Keith M. Berlin
Onderzoeksdirecteur - Fxd Inc bij Fund Evaluation Group LLC
Oorsprong van het eerstegraads netwerk van Keith M. Berlin
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Fund Evaluation Group LLC
 Fund Evaluation Group LLC Investment ManagersFinance Fund Evaluation Group LLC (FEG) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and is a subsidiary of Fund Evaluation Group 2017, Inc., which is owned by Fund Evaluation Group Employee Stock Ownership Trust. FEG provides independent discretionary and non-discretionary investment advisory services, focusing predominately on institutional clients.
62
| Subsidiary | Investment Managers | 62 |
FEG Private Investors LLC
 FEG Private Investors LLC Investment ManagersFinance FEG Private Investors LLC (FEG Private Investors) is a private equity subsidiary of Fund Evaluation Group LLC, founded in 1988. The firm is headquartered in Cincinnati, Ohio with an additional offices in Texas and Indiana.
44
| Subsidiary | Investment Managers | 44 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Keith M. Berlin via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| GE AEROSPACE | Industrial Machinery | Corporate Officer/Principal | |
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 | Analyst-Fixed Income Analyst-Equity | |
| PNC FINANCIAL SERVICES GROUP, INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Fifth Third Bank, NA (Cincinnati, Ohio)
 Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
PNC Investment Co. LLC
 PNC Investment Co. LLC Investment ManagersFinance Part of The PNC Financial Services Group, Inc., PNC Investment Co. LLC provides investment services. The company is based in Wilmington, DE. | Investment Managers | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
FEG Absolute Access Fund LLC
 FEG Absolute Access Fund LLC Investment Trusts/Mutual FundsMiscellaneous FEG Absolute Access Fund LLC operates as a Closed-End Investment Fund/Investment Trust. Its investment objective is to achieve capital appreciation in both rising and falling markets. The company was founded on January 18, 2008 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | President Chief Executive Officer | |
FEG Absolute Access TEI Fund LLC
 FEG Absolute Access TEI Fund LLC Investment ManagersFinance FEG Absolute Access TEI Fund LLC operates as a non-diversified, closed-end management investment company non-diversified, closed-end management investment company Its investment objective is to provide access to portfolio fund managers and to achieve capital appreciation in rising and falling markets. The fund intends to achieve this objective by investing all or substantially all of its assets in FEG Absolute Access Fund LLC. FEG Absolute Access TEI Fund is headquartered in Cincinnati, OH. | Investment Managers | Corporate Secretary Compliance Officer | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Graduate Degree Masters Business Admin | |
| Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree | |
40/86 Advisors, Inc.
 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Private Equity Investor | |
| Xavier University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Private Equity Investor Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Chief Investment Officer Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Northern Kentucky University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
| University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Dayton | College/University | Undergraduate Degree Undergraduate Degree | |
Fidelity Investments, Inc.
 Fidelity Investments, Inc. Financial ConglomeratesFinance Fidelity Investments, Inc. operates as a financial services company. The company is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
| DePauw University | College/University | Undergraduate Degree Undergraduate Degree | |
| Western Michigan University | College/University | Undergraduate Degree Undergraduate Degree | |
Northwestern Mutual Financial Network
 Northwestern Mutual Financial Network Miscellaneous Commercial ServicesCommercial Services Part of The Northwestern Mutual Life Insurance Co., Northwestern Mutual Financial Network is a company that provides financial planning services. The company is based in Louisville, KY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Undergraduate Degree | |
| Case Western Reserve University School of Law | College/University | Graduate Degree | |
| Bear Stearns & Co. Ltd. | Private Equity Analyst | ||
HSBC Asset Management (India) Pvt Ltd.
 HSBC Asset Management (India) Pvt Ltd. Investment ManagersFinance HSBC Asset Management (India) Pvt Ltd. (HSBC AM-India) is the Indian investment management subsidiary of HSBC Securities & Capital Markets (India) Pvt Ltd., ultimately held by HSBC Holdings Plc (LSE: HSBA, ADR: HSBC) in Great Britain. Headquartered in Mumbai, HSBC AM-India was founded in 2001 and offers a comprehensive range of investment management solutions to institutional investors (foreign and Indian), corporates and financial intermediaries and provides bespoke portfolio management services for large institutional investors, insurance companies, high net-worth individuals. | Investment Managers | Analyst-Equity | |
The Juilliard School
 The Juilliard School Other Consumer ServicesConsumer Services The Juilliard School operates as an art school. It provides artistic education for musicians, dancers, and actors. The company was founded in 1905 and is headquartered in New York, NY. | College/University | Undergraduate Degree | |
| University of Utah | College/University | Graduate Degree | |
| Holy Cross College (Indiana) | College/University | Undergraduate Degree | |
Raymond James Financial, Inc. (Broker)
 Raymond James Financial, Inc. (Broker) Investment Banks/BrokersFinance Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US. | Investment Banks/Brokers | Corporate Officer/Principal | |
Touchstone Investments LP
 Touchstone Investments LP Financial ConglomeratesFinance Touchstone Investments LP provides funds distribution services. The private company is based in Cincinnati, OH and has subsidiaries in the United States. | Financial Conglomerates | Corporate Officer/Principal | |
CincyTech LLC
 CincyTech LLC Investment ManagersFinance CincyTech LLC (CincyTech) is a venture capital firm founded in 2007. The firm is headquartered in Cincinnati, Ohio. | Investment Managers | Corporate Officer/Principal | |
Batesville Services, Inc.
 Batesville Services, Inc. Miscellaneous ManufacturingProducer Manufacturing Batesville Services, Inc. designs and manufactures caskets and cremation products & services. The company manufactures caskets in bronze, copper, stainless steel, and hardwood. It also manufactures urns and other memorial products for the cremation market. The firm was founded in 1884 and is headquartered in Batesville, IN. | Miscellaneous Manufacturing | Corporate Officer/Principal | |
Accenture LLC
 Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Bates College | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 45 |
| Frankrijk | 2 |
| Verenigd Koninkrijk | 2 |
| India | 2 |
Sectoraal
| Consumer Services | 22 |
| Finance | 20 |
| Commercial Services | 4 |
| Producer Manufacturing | 3 |
| Miscellaneous | 2 |
Operationeel
| Corporate Officer/Principal | 97 |
| Undergraduate Degree | 87 |
| Private Equity Investor | 48 |
| Analyst-Equity | 31 |
| Masters Business Admin | 22 |
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