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Nate J. Wallock
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Ursprung des Netzwerks ersten Grades von Nate J. Wallock
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
University of Wisconsin
454
| College/University | Other Consumer Services | 454 |
Marquette University
67
| College/University | Other Consumer Services | 67 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Nate J. Wallock
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
BRADY CORPORATION | Miscellaneous Manufacturing | Director of Finance/CFO | |
Macquarie Investment Management Business Trust
![]() Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
Nicholas Co., Inc.
![]() Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | 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 Director of Research - Fxd Inc Analyst-Fixed Income | |
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 | |
MEMBERS Capital Advisors, Inc.
![]() MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Investment Managers | Analyst-Equity Director of Investments | |
Wilshire Advisors LLC
![]() Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Corporate Officer/Principal | |
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 | Analyst-Equity Corporate Officer/Principal Portfolio Manager-Fixed Income | |
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 | 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 Corporate Officer/Principal | |
KLCM Advisors, Inc.
![]() KLCM Advisors, Inc. Investment ManagersFinance KLCM Advisors, Inc. is a registered independent wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded by James Kitzinger and Peter Lautmann in 1993 as Kitzinger Lautmann Capital Management, Inc. They provide investment advice to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities. | Investment Managers | Analyst-Equity | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Morningstar, Inc. (Research)
![]() Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Market Strategist Analyst-Equity | |
RoofMarketplace, Inc.
![]() RoofMarketplace, Inc. Commercial Printing/FormsCommercial Services Part of Nexvex, Inc., RoofMarketplace, Inc. is an online marketplace platform targeting the property services market. The private company is based in Whitewater, WI. RoofMarketplace provides an easy-to-understand tutorial for consumers to describe their roofing needs, which is combined with accurate aerial measurements that enable contractors to bid the work. The platform offers increased revenue from every request, quick process bid jobs in less than five minutes, solid leads, and seamless connection. Welcome to the future of roof insurance claims with the RoofMarketplace platform, connect to an exclusive network of roofing contractors made available to bid on and perform insurance-related roof repair and replacement. The company was founded by Tim Russell, William Bazeley, David Kish. William Bazeley has been the CEO since incorporation. | Commercial Printing/Forms | Director/Board Member Director/Board Member | |
Madison Investment Advisors LLC
![]() Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
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 Portfolio Manager-Equities | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Curi RMB Capital LLC
![]() Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Madison Asset Management LLC
![]() Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Investment Managers | Analyst-Equity Investment Committee Member | |
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 Analyst-Equity | |
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 | |
Thompson Investment Management, Inc.
![]() Thompson Investment Management, Inc. Investment ManagersFinance Thompson Investment Management, Inc. (TIM) is an independent, SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by John Thompson in 2004. TIM offers Investment Portfolio Management, Retirement Plan Services and Mutual Funds to individuals, businesses and foundations. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
Rock River Capital Partners LLC
![]() Rock River Capital Partners LLC Investment ManagersFinance Rock River Capital Partners LLC (Rock River Capital) is a venture capital firm founded in 2016 by Christopher Eckstrom and Andrew Walker. The firm headquartered in Madison, Wisconsin. | Investment Managers | Founder Founder | |
Knott Laboratory LLC
![]() Knott Laboratory LLC Miscellaneous Commercial ServicesCommercial Services Knott Laboratory LLC provides forensic engineering and computer animation services. Its services include vehicle accident reconstruction, product liability, mechanical engineering, civil, structural engineering, fire, explosion investigations, computer animations and graphics. The company was founded in 1982 and is headquartered in Centennial, CO. | Miscellaneous Commercial Services | Chief Tech/Sci/R&D Officer | |
The American Society of Civil Engineers
![]() The American Society of Civil Engineers Miscellaneous Commercial ServicesCommercial Services The American Society of Civil Engineers, founded in 1852, is the oldest national engineering society in America. The non-profit company is based in Reston, VA and has subsidiaries in the United States. With over 150,000 members worldwide, the organization advocates for sustainable and resilient practices to maintain and modernize the nation's infrastructure. The company also works to increase investment in infrastructure and improve engineering knowledge and competency. The society's Civil Engineering Landmark Program recognizes historically significant civil engineering projects, structures, and sites. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Los Angeles Capital Management LLC
![]() Los Angeles Capital Management LLC Investment ManagersFinance Los Angeles Capital Management LLC (LACM) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Formerly known as Los Angeles Capital Management & Equity Research, Inc., the firm was founded in 2002 by Thomas Stevens, Hal Williams, and Stuart Matsuda. They are majority owned by LACM Holdings, Inc. LACM offers risk-controlled active equity management services to a broad range of institutional investors. | Investment Managers | Analyst-Equity | |
MILLENNIUM INVESTMENT & ACQUISITION COMPANY INC. | Agricultural Commodities/Milling | Director/Board Member | |
Derris & Co.
![]() Derris & Co. Miscellaneous Commercial ServicesCommercial Services Derris & Co. operates as communications agency. It offers brand consultancy through strategy and positioning. The company was founded by Jesse Derris in 2013 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Founder | |
Everlane, Inc.
![]() Everlane, Inc. Catalog/Specialty DistributionRetail Trade Everlane, Inc. operates as an online retailer of clothing and accessories for men and women. Its products include shirts, tees, sweaters, dresses, pants & shorts, swim & sport, outerwear, bags, backpacks & weekenders, shoes and gift cards. The company was founded by Michael Preysman and Jesse Farmer in 2010 and is headquartered in San Francisco, CA. | Catalog/Specialty Distribution | Consultant / Advisor | |
WARBY PARKER INC. | Specialty Stores | Consultant / Advisor | |
Glossier, Inc.
![]() Glossier, Inc. Specialty StoresRetail Trade Glossier, Inc. provides online beauty products. It delivers newsletters and information in various categories, such as product recommendations, tutorials, makeup looks, culture, visual inspiration, shopping, video, and conversational first-person interviews with fashion's top ladies. The firm's platform also provides information related to backstage, fragrance, hair, health, lips, makeup, models, nails, and skincare. The company was founded by Emily Weiss, Michael Harper, and Nick Axelrod in September 2010 and is headquartered in New York, NY. | Specialty Stores | Consultant / Advisor | |
Insignia Capital Group LLC
![]() Insignia Capital Group LLC Investment ManagersFinance Insignia Capital Group LLC (Insignia Capital Group) is a private equity firm founded in 2011 by David L. Lowe, Tony Broglio and Mel E. Deane. The firm is headquartered in Walnut Creek, California. | Investment Managers | Corporate Officer/Principal | |
Nomura Securities International, Inc.
![]() Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Analyst-Fixed Income | |
Thor Equities LLC
![]() Thor Equities LLC Investment ManagersFinance Thor Equities LLC invests as a principal in retail, office, hotel and mixed-use properties. The firm invests in & around metropolitan areas throughout the United States and manages the properties. The company comprises of two divisions, which are Thor Properties, specializing in trophy commercial real estate in urban settings and Thor Urban Development, focusing on retail real estate in urban ethnic markets. The company was founded by Joseph J. Sitt in 1986 and is headquartered in New York, NY | Investment Managers | Private Equity Investor |
Statistik
International
Vereinigte Staaten | 43 |
Kanada | 2 |
Sektoral
Finance | 28 |
Commercial Services | 7 |
Consumer Services | 4 |
Retail Trade | 4 |
Producer Manufacturing | 2 |
Operativ
Corporate Officer/Principal | 115 |
Undergraduate Degree | 99 |
Director/Board Member | 80 |
Analyst-Equity | 52 |
Graduate Degree | 38 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Roger E. Wyse | 26 |
Rakesh Patel | 17 |
Jesse Derris | 17 |
Jeremy Kranz | 14 |
Sarah Smith | 12 |
Darren Jackson | 11 |
Andrew Walker | 11 |
Lei Yang | 11 |
Patrick Mark Gundlach | 9 |
Patrick Dillon | 8 |
Natalie Monarch Baumgartner | 8 |
Timothy Mattke | 7 |
Hendarta Atmadja | 7 |
Nan Xie | 7 |
Jason Joseph Schultz | 7 |
- Börse
- Insiders
- Nate J. Wallock
- Unternehmensverbindungen