David Edward Erickson
Chief Investment Officer bij Ascension Investment Management LLC
Oorsprong van het eerstegraads netwerk van David Edward Erickson
Entiteit | Type entiteit | Industrie | |
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Ascension Investment Management LLC
Ascension Investment Management LLC Investment ManagersFinance Ascension Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 as Catholic Healthcare Investment Management Company (CHIMCO), a non-profit corporation, using Ascension Investment Management as its primary business name. In order to effectuate a change in their form of organization, substantially all of the assets and liabilities of CHIMCO were transferred to AIM. The firm is a wholly-owned subsidiary of Ascension Capital LLC, which is wholly owned by Ascension Health Alliance, a non-profit corporation organized for charitable, religious, educational and scientific purposes. AIM provides investment advice and consulting to institutional investors through a commingled investment vehicle as well as through the use of separate accounts.
13
| Subsidiary | Investment Managers | 13 |
Ascension Health
Ascension Health Miscellaneous Commercial ServicesCommercial Services Ascension Health provides health care services. It offers primary and preventative health services through community health centers include behavioural health, counselling services and support groups, child development and early childhood education, dental care, and health education, wellness, exercise and disease management programs. The company was founded in 1999 and is headquartered in St. Louis, MO.
5
| Non-Profit Organization | Miscellaneous Commercial Services | 5 |
University of Wisconsin Foundation
University of Wisconsin Foundation Investment Trusts/Mutual FundsMiscellaneous University of Wisconsin Foundation (UW Foundation) is a private, nonprofit organization headquartered in Madison, Wisconsin. The Foundation was founded in 1945 and is the official fundraising and gift-receiving organization for the University of Wisconsin–Madison (UW–Madison). UW Foundation is the university’s development and financial partner.
2
| Foundation/Endowment | Investment Trusts/Mutual Funds | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met David Edward Erickson via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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COHEN & STEERS TOTAL RETURN REALTY FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Corporate Officer/Principal | |
State of Wisconsin Investment Board
State of Wisconsin Investment Board Investment ManagersFinance The State of Wisconsin Investment Board (SWIB) is a state-owned pension fund management firm headquartered in Madison, Wisconsin. SWIB was founded in 1951 and is responsible for managing the assets of the Wisconsin Retirement System (WRS), the State Investment Fund (SIF) and other state trust funds. The WRS includes the Core Retirement Investment Trust Fund (Core Fund) and the Variable Retirement Investment Trust Fund (Variable Fund). | Investment Managers | Portfolio Manager-Equities | |
Washington University in St. Louis | College/University | Masters Business Admin Graduate Degree | |
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 | Graduate Degree | |
PROASSURANCE CORPORATION | Property/Casualty Insurance | Director/Board Member | |
COHEN & STEERS QUALITY INCOME REALTY FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
COHEN & STEERS REIT AND PREFERRED INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Tortoise Capital Advisors LLC
Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (Tortoise) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. Tortoise provides investment management services to individual and institutional investors and pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Investment Managers | Analyst-Equity | |
BNY Mellon Advisors, Inc.
BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | Investment Managers | Portfolio Manager-Equities | |
COHEN & STEERS CLOSED-END OPPORTUNITY FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
COHEN & STEERS SELECT PREFERRED AND INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
COHEN & STEERS LIMITED DURATION PREFERRED AND INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Cohen & Steers Preferred Securities & Income SMA Shares Inc
Cohen & Steers Preferred Securities & Income SMA Shares Inc Investment Trusts/Mutual FundsMiscellaneous Cohen & Steers Preferred Securities & Income SMA Shares, Inc. acts as open-end investment fund. Its investment objective is to seek total return. The company was founded in 1986 is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
Michigan State University | College/University | Graduate Degree | |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree | |
Emory University | College/University | Undergraduate Degree | |
Matter LLC
Matter LLC Investment ManagersFinance Matter LLC is a SE-registered investment advisor and multi-family office headquartered in St. Louis, Missouri. The firm was founded by Kathy Lintz in 1990 and does business as Matter Family Office (MFO). They are a direct subsidiary of Matter Holding Co., Inc. MFO provides services to high-net worth families and non-high-net worth individuals associated with those families. They do not serve institutional clients, except where an existing client has created a donor-advised fund or has gifted money to a non-profit organization or foundation. | Investment Managers | Analyst-Equity | |
Farm Credit Services of America PCA
Farm Credit Services of America PCA Finance/Rental/LeasingFinance Farm Credit Services of America PCA provides credit services to agricultural businesses. It specializes in farm credit and finance, crop insurance, technology, mortgages, agriculture, innovation. The company was founded in 1916 and is headquartered in Omaha, NE. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Indiana University | College/University | Masters Business Admin Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
Wichita State University | College/University | Undergraduate Degree | |
Washington University Investment Management Co.
Washington University Investment Management Co. Investment ManagersFinance Washington University Investment Management Co. (WUIMC) is the investment office for Washington University in St. Louis, a private research university headquartered in St. Louis, Missouri. The firm was founded in 2006 to manage the University's endowment and related assets. WUIMC builds and manages a perpetual investment portfolio in support of the university’s critical and interlocking missions of teaching, research, and patient care for current and future generations. | Investment Managers | Portfolio Manager-Equities | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
American University of Beirut | College/University | Doctorate Degree | |
St. Louis University | College/University | Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree | |
Edward Jones Investments
Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Investment Managers | Corporate Officer/Principal | |
Kenyon College | College/University | Undergraduate Degree | |
Liberty University | College/University | Undergraduate Degree | |
University of Mumbai | College/University | Undergraduate Degree | |
Purdue University | College/University | Graduate Degree | |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Chief Investment Officer | |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
COHEN & STEERS INFRASTRUCTURE FUND, INC | Investment Trusts/Mutual Funds | Director/Board Member | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 41 |
Libanon | 2 |
Spanje | 2 |
Canada | 2 |
India | 2 |
Sectoraal
Finance | 19 |
Consumer Services | 17 |
Miscellaneous | 11 |
Commercial Services | 2 |
Operationeel
Director/Board Member | 16 |
Analyst-Equity | 14 |
Corporate Officer/Principal | 14 |
Undergraduate Degree | 13 |
Independent Dir/Board Member | 13 |
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