Dave Robertson
Algemeen Directeur bij Arete Asset Management LLC
Oorsprong van het eerstegraads netwerk van Dave Robertson
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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
405
| College/University | Other Consumer Services | 405 |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.
29
| Subsidiary | Investment Managers | 29 |
Grinnell College
12
| College/University | Other Consumer Services | 12 |
Investment Counselors of Maryland LLC
 Investment Counselors of Maryland LLC Investment ManagersFinance Investment Counselors of Maryland LLC (ICM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 1972 and is a subsidiary of William Blair Investment Management LLC, which is owned by WBC Holdings LP. ICM provides value-oriented, fundamentally based advisory services to institutional investors, collective trust funds, individuals, high net worth individuals, and a mutual fund.
7
| Extinct | Investment Managers | 7 |
Wilmington Trust Investment Advisors, Inc.
 Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds.
7
| Subsidiary | Investment Managers | 7 |
Credo Capital Management LLC
 Credo Capital Management LLC Investment ManagersFinance Founded in 2004 by Tedd Alexander, Credo Capital Management LLC is a registered investment advisor located in Baltimore, Maryland. The firm provides investment products and services for the institutional investor market.
4
| Extinct | Investment Managers | 4 |
Provident Capital Management, Inc.
 Provident Capital Management, Inc. Investment ManagersFinance Provident Capital Management, Inc. provides investment advice. It specializes in equity, bond, commodity, currency, multi-asset, and portfolio. The company was founded by Michael Chapman in 2000 and is headquartered in Carmel, IN.
1
| Private Company | Investment Managers | 1 |
Perritt Capital Management, Inc.
 Perritt Capital Management, Inc. Investment ManagersFinance Perritt Capital Management, Inc. (PCM) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Gerald W. Perritt in 1987 and is a wholly owned subsidiary of Investment Information Services, Inc. PCM provides discretionary and non-discretionary investment advisory services to individuals, institutions, trusts, and other entities that require investment advice on an ongoing basis. They also serve as an investment adviser to The Perritt Funds, Inc., which has two series: the MicroCap Opportunities Fund, and the Ultra MicroCap Fund.
1
| Subsidiary | Investment Managers | 1 |
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.
1
| Subsidiary | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Dave Robertson via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| BAXTER INTERNATIONAL INC. | Medical Specialties | Corporate Officer/Principal | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| PNC FINANCIAL SERVICES GROUP, INC. | Major Banks | General Counsel Corporate Officer/Principal | |
| WINTRUST FINANCIAL CORPORATION | Regional Banks | General Counsel | |
| BLACKROCK, INC. | Investment Managers | Chief Executive Officer General Counsel Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity | |
Gilead Colorado, Inc.
 Gilead Colorado, Inc. Pharmaceuticals: MajorHealth Technology Gilead Colorado, Inc. is a biopharmaceutical company that develops and markets drugs used for cardiovascular disorders. Their products include discovery of novel therapies and product identification and acquisition. The company was founded in 1996 and is headquartered in Westminster, CO. | Pharmaceuticals: Major | Treasurer | |
| BLACKROCK TAXABLE MUNICIPAL BOND TRUST | Investment Trusts/Mutual Funds | Compliance Officer Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree Undergraduate 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 Masters Business Admin Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Graduate Degree Doctorate Degree | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Doctorate Degree Masters Business Admin Masters Business Admin | |
Bessemer Partners & Co.
 Bessemer Partners & Co. Investment Banks/BrokersFinance Bessemer Partners & Co. operates as a investment firm. The company is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Palladium Equity Partners Advisor LLC
 Palladium Equity Partners Advisor LLC Investment ManagersFinance Palladium Equity Partners Advisor LLC is a Private Equity firm founded in 1997 by Marcos A. Rodriguez and Robert J. Lanigan. The firm is headquartered in New York. | 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 | Corporate Officer/Principal Corporate Officer/Principal | |
The Boston Consulting Group, Inc.
 The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
BlackRock Investment Management LLC
 BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Investment Managers | Chief Executive Officer Head-Fixed Income Invts Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
O'Connor & Associates
 O'Connor & Associates Investment Banks/BrokersFinance Part of UBS Group AG, O'Connor & Associates is a securities options concern. The company is based in Chicago, IL. O'Connor & Associates was acquired by Schweizerischer Bankverein /SBC/ on March 27, 1995. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
SeqOnce BioSciences, Inc.
 SeqOnce BioSciences, Inc. BiotechnologyHealth Technology SeqOnce BioSciences, Inc. engages in the provision of next generation sequencing (NGS) services. It offers DNA- whole genome, RNA-SEQ, ChIP-SEQ, and Methyl-SEQ. The company was founded by Joseph Dunham and Chris Angermayer in 2014 and is headquartered in Pasadena, CA. | Biotechnology | Director/Board Member Director/Board Member | |
| York University | College/University | Doctorate Degree Undergraduate Degree | |
Materia, Inc.
 Materia, Inc. Chemicals: SpecialtyProcess Industries Materia, Inc. manufactures catalysts and resins. It develops olefin metathesis catalyst technology. It offers design engineering, chemical process, catalyst screening solutions. The firm provides products to the automotive, industrial, oil and gas, pharmaceuticals, and renewable chemical industries. The company was founded by Michael A. Giardello and Christopher J. Cruce in 1998 and is headquartered in Pasadena, CA. | Chemicals: Specialty | Chief Executive Officer Founder | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Analyst-Equity | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Chief Executive Officer Head-Equity Investments | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Corporate Officer/Principal Masters Business Admin | |
| University of Maryland | College/University | Masters Business Admin Undergraduate Degree | |
| New York University | College/University | Director/Board Member Masters Business Admin | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Deloitte & Touche, Inc.
 Deloitte & Touche, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Deloitte & Touche, Inc. provides accounting services. The company is based in Calgary, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Dakota Capital Partners LLC | Corporate Officer/Principal | ||
Granite Creek Partners LLC
 Granite Creek Partners LLC Investment ManagersFinance Granite Creek Partners LLC (Granite Creek Partners) is a private equity firm founded in 2005 by Mark A. Radzik, Brian B. Boorstein and Peter G. Lehman. The firm is headquartered in Chicago, Illinois. | Investment Managers | Founder | |
| Wintrust Information Technology Services | Director/Board Member | ||
Women Employed
 Women Employed Miscellaneous Commercial ServicesCommercial Services Women Employed operates as a non profit organization. The company was founded in1973 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Director/Board Member | |
The National Philanthropic Trust
 The National Philanthropic Trust Investment Trusts/Mutual FundsMiscellaneous The National Philanthropic Trust provides philanthropic expertise to donors, foundations and financial institutions. The firm offers donor-advised funds and other philanthropic services. It serves the Individual donors, financial institutions, corporations and private foundations. The company was founded by Clark D. Pitcairn in 1996 and is headquartered Jenkintown, US. | Investment Trusts/Mutual Funds | Director/Board Member | |
MW Co. LLC
 MW Co. LLC Industrial ConglomeratesProducer Manufacturing MW Co. LLC manufactures aluminum wheels for the racing industry. The firm sells forged alloy wheels for cars, off-road trucks, luxury pickups, motor cars, customs, hot rods, racing vehicles and motorcycles. The company was founded by Greg Weld in 1967 and is headquartered in Kansas City, MO. | Industrial Conglomerates | Chairman | |
| Xavier University | College/University | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 47 |
| Canada | 3 |
| Nederland | 2 |
Sectoraal
| Finance | 17 |
| Consumer Services | 17 |
| Health Technology | 5 |
| Commercial Services | 5 |
| Miscellaneous | 4 |
Operationeel
| Corporate Officer/Principal | 303 |
| Compliance Officer | 139 |
| Director/Board Member | 127 |
| Undergraduate Degree | 94 |
| General Counsel | 79 |
Sterkste connecties
| Insiders | |
|---|---|
| Brian P. Kindelan | 141 |
| Larry Fink | 23 |
| Michael Lazerow | 22 |
| Mike Ferry | 16 |
| John Harris | 14 |
| Timothy Lewis | 14 |
| Claire Bennett | 14 |
| Kent Stemper | 13 |
| Devraj Roy | 13 |
| Mohanbir Singh Sawhney | 12 |
| Heather Brilliant | 12 |
| Dennis Schaney | 12 |
| Paul B. Korngiebel | 11 |
| Eric Whitaker | 11 |
| Mike Giardello | 10 |
- Beurs
- Insiders
- Dave Robertson
- Bedrijfsconnecties
