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Patrick Regan
Head-Equity Investments bij Cresset Asset Management LLC
Oorsprong van het eerstegraads netwerk van Patrick Regan
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
The Curtis L. Carlson School of Management
30
| College/University | Other Consumer Services | 30 |
Cresset Asset Management LLC
![]() Cresset Asset Management LLC Investment ManagersFinance Cresset Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles.
10
| Subsidiary | Investment Managers | 10 |
Meristem Family Wealth LLC
![]() Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth LLC is an independent wealth management firm and registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Charlie Maxwell and Bob Westenberg in 2003. Meristem Family Wealth provides investment management services to individuals and families and their related family partnerships, trusts, estates, charitable organizations, corporations and other business entities.
7
| Extinct | Investment Managers | 7 |
Dain Rauscher, Inc.
6
| Extinct | Investment Banks/Brokers | 6 |
E*TRADE Group, Inc. (Old)
![]() E*TRADE Group, Inc. (Old) Internet Software/ServicesTechnology Services E*TRADE Group, Inc. (Old) is a company based in Escondido, CA.
2
| Extinct | Internet Software/Services | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Patrick Regan via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Rocky Mountain Chocolate Factory, Inc. (Colorado)
![]() Rocky Mountain Chocolate Factory, Inc. (Colorado) Food: Specialty/CandyConsumer Non-Durables Rocky Mountain Chocolate Factory, Inc. manufactures and supplies chocolates and other premium confectionery products. It offer chocolate candies and other confectionery products in varieties of clusters, caramels, creams, mints and truffles. The firm also offer special packaging for certain holidays like christmas, valentines and easter. The company was founded by Franklin E. Crail in May 1981 and is headquartered in Durango, CA. | Food: Specialty/Candy | Director/Board Member | |
Merced Capital LP
![]() Merced Capital LP Investment ManagersFinance Merced Capital LP is a privately-held, SEC-registered investment advisor and hedge fund manager headquartered in Minnetonka, Minnesota. The firm was founded as EBF & Associates in 1988 by three executives from Cargill's Financial Markets Department. The firm provides investment advisory services to privately offered pooled investment vehicles. Investors in the clients include public and private pension funds, foundations, endowment funds, funds of funds, high net worth individuals and family offices. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Sit Investment Associates, Inc.
![]() Sit Investment Associates, Inc. Investment ManagersFinance Sit Investment Associates, Inc. (Sit Investment) is a privately-owned, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Eugene Sit in 1981. Sit Investment manages client assets on a discretionary basis for several types of clients, which includes public and private institutional investors, pension funds, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations, insurance companies, municipalities, registered investment companies, private investment companies, collective investment trusts and high-net-worth individuals. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
Piper Sandler & Co. (Broker)
![]() Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
TTCP Management Services LLC
![]() TTCP Management Services LLC Investment ManagersFinance TTCP Management Services LLC (TT Capital Partners) is a private equity firm founded in 2011 by Dave A. Henderson and Kevin R. Green. The firm is headquartered in Bloomington, Minnesota. | Investment Managers | Private Equity Investor | |
Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
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 | Comptroller/Controller/Auditor Analyst-Equity Corporate Officer/Principal | |
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 | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Director/Board Member Masters Business Admin Undergraduate Degree Graduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Cresset Capital Management LLC
![]() Cresset Capital Management LLC Financial ConglomeratesFinance Cresset Capital Management LLC provides reinvent wealth management services. It offers suite of family office services, investment advisory, planning, and other services. The company was founded by Eric Becker and Avy Stein and is headquartered in Chicago, IL. | Financial Conglomerates | Founder Founder Chairman | |
Columbia Management Investment Advisers LLC
![]() Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
St. Cloud State University | College/University | Undergraduate Degree Undergraduate Degree | |
Carleton College | College/University | Undergraduate Degree Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree Doctorate Degree | |
Manchester Capital Management LLC
![]() Manchester Capital Management LLC Investment ManagersFinance Manchester Capital Management LLC (MCM) is an independent, SEC-registered investment advisor headquartered in Manchester Center, Vermont. The firm was founded in 1993 by Edward Cronin Jr. MCM provides advisory services to individuals, family office entities, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, and the Equinox Funds. | Investment Managers | Investment Committee Member Corporate Officer/Principal | |
Children's Health Care
![]() Children's Health Care Hospital/Nursing ManagementHealth Services Children's Health Care engages in the operation of a children's hospital. It offers emergency and trauma care, primary care, surgery, walk-in ready care, specialty care and departments, family services, and education materials. The company was founded in 1924 and is headquartered in Minneapolis, MN. | Hospital/Nursing Management | Director/Board Member | |
Shanghai University of Technology | College/University | Graduate Degree | |
Shanghai Microport Medical (Group) Co., Ltd.
![]() Shanghai Microport Medical (Group) Co., Ltd. Electronic Equipment/InstrumentsElectronic Technology Shanghai Microport Medical (Group) Co. Ltd. develops, manufactures, and markets medical products for interventional cardiology and peripheral vascular diseases. The company’s products include cardiovascular, endovascular, neurovascular, peripheral vascular, coronary stent systems, balloon catheters, peripheral and cardiac retractors. The company’s products are used in cardiac catheter laboratories. The company was founded in 1998 and is based in Shanghai, China. | Electronic Equipment/Instruments | Corporate Officer/Principal | |
PEIJIA MEDICAL LIMITED | Medical Specialties | Chief Operating Officer | |
Peijia Medical Technology (Suzhou) Co. Ltd.
![]() Peijia Medical Technology (Suzhou) Co. Ltd. Medical SpecialtiesHealth Technology Peijia Medical Technology (Suzhou) Co. Ltd. is a global medical innovation solution provider founded in 2013. The private company is based in Suzhou, China. The Chinese company specializes in treating intracranial aneurysms, which are abnormal bulges that occur in blood vessels in the brain due to congenital abnormalities or damage caused by various factors. The company offers intracranial aneurysm embolization intervention treatment, which involves blocking blood flow into the aneurysm without blocking surrounding small arteries or narrowing the main blood vessels. The treatment is performed using devices such as embolization spring coils, intracranial aneurysm stents, and vascular reconstruction devices. | Medical Specialties | Chief Operating Officer | |
Loyola University of Chicago | College/University | Masters Business Admin | |
Beihang University | College/University | Undergraduate Degree | |
Wheaton College (Massachusetts) | College/University | Undergraduate Degree | |
MICROPORT SCIENTIFIC CORPORATION | Medical Specialties | Chief Operating Officer | |
University of Minnesota Foundation | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
Iowa State University | College/University | Undergraduate Degree | |
Lincoln Financial Group Foundation
![]() Lincoln Financial Group Foundation Miscellaneous Commercial ServicesCommercial Services The Lincoln Financial Group Foundation operates as a nonprofit organization. The private company is based in Fort Wayne, IN. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The University of Chicago Law School | College/University | Graduate Degree | |
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 | |
USC Marshall School of Business | College/University | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 38 |
China | 6 |
Duitsland | 2 |
Kaaimaneilanden | 2 |
Sectoraal
Finance | 23 |
Consumer Services | 13 |
Commercial Services | 4 |
Health Technology | 4 |
Consumer Non-Durables | 2 |
Operationeel
Corporate Officer/Principal | 96 |
Director/Board Member | 87 |
Undergraduate Degree | 51 |
Masters Business Admin | 28 |
Portfolio Manager-Equities | 24 |
Sterkste connecties
Insiders | |
---|---|
Ronald Fisher | 41 |
Avy Stein | 33 |
Stephen C. Richards | 14 |
Richard Rodgers | 13 |
Xian Dong Jing | 12 |
Qing Sheng Zhu | 11 |
Gary P. Smaby | 11 |
Jacie Fogelberg | 10 |
Jared R. Lewis | 10 |
Philip J. Albert | 10 |
Avanish Vellanki | 10 |
Michael Rodger Buttshaw | 9 |
Lars Gunnar Okeson | 8 |
David William Karp | 8 |
Kong Rong Pan | 7 |
- Beurs
- Insiders
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