Oorsprong van het eerstegraads netwerk van Jim O'Donnell
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Nicholas-Applegate Capital Management
 Nicholas-Applegate Capital Management Investment ManagersFinance Founded in 1984, Nicholas-Applegate Capital Management is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Allianz of America, Inc., and their ultimate parent is Allianz AG (NYSE: AZ). Nicholas-Applegate manages assets for individual and institutional investors including corporate and government retirement plans, foundations, endowments and mutual fund families.
55
| Extinct | Investment Managers | 55 |
Forward Management LLC
 Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP.
40
| Extinct | Investment Managers | 40 |
Meisenbach Capital Management, Inc.
 Meisenbach Capital Management, Inc. Investment ManagersFinance Founded in 1961, Meisenbach Capital Management, Inc. is a hedge fund manager located in San Diego, California. They manage the Balboa Fund LP and the Balboa Fund Ltd
1
| Extinct | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jim O'Donnell via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Comptroller/Controller/Auditor | |
Dean Investment Associates LLC
 Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Chief Investment Officer | |
Teachers Advisors LLC
 Teachers Advisors LLC Investment ManagersFinance Teachers Advisors LLC (TAL) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 and formerly known as Teachers Advisors, Inc. They are a subsidiary of Nuveen Finance LLC, ultimately owned by TIAA Board of Governors. TAL provides services to individual and institutional separately managed account clients primarily through investment advisory programs such as wrap-fee and dual contract arrangements, and Exchange Traded Funds. On occasion, the firm provides portfolio recommendations to sponsors of unit investment trusts which are sold by the sponsor through broker-dealers and other firms. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
TIAA-CREF Investment Management LLC
 TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Salient Partners LP
 Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Chief Executive Officer Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Founder Portfolio Manager-Equities | |
FOLIOfn, Inc.
 FOLIOfn, Inc. Internet Software/ServicesTechnology Services FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA. | Internet Software/Services | Director/Board Member Director/Board Member | |
Nicholas Investment Partners LP
 Nicholas Investment Partners LP Investment ManagersFinance Nicholas Investment Partners LP (NIP) is a SEC-registered investment advisor headquartered in Rancho Santa Fe, California. The firm is owned by NIP 3 LP and was co-founded by Catherine and Art Nicholas in 2006 as Wagonhound Investments LP. NIP provides investment advice to individuals, banks or thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or business entities, UMA accounts and private investment vehicles. | Investment Managers | Founder Founder Analyst-Fixed Income Trading-Equity | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Director of Finance/CFO Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Green Alpha Advisors LLC
 Green Alpha Advisors LLC Investment ManagersFinance Green Alpha Advisors LLC, dba Green Alpha Investments (Green Alpha), is an independent, SEC-registered investment advisor headquartered in Niwot, Colorado. The firm was founded by Jeremy Deems and Garvin Jabusch in 2007. Green Alpha offers investment advisory services to their individual and institutional clients in the form of separately managed accounts, a fixed income mutual fund, the AXS Sustainable Income Fund (ticker: AXSKX), and an exchange-traded fund (ETF), the AXS Green Alpha ETF (ticker: NXTE). | Investment Managers | Founder Founder | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
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 | Doctorate Degree Masters Business Admin | |
| Stanford University | College/University | Graduate Degree Graduate Degree | |
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 | Masters Business Admin Doctorate Degree | |
| University of Pennsylvania | College/University | Director of Finance/CFO Masters Business Admin Masters Business Admin Undergraduate Degree | |
Russell Investment Group Pty Ltd.
 Russell Investment Group Pty Ltd. Investment ManagersFinance Part of Russell Investments Group Ltd., Russell Investment Group Pty Ltd. is a financial asset management company based in Sydney, Australia. The Australian company offers a set of resources and articles to help clients navigate through market volatility and focus on the long term. The company provides analysis on the impact of pivoting the superannuation system to a mass personalized, goals-based approach on the real retirement gap. The company's investment approach brings the world's leading managers and strategies together aimed at achieving investors' goals. Russell Investment Group manages investments for institutions, advisors, and individuals, and is dedicated to improving financial security for people. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| San Diego State University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Graduate 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 Undergraduate Degree Undergraduate Degree | |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Analyst-Equity Chief Executive Officer Head-Equity Investments Analyst-Equity Analyst-Equity Director of Research - Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of California, Irvine | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Salient Advisors LP
 Salient Advisors LP Investment ManagersFinance Salient Advisors LP is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and provides investment advisory services to Investment Funds, which includes the Westwood Broadmark Tactical Plus Fund. | Investment Managers | Chief Executive Officer President Portfolio Manager-Equities | |
EAM Investors LLC
 EAM Investors LLC Investment ManagersFinance EAM Investors LLC (EAM) is a majority employee-owned investment management boutique headquartered in Solana Beach, California. Formerly known as Eudaimonia Asset Management LLC, the firm was founded in 2007 by Travis T. Prentice, Montie L. Weisenberger, and Joshua M. Moss. EAM offers investment management and supervisory services to public and corporate retirement funds, superannuation funds, sub advisory relationships, foundations, endowments and OCIO’s. | Investment Managers | Founder Chief Executive Officer Founder | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree | |
| University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree | |
BMO Asset Management Corp.
 BMO Asset Management Corp. Investment ManagersFinance BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients. | Investment Managers | Director of Research - Equity Portfolio Manager-Equities | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| New York University | College/University | Undergraduate Degree Masters Business Admin | |
ClariVest Asset Management LLC
 ClariVest Asset Management LLC Investment ManagersFinance ClariVest Asset Management LLC (ClariVest) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2006 and is a wholly owned subsidiary of Eagle Asset Management, Inc., which is ultimately held by Raymond James Financial, Inc. (NYSE: RJF). ClariVest provides advisory services to a variety of clients such as institutional investors, pension and profit-sharing plans, investment companies and other pooled vehicles (such as limited partnerships and funds registered outside the US), corporations, state and municipal government entities, trusts, seed accounts and charitable organizations. | Investment Managers | Founder Founder | |
| Georgia State University | College/University | Doctorate Degree Graduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 47 |
| Australië | 2 |
| Frankrijk | 2 |
Sectoraal
| Finance | 29 |
| Consumer Services | 19 |
| Technology Services | 2 |
| Miscellaneous | 2 |
Operationeel
| Corporate Officer/Principal | 196 |
| Portfolio Manager-Equities | 133 |
| Undergraduate Degree | 84 |
| Analyst-Equity | 81 |
| Director/Board Member | 65 |
Sterkste connecties
| Insiders | |
|---|---|
| Todd L. Spillane | 70 |
| John Blaisdell | 26 |
| Jeremy Wyatt Deems | 19 |
| Marna Whittington | 19 |
| Vernon Bernardino | 16 |
| Randy Steven Saluck | 16 |
| George C. Kenney | 16 |
| Jeremy Lawrence Radcliffe | 15 |
| David Chow | 12 |
| C. Maher | 11 |
| Doug Forsyth | 10 |
| Jeff Cusack | 10 |
| Nicole Larrabee Rodrigues | 9 |
| Christopher A. Herrera | 9 |
| David B. Readerman | 9 |
- Beurs
- Insiders
- Jim O'Donnell
- Bedrijfsconnecties
