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Oorsprong van het eerstegraads netwerk van Patrick Kelley
Entiteit | Type entiteit | Industrie | |
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Kennedy Capital Management LLC
![]() Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients.
38
| Subsidiary | Investment Managers | 38 |
Fourthstone LLC
![]() Fourthstone LLC Investment ManagersFinance Fourthstone LLC is an independent registered investment adviser and hedge fund manager headquartered in St. Louis, Missouri. It was founded by Phil and Amy Stone in 2013. The firm provides investment advisory, management and other services to high net worth individuals and privately offered investment vehicles. It also provides asset management services to their clients on a separately managed account basis.
4
| Private Company | Investment Managers | 4 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Patrick Kelley via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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BOEING | Aerospace & Defense | 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 | Corporate Officer/Principal Analyst-Equity | |
Washington University in St. Louis | College/University | Masters Business Admin | |
Segall Bryant & Hamill LLC
![]() Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Investment Managers | Analyst-Equity Analyst-Equity | |
SOUTHERN MISSOURI BANCORP, INC. | Savings Banks | Director of Finance/CFO | |
FACTSET RESEARCH SYSTEMS, INC. | Data Processing Services | Corporate Officer/Principal | |
Trinity University | College/University | Undergraduate Degree | |
WCM Investment Management LLC
![]() WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. | Investment Managers | Analyst-Equity Analyst-Equity | |
Argent Capital Management LLC
![]() Argent Capital Management LLC Investment ManagersFinance Argent Capital Management LLC (Argent) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1998 by John Meara and Steven Finerty. Argent manages assets for institutions and high-net-worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Edward D. Jones & Co. LP
![]() Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Investment Managers | Analyst-Equity | |
Susquehanna Financial Group LLLP
![]() Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Scout Investments, Inc.
![]() Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | Investment Managers | Analyst-Equity | |
Seaport Global Securities LLC
![]() Seaport Global Securities LLC Investment Banks/BrokersFinance Seaport Global Securities LLC is a full service investment bank, capital markets advisory and research platform headquartered in New York City with offices across the US and in Europe. They are a subsidiary of Seaport Global Holdings LLC. The firm offers access to a broad selection of fixed income and equity products, as well as the market intelligence to provide insight to dynamic opportunities for its clients. Seaport Global Securities provides clients access to innovative trading solutions, competitive rates, quality execution, and superior service. Their equity trading team focuses on identifying liquidity in US, Canadian and European markets. The fixed income distribution platform covers all areas of the credit spectrum. | Investment Banks/Brokers | Director of Research - Equity | |
University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin | |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
St. Louis University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
University of Missouri | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
Indiana University | College/University | Masters Business Admin Masters Business Admin | |
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 | |
University of Illinois | College/University | Undergraduate Degree Masters Business Admin | |
Fourthstone Master opportunity Fund Ltd.
![]() Fourthstone Master opportunity Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous Fourthstone Master opportunity Fund Ltd. engages in investment services. The company was founded in 2017 and is headquartered in St. Louis, MO. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Fourthstone Offshore Opportunity Fund Ltd.
![]() Fourthstone Offshore Opportunity Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous Fourthstone Offshore Opportunity Fund Ltd. operates as a hedge fund. The company is headquartered in St. Louis, MO. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Southern Illinois University | College/University | Undergraduate Degree Graduate Degree | |
Vanderbilt University | College/University | Undergraduate Degree | |
Bowdoin College
![]() Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
Briefing.com, Inc.
![]() Briefing.com, Inc. Miscellaneous Commercial ServicesCommercial Services Briefing.com, Inc. provides market analysis information for individual and professional investors. It services include stock tracking, news summaries and market commentary. The firm provides content to partners like Charles Schwab, Reuters, MSN, Forbes and Yahoo! Finance. The company was founded in 1992 by Dick Green and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Olin Business School | College/University | Masters Business Admin | |
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 | |
Kelley School of Business | College/University | Undergraduate Degree | |
The Curtis L. Carlson School of Management | College/University | Masters Business Admin | |
East China University of Science & Technology | College/University | Undergraduate Degree | |
Midwest BankCentre, Inc.
![]() Midwest BankCentre, Inc. Regional BanksFinance Midwest BankCentre, Inc. provides banking services. The firm offers deposit products including checking savings, money market accounts, personal and business loans, credit card, cash management, trust and merchant services. It offers various investment products such as mutual funds and annuities. The company was founded in 1906 and is headquartered in St. Louis, MO. | Regional Banks | Director/Board Member | |
Rockhurst University | College/University | Undergraduate Degree | |
University of Iowa | College/University | Undergraduate Degree | |
University of Dayton | College/University | Undergraduate Degree | |
Truman State University | College/University | Undergraduate Degree | |
Fordham University
![]() Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree | |
SunGard Financial Systems
![]() SunGard Financial Systems Packaged SoftwareTechnology Services SunGard Financial Systems develops software for financial services institutions. The firm Offers software and IT services to institutions in the financial services industry. SunGard offers solutions for alternative investments, banks, brokerage& clearance, corporations, insurance, wealth & data management, and risk & compliance. The company is headquartered in New York, NY. | Packaged Software | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 45 |
Nederland | 2 |
Kaaimaneilanden | 2 |
China | 2 |
Sectoraal
Consumer Services | 23 |
Finance | 17 |
Communications | 3 |
Technology Services | 3 |
Commercial Services | 3 |
Operationeel
Analyst-Equity | 60 |
Undergraduate Degree | 37 |
Corporate Officer/Principal | 30 |
Portfolio Manager-Equities | 28 |
Masters Business Admin | 13 |
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