Ursprung des Netzwerks ersten Grades von Robert Dimeo
Einheit | Art der Einheit | Industrie | |
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Fiducient Advisors LLC
Fiducient Advisors LLC Investment ManagersFinance Fiducient Advisors LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Robert A. DiMeo in 1995 as DiMeo Schneider & Associates LLC. They are owned by Fiducient Holdings LLC, ultimately held by NFP Holdings LLC. Fiducient Advisors provides investment consulting and investment management services to retirement Plan Sponsors, endowments and foundations, individuals and families and financial institutions.
7
| Subsidiary | Investment Managers | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Robert Dimeo
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal | |
The University of Colorado | College/University | Undergraduate Degree | |
WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
City Group, Inc. | Corporate Officer/Principal | ||
Miami University | College/University | Undergraduate Degree | |
Kenan-Flagler Business School | College/University | Graduate Degree | |
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 | |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity | |
Michigan State University | College/University | Undergraduate Degree | |
American Century Investments Value Yield LLC
American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
WR Securities LLC
WR Securities LLC Investment Banks/BrokersFinance Founded in 2009, WR Securities LLC is a registered broker/dealer located in New York City. The firm is a subsidiary of Wolfe Holdco LLC. They provide securities dealer services, as well as merger and acquisition advisory services. WR Securities also participates as an underwriter or selling group member in public offerings. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. WR Securities in a member of FINRA. | Investment Banks/Brokers | Analyst-Equity | |
University of Illinois | College/University | Undergraduate Degree | |
First Business Bank (Investment Management)
First Business Bank (Investment Management) Investment ManagersFinance First Business Bank (Investment Management) (FBB-IM) is the investment management division of First Business Bank, a state-chartered, commercial bank headquartered in Madison, Wisconsin. The firm was founded in 1909 and is a wholly-owned subsidiary of First Business Financial Services, Inc. (NASDAQ: FBIZ). FBB-IM offers a full line of financial services for businesses and business owners, such as Business Banking, Private Wealth (Financial Planning, Investment Management, Trust & Estate Administration, and Private Banking) and Bank Consulting (Investment Portfolio Services, Asset Liability Management, ALM Process Validation) solutions. | Investment Managers | Chief Investment Officer | |
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 | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
MFS Institutional Advisors, Inc.
MFS Institutional Advisors, Inc. Investment ManagersFinance MFS Institutional Advisors, Inc. (MFSI) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1986 and is a wholly-owned subsidiary of Massachusetts Financial Services Co., dba MFS Investment Management (MFS), which is an indirect, majority-owned subsidiary of Sun Life Financial Inc. (TSX: SLF, NYSE: SLF) in Canada. MFSI provides investment advisory services to institutional investors. The firm also provides advisory services through certain wrap fee programs whose participants include individual and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Investment Managers | Portfolio Manager-Equities | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
George Fox University | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 20 |
Australien | 2 |
Sektoral
Consumer Services | 10 |
Finance | 9 |
Commercial Services | 3 |
Operativ
Corporate Officer/Principal | 8 |
Undergraduate Degree | 7 |
Analyst-Equity | 3 |
Director of Research - Equity | 3 |
Portfolio Manager-Equities | 2 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Gregory Anton Johnsen | 7 |
Michael Metz | 5 |
Curt Lawhorn | 4 |
Bradford Long | 4 |
Matt Rice | 3 |
Matt Porter | 2 |
Sabrina Bailey | 2 |
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- Robert Dimeo
- Unternehmensverbindungen