David Theobald
Portfolio Manager-Fixed Income bij Johnson Investment Counsel, Inc.
Oorsprong van het eerstegraads netwerk van David Theobald
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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.
54
| Private Company | Investment Managers | 54 |
University of Cincinnati (Ohio)
50
| College/University | Other Consumer Services | 50 |
| Public Company | Multi-Line Insurance | 13 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met David Theobald via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| Xavier University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Miami University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | General Counsel Chief Executive Officer Chief Investment Officer Investor Relations Contact Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO | |
| University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree | |
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 Doctorate Degree Undergraduate Degree Graduate Degree | |
CFC Investment Co.
 CFC Investment Co. Real Estate DevelopmentFinance CFC Investment Co. provides commercial financing services to independent insurance agents, commercial clients and other businesses. The company was founded in 1970 and is headquartered in Fairfield, OH. | Real Estate Development | General Counsel Chairman President Chief Operating Officer | |
The Cincinnati Indemnity Co.
 The Cincinnati Indemnity Co. Multi-Line InsuranceFinance Part of Cincinnati Financial Corp., The Cincinnati Indemnity Co. is a company that specializes in property and casualty insurance as well as health insurance. The company is based in Fairfield, OH. | Multi-Line Insurance | General Counsel Chief Executive Officer Director of Finance/CFO | |
| University of Michigan | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Mumbai | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 Executive Officer Chief Investment Officer Director of Finance/CFO | |
Fifth Third Bank, NA (Investment Management)
 Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities | |
| CSU Producer Resources, Inc. | General Counsel Chairman Director of Finance/CFO | ||
The Cincinnati Life Insurance Co.
 The Cincinnati Life Insurance Co. Life/Health InsuranceFinance Part of Cincinnati Financial Corp., The Cincinnati Life Insurance Co. is a life insurance company. The company is based in Fairfield, OH. Steven J. Johnston has been the CEO of the company since 2008. | Life/Health Insurance | Director/Board Member Chief Executive Officer Director of Finance/CFO | |
Fifth Third Bank, NA (Cincinnati, Ohio)
 Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
The Cincinnati Casualty Co.
 The Cincinnati Casualty Co. Property/Casualty InsuranceFinance Part of Cincinnati Financial Corp., The Cincinnati Casualty Co. is a property and casualty insurance company. The company is based in Fairfield, OH. Steven J. Johnston has been the CEO of the company since 2008. | Property/Casualty Insurance | General Counsel Chief Executive Officer Director of Finance/CFO | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Wright State University (Ohio) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Toledo (Ohio) | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
River Cities Management Inc
 River Cities Management Inc Investment ManagersFinance River Cities Management Inc (RC Capital) is a private equity and venture capital firm founded in 1994 by J. Eric Lenning, Ted Robinson and R. Glen Mayfield. The firm is headquartered in Cincinnati, Ohio. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Purdue University | College/University | Undergraduate Degree Undergraduate Degree | |
Ohio Casualty Corp.
 Ohio Casualty Corp. Property/Casualty InsuranceFinance Ohio Casualty Corp. operates as a holding company which offers insurance products. The company was founded in 1919 and is headquartered in Fairfield, OH. | Property/Casualty Insurance | Corporate Officer/Principal Public Communications Contact | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree Undergraduate Degree | |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income | |
| Northern Kentucky University | College/University | Undergraduate Degree Undergraduate Degree | |
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
The Cincinnati Specialty Underwriters Insurance Co.
 The Cincinnati Specialty Underwriters Insurance Co. Insurance Brokers/ServicesFinance The Cincinnati Specialty Underwriters Insurance Co. provides insurance underwriter services. The company is headquartered in Fairfield, OH. | Insurance Brokers/Services | Chief Executive Officer Chief Investment Officer | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity | |
Harding Loevner LP
 Harding Loevner LP Investment ManagersFinance Harding Loevner LP is a SEC-registered investment advisor headquartered in Bridgewater, New Jersey. The firm was founded in 1989 by former managers for the Rockefeller family. They are a direct subsidiary of Titan NJ LP Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Harding Loevner provides investment management services to a variety of types of clients in the US such as retirement plans, foundations and endowments, sovereign wealth funds, religious institutions, individuals, trusts, broker-dealers, banks, investment advisers, insurance companies, mutual funds, collective investment trust funds, and offshore funds. | Investment Managers | Analyst-Equity | |
| University of Oxford | College/University | Graduate Degree | |
American Money Management Corp.
 American Money Management Corp. Investment ManagersFinance American Money Management Corp. (AMMC) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1973 and they are a direct, wholly-owned subsidiary of American Financial Group, Inc. (AFG) (NYSE: AFG). AMMC provides investment management services to AFG, its subsidiaries and certain third-party pooled investment vehicles that are organized as private funds. | Investment Managers | Analyst-Fixed Income | |
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 | Portfolio Manager-Equities | |
Cincinnati Opera Association
 Cincinnati Opera Association Miscellaneous Commercial ServicesCommercial Services Cincinnati Opera Association operates as an opera company. It presents a thrilling roster of artists and conductors, important company debuts, stunning sets and costumes, and the spectacular Cincinnati symphony orchestra. The company was founded on June 27, 1920 and is headquartered in Cincinnati, OH. | Miscellaneous Commercial Services | Director/Board Member | |
Bahl & Gaynor, Inc.
 Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. They also do-business-as Bahl & Gaynor Investment Counsel. The firm was founded by William Bahl and Vere Gaynor in 1990. B&G provides advisory services to individual and institutional clients. | Investment Managers | Analyst-Equity | |
Donaldson Capital Management LLC
 Donaldson Capital Management LLC Investment ManagersFinance Donaldson Capital Management LLC (DCM) is an independent, SEC-registered investment advisor headquartered in Evansville, Indiana and was founded in 1995 by Gregory Donaldson. DCM provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations and other business entities. | Investment Managers | Chief Investment Officer | |
Singapore-MIT Alliance for Research & Technology
 Singapore-MIT Alliance for Research & Technology Miscellaneous Commercial ServicesCommercial Services Singapore-MIT Alliance for Research & Technology engages in research and development in life sciences. The company was founded in 2007 and is headquartered in Singapore. | Miscellaneous Commercial Services | Chief Tech/Sci/R&D Officer | |
| BIOLIDICS LIMITED | Biotechnology | Chief Operating Officer | |
KeyBank NA (Cleveland, Ohio)
 KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Major Banks | Corporate Officer/Principal | |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
BMO Capital Markets Corp. (Broker)
 BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Analyst-Equity | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Fitch Solutions
 Fitch Solutions Data Processing ServicesTechnology Services Part of The Hearst Family Trust, Fitch Solutions is a world leading provider of credit, debt market, and macro intelligence solutions, and the primary distributor of Fitch Ratings content. The company is based in New York, NY. Fitch Solutions fuels better informed credit risk and strategy decisions with reliable data, insightful research and powerful analytics. Clients include 90% of the world's leading banks and financial institutions, as well as multinational companies, government agencies, and consulting firms based across the globe. Fitch Solutions provides accurate, granular and in-depth information, plus differentiated perspectives, especially in markets where information is hard to find and difficult to interpret. Founded in 1913, the CEO is Gloria Aviotti. | Data Processing Services | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 48 |
| India | 2 |
| Verenigd Koninkrijk | 2 |
| Singapore | 2 |
Sectoraal
| Finance | 31 |
| Consumer Services | 15 |
| Commercial Services | 4 |
| Health Technology | 2 |
| Technology Services | 2 |
Operationeel
| Corporate Officer/Principal | 104 |
| Undergraduate Degree | 85 |
| Director/Board Member | 58 |
| Portfolio Manager-Equities | 58 |
| Analyst-Equity | 32 |
Sterkste connecties
| Insiders | |
|---|---|
| Jane Ellen Henney | 20 |
| Steven Johnston | 13 |
| Linda Clement-Holmes | 11 |
| Timothy Johnson | 10 |
| Michael Sewell | 10 |
| Quan Wei Yuan | 8 |
| Nancy L. Zimpher | 8 |
| Joe Edelstein | 8 |
| Dean Moulas | 8 |
| Liang Liang | 8 |
| Parag Rathi | 8 |
| Martin Hollenbeck | 8 |
| Lisa Love | 7 |
| Siddharth Sinha | 7 |
| Phillip Steude | 6 |
- Beurs
- Insiders
- David Theobald
- Bedrijfsconnecties
