Joe Hosler
Oprichter bij Auour Investments LLC
Oorsprong van het eerstegraads netwerk van Joe Hosler
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
OFI Global Institutional, Inc.
 OFI Global Institutional, Inc. Investment ManagersFinance Founded in 1974, OFI Global Institutional, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm is also a commodity pool operator and commodity trading advisor registered with the U.S. Commodity Futures Trading Commission and the National Futures Association. OFI Global Institutional is a wholly-owned subsidiary of OppenheimerFunds, Inc. (OFI), which, in turn, is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC). Massachusetts Mutual Life Insurance Co. (MassMutual), through its subsidiary, is the indirect primary shareholder of OAC. The firm provides investment advisory services to various types of clients, including trusts, pension plans, insurance company separate accounts, foundations, corporations, ERISA qualified retirement plans, governmental plans, foreign entities (including governmental entities, corporations, investment companies and pension plans), mutual funds, private funds, and bank sponsored collective investment trusts.
64
| Extinct | Investment Managers | 64 |
Barings LLC
 Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles.
49
| Subsidiary | Investment Managers | 49 |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.
24
| Subsidiary | Investment Managers | 24 |
AlphaOne Investment Services LLC
 AlphaOne Investment Services LLC Investment ManagersFinance Founded in 2008, AlphaOne Investment Services LLC (AOIS) is a registered investment advisor and hedge fund manager located in Villanova, Pennsylvania. The firm is a wholly-owned subsidiary of AlphaOne Capital Partners LLC (AOCP). AOCP Holdings LLC is a wholly-owned subsidiary of AlphaOne Holdings LLC, a private company owned by Paul J. Hondros. AOCP acquired Redstone Investment Management LP in 2009. AOIS’ clients consist of a registered investment company (AlphaOne Micro Cap Equity Fund), private unregistered funds, individually managed accounts, and UMA clients.
9
| Subsidiary | Investment Managers | 9 |
Putnam LLC
 Putnam LLC Investment ManagersFinance Putnam LLC provided financial services. It investment products included institutional portfolios, IRAs and other retirement plans, mutual funds, variable annuities and alternative investments for institutions and high-net-worth investors. The company was founded in 1937 and was headquartered in Boston, MA.
5
| Extinct | Investment Managers | 5 |
Auour Investments LLC
 Auour Investments LLC Investment ManagersFinance Auour Investments LLC (Auour) is an independent, SEC-registered fund management firm headquartered in Wenham, Massachusetts. Formerly known as Auour Advisory LLC, the firm was founded in 2013 by Joseph Hosler, Robert Kuftinec, and Kenneth Doerr. Auour provides boutique wealth management to individuals and institutions to protect and grow their wealth.
2
| Private Company | Investment Managers | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Joe Hosler via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Director of Research - Equity Analyst-Equity Analyst-Equity Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
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 | Chief Executive Officer Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Fixed Income Analyst-Equity Portfolio Manager-Fixed Income Head-Equity Investments | |
| Boston College | College/University | Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Graduate Degree | |
Massachusetts Mutual Life Insurance Co.
 Massachusetts Mutual Life Insurance Co. Life/Health InsuranceFinance Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA. | Life/Health Insurance | Chief Operating Officer Corporate Officer/Principal Chief Executive Officer Director/Board Member Corporate Officer/Principal Chief Administrative Officer Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate 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 | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate 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 | Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| BARINGS CORPORATE INVESTORS | Investment Managers | President Director/Board Member Corporate Officer/Principal | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| BARINGS PARTICIPATION INVESTORS | Investment Trusts/Mutual Funds | President President Corporate Officer/Principal | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Chief Investment Officer Head-Fixed Income Invts Head-Fixed Income Invts | |
| Babson College | College/University | Masters Business Admin President Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Wake Forest University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin | |
RBC Global Asset Management (US), Inc.
 RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree | |
| Drexel University | College/University | Undergraduate Degree Corporate Officer/Principal | |
| Swarthmore College | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| Lafayette College | College/University | Undergraduate Degree Undergraduate Degree | |
MMPI Subsidiary Trust
 MMPI Subsidiary Trust Financial ConglomeratesFinance Part of Barings Participation Investors, MMPI Subsidiary Trust functions as an investment holding company. The company is based in Boston, MA. | Financial Conglomerates | Director/Board Member President | |
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 | |
| Stanford University | College/University | Masters Business Admin Graduate Degree | |
| Mount Holyoke College | College/University | Undergraduate Degree Undergraduate Degree | |
| CI Subsidiary Trust | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
PI Subsidiary
 PI Subsidiary Financial ConglomeratesFinance PI Subsidiary functions as an investment holding American company. The private company is based in Springfield. | Financial Conglomerates | President Corporate Officer/Principal | |
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 Analyst-Equity | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| LEGG MASON, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Johns Hopkins University | College/University | Masters Business Admin Graduate Degree | |
| University of Maryland | College/University | Undergraduate Degree Doctorate Degree | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
| Claremont McKenna College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Westfield Capital Management Co. LP
 Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Investment Managers | Analyst-Equity Compliance Officer | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Equities Analyst-Equity |
Statistieken
Internationaal
| Verenigde Staten | 50 |
| Israël | 2 |
Sectoraal
| Consumer Services | 30 |
| Finance | 17 |
| Miscellaneous | 4 |
| Commercial Services | 3 |
Operationeel
| Corporate Officer/Principal | 144 |
| Portfolio Manager-Equities | 97 |
| Undergraduate Degree | 93 |
| Analyst-Equity | 91 |
| Director/Board Member | 72 |
Sterkste connecties
| Insiders | |
|---|---|
| Charles Haldeman | 30 |
| William Glavin | 26 |
| Robert Joyal | 25 |
| Elaine Sarsynski | 16 |
| Stuart H. Reese | 13 |
| Brian Watson | 12 |
| Dave D'Amico | 11 |
| Benjamin Ram | 11 |
| Chris Crooks | 11 |
| Richard C. Morrison | 10 |
| Chuck Lloyd McKenzie | 10 |
| Krishna Memani | 10 |
| Sean Feeley | 10 |
| Katy Young | 9 |
| Steven Andrew Dray | 9 |
- Beurs
- Insiders
- Joe Hosler
- Bedrijfsconnecties
