Eric Herbert Schoenstein
Chief Investment Officer bij Jensen Investment Management, Inc.
Oorsprong van het eerstegraads netwerk van Eric Herbert Schoenstein
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Jensen Investment Management, Inc.
 Jensen Investment Management, Inc. Investment ManagersFinance Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988 and provides investment management services to a wide array of individual and institutional clients, including private clients, pension plans, foundations, endowments and other businesses. In addition, Jensen acts as the investment adviser to various mutual funds and a collective investment fund.
25
| Private Company | Investment Managers | 25 |
State Investments LLC
 State Investments LLC Real Estate DevelopmentFinance State Investments LLC owns and operates real estate properties. It also specializes in industrial, warehouse, multi-family, and mini storage properties. The company is headquartered in Salem, OR.
7
| Private Company | Real Estate Development | 7 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Eric Herbert Schoenstein via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| SEI INVESTMENTS COMPANY | Investment Managers | Sales & Marketing | |
| Washington University in St. Louis | College/University | Undergraduate Degree | |
| WEYERHAEUSER COMPANY | Forest Products | Corporate Officer/Principal | |
Advisors Series Trust
 Advisors Series Trust Investment Trusts/Mutual FundsMiscellaneous Advisors Series Trust operates as an open-end investment management company. Its investment objective is to seek long-term capital appreciation and income. The company is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Director/Board Member | |
| AMAZON.COM, INC. | Internet Retail | Corporate Officer/Principal | |
Scharf Investments LLC
 Scharf Investments LLC Investment ManagersFinance Scharf Investments LLC (Scharf) is an independent, SEC-registered independent investment advisor and wealth management firm headquartered in Los Gatos, California. The firm was founded by Jeffrey Scharf in 1983. Scharf provides investment advice and portfolio management for individuals, registered investment companies, retirement accounts, trusts, family offices, corporations, endowments and foundations through separately managed client accounts. The firm participates in certain wrap fee programs acting as a sub-adviser to an investment sponsor. | Investment Managers | Analyst-Equity | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal | |
Broadmark Asset Management LLC
 Broadmark Asset Management LLC Investment ManagersFinance Broadmark Asset Management LLC (Broadmark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Christopher J. Guptill in 1999 and became a majority owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG) in 2023. Broadmark manages and/or sub-advises mutual funds, retail and institutional separately managed accounts. Tactical Growth is their flagship strategy. | Investment Managers | Corporate Officer/Principal | |
CTC LLC
 CTC LLC Investment Banks/BrokersFinance Founded in 1995, CTC LLC is a brokerage firm headquartered in Chicago, Illinois. The firm is also known as Chicago Trading Co. They are a proprietary market making firm and are recognized internationally as a leading provider of pricing and liquidity on all U.S. derivatives exchanges. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
Morningstar Investment Services LLC
 Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Investment Managers | Corporate Officer/Principal | |
| AVILA ENERGY CORPORATION | Integrated Oil | Director of Finance/CFO | |
| CNL HEALTHCARE PROPERTIES, INC. | Real Estate Investment Trusts | Director/Board Member | |
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 | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
Craig-Hallum Capital Group LLC
 Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Analyst-Equity | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Ball State University (Indiana) | College/University | Undergraduate Degree | |
| Gonzaga University | College/University | Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree | |
| Sterling College | College/University | President | |
| Lewis & Clark College (Oregon) | College/University | Undergraduate Degree | |
| Oregon State University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Portland State University | College/University | Undergraduate Degree | |
| Roger Williams University | College/University | Undergraduate Degree | |
| University of California, Santa Cruz | College/University | Undergraduate Degree | |
| University of Delaware | College/University | Graduate Degree | |
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 | Graduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
| University of Oregon | College/University | Masters Business Admin Undergraduate Degree | |
| University of Toledo (Ohio) | College/University | Doctorate Degree | |
| Willamette University | College/University | Masters Business Admin | |
M Benefit Solutions
 M Benefit Solutions Miscellaneous Commercial ServicesCommercial Services M Benefit Solutions provides consulting services. Its services include designing, implementing, administring, and structure funding for executive benefit plans. The company was founded in 1962 and is headquartered in Portland, OR. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree | |
Lux Capital Group LLC
 Lux Capital Group LLC Investment ManagersFinance Lux Capital Group LLC (Lux Capita Group) is a venture capital firm founded in 2000 by Peter Hebert and Josh Wolfe. The firm is headquartered in New York with an additional office in Menlo Park, California. | Investment Managers | Corporate Officer/Principal | |
The Douglas Co.
 The Douglas Co. HomebuildingConsumer Durables The Douglas Co. provides construction services. The firm specializes in senior living and multi-family development and construction. It uses a three dimensional process in developing projects. The company was founded in 1976 and is headquartered in Holland, OH. | Homebuilding | Chief Executive Officer | |
| Winter Park Public Library | Director/Board Member | ||
StanCorp Investment Advisers, Inc.
 StanCorp Investment Advisers, Inc. Investment ManagersFinance StanCorp Investment Advisers, Inc. (StanCorp) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm is wholly owned by StanCorp Financial Group, Inc., which is owned by Meiji Yasuda Life Insurance Co. in Japan. StanCorp offers investment management and advisory services to plan sponsors of employer-sponsored retirement plans that have retained Standard Retirement Services, Inc., an affiliated recordkeeper, to provide recordkeeping services for their employer-sponsored retirement plan. | Investment Managers | Corporate Officer/Principal | |
BofA Global Capital Management Group LLC
 BofA Global Capital Management Group LLC Investment ManagersFinance Part of Bank of America Corp., BofA Global Capital Management Group LLC is an American company that provides portfolio management. The company is based in MA. | Investment Managers | Corporate Officer/Principal | |
The Orlando Economic Development Commission
 The Orlando Economic Development Commission Miscellaneous Commercial ServicesCommercial Services The Orlando Economic Development Commission provides economic development services. It offers confidential project management assistance, site selection assistance, in-depth market data, connections, financial and entrepreneurial resources, workforce recruitment and training, permitting and scouting film assistance and commercial productions services. The company was founded in 1977 and is headquartered in Orlando, FL. | Miscellaneous Commercial Services | Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Canada | 2 |
Sectoraal
| Consumer Services | 21 |
| Finance | 19 |
| Commercial Services | 3 |
| Non-Energy Minerals | 2 |
| Miscellaneous | 2 |
Operationeel
| Corporate Officer/Principal | 28 |
| Undergraduate Degree | 25 |
| Analyst-Equity | 16 |
| Director/Board Member | 13 |
| Portfolio Manager-Equities | 11 |
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