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Oorsprong van het eerstegraads netwerk van David W. Dunning
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
1919 Investment Counsel LLC
![]() 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed their name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients.
20
| Subsidiary | Investment Managers | 20 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met David W. Dunning via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Advisory Research, Inc.
![]() Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Investment Managers | Analyst-Equity | |
LEGG MASON, INC. | Investment Managers | Public Communications Contact | |
MORGAN STANLEY INDIA INVESTMENT FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
ELLSWORTH GROWTH AND INCOME FUND LTD. | Investment Trusts/Mutual Funds | Director/Board Member | |
BANCROFT FUND LTD. | Investment Trusts/Mutual Funds | Director/Board Member | |
American National Bank & Trust Co. (Virginia)
![]() American National Bank & Trust Co. (Virginia) Investment ManagersFinance Founded in 1909, American National Bank & Trust Co. (ANBT) is a community bank and financial services firm headquartered in Danville, Virginia. The firm is a subsidiary of American National Bankshares, Inc. (NASDAQ: AMNB). ANBT serves customers in Southern and Central Virginia and the northern portion of Central North Carolina. They provide an array of financial products and services including commercial, mortgage, and consumer banking; trust and investment services; and insurance. | Investment Managers | Portfolio Manager-Equities | |
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 | Founder | |
William Harris Investors, Inc.
![]() William Harris Investors, Inc. Investment ManagersFinance William Harris Investors, Inc. (WHI) is a privately-owned investment and wealth management firm headquartered in Chicago, Illinois. The firm serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI has expanded its services and today provides a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services to four generations of the Harris family. | Investment Managers | Analyst-Equity | |
Eaton Vance Management
![]() Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
Alternative Investment Partners Absolute Return Fund
![]() Alternative Investment Partners Absolute Return Fund Investment Trusts/Mutual FundsMiscellaneous Alternative Investment Partners Absolute Return Fund is a closed investment fund. It engages in seeking capital appreciation through investing in investment funds managed by third party investment managers who employ a return investment strategies in pursuit of attractive risk-adjusted returns consistent with the preservation of capital. The company was founded on May 12, 2005 and is headquartered in West Conshohocken, PA. | Investment Trusts/Mutual Funds | Director/Board Member | |
Thunderbird School of Global Management | College/University | Masters Business Admin | |
MORGAN STANLEY CHINA A SHARE FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
MORGAN STANLEY EMERGING MARKETS DOMESTIC DEBT FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Zuckerman Investment Group LLC
![]() Zuckerman Investment Group LLC Investment ManagersFinance Zuckerman Investment Group LLC (ZIG) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Daniel Zuckerman and Sherwin Zuckerman in 2005. They are a subsidiary of Zig Holding LLC. ZIG manages equity, balanced and fixed income portfolios for high net worth individuals and families, trusts, partnerships, retirement plans and charitable foundations. The firm provides investment advice, counseling and portfolio management to multi-generational families on both a discretionary and non-discretionary basis through the use of separately managed accounts. | Investment Managers | Director of Research - Equity | |
Alternative Investment Partners Absolute Return Fund STS
![]() Alternative Investment Partners Absolute Return Fund STS Investment Trusts/Mutual FundsMiscellaneous Alternative Investment Partners Absolute Return Fund STS is a closed-end, non-diversified management investment company, which invests substantially all its assets in private investment funds, commonly referred to as hedge funds that are managed by a select group of alternative managers. The company was founded on October 31, 2005 and is headquartered in West Conshohocken, PA. | Investment Trusts/Mutual Funds | Director/Board Member | |
MORGAN STANLEY EMERGING MARKETS DEBT FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Tax Receivables Corp. | Director/Board Member | ||
EUROMONEY INST INV | Internet Software/Services | Corporate Officer/Principal | |
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 | |
Clark University | College/University | Undergraduate Degree | |
Colgate University | College/University | Undergraduate Degree | |
Fairleigh Dickinson University | College/University | Masters Business Admin Graduate Degree | |
Georgia Institute of Technology | College/University | Graduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
University of Baltimore | College/University | Graduate Degree | |
New York University | College/University | Graduate Degree | |
Northeastern University
![]() Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
Cerity Partners LLC
![]() Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Investment Managers | Founder Founder | |
University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
Washington College | College/University | Undergraduate Degree | |
Legg Mason & Co. LLC (New York) | Sales & Marketing | ||
Houston College of Law | College/University | Graduate Degree | |
Mmi Gateway Foundation | Director/Board Member | ||
Money Management Institute
![]() Money Management Institute Investment ManagersFinance Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Gateway Foundation, Inc.
![]() Gateway Foundation, Inc. Medical/Nursing ServicesHealth Services Gateway Foundation, Inc. provides mental health treatment services. The private company is based in Chicago, IL. Jeremy Klemanski has been the CEO of the company since 2023. | Medical/Nursing Services | Director/Board Member | |
Catholic Community Foundation
![]() Catholic Community Foundation Miscellaneous Commercial ServicesCommercial Services Catholic Community Foundation operates as a community foundation that stewards the financial resources of Catholic individuals, families, parishes and institutions. The firm supports and facilitates passion for giving to the organizations that serve community of faith. The company was founded in 1992 and is headquartered in St. Paul, MN. | Miscellaneous Commercial Services | Director/Board Member | |
Gateway To Leadership | Director/Board Member | ||
Georgia Tech Foundation, Inc.
![]() Georgia Tech Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Georgia Tech Foundation, Inc. provides educational services. It promotes the cause of higher education in the State of Georgia, receives and manages financial donations received by the foundation for support and enhancement of the Georgia Institute of Technology and assists the Georgia Institute of Technology in its role as a leading educational and research institution. The company was in 1932 and is headquartered in Atlanta, GA. | Investment Trusts/Mutual Funds | Director/Board Member | |
The Loyola High School of Baltimore, Inc. | College/University | Director/Board Member | |
St. Ignatius Loyola Academy
![]() St. Ignatius Loyola Academy Other Consumer ServicesConsumer Services St. Ignatius Loyola Academy operates tuition-free private Jesuit school. It is accredited by the Association of Independent Maryland Schools and authorized by the Maryland State Department of Education. The firm offers primary and secondary education services. The company was founded in 1993 and is headquartered in Baltimore, MD. | Other Consumer Services | Director/Board Member | |
Ocean Reef Medical Center Foundation, Inc. | Director/Board Member | ||
State University of New York at Buffalo | College/University | Undergraduate Degree | |
Morristown Medical Center
![]() Morristown Medical Center Hospital/Nursing ManagementHealth Services Morristown Medical Center is a hospital located in Morristown that specializes in cardiology, heart, and vascular surgery. | Hospital/Nursing Management | Director/Board Member |
Statistieken
Internationaal
Verenigde Staten | 48 |
Verenigd Koninkrijk | 2 |
Sectoraal
Consumer Services | 17 |
Finance | 15 |
Miscellaneous | 10 |
Health Services | 3 |
Technology Services | 2 |
Operationeel
Director/Board Member | 24 |
Corporate Officer/Principal | 18 |
Undergraduate Degree | 14 |
Portfolio Manager-Equities | 13 |
Analyst-Equity | 12 |
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