers' Club Ltd. Movies/EntertainmentConsumer Services British Racing Drivers' Club Ltd. operates as a motor racing club. Its clubhouse features a restaurant, bars, and private gardens. The company was founded by J. D. Benjafield in 1928 and is headquartered in Towcester, the United Kingdom. | Movies/Entertainment | Chairman | |
Bonhams & Brooks Ltd.
Bonhams & Brooks Ltd. Specialty StoresRetail Trade Bonhams & Brooks Ltd. provides auction house services. The company was founded in 2000 and is headquartered in London, the United Kingdom. | Specialty Stores | Director/Board Member | |
California State University-Northridge | College/University | Undergraduate Degree | |
Chicago State University | College/University | Undergraduate Degree | |
Hope College | College/University | Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Kansas | College/University | Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
Villanova University | College/University | Graduate Degree | |
AB CarVal Investors LP
AB CarVal Investors LP Investment ManagersFinance AB CarVal Investors LP (AB CarVal) is a SEC-registered investment advisor and alternative investment fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 2006 as a continuation of Cargill Value Investment (CVI), which was an internal business unit of Cargill, Inc. (Cargill). In 2022, they were acquired by AllianceBernstein LP, which is ultimately owned by Equitable Holdings, Inc. (NYSE: EQH). The firm immediately changed its legal name from CarVal Investors LP to AB CarVal Investors LP. AB CarVal offers investment advisory services to private funds, single-investor vehicles, CLO vehicles, separately managed accounts, and non-discretionary accounts. | Investment Managers | Portfolio Manager-Equities | |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Investment Managers | Corporate Officer/Principal | |
International Foundation of Employee Benefit Plans
International Foundation of Employee Benefit Plans Miscellaneous Commercial ServicesCommercial Services The International Foundation of Employee Benefit Plans is an educational organization that provides objective, solution-oriented education, research, and information to ensure the health and financial security of plan beneficiaries worldwide. The non-profit company is based in Brookfield, WI, and has subsidiaries in the United States. The company offers a variety of educational programs, including face-to-face and online learning, certificate programs, and continuing education. The company also provides publications, podcasts, and webcasts on various employee benefits topics. The company aims to keep its members informed about the latest developments in the employee benefits industry and offers a platform for members to interact with each other by sharing ideas and best practices. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Children's Hospital of Wisconsin Foundation, Inc.
Children's Hospital of Wisconsin Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Children's Hospital of Wisconsin Foundation, Inc. provides philanthropic support to Children's Hospital and Health System, Inc. and its tax-exempt affiliates. The Foundation has advanced the Health System's mission by securing endowment funds for a large number of programs and services related to pediatric patient care, education, research and advocacy for children. The firm's accomplishments include: helping to fund the creation of the Children's Hospital's child protection center and the child life program of education and play therapy for children; significant funding of the hospital's intensive care units' equipment; and funding for school-based health centers in Milwaukee schools. | Miscellaneous Commercial Services | Director/Board Member | |
IndyMac Bank FSB
IndyMac Bank FSB Savings BanksFinance IndyMac Bank FSB is a company that provides various types of printers including thermal inkjet printers, continuous inkjet printers, commercial printers, and laser printers. The company is based in Pasadena, CA and has subsidiaries in the United States. The company also offers order printer ink cartridges. | Savings Banks | Corporate Officer/Principal | |
Bonhams Brooks PS&N Ltd.
Bonhams Brooks PS&N Ltd. Other Consumer ServicesConsumer Services Bonhams Brooks PS&N Ltd. owns & operates luxury goods house. The company was founded on October 4, 2001 and is headquartered in London, the United Kingdom. | Other Consumer Services | Director/Board Member | |
PS&N Ltd.
PS&N Ltd. Financial ConglomeratesFinance Founded in 1995, PS & N Ltd. is a British company that functions as an investment holding company. Part of Bonhams Brooks PS & N Ltd., the company is based in London, UK. | Financial Conglomerates | Director/Board Member | |
NIS Small Cap Equity Fund LLC
NIS Small Cap Equity Fund LLC Investment Trusts/Mutual FundsMiscellaneous NIS Small/Mid Cap Value Equity Fund LLC operates as an investment holding company. The company is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
NIS High Yield Fund LLC
NIS High Yield Fund LLC Investment Trusts/Mutual FundsMiscellaneous NIS High Yield Fund LLC operates as a investment fund. The company is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Ellen Straebel, Inc.
Ellen Straebel, Inc. Investment ManagersFinance Ellen Straebel, Inc. provides investment advice. The private company is based in Conway, AR. | Investment Managers | Corporate Officer/Principal | |
BCBSM Inc. (Invt Port) | Investment Managers | Corporate Officer/Principal | |
Houlihan Lokey Capital, Inc.
Houlihan Lokey Capital, Inc. Investment Banks/BrokersFinance Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities. | Investment Banks/Brokers | Corporate Officer/Principal | |
BMO Asset Management Corp.
BMO Asset Management Corp. Investment ManagersFinance BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients. | Investment Managers | Corporate Officer/Principal | |
Kellogg School of Management | College/University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 42 |
Vereinigtes Königreich | 5 |
Sektoral
Finance | 28 |
Consumer Services | 14 |
Commercial Services | 3 |
Miscellaneous | 3 |
Retail Trade | 2 |
Operativ
Corporate Officer/Principal | 23 |
Portfolio Manager-Fixed Income | 19 |
Undergraduate Degree | 16 |
Director/Board Member | 12 |
Investment Committee Member | 11 |
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