Ursprung des Netzwerks ersten Grades von Samantha Heasley
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis.
36
| Subsidiary | Investment Managers | 36 |
University of Northern Iowa
10
| College/University | Other Consumer Services | 10 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Samantha Heasley
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Washington University in St. Louis | College/University | Graduate Degree | |
Aviva Investors Americas LLC
Aviva Investors Americas LLC Investment ManagersFinance Founded in 1997, Aviva Investors Americas LLC is a registered investment advisor headquartered in Des Moines, Iowa. The firm was also previously known as Aviva Capital Management, Inc. Aviva Investors Americas is a subsidiary of Aviva USA Corp. and their ultimate parent is London-based Aviva Plc (LSE: AV). The firm manages assets for life insurance and annuity companies, re-insurance companies and other institutional clients. | Investment Managers | Corporate Officer/Principal | |
PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Principal Life Insurance Co.
Principal Life Insurance Co. Investment ManagersFinance Principal Life Insurance Co. provides insurance brokerage services. It offers term life, major medical, annuities, disability, long term care, health, and consultancy services to trades unions, individuals, and business marketplace. The company was founded on June 24, 1879 and is headquartered in Des Moines, IA. | Investment Managers | President Chief Operating Officer | |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
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 | |
TIAA-CREF Investment Management LLC
TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Investment Managers | Corporate Officer/Principal | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Institutional Sales | |
Franklin Templeton Institutional LLC
Franklin Templeton Institutional LLC Investment ManagersFinance Franklin Templeton Institutional LLC (FTI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FTI provides investment advisory and portfolio management services under investment management agreements with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds as well as to separate accounts. | Investment Managers | Analyst-Equity | |
Apollo Insurance Solutions Group LP
Apollo Insurance Solutions Group LP Investment ManagersFinance Apollo Insurance Solutions Group LP (Apollo Insurance) is an insurance management firm headquartered in El Segundo, California. The firm was founded in 2009 and is owned by Apollo Asset Management, Inc., ultimately owned by Apollo Global Management, Inc. (NYSE: APO). Apollo Insurance specializes in investment solutions for the insurance industry. | 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 | Analyst-Equity Analyst-Equity | |
University of Iowa | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Drake University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
BerganKDV Wealth Management LLC
BerganKDV Wealth Management LLC Investment ManagersFinance BerganKDV Wealth Management LLC is a SEC-registered investment advisor headquartered in Bloomington, Minnesota. The firm was founded in 2007 as KDV Wealth Management LLC. They are a subsidiary of BerganKDV Ltd. BerganKDV Wealth Management provides personalized financial planning services, manages investment advisory accounts and offers third-party asset management to individuals, pension and profit-sharing plans, trusts, estates and small businesses. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Iowa State University | College/University | Undergraduate Degree Masters Business Admin | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Director/Board Member | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Director/Board Member Chief Executive Officer | |
The Leonard N Stern School of Business | College/University | Doctorate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin | |
Simpson College | College/University | Undergraduate Degree | |
Simplify Asset Management, Inc.
Simplify Asset Management, Inc. Investment ManagersFinance Simplify Asset Management, Inc. (Simplify) is a SEC-registered investment advisor and holding firm headquartered in New York City. Simplify was founded by Paul Kim and David Berns in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies. | Investment Managers | Chief Executive Officer | |
Vanderbilt University | College/University | Graduate Degree | |
Grand View University | College/University | Undergraduate Degree | |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity | |
Dartmouth College | College/University | Undergraduate Degree | |
Hy-Vee, Inc.
Hy-Vee, Inc. Food RetailRetail Trade Hy-Vee, Inc. owns and operates a chain of grocery and drug stores. It operates stores located in midwestern states that include Iowa, Illinois, Missouri, Kansas, Nebraska, South Dakota, Minnesota and Wisconsin. The firm provides information on diet, nutrition and wellness topics. The company was founded in 1930 by Charles Hyde and David Vredenburg and is headquartered in West Des Moines, IA. | Food Retail | Corporate Officer/Principal | |
ExodusPoint Capital Management LP
ExodusPoint Capital Management LP Investment ManagersFinance ExodusPoint Capital Management LP (ExodusPoint) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded in 2017 by Michael Gelband and Hyung Lee. ExodusPoint provides investment advisory services directly to private investment funds. | Investment Managers | Analyst-Equity | |
Cliffwater LLC
Cliffwater LLC Investment ManagersFinance Cliffwater LLC is a SEC-registered investment advisor and holding firm headquartered in Marina del Rey, California. The firm was founded by Stephen L. Nesbitt in 2004 and serves as the investment adviser to corporate and public pension plans, endowments and foundations, financial institutions, investment advisers, other business entities, trusts, family offices, high net worth individuals and pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Creighton University | College/University | Graduate Degree | |
Indian Institute of Technology Kanpur | College/University | Undergraduate Degree | |
Citigroup Global Corporate & Investment Bank | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 45 |
Indien | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 30 |
Consumer Services | 16 |
Retail Trade | 2 |
Operativ
Corporate Officer/Principal | 60 |
Director/Board Member | 53 |
Portfolio Manager-Equities | 49 |
Undergraduate Degree | 44 |
Analyst-Equity | 28 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Andrew Donohue | 42 |
Madelyn Antoncic | 20 |
Kamal Bhatia | 17 |
Scott J. Peterson | 11 |
Cliff J. Remily | 10 |
Peng Kong | 9 |
Dan Coleman | 8 |
Nedret Engin Vidinli | 8 |
Todd Anthony Jablonski | 7 |
Amanda Mahoski | 7 |
Matt Annenberg | 7 |
Steve Larson | 7 |
Jordan Voss | 6 |
Benjamin Eric Rotenberg | 6 |
Charles D. Averill | 6 |
- Börse
- Insiders
- Samantha Heasley
- Unternehmensverbindungen