Oorsprong van het eerstegraads netwerk van Jeffrey Ptak
Entiteit | Type entiteit | Industrie | |
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University of Wisconsin
521
| College/University | Other Consumer Services | 521 |
Morningstar Investment Services LLC
Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a 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.
10
| Subsidiary | Investment Managers | 10 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jeffrey Ptak via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
NORTHWEST PIPELINE LLC | Oil & Gas Pipelines | Chief Executive Officer | |
Mason Street Advisors LLC
Mason Street Advisors LLC Investment ManagersFinance Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Fixed Income | |
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 Corporate Officer/Principal | |
WEYCO GROUP, INC. | Apparel/Footwear | Director/Board Member | |
WILLIAMS COMPANIES | Oil & Gas Pipelines | Corporate Officer/Principal | |
Artisan Partners LP
Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc. (Artisan Partners Funds) and Artisan Partners Global Funds plc (Artisan Partners Global Funds), an open-ended management investment company. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
NWQ Investment Management Co. LLC
NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Wisconsin Capital Management LLC
Wisconsin Capital Management LLC Investment ManagersFinance Wisconsin Capital Management LLC (WisCap) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. Formerly known as Thompson, Plumb & Associates, Inc., the firm was founded in 1984 and is principally owned by TGP, Inc. WisCap provides investment management services to individuals, high-net worth individuals, and registered mutual funds. The firm also offers model portfolio services to financial institutions. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 Portfolio Manager-Fixed Income Analyst-Equity | |
American Family Insurance Mutual Holding Co.
American Family Insurance Mutual Holding Co. Insurance Brokers/ServicesFinance American Family Insurance Mutual Holding Co. provides property and casualty insurance services. The firm offers insurance for auto, homeowners, life, business, farm and ranch, renters, snowmobile, umbrella, motorcycle, condominium, manufactured home, boat, flood, travel, all-terrain vehicle, health, and recreational vehicle. The company was founded by Herman Wittwer in October 3, 1927 and is headquartered in Madison, WI. | Insurance Brokers/Services | Director/Board Member Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Fixed Income | |
New York University School of Law | College/University | Graduate Degree Graduate Degree Doctorate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Doctorate Degree Masters Business Admin Graduate Degree | |
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 Corporate Officer/Principal | |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
Marquette University | College/University | Masters Business Admin Masters Business Admin | |
Thrivent Asset Management LLC
Thrivent Asset Management LLC Investment ManagersFinance Thrivent Asset Management LLC (TAM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2005, the firm is a wholly-owned subsidiary of Thrivent Financial Holdings, Inc., which in turn is a wholly owned subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. TAM provides investment advisory services to the Thrivent Mutual Funds, a registered investment company under the Investment Company Act of 1940 that is comprised of various mutual fund series. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Madison Asset Management LLC
Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
Thompson Investment Management, Inc.
Thompson Investment Management, Inc. Investment ManagersFinance Thompson Investment Management, Inc. (TIM) is an independent, SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by John Thompson in 2004. TIM offers Investment Portfolio Management, Retirement Plan Services and Mutual Funds to individuals, businesses and foundations. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
Feltl & Co.
Feltl & Co. Investment Banks/BrokersFinance Feltl & Co. is a securities brokerage and investment banking firm located in Minneapolis, Minnesota. They focus on emerging growth companies, primarily located in the Upper Midwest. They are comprised of two major business lines: the private client group serves individual investors, providing advice on stocks, the equity capital markets group encompasses corporate finance, equity research, institutional equity sales, and equity trading. They are a member of the NASD. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Boys & Girls Clubs of Greater Milwaukee
Boys & Girls Clubs of Greater Milwaukee Miscellaneous Commercial ServicesCommercial Services The Boys & Girls Clubs of Greater Milwaukee provides social services for children. It inspires and empowers young people, especially those who need them the most, to realize their full potential as productive, responsible and caring citizens. The company was founded in 1887 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Director/Board Member General Counsel | |
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Seoul National University | College/University | Undergraduate Degree Graduate Degree | |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Blue Racer Midstream LLC
Blue Racer Midstream LLC Oil & Gas PipelinesIndustrial Services Blue Racer Midstream LLC provides natural gas gathering, compression, treating, processing and transportation services, natural gas liquids fractionation, and transportation services. It gathers, stabilizes, and transports condensate. The company was founded in December 2012 and is headquartered in Dallas, TX. | Oil & Gas Pipelines | Director/Board Member | |
University of St. Thomas (Texas) | College/University | Graduate Degree | |
Louisiana State University | College/University | Masters Business Admin | |
Municipal Parking Services, Inc.
Municipal Parking Services, Inc. Other Consumer ServicesConsumer Services Municipal Parking Services, Inc. provides parking system services. It manufactures meters for various parking environments, such as streets, lots, garages and ramps. The company was founded by Joseph M. Caldwell and Rick Carlson Gage in 2009 and is headquartered in Minnetonka, MN. | Other Consumer Services | Director/Board Member | |
OX2 Therapeutics, Inc.
OX2 Therapeutics, Inc. Hospital/Nursing ManagementHealth Services OX2 Therapeutics, Inc. provides treatment of primary brain tumors and other central nervous system tumors. The company was founded by Michael Olin, Christopher L. Moertel and Sumant Dhawan in 2016 and is headquartered in Minneapolis, MN. | Hospital/Nursing Management | Director/Board Member | |
BOARDWALK PIPELINE PARTNERS LP | Oil & Gas Pipelines | Corporate Officer/Principal | |
WILLIAMS PARTNERS LP | Oil & Gas Pipelines | Corporate Officer/Principal | |
WPZ GP LLC
WPZ GP LLC Oil & Gas ProductionEnergy Minerals WPZ GP LLC owns, operates, develops and acquires natural gas gathering systems and other midstream energy assets. The company is headquartered in Oklahoma City, OK. | Oil & Gas Production | Corporate Officer/Principal | |
Private Healthcare Systems, Inc.
Private Healthcare Systems, Inc. Medical/Nursing ServicesHealth Services Private Healthcare Systems, Inc. provides health care cost management services. The company provides its services to include self-insured employers, third-party administrators, Taft Hartley Funds, insurance companies and managed care organizations. It meets strategic, financial and quality needs of health care purchasers through care management services. The company was founded in 1985 and is headquartered in Waltham, MA. | Medical/Nursing Services | Corporate Officer/Principal | |
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Investment Managers | Analyst-Equity | |
Howard University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
Nexgen Capital Partners LLC
Nexgen Capital Partners LLC Investment ManagersFinance Nexgen Capital Partners LLC provides investment advisory services. The private company is based in Chicago, IL and has subsidiaries in the United States. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 46 |
Duitsland | 2 |
Hongkong | 2 |
Zuid-Korea | 2 |
Sectoraal
Finance | 25 |
Consumer Services | 10 |
Industrial Services | 6 |
Commercial Services | 6 |
Health Services | 3 |
Operationeel
Corporate Officer/Principal | 150 |
Undergraduate Degree | 101 |
Director/Board Member | 79 |
Analyst-Equity | 59 |
Graduate Degree | 57 |
Sterkste connecties
Insiders | |
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Cory Nettles | 23 |
Zhi Wu Chen | 20 |
Michael Higgins | 13 |
Seth I. Friedman | 11 |
Vance Tang | 11 |
Dono Boestami | 10 |
Mark Stephens | 10 |
Walter J. Bennett | 10 |
Greg J. Schroeder | 10 |
Grant Berlin | 9 |
William Rudat | 9 |
Daniel Needham | 9 |
Eric Hansotia | 9 |
Spring Hollis | 8 |
John William Owens | 8 |
- Beurs
- Insiders
- Jeffrey Ptak
- Bedrijfsconnecties