Dave Francis
Portfolio Manager-Fixed Income bij Bartlett & Co. Wealth Management LLC
Oorsprong van het eerstegraads netwerk van Dave Francis
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Ball State University (Indiana)
37
| College/University | Other Consumer Services | 37 |
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds.
35
| Extinct | Investment Managers | 35 |
Xavier University
35
| College/University | Other Consumer Services | 35 |
Bartlett & Co. Wealth Management LLC
 Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base including high net-worth individuals & families, foundations & endowments, corporate & nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans.
16
| Subsidiary | Investment Managers | 16 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Dave Francis via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Dayton | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Northern Kentucky University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Foster & Motley, Inc.
 Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | Investment Managers | Founder Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Rational Advisors, Inc.
 Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Fxd Inc | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
| University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Johnson Investment Counsel, Inc.
 Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Single Source Systems, Inc.
 Single Source Systems, Inc. Packaged SoftwareTechnology Services Single Source Systems, Inc. provides computer software and consulting services. Its products include infor service management, IncentViz, and productivity tools. The firm also provides parking management, generators, compressors, pumps and climate control equipment, and wireless two way radio solutions. The company was founded in 1985 and is headquartered in Fishers, IN. | Packaged Software | Chief Executive Officer Chief Executive Officer | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Clear Software LLC
 Clear Software LLC Packaged SoftwareTechnology Services Clear Software, Inc. provides cloud applications. It focuses on providing intuitive cloud applications for enterprise software customers. The firm's product ClearUI, is a cloud-based, software-as-a-service user interface that makes enterprise software easier to use. The company was founded by Jon Gilman in 2012 and is headquartered in Zionsville, IN. | Packaged Software | Director/Board Member Director/Board Member | |
| PROCTER & GAMBLE COMPANY | Household/Personal Care | Human Resources Officer Public Communications Contact | |
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI) since 2017. | Investment Managers | Analyst-Equity Chief Investment Officer | |
The Cincinnati Insurance Co., Inc.
 The Cincinnati Insurance Co., Inc. Property/Casualty InsuranceFinance Part of Cincinnati Financial Corp., The Cincinnati Insurance Co., Inc. is a provider of insurance solutions for businesses and individuals through local independent agents. The company is based in Fairfield, OH. The company offers a wide range of products and services to meet various insurance needs. | Property/Casualty Insurance | Chief Investment Officer Chief Investment Officer | |
| Cincinnati Society of Financial Analysts | Corporate Officer/Principal President | ||
National Underground Railroad Freedom Center, Inc.
 National Underground Railroad Freedom Center, Inc. Other Consumer ServicesConsumer Services National Underground Railroad Freedom Center, Inc. operates as museum of conscience, an education center, a convener of dialogue, and a bea¬con of light for inclusive freedom around the globe. It gives the meaning of inclusive freedom by presenting permanent and special exhibits that inspire, public programming that provoke dialogue and action, and educational resources that equip modern abolitionists. The company was founded in 2004 and is headquartered in Cincinnati, OH. | Other Consumer Services | Corporate Officer/Principal Director/Board Member | |
Cincinnati Children's Hospital Medical Center
 Cincinnati Children's Hospital Medical Center Hospital/Nursing ManagementHealth Services Cincinnati Children's Hospital Medical Center provides health care services for children's. It offers clinical services, from treatments for rare and complex conditions to well-child care, and education and training, and research services. The firm's services include transplants of hearts, blood and marrow, livers, kidneys and small bowel. The company was founded in 1883 and is headquartered in Cincinnati, OH. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
Cincinnati Financial Corp. (Investment Portfolio)
 Cincinnati Financial Corp. (Investment Portfolio) Investment ManagersFinance Cincinnati Financial Corp. (Investment Portfolio) (CFC-IP) is the investment management division of Cincinnati Financial Corp. (NASDAQ: CINF) an insurance company headquartered in Fairfield, Ohio. Founded in 1968, CFC-IP provides investment advice. The firm is the parent company for a group of insurance companies collectively known as the Cincinnati Insurance Companies. | Investment Managers | Chief Investment Officer Chief Investment Officer | |
The Cincinnati Reds LLC
 The Cincinnati Reds LLC Movies/EntertainmentConsumer Services The Cincinnati Reds LLC operates a professional baseball team. It market sports merchandise including jerseys, caps, collectible and memorabilia, baseball cards, DVDs, and books. The company was founded in 1866 and is headquartered in Cincinnati, OH. | Movies/Entertainment | Director of Finance/CFO Corporate Officer/Principal | |
Wallington Asset Management LLC
 Wallington Asset Management LLC Investment ManagersFinance Wallington Asset Management LLC is an independent wealth manager and registered investment advisor headquartered in Indianapolis, Indiana. The firm was co-founded by Robert C. Klemkosky and Terence P. Weiss in 1988 to manage equity, balanced and fixed income portfolios for individuals, trusts and estates, foundations, endowments, corporations and retirement plans. | Investment Managers | Investment Committee Member Founder | |
| University of Pittsburgh | College/University | Graduate Degree Undergraduate Degree | |
| CINCINNATI FINANCIAL CORPORATION | Multi-Line Insurance | Chief Investment Officer Chief Investment Officer | |
Bahl & Gaynor, Inc.
 Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients. | Investment Managers | Analyst-Equity Chief Tech/Sci/R&D Officer | |
MNRB Retakaful Bhd.
 MNRB Retakaful Bhd. MiscellaneousMiscellaneous MNRB Retakaful Bhd. engages in the family and general retakaful businesses. The company is headquartered in Kuala Lumpur, Malaysia. | Miscellaneous | Corporate Officer/Principal | |
| Purdue University | College/University | Undergraduate Degree | |
| Universiti Sains Malaysia | College/University | Undergraduate Degree | |
Messer Construction Co.
 Messer Construction Co. Engineering & ConstructionIndustrial Services Messer Construction Co. provides construction management and general building construction services. It offers building systems group, estimating, lean construction, and prefabrication.. The company was founded by Frank Messer in 1932 and is headquartered in Cincinnati, OH. | Engineering & Construction | Chief Executive Officer | |
| NCB HOLDINGS BHD | Air Freight/Couriers | Director/Board Member | |
| SAPURA ENERGY | Oilfield Services/Equipment | Director/Board Member | |
Monument Ventures, Inc.
 Monument Ventures, Inc. Financial ConglomeratesFinance Monument Ventures, Inc. was founded in 2021 and is based in Carmel, IN. The company offers Monument Legacy, a Donor Advised Fund that allows individuals to align their investment portfolios with their philanthropic goals. The company has attracted finance and tax professionals, nonprofit and business leaders, and high net worth individuals to join the alliance. Monument Ventures aims to show individuals how to make an impact while making a profit. | Financial Conglomerates | President | |
| MNRB HOLDINGS | Property/Casualty Insurance | Chief Operating Officer | |
Petroliam Nasional Bhd.
 Petroliam Nasional Bhd. Oil & Gas ProductionEnergy Minerals Petroliam Nasional Bhd. operates as an investment holding company which engages in the exploration of oil and gas, and marketing of petroleum & petroleum products. It operates through the following segments: Upstream, Gas and New Energy, Downstream and Corporate & others. The Upstream segment activities include oil and natural gas exploration, development and production, together with related pipeline and transportation activities. The Gas and New Energy segment activities include purchase of natural gas from Upstream, liquefaction and processing of natural gas, marketing and trading of liquefied natural gas and sales gas as well as power and new energy business. The Downstream segment activities include the supply and trading, refining, manufacturing, marketing and transportation of crude oil, petroleum and petrochemical products. The corporate & Others segment comprise primarily logistic and maritime segment, property segment and central treasury and project delivery and technology function. The company was founded on January 20, 1998 and is headquartered in Kuala Lumpur, Malaysia. | Oil & Gas Production | Corporate Officer/Principal | |
| Texas A&M University | College/University | Graduate Degree | |
| INTERACTIVE BROKERS GROUP, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Malaysia Petroleum Resources Corp.
 Malaysia Petroleum Resources Corp. Oil & Gas ProductionEnergy Minerals Malaysia Petroleum Resources Corp. provides oil and gas extraction services. The private company is based in Kuala Lumpur, Malaysia. | Oil & Gas Production | Director/Board Member | |
| City University (Bangladesh) | College/University | Corporate Officer/Principal | |
| Wabash County Chamber of Commerce | Corporate Officer/Principal | ||
| PADMA ISLAMI LIFE INSURANCE LIMITED | Life/Health Insurance | Chairman | |
ICB Securities Trading Co. Ltd.
 ICB Securities Trading Co. Ltd. Investment Banks/BrokersFinance ICB Securities Trading Co. Ltd. is a Bangladeshi company that provides securities brokerage services. The company is based in Dhaka, Bangladesh. The company is a subsidiary of Investment Corporation of Bangladesh and ultimately controlled by the Government of Bangladesh. The CEO of the company is Jubaida Nasrin. | Investment Banks/Brokers | Director/Board Member | |
| Islami Bank Securities Ltd. | Director/Board Member | ||
| Stevens Institute of Technology | College/University | Doctorate Degree | |
| ISLAMI BANK BANGLADESH PLC. | Major Banks | Director/Board Member | |
Malaysian Life Reinsurance Group Bhd.
 Malaysian Life Reinsurance Group Bhd. Life/Health InsuranceFinance Malaysian Life Reinsurance Group Bhd. The joint venture company is based in Kuala Lumpur, Malaysia. provides life insurance services. | Life/Health Insurance | Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 38 |
| Maleisië | 9 |
| Bangladesh | 6 |
Sectoraal
| Finance | 23 |
| Consumer Services | 16 |
| Technology Services | 3 |
| Industrial Services | 3 |
| Energy Minerals | 3 |
Operationeel
| Corporate Officer/Principal | 106 |
| Undergraduate Degree | 96 |
| Director/Board Member | 84 |
| Portfolio Manager-Equities | 65 |
| Masters Business Admin | 43 |
Sterkste connecties
| Insiders | |
|---|---|
| Mark Iwicki | 26 |
| Christopher Mapes | 16 |
| David Kugelman | 14 |
| Ramlan bin Abdul Rashid | 14 |
| H. Firdaus Djaelani | 11 |
| John Edward Robison | 11 |
| Damon Jones | 10 |
| Robert Otis | 10 |
| Eric Ottinger | 9 |
| Tony Petrucciani | 8 |
| N. R. M. Borhan Uddin | 8 |
| Kim Scott | 8 |
| Martin Hollenbeck | 8 |
| Ralph Jacob Scherer | 8 |
| Matthew Mohlman | 7 |
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