Steven Treftz
Portfolio Manager-Aktien bei SEI Investments Management Corp.
Ursprung des Netzwerks ersten Grades von Steven Treftz
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Temple University (Pennsylvania)
63
| College/University | Other Consumer Services | 63 |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.
36
| Subsidiary | Investment Managers | 36 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Steven Treftz
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Cigna Holding Co.
 Cigna Holding Co. Life/Health InsuranceFinance Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT. | Life/Health Insurance | Corporate Secretary Comptroller/Controller/Auditor | |
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 | Sales & Marketing Corporate Officer/Principal | |
| H.B. FULLER COMPANY | Industrial Specialties | Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
| LOCKHEED MARTIN CORPORATION | Aerospace & Defense | General Counsel Corporate Officer/Principal | |
Rohm & Haas Co.
 Rohm & Haas Co. Chemicals: Major DiversifiedProcess Industries Rohm & Haas Co. develops and manufactures specialty chemicals, paints, adhesives, and materials. The company was founded by Otto Röhm and Otto Haas on September 1, 1909 and is headquartered in Philadelphia, PA. | Chemicals: Major Diversified | Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
| SEI INVESTMENTS COMPANY | Investment Managers | Founder Corporate Officer/Principal Chief Executive Officer Chief Investment Officer | |
Cadwalader, Wickersham & Taft LLP
 Cadwalader, Wickersham & Taft LLP Miscellaneous Commercial ServicesCommercial Services Cadwalader, Wickersham & Taft LLP provides legal services to financial institutions and corporations, government entities, charitable and health care organizations and individual private clients. It was founded in 1792 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Russell Investment Management LLC
 Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Investment Managers | Portfolio Manager-Equities | |
| JPMORGAN CHASE & CO. | Major Banks | President | |
Avondale Partners LLC
 Avondale Partners LLC Investment Banks/BrokersFinance Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector. | Investment Banks/Brokers | Analyst-Equity | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin | |
Inner City Ventures, Inc.
 Inner City Ventures, Inc. Food DistributorsDistribution Services Inner City Ventures, Inc. operates wholesale product distribution centers. It intends to distribute consumer products to local independent markets in inner city neighborhoods. The company was founded by Fernando A. Suarez in 2009 and is headquartered in Philadelphia, PA. | Food Distributors | Director/Board Member | |
abrdn, Inc.
 abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world. | Investment Managers | Portfolio Manager-Fixed Income | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Doctorate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Director/Board Member Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree | |
| Tongji University | College/University | Masters Business Admin | |
Needham & Co. LLC
 Needham & Co. LLC Investment Banks/BrokersFinance Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies. | Investment Banks/Brokers | Institutional Sales | |
CMS Cos.
 CMS Cos. Investment ManagersFinance CMS Cos. operates as an investment company. It provides asset allocation and intergenerational planning services. The firm designs personalized asset allocation strategies for the development of model portfolios; calculates asset class weightings, which incorporate individual goals and objectives; computes optimal amount and mix of investments; and evaluates the impact of investments selected. The company was founded by Mark I. Solomon in 1969 and is headquartered in Wynnewood, PA. | Investment Managers | Corporate Officer/Principal | |
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 | Consultant / Advisor Corporate Officer/Principal | |
| Drexel University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Morgan, Lewis & Bockius LLP
 Morgan, Lewis & Bockius LLP Miscellaneous Commercial ServicesCommercial Services Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Dickinson College | College/University | Undergraduate Degree | |
| Kutztown University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| LaSalle University | College/University | Masters Business Admin Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| New York University | College/University | Graduate Degree Masters Business Admin | |
| Pacific Lutheran University | College/University | Masters Business Admin | |
| The Pennsylvania State University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
| St. Joseph's University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| St. Joseph University | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin | |
| China University of Political Science & Law | College/University | Corporate Officer/Principal Graduate Degree | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
| U.S. Department of Homeland Security | Sovereign | Human Resources Officer Corporate Officer/Principal | |
| PIXARBIO CORPORATION | Other Consumer Services | Chief Executive Officer Founder | |
| CIGNA | Managed Health Care | Corporate Secretary Corporate Officer/Principal | |
Wilco Holdco, Inc.
 Wilco Holdco, Inc. Medical/Nursing ServicesHealth Services Wilco Holdco, Inc. operates as a healthcare company, specializing in outpatient rehabilitation and adjacent healthcare services. The company is headquartered in Bolingbrook, IL. | Medical/Nursing Services | Chief Operating Officer | |
Faithward Advisors LLC
 Faithward Advisors LLC Investment ManagersFinance Faithward Advisors LLC is an independent, SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded by Robert “Bob” Kauffman in 1990 and formerly known as Ambassador Advisors LLC. Faithward Advisors offers personalized investment advisory services to primarily non-profit organizations and their donors, however other individuals, pension and profit-sharing plans, trusts, estates, corporations, or business entities may also be clients of the firm. | Investment Managers | Chief Executive Officer | |
| East China University of Political Science & Law | College/University | Graduate Degree | |
| SHANGHAI XNG HOLDINGS LIMITED | Restaurants | General Counsel | |
| Columbia Business School | College/University | Masters Business Admin | |
| Catholic University of Puerto Rico, Inc. | College/University | Undergraduate Degree | |
VCM Fund Advisors LLC
 VCM Fund Advisors LLC Investment ManagersFinance VCM Fund Advisors LLC (Versa Capital) is a private equity firm founded in 2004 by Ira Mark Lubert and Greg L. Segall. The firm is headquartered in Philadelphia, Pennsylvania. | Investment Managers | Investor Relations Contact |
Statistik
International
| Vereinigte Staaten | 44 |
| China | 5 |
| Libanon | 2 |
Sektoral
| Consumer Services | 25 |
| Finance | 15 |
| Commercial Services | 5 |
| Process Industries | 3 |
| Health Services | 3 |
Operativ
| Corporate Officer/Principal | 106 |
| Undergraduate Degree | 88 |
| Director/Board Member | 65 |
| Graduate Degree | 52 |
| Masters Business Admin | 41 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Francis Reynolds | 21 |
| Calvin Johnson | 16 |
| Kevin Kooman | 14 |
| Zi Xue Zhang | 12 |
| Barry Snyder | 12 |
| Al West | 11 |
| Christian Marrone | 10 |
| Edward Prajzner | 10 |
| John M. Limongelli | 10 |
| Matt Reichert | 10 |
| Marc Frey | 10 |
| Barry L. Raeburn | 9 |
| Ryan Notvest | 8 |
| Peter Batushansky | 8 |
| Kathryn R. Doyle | 8 |
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