Ursprung des Netzwerks ersten Grades von Morgan Smith
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Horizon Investments LLC
Horizon Investments LLC Investment ManagersFinance Horizon Investments LLC is an independent registered investment headquartered in Charlotte, North Carolina with an additional office in Columbia, South Carolina. The firm was founded by John Johnson in 1995. Horizon Investments provides services to a number of types of clients, including registered investment companies, wrap programs, third party investment advisers, individuals (including high net worth individuals), trusts, estates and charitable organizations, corporations or other business entities, not for profit entities, institutions, and pension and profit-sharing plans.
21
| Holding Company | Investment Managers | 21 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Morgan Smith
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Wofford College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree Graduate Degree | |
University of Virginia | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Masters Business Admin | |
Winthrop University | College/University | Graduate Degree | |
PREMIER, INC. | Hospital/Nursing Management | Corporate Officer/Principal | |
Alfred University | College/University | Undergraduate Degree | |
Cold Spring Asset Management LP | Portfolio Manager-Equities | ||
UNC School of Law | College/University | Undergraduate Degree | |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Corporate Officer/Principal | |
Symmetry Partners LLC
Symmetry Partners LLC Investment ManagersFinance Symmetry Partners LLC is a private-held, SEC-registered investment advisor headquartered in Glastonbury, Connecticut. It was founded in 1994 by Patrick Sweeny and David Connelly, Jr. The firm provides investment advisory services to individuals, trusts, charitable organizations, pension and profit-sharing plans, corporations, and State and government entities, and Symmetry Panoramic Funds through multiple distribution channels. | Investment Managers | Director of Research - Equity | |
Georgia Southern University | College/University | Graduate Degree | |
Wake Forest University | College/University | Undergraduate Degree | |
California State University-Chico | College/University | Undergraduate Degree | |
State University of New York at Binghamton | College/University | Undergraduate Degree | |
University of Denver | College/University | Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree | |
University of Tennessee | College/University | Masters Business Admin | |
Clemson University | College/University | Doctorate Degree | |
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 | Portfolio Manager-Equities | |
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 | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Furman University | College/University | Undergraduate Degree | |
PEAK6 Group LLC
PEAK6 Group LLC Investment ManagersFinance PEAK6 Group LLC engages in the provision of financial services. It offers apex clearing, capital management, sports, and strategic capital. The company was founded by Matthew Nels Hulsizer and Jennifer Just Makowiec in 1997 and is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
IntraFi Network LLC
IntraFi Network LLC Finance/Rental/LeasingFinance IntraFi Network engages in the provision of financial technology solutions for banks, brokerage firms, and other financial institutions. The firm offers balance sheet and liquidity management solutions, and deposit allocation services. The company was founded by Eugene A. Ludwig, Alan S. Blinder, Mark P. Jacobsen, and Alfred H. Moses in May 2002 and is headquartered in Arlington, VA. | Finance/Rental/Leasing | Sales & Marketing | |
PGIM Investments LLC
PGIM Investments LLC Investment ManagersFinance PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds. | Investment Managers | Corporate Officer/Principal | |
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 | |
Skidmore College | College/University | Undergraduate Degree | |
Texas A&M University | College/University | Undergraduate Degree | |
St. Lawrence University | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 37 |
Sektoral
Consumer Services | 23 |
Finance | 13 |
Health Services | 2 |
Operativ
Undergraduate Degree | 19 |
Portfolio Manager-Equities | 13 |
Analyst-Equity | 8 |
Corporate Officer/Principal | 6 |
President | 5 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Ron Saba | 6 |
Scott Evan Ladner | 6 |
John N. Drahzal | 6 |
Philip McDonald | 4 |
Zachary F. Hill | 4 |
Steven Averitt | 3 |
Austin Fitch | 3 |
Mike Dickson | 3 |
John Bryant | 2 |
Alyson Strode | 2 |
Savannah Bryant | 2 |
Tom Lyons | 2 |
Casey Hazen | 2 |
Josh Rohauer | 2 |
Clark Allen | 2 |
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