Michael Patrick O'Keeffe
Chief Investment Officer bij Stifel Nicolaus & Co., Inc. (Investment Management)
Oorsprong van het eerstegraads netwerk van Michael Patrick O'Keeffe
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.
64
| Holding Company | Investment Managers | 64 |
Pomona College
 Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA
28
| College/University | Other Consumer Services | 28 |
Stifel Nicolaus & Co., Inc. (Investment Management)
 Stifel Nicolaus & Co., Inc. (Investment Management) Investment ManagersFinance Stifel Nicolaus & Co., Inc. (Investment Management) (Stifel Nicolaus-IM) is the investment management division of Stifel Nicolaus & Co., Inc., a full-service brokerage and investment banking firm headquartered in St. Louis, Missouri. The firm was founded in 1975 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). Stifel Nicolaus-IM provides investment management and services to institutions and individuals over a variety of asset classes. They also offer a number of different wrap fee programs.
20
| Operating Division | Investment Managers | 20 |
Anderson School of Management
7
| College/University | Other Consumer Services | 7 |
Claremont Graduate University
5
| College/University | Other Consumer Services | 5 |
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education.
4
| Subsidiary | Investment Managers | 4 |
Merrill Lynch Global Wealth Management Group
3
| Operating Division | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Michael Patrick O'Keeffe via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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 Corporate Officer/Principal Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Masters Business Admin Doctorate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Doctorate Degree | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
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 Trading-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Wilshire Private Markets Group
 Wilshire Private Markets Group Investment ManagersFinance Wilshire Private Markets Group (WPMG) is a subsidiary of Wilshire Associates, Inc. The firm was founded in 1984 and headquartered in California. | Investment Managers | Chief Investment Officer Investment Committee Member Private Equity Analyst | |
| University of Pennsylvania | College/University | Doctorate Degree Masters Business Admin Graduate 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 | Graduate Degree Graduate Degree Undergraduate Degree | |
| Stanford University | College/University | Graduate Degree Masters Business Admin | |
| Georgetown University | College/University | Graduate Degree Masters Business Admin | |
| University of California | College/University | Masters Business Admin Undergraduate Degree | |
| The Pennsylvania State University | College/University | Graduate Degree Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Graduate 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 Masters Business Admin | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Los Angeles Capital Management LLC
 Los Angeles Capital Management LLC Investment ManagersFinance Los Angeles Capital Management LLC (LACM) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Formerly known as Los Angeles Capital Management & Equity Research, Inc., the firm was founded in 2002 by Thomas Stevens, Hal Williams, and Stuart Matsuda. They are majority owned by LACM Holdings, Inc. LACM offers risk-controlled active equity management services to a broad range of institutional investors. | Investment Managers | Founder Analyst-Equity | |
| University of Wisconsin | College/University | Masters Business Admin Graduate Degree | |
Los Angeles County Employees Retirement Association
 Los Angeles County Employees Retirement Association Investment ManagersFinance Los Angeles County Employees Retirement Association (LACERA) is a government-owned pension fund management firm headquartered in Pasadena, California. LACERA was founded in 1938 and administers defined retirement plan benefits for the employees of its parent company, Los Angeles County, and outside districts. The firm has also administered the Retiree Healthcare Benefits Program. LACERA is further responsible for managing the pension plan and Other Post-Employment Benefits trusts that fund these programs. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
US Ski & Snowboard Team Foundation
 US Ski & Snowboard Team Foundation Miscellaneous Commercial ServicesCommercial Services United States Ski Team Foundation is a non-profit organization. It provides a range of membership programs for athletes and other young skiers engages in athletic programs. The company was founded in 1964 and is headquartered in Park City, UT. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
Soros Fund Management LLC
 Soros Fund Management LLC Investment ManagersFinance Soros Fund Management LLC (SFM) is a privately-held investment management firm now structured as a family office, but which was once a hedge fund manager. The firm was founded in 1969 and is headquartered in New York City. SFM serves as principal investment adviser to a group of funds managed for the benefit of Soros family cl fsients. | Investment Managers | Portfolio Manager-Equities Director/Board Member | |
Guggenheim Partners LLC
 Guggenheim Partners LLC Investment ManagersFinance Guggenheim Partners LLC provides financial services. It offers investments, securities, and insurance services. The company was founded in 1881 and is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to global client base. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
Adelante Capital Management LLC
 Adelante Capital Management LLC Investment ManagersFinance Adelante Capital Management LLC (Adelante) is a SEC-registered investment advisor headquartered in Alameda, California. The firm was founded in 2004 and is a subsidiary of ACM Acquisition LLC. Adelante provides discretionary management to both domestic and foreign clients that currently consist primarily of public and corporate pension funds, foundations and endowments, banks and other financial institutions and individual investors. Client assets are managed through a variety of investment vehicles including separate accounts, commingled funds and separately managed account programs. The firm provides portfolio management services within several wrap fee programs. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| California State University-Northridge | College/University | Undergraduate Degree Undergraduate Degree | |
| Pepperdine University | College/University | Undergraduate Degree Undergraduate Degree | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | Investment Committee Member Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Corporate Officer/Principal Masters Business Admin | |
| California State University-Fullerton | College/University | Undergraduate Degree Undergraduate Degree | |
Kayne Anderson Rudnick Investment Management LLC
 Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree | |
Kayne Anderson Capital Advisors LP (Private Equity)
 Kayne Anderson Capital Advisors LP (Private Equity) Investment ManagersFinance Kayne Anderson Capital Advisors LP (Kayne Anderson Capital Advisors) is a private equity subsidiary of Kayne Anderson Capital Advisors LP founded in 1991. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor Private Equity Analyst | |
Kayne Anderson Capital Advisors LP
 Kayne Anderson Capital Advisors LP Investment ManagersFinance Kayne Anderson Capital Advisors LP (Kayne Anderson) is a SEC-registered investment advisor and alternative investment management firm headquartered in Los Angeles, California. Formerly known as Kaim Non Traditional LP, the firm was founded in 1984 by Richard Kayne and John Anderson. They are owned by Richard Kayne through his majority ownership of Kayne Anderson Investment Management, Inc. Kayne Anderson provides investment supervisory services through privately offered pooled investment vehicles, and to a lesser extent, through separate accounts and mutual funds. | Investment Managers | Trading-Equity Private Equity Analyst | |
Research Affiliates LLC
 Research Affiliates LLC Investment ManagersFinance Research Affiliates LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2002 by Robert Arnott and Jason Hsu. They are a subsidiary of Research Affiliates Global Holdings LLC. Research Affiliates provides discretionary and non-discretionary sub-advisory services to an independent, third-party investment adviser to unaffiliated registered investment companies, separately managed accounts and private funds. | Investment Managers | Corporate Officer/Principal | |
Blue Hill Partners LLC
 Blue Hill Partners LLC Investment ManagersFinance Blue Hill Partners LLC (Blue Hill Partners)is a venture capital subsidiary of Blue Hills Management LLC founded in 2001 by Joyce M Ferris and Alan A. The firm is headquartered at Philadelphia, Pennsylvania. | Investment Managers | Corporate Officer/Principal | |
| MERMAID MARITIME | Oil & Gas Production | Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 50 |
| Thailand | 2 |
Sectoraal
| Consumer Services | 25 |
| Finance | 24 |
| Commercial Services | 2 |
| Health Services | 2 |
| Energy Minerals | 2 |
Operationeel
| Corporate Officer/Principal | 203 |
| Director/Board Member | 172 |
| Undergraduate Degree | 99 |
| Portfolio Manager-Equities | 67 |
| Masters Business Admin | 44 |
Sterkste connecties
| Insiders | |
|---|---|
| Ronald Kruszewski | 30 |
| Mark Fukunaga | 26 |
| Tom H. Peterson | 26 |
| David Olivet | 25 |
| Steven David Smith | 20 |
| Hank Holland | 18 |
| Alan Boyce | 16 |
| Jay Willoughby | 15 |
| Dan Rubin | 13 |
| Bryan Kruse White | 12 |
| Patrick M. James | 12 |
| Christopher Moller | 12 |
| Derek Lemke-von Ammon | 11 |
| Brent Morrison | 11 |
| Doug Le Bon | 11 |
- Beurs
- Insiders
- Michael Patrick O'Keeffe
- Bedrijfsconnecties
