Jeffrey Allen Schwarte
Marktstrateeg bij Simplify Asset Management, Inc.
Oorsprong van het eerstegraads netwerk van Jeffrey Allen Schwarte
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis.
184
| Subsidiary | Investment Managers | 184 |
University of Northern Iowa
29
| College/University | Other Consumer Services | 29 |
Simplify Asset Management, Inc.
 Simplify Asset Management, Inc. Investment ManagersFinance Simplify Asset Management, Inc. (Simplify) is a SEC-registered investment advisor and holding firm headquartered in New York City. Simplify was founded by Paul Kim and David Berns in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies.
9
| Holding Company | Investment Managers | 9 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jeffrey Allen Schwarte via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| University of Iowa | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Drake University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| Iowa State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Chief Operating Officer Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
Aviva Investors Americas LLC
 Aviva Investors Americas LLC Investment ManagersFinance Founded in 1997, Aviva Investors Americas LLC is a registered investment advisor headquartered in Des Moines, Iowa. The firm was also previously known as Aviva Capital Management, Inc. Aviva Investors Americas is a subsidiary of Aviva USA Corp. and their ultimate parent is London-based Aviva Plc (LSE: AV). The firm manages assets for life insurance and annuity companies, re-insurance companies and other institutional clients. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Principal Life Insurance Co.
 Principal Life Insurance Co. Investment ManagersFinance Principal Life Insurance Co. provides insurance brokerage services. It offers term life, major medical, annuities, disability, long term care, health, and consultancy services to trades unions, individuals, and business marketplace. The company was founded on June 24, 1879 and is headquartered in Des Moines, IA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Chief Operating Officer | |
Principal Diversified Select Real Asset Fund
 Principal Diversified Select Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Principal Diversified Select Real Asset Fund engages as a diversified, closed-end management investment company. The firm intends to provide a long-term total return more than inflation. It also intends to achieve its investment objective by investing in investments related to real assets and real asset companies. The company was founded on March 16, 2010 and is headquartered in Des Moines, IA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chief Executive Officer | |
Principal Financial Services, Inc.
 Principal Financial Services, Inc. Financial ConglomeratesFinance Principal Financial Services, Inc. provides brokerage, insurance and mortgage services. It offers retirement, group insurance benefits, business planning and protection solutions, and employees benefits, estate planning and personal trusts, life insurance and income protection. The company is headquartered in Des Moines, IA. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Principal Global Investors (Europe) Ltd.
 Principal Global Investors (Europe) Ltd. Investment ManagersFinance Principal Global Investors (Europe) Ltd. (PGI-Europe) is the London-based subsidiary of Principal Global Investors LLC, itself a subsidiary of Principal Financial Group, Inc. (NYSE: PFG) based in the US. PGI-Europe offers European institutional investors access to the global investment capabilities of the Principal Financial Group through segregated mandates and a range of mutual funds. The firm offers UK pension schemes access to a range of investment capabilities which include equity, specialist fixed-income, currency and real estate strategies. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
| Henry B. Tippie College of Business | College/University | Masters Business Admin Masters Business Admin | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Principal Real Estate Europe Ltd.
 Principal Real Estate Europe Ltd. Investment ManagersFinance Principal Real Estate Europe Ltd. Provides fund management advisory services. The firm’s services include fund accounting, debt management and treasury, tax and structuring and regulatory compliance. The company was founded by Andrew David Thornton and Jos Short in May 2008 and is headquartered in London, the United Kingdom. | Investment Managers | Director/Board Member Director/Board Member | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Albright College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Masters Business Admin | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| University of Illinois | College/University | Graduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree | |
Columbus Circle Investors
 Columbus Circle Investors Investment ManagersFinance Columbus Circle Investors (CCI) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm is directly owned by CCIP LLC and is a partly-owned subsidiary of Principal Global Investors LLC, itself a member of Principal Financial Group, Inc. (NYSE: PFG). Founded in 1975, CCI provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, sovereign funds, foreign funds, and other US and international institutions. The firm also provides sub-advisory services to certain registered investment companies, including certain affiliated Principal Global Investors’ Funds. They also sub-advise accounts of the Principal Global Investors Trust and provide investment portfolio services to wrap fee programs and other similar mandates. | Investment Managers | Analyst-Equity Analyst-Equity | |
Principal Real Estate Investors LLC
 Principal Real Estate Investors LLC Investment ManagersFinance Principal Real Estate Investors LLC (Principal Real Estate) is a SEC-registered investment advisor and real estate investment management firm headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly-owned subsidiary of Principal Global Investors Holding Co. (US) LLC, ultimately owned by Principal Financial Group, Inc. (NYSE: PFG). Principal Real Estate delivers a broad range of diverse, customized real estate solutions designed to help meet the risk and return objectives of institutional investors and individual clients. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
Post Advisory Group LLC
 Post Advisory Group LLC Investment ManagersFinance Post Advisory Group LLC (Post) is a SEC-registered investment advisor headquartered in Los Angeles, California with an additional office in New York City. The firm was founded by Larry Post in 1992 as MW Post Advisory Group. They are owned by Principal Global Investors Holding Company US LLC, ultimately held by Principal Financial Group, Inc. (NASDAQ: PFG). Post provides discretionary investment advisory services to a global client base of institutional investors. | Investment Managers | Chairman Director/Board Member | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree | |
| Washington State University | 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 | Analyst-Equity Analyst-Equity | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Institutional Sales Analyst-Equity | |
Payden & Rygel
 Payden & Rygel Investment ManagersFinance Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors. | Investment Managers | Corporate Officer/Principal | |
Cap Gemini Ernst & Young Canada, Inc.
 Cap Gemini Ernst & Young Canada, Inc. Information Technology ServicesTechnology Services Part of Capgemini SE, Cap Gemini Ernst & Young Canada, Inc. is a Canadian company that provides management and IT consultancy services. The company is based in Calgary, Canada. | Information Technology Services | Consultant / Advisor | |
Kohfounders Management LLC
 Kohfounders Management LLC Investment ManagersFinance Kohfounders Management LLC (Kohfounders) is a venture capital firm founded in 2013 by Bong Koh. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor | |
BlueCrest Capital Management (New York) LP
 BlueCrest Capital Management (New York) LP Investment ManagersFinance BlueCrest Capital Management (New York) LP (BCM) is a hedge fund manager headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BC Capital Management Services Ltd. BCM provides investment advisory and management services to high-net-worth clients. | Investment Managers | Analyst-Equity | |
| Chapman University | College/University | Masters Business Admin | |
| University of Tennessee | College/University | Undergraduate Degree | |
| Tulane University (Louisiana) | College/University | Undergraduate Degree | |
| Millsaps College | College/University | Masters Business Admin | |
Calamos Advisors LLC
 Calamos Advisors LLC Investment ManagersFinance Calamos Advisors LLC is a SEC-registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
| INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Verenigd Koninkrijk | 3 |
| Canada | 2 |
Sectoraal
| Finance | 28 |
| Consumer Services | 20 |
| Miscellaneous | 2 |
| Technology Services | 2 |
Operationeel
| Corporate Officer/Principal | 108 |
| Portfolio Manager-Equities | 90 |
| Undergraduate Degree | 87 |
| Analyst-Equity | 76 |
| Masters Business Admin | 45 |
Sterkste connecties
| Insiders | |
|---|---|
| Timothy Dunbar | 23 |
| Patrick Halter | 21 |
| Kamal Bhatia | 17 |
| John Ryu | 16 |
| Matthew Kinley | 14 |
| Michael Taylor | 12 |
| Scott J. Peterson | 11 |
| Michael Louis Reynal | 10 |
| Daniel Flanagan | 10 |
| Anthony W. Gennaro | 9 |
| Nedret Engin Vidinli | 8 |
| Dan Coleman | 8 |
| George Maris | 8 |
| Steve Larson | 7 |
| Amanda Mahoski | 7 |
- Beurs
- Insiders
- Jeffrey Allen Schwarte
- Bedrijfsconnecties
