Patrick Thomas Dan
Portfolio Manager-Fixed Income bei Legal & General Investment Management America, Inc.
Ursprung des Netzwerks ersten Grades von Patrick Thomas Dan
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Legal & General Investment Management America, Inc.
 Legal & General Investment Management America, Inc. Investment ManagersFinance Legal & General Investment Management America, Inc. (LGIM America) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2006 and is a wholly-owned subsidiary of Legal & General Investment Management US (Holdings), Inc., ultimately held by Legal & General Group PLC (LON: LGEN) in Great Britain. LGIM America provides investment management services on a fully discretionary basis to institutional clients (corporations, healthcare agencies, non-profit, educational institutions, public plans and Taft-Hartley multi-employer plans).
40
| Subsidiary | Investment Managers | 40 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Patrick Thomas Dan
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
| Drew University | College/University | Undergraduate Degree | |
| Washington University in St. Louis | College/University | Graduate Degree Undergraduate Degree | |
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Investment Managers | Corporate Officer/Principal | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Legal & General Investment Management Ltd.
 Legal & General Investment Management Ltd. Investment ManagersFinance Legal & General Investment Management Ltd. (LGIM) is a fund management firm headquartered in London. The firm was founded in 1970 and is a wholly-owned subsidiary of Legal & General Investment Management (Holdings) Ltd., which is owned by Legal & General Group plc (LSE: LGEN, ADR: LGGNY). LGIM provides investment management services to pension funds, institutional and private clients. Their clients are primarily in Great Britain, and marginally in the US though their Chicago-based subsidiary LGIM America, which established in 2006. | Investment Managers | Chief Investment Officer Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal | |
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 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 | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| Boston College | College/University | Masters Business Admin Undergraduate Degree | |
Legal & General MSCI ACWI Fund LLC
 Legal & General MSCI ACWI Fund LLC Financial ConglomeratesFinance Legal & General MSCI ACWI Fund LLC provides investment services. The company was founded in 2016 and is headquartered in Chicago, IL. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
Legal & General MSCI EAFE SL Fund LLC
 Legal & General MSCI EAFE SL Fund LLC Investment Trusts/Mutual FundsMiscellaneous Legal & General MSCI EAFE SL Fund LLC operates as a investment holding company. The company is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Legal & General MSCI ACWI EX USA Fund LLC
 Legal & General MSCI ACWI EX USA Fund LLC Investment Trusts/Mutual FundsMiscellaneous Legal & General MSCI ACWI EX USA Fund LLC operates as an investment fund. The company was founded in 2016 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Legal & General S&P 600 SL Fund LLC
 Legal & General S&P 600 SL Fund LLC Investment Trusts/Mutual FundsMiscellaneous Legal & General S&P 600 SL Fund LLC operates as a pooled investment fund. The company is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Legal & General S&P 500 SL Fund LLC
 Legal & General S&P 500 SL Fund LLC Financial ConglomeratesFinance Legal & General S&P 500 SL Fund LLC provides pooled investment fund services. The company was founded in 2016 and is headquartered in Chicago, IL. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Legal & General MSCI USA Fund LLC
 Legal & General MSCI USA Fund LLC Financial ConglomeratesFinance Legal & General MSCI USA Fund LLC provides pooled investment fund services. The company was founded in 2016 and is headquartered in Chicago, IL. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Legal & General MSCI World Fund LLC
 Legal & General MSCI World Fund LLC Financial ConglomeratesFinance Legal & General MSCI World Fund LLC operates as a pooled investment fund. The company was founded in 2016 and is headquartered in Chicago, IL. | Financial Conglomerates | Director/Board Member Director/Board Member | |
LGIMA Long Duration US Credit Fund LLC
 LGIMA Long Duration US Credit Fund LLC Financial ConglomeratesFinance LGIMA Long Duration US Credit Fund LLC engages in pooled investment fund industry. The company is headquartered in Chicago, IL. | Financial Conglomerates | Director/Board Member Director/Board Member | |
LGIMA Long Duration US Government Credit Fund LLC
 LGIMA Long Duration US Government Credit Fund LLC Financial ConglomeratesFinance LGIMA Long Duration US Government Credit Fund LLC operates as a pooled investment fund. The company is headquartered in Chicago, IL. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Ascension Investment Management LLC
 Ascension Investment Management LLC Investment ManagersFinance Ascension Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 as Catholic Healthcare Investment Management Company (CHIMCO), a non-profit corporation, using Ascension Investment Management as its primary business name. In order to effectuate a change in their form of organization, substantially all of the assets and liabilities of CHIMCO were transferred to AIM. The firm is a wholly-owned subsidiary of Ascension Capital LLC, which is wholly owned by Ascension Health Alliance, a non-profit corporation organized for charitable, religious, educational and scientific purposes. AIM provides investment advice and consulting to institutional investors through a commingled investment vehicle as well as through the use of separate accounts. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
PT Asset Management LLC (Illinois)
 PT Asset Management LLC (Illinois) Investment ManagersFinance PT Asset Management LLC (PTAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Berg in 2008 and formerly known as Performance Trust Investment Advisors LLC. They are majority-owned and controlled by PTAM Holdings LLC and minority-owned by certain senior employees. PTAM provides discretionary investment management and advisory services to mutual funds and separately managed accounts. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
| University of Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Undergraduate Degree | |
| The University of Chicago | College/University | Graduate 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 | |
| Saint Xavier University | College/University | Masters Business Admin | |
JPMorgan Alternative Asset Management, Inc.
 JPMorgan Alternative Asset Management, Inc. Investment ManagersFinance JPMorgan Alternative Asset Management, Inc. (JPMAAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Paul Zummo in 1994. They are wholly-owned by JPMorgan Asset Management Holdings Inc., which is ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). JPMAAM provides discretionary and non-discretionary investment management services to institutional and individual investors. The firm acts as investment manager for various domestic and foreign private pooled investment vehicles as well as investment manager for UCITS funds, and for certain separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin | |
Legal & General Investment Management (Holdings) Ltd.
 Legal & General Investment Management (Holdings) Ltd. Investment ManagersFinance Legal & General Investment Management (Holdings) Ltd. provides asset management services. The firm offer solutions include defined benefit, liability driven investment, defined contribution, and DC investment proposition. The company was founded on October 11, 2001 and is headquartered in London, the United Kingdom. | Investment Managers | Director/Board Member | |
Citigroup Global Markets, Inc. (Investment Management)
 Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
| CME GROUP INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Wisconsin | College/University | Doctorate Degree | |
| Beijing Normal University | College/University | Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree | |
| New York University | College/University | Graduate Degree | |
| Massachusetts Institute of Technology | College/University | Graduate Degree | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Wisconsin School of Business | College/University | Undergraduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
Liquidnet, Inc.
 Liquidnet, Inc. Investment Banks/BrokersFinance Founded in 2001 by Seth Merrin and Eric LeGoff, Liquidnet, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Liquidnet Holdings, Inc. Liquidnet manages an electronic marketplace for institutional trading that brings buyers and sellers together and allows them to anonymously trade large blocks of stock without intermediaries or information leaks. Liquidnet's clients include buy-side financial institutions from around the world. Liquidnet provides a full array of trading and execution services for their clients. The firm does not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Binghamton University School of Management | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 45 |
| Vereinigtes Königreich | 3 |
| Kanada | 2 |
| China | 2 |
Sektoral
| Finance | 23 |
| Consumer Services | 21 |
| Miscellaneous | 5 |
| Commercial Services | 4 |
Operativ
| Corporate Officer/Principal | 46 |
| Undergraduate Degree | 36 |
| Portfolio Manager-Fixed Income | 24 |
| Director/Board Member | 22 |
| Portfolio Manager-Equities | 20 |
Am stärksten vernetzte Beziehungen
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