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Oorsprong van het eerstegraads netwerk van Dan E. Julie
Entiteit | Type entiteit | Industrie | |
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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.
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| Subsidiary | Investment Managers | 54 |
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Bedrijven verbonden met Dan E. Julie via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
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 | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Chief Executive Officer Portfolio Manager-Equities Analyst-Equity | |
CUNA Mutual Group
![]() CUNA Mutual Group Insurance Brokers/ServicesFinance CUNA Mutual Group engages in the provision of life insurance, investment advisory, and information technology services. It offers credit union protection, retirement solutions, trustage insurance program, and lending services. The company was founded in 1935 and is headquartered in Madison, WI. | Insurance Brokers/Services | Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal | |
MADISON COVERED CALL & EQUITY STRATEGY FUND | Investment Trusts/Mutual Funds | Corporate Secretary Director/Board Member President | |
Ultra Series Fund | Investment Trusts/Mutual Funds | Corporate Secretary Corporate Officer/Principal President | |
Madison Funds
![]() Madison Funds Investment Trusts/Mutual FundsMiscellaneous Madison Funds engages in the provision of investment solutions for capital preservation, income generation, global diversification, long term growth, and tax free income. The company is headquartered in Madison, WI. | Investment Trusts/Mutual Funds | Corporate Secretary Corporate Officer/Principal President | |
Edgewood College | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Allstate Investment Management Co.
![]() Allstate Investment Management Co. Investment ManagersFinance Allstate Investment Management Co. (AIMCO) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of Allstate Non-Insurance Holdings, Inc., which is owned by The Allstate Corp. (NYSE: ALL). AIMCO provides investment advice to pension/profit-sharing plans, charitable organizations, non-domestic insurance companies, corporations and/or other business entities. The firm acts as managing member and investment manager for the Allstate Short Term Pool and as a collateral manager for various collateralized debt obligation trusts. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Masters Business Admin | |
Allianz of America, Inc.
![]() Allianz of America, Inc. Investment ManagersFinance Allianz of America, Inc. is an insurance management firm headquartered in Westport, Connecticut. The firm was founded in 1976 and is a subsidiary of Allianz Europe NV, which is owned by Allianz SE (ETR: ALV). Allianz of America provides investment services to insurance affiliates of the Allianz Group of North America. | Investment Managers | Analyst-Equity President | |
Vanderbilt University | College/University | Masters Business Admin Masters Business Admin | |
Hamline University | College/University | Undergraduate Degree Graduate Degree | |
Yale University | College/University | Undergraduate Degree Masters Business Admin | |
Alaska Permanent Capital Management Co.
![]() Alaska Permanent Capital Management Co. Investment ManagersFinance Alaska Permanent Capital Management Co. (APCM) is a registered independent investment advisor headquartered in Anchorage, Alaska. The firm was founded by David A. Rose in 1992. APCM provides investment management services to both institutions and individuals. On the institutional side, their clients include State of Alaska public entities, municipalities, boroughs, Alaska Native Corporations, endowments, and non-profit organizations. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Carnegie Mellon University
![]() Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin Graduate Degree | |
Pomona College
![]() Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree Undergraduate Degree | |
George Mason University | College/University | Graduate Degree Doctorate Degree | |
Wisconsin School of Business | College/University | Graduate Degree Masters Business Admin | |
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 | Masters Business Admin Masters Business Admin | |
Madison Investment Holdings, Inc.
![]() Madison Investment Holdings, Inc. Investment ManagersFinance Madison Investment Holdings, Inc. (dba Madison Investments) is an independent investment advisory firm headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 as Madison Investment Advisors, Inc. Madison Investments offers investment management and solutions to various types of investors. | Investment Managers | Director/Board Member Analyst-Equity | |
University of Iowa | College/University | Graduate Degree Masters Business Admin | |
LINCOLN NATIONAL CORPORATION | Life/Health Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
New York University | College/University | Undergraduate Degree | |
Michigan State University | College/University | Undergraduate Degree | |
Duff & Phelps Investment Management Co.
![]() Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Head-Fixed Income Invts | |
Boston College | College/University | Undergraduate Degree | |
Indiana University | College/University | Undergraduate Degree | |
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 | Head-Fixed Income Invts | |
Thrivent Investment Management, Inc.
![]() Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
US Department of Defense (District of Columbia) | Sovereign | Corporate Officer/Principal | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
St. John's University | College/University | Masters Business Admin | |
PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Director of Research - Equity | |
Drake University | College/University | Undergraduate Degree | |
The Leuthold Group LLC
![]() The Leuthold Group LLC Investment ManagersFinance Founded in 1981, the Leuthold Group LLC is an independent research firm located in Minneapolis, Minnesota. The firm performs top-down, quantitative and contrarian institutional research. The firm focuses on market strategy, economic and group sector analysis. Their proprietary research includes technical and quantitative analysis, broad sector and industry group analysis, financial marketplace supply/demand dynamics, long-term historical valuation studies, as well as other types of market research. | Investment Managers | Director of Research - Equity | |
The Leuthold Group LLC (Investment Management)
![]() The Leuthold Group LLC (Investment Management) Investment ManagersFinance The Leuthold Group LLC (Investment Management), do-business-as Leuthold Weeden Capital Management (LWCM), is the SEC-registered investment management division of The Leuthold Group LLC headquartered in Minneapolis, Minnesota. The Leuthold Group was founded in 1981 as an independent investment research firm. In 1987, members of The Leuthold Group founded LWCM to provide investment advisory services. The firm is majority employee-owned. LWCM serves as an investment advisor to separately managed accounts, Leuthold mutual funds, Leuthold ETF and a private fund that offers to a wide range of clients, including individuals, trusts, foundations, charitable organizations, corporations, government entities, unions, limited partnerships, endowments, investment companies, and pension plans. | Investment Managers | Director of Research - Equity | |
Battelle Memorial Institute
![]() Battelle Memorial Institute Miscellaneous Commercial ServicesCommercial Services Battelle Memorial Institute operates as a science and technology development company. It offers services for government and commercial. The company was founded by Gordon Battelle in 1929 and is headquartered in Columbus, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Lakeland College | College/University | Undergraduate Degree | |
Nationwide Insurance Co.
![]() Nationwide Insurance Co. Insurance Brokers/ServicesFinance Nationwide Insurance Co. provides insurance services. The company was founded in 1925 and is headquartered in Columbus, OH. | Insurance Brokers/Services | Corporate Officer/Principal | |
The University of Texas at Austin | College/University | Doctorate Degree |
Statistieken
Internationaal
Verenigde Staten | 51 |
Sectoraal
Consumer Services | 23 |
Finance | 23 |
Miscellaneous | 5 |
Government | 2 |
Commercial Services | 2 |
Operationeel
Corporate Officer/Principal | 65 |
Undergraduate Degree | 49 |
Portfolio Manager-Equities | 37 |
Masters Business Admin | 31 |
Analyst-Equity | 30 |
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