Jeremiah Charles
Portfolio Manager-Fixed Income bij First Trust Advisors LP
Oorsprong van het eerstegraads netwerk van Jeremiah Charles
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
The University of Colorado
156
| College/University | Other Consumer Services | 156 |
DePaul University
51
| College/University | Other Consumer Services | 51 |
First Trust Advisors LP
 First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors.
41
| Subsidiary | Investment Managers | 41 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jeremiah Charles via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| University of Illinois | College/University | Undergraduate Degree Masters Business Admin Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
First Trust Skybridge Income Fund
 First Trust Skybridge Income Fund Financial ConglomeratesFinance First Trust Skybridge Income Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek a high level of current income. The company was founded on March 3, 2020 and is headquartered in Wheaton, IL. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Analyst-Fixed Income | |
| Daniels College of Business | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| The Colorado Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Pivot Health Technologies, Inc.
 Pivot Health Technologies, Inc. Packaged SoftwareTechnology Services Pivot Health Technologies, Inc. provides smoking digital health technology solutions. It offers Pivot, a personal sensor and smoking cessation program that uses an FDA-cleared mobile breath sensor, consumer-grade mobile app, behavioral science, and personal coaching. The company was founded by David S. Utley and is headquartered in Redwood City, CA. | Packaged Software | Director/Board Member Director/Board Member | |
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 | Head-Equity Investments Portfolio Manager-Equities | |
First Trust Portfolios LP
 First Trust Portfolios LP Investment ManagersFinance Part of AJM Ventures LLC, First Trust Portfolios LP is a financial services company based in Wheaton, IL. The company offers a range of investment products, including unit investment trusts, exchange-traded funds, mutual funds, and closed-end funds. The company's website provides research and commentary on available portfolios, asset allocation, and advanced portfolio searches. The company also offers target outcome investments, variable annuities, and structured investments. First Trust Portfolios is not ranked in any publication lists like the INC 5000. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| PT BANK KB BUKOPIN TBK | Major Banks | Chairman Director/Board Member | |
Denver Bar Association
 Denver Bar Association Miscellaneous Commercial ServicesCommercial Services The Denver Bar Association is a professional organization that promotes justice in the legal community. The Denver Bar Association is based in Denver, CO. The private company offers a variety of resources and benefits to their members to assist them in their legal practice. The association provides opportunities for new lawyers to network with other professionals through their Young Lawyers committee. Additionally, they offer public legal clinics and pro bono legal assistance to those in need. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Mina Capital Management LLC | Chief Operating Officer Corporate Officer/Principal | ||
| Illinois Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Analyst-Equity Analyst-Equity | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
| PT. GARUDA INDONESIA (PERSERO) TBK | Airlines | Director/Board Member Director/Board Member | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Imperial Capital LLC
 Imperial Capital LLC Investment Banks/BrokersFinance Founded in 1997, Imperial Capital LLC is a full-service investment banking firm and broker/dealer headquartered in Los Angeles. The firm is a subsidiary of Imperial Capital Group LLC and their ultimate parent is Imperial Capital Group Holdings LLC. Imperial Capital offers a range of proprietary products and services to institutional investors, middle-market companies and private equity firms. The firm provides institutional clients research and sales and trading of high yield and distressed debt securities, bank debt, convertible bonds, preferred stocks, and equities. They also provide middle-market companies and financial sponsors with capital markets, M&A, capital structure, restructuring and recapitalization advisory services. For their institutional clients, Imperial Capital offers a variety of research products including bank debt, investment grade debt, high yield, distressed and special situations, convertibles and busted convertibles, equities, preferred securities and industry analysis. Imperial Capital's research focuses on the following sectors: aerospace, defense and government services; airlines/transportation; business services; clean energy; consumer; energy; financial services; gaming and leisure; general industrials; healthcare; homebuilding and real estate; media and telecommunications; security and homeland security; and technology. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| Northern Illinois University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Maryland | College/University | Doctorate Degree Undergraduate Degree | |
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 | |
PT Aerowisata
 PT Aerowisata RestaurantsConsumer Services Part of PT Garuda Indonesia (Persero) Tbk, PT Aerowisata provides airline catering services for air carriers. The company is based in Jakarta, Indonesia. | Restaurants | Chairman | |
| Sekolah Tinggi Ekonomi Keuangan Dan Perbankan | College/University | Founder | |
| Universitas Gadjah Mada | College/University | Doctorate Degree | |
| PT MAHAKA MEDIA TBK | Publishing: Newspapers | Chairman | |
| University of Indonesia | College/University | Undergraduate Degree | |
PT Bank Palapa
 PT Bank Palapa Regional BanksFinance PT Bank Palapa is an Indonesian company that provides banking services. | Regional Banks | Chief Executive Officer | |
Morgan Stanley Expansion Capital
 Morgan Stanley Expansion Capital Investment ManagersFinance Morgan Stanley Expansion Capital (Morgan Stanley Expansion Capital) is a private equity firm, a subsidiary of Morgan Stanley Investment Management Merchant Banking founded in 1986. The firm is headquartered in Los Angeles, California. | Investment Managers | Consultant / Advisor | |
| DYCOM INDUSTRIES, INC. | Engineering & Construction | Director/Board Member | |
California Independent System Operator Corp.
 California Independent System Operator Corp. Electric UtilitiesUtilities California Independent System Operator Corp. transmits and distributes electricity. It provides long-distance, high-voltage power lines that deliver electricity throughout California, and part of Nevada. The firm manages transmission lines and supervises maintenance. The company was founded in 1996 and is headquartered in Folsom, CA. | Electric Utilities | Corporate Officer/Principal | |
Wyoming State Bar
 Wyoming State Bar Miscellaneous Commercial ServicesCommercial Services Wyoming State Bar is an integrated bar association. The firm provides feedback to judicial officials about their performance on the bench and to help the public make more informed judgments in judicial elections. The company was founded in 1915 and is headquartered in Cheyenne, WY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Wyoming | College/University | Undergraduate Degree | |
Stoel Rives LLP
 Stoel Rives LLP Miscellaneous Commercial ServicesCommercial Services Stoel Rives LLP provides full suite of transactional and litigation solutions for U.S. and international clients. Its practice areas include corporate, energy, environmental, intellectual property, labor and employment, land use and construction, litigation, natural resources, real estate, renewable energy and technology law. The firm?s clients include financial institutions, public and private utilities, energy and renewable energy companies, developers, manufacturers, retailers, hospitals, universities, agribusinesses, software companies, food and beverage companies, charitable foundations, telecommunications and forestry companies, among others. The company was founded in 1907 and is headquartered in Portland, OR. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Arthur Anderson & Co. | Corporate Officer/Principal | ||
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Gen 1 Capital Management LLC
 Gen 1 Capital Management LLC Investment ManagersFinance Gen 1 Capital Management LLC (Gen 1 Capital) is a venture capital firm founded in 2020 by Julian Cheng. The firm is headquartered in Northbrook, Illinois. | Investment Managers | Consultant / Advisor | |
Promus Equity Partners LLC
 Promus Equity Partners LLC Investment ManagersFinance Promus Equity Partners LLC (Promus Equity Partners) is a private equity subsidiary of Promus Holdings LLC founded in 2010 by J. Zachary Musso and Andrew W. Code. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity |
Statistieken
Internationaal
| Verenigde Staten | 42 |
| Indonesië | 9 |
| Japan | 2 |
Sectoraal
| Finance | 23 |
| Consumer Services | 16 |
| Commercial Services | 5 |
| Technology Services | 2 |
| Transportation | 2 |
Operationeel
| Corporate Officer/Principal | 178 |
| Undergraduate Degree | 98 |
| Director/Board Member | 69 |
| Masters Business Admin | 36 |
| Portfolio Manager-Equities | 34 |
Sterkste connecties
| Insiders | |
|---|---|
| Daniel Lindquist | 31 |
| Kristina Johnson | 29 |
| Tom Byron | 25 |
| Seana Day | 15 |
| Abdulgani | 14 |
| Charles Wurtzebach | 14 |
| Douglas Elenowitz | 13 |
| Scott Buck | 12 |
| Oscar Moralez | 12 |
| Ryan Phillips | 11 |
| Jeffrey Nicholas Schleppy | 11 |
| Paul Wormley | 9 |
| Asha Nayak | 9 |
| Ali Amirali | 9 |
| Trevor Pierce Seelye | 8 |
- Beurs
- Insiders
- Jeremiah Charles
- Bedrijfsconnecties
