Bill Heaphy
Portefeuillebeheerder-Aandelen bij William Blair Investment Management LLC
Oorsprong van het eerstegraads netwerk van Bill Heaphy
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
William Blair Investment Management LLC
 William Blair Investment Management LLC Investment ManagersFinance William Blair Investment Management LLC (William Blair) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2014 and is a wholly-owned subsidiary of WBC Holdings LP. William Blair provides investment solutions to corporations, pension funds, governments and public agencies, endowments, foundations, Taft-Hartley plans, and other institutional investors across the globe.
39
| Subsidiary | Investment Managers | 39 |
Investment Counselors of Maryland LLC
 Investment Counselors of Maryland LLC Investment ManagersFinance Investment Counselors of Maryland LLC (ICM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 1972 and is a subsidiary of William Blair Investment Management LLC, which is owned by WBC Holdings LP. ICM provides value-oriented, fundamentally based advisory services to institutional investors, collective trust funds, individuals, high net worth individuals, and a mutual fund.
34
| Extinct | Investment Managers | 34 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Bill Heaphy via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Chief Investment Officer Portfolio Manager-Fixed Income Analyst-Equity | |
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 | Analyst-Equity Corporate Officer/Principal | |
| Washington University in St. Louis | College/University | Masters Business Admin | |
| NAVIGANT CONSULTING, INC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
John D. & Catherine T. MacArthur Foundation
 John D. & Catherine T. MacArthur Foundation Investment Trusts/Mutual FundsMiscellaneous The John D. & Catherine T. MacArthur Foundation (dba MacArthur Foundation) is a private foundation headquartered in Chicago, Illinois. Founded in 1970, the firm supports creative people, effective institutions, and influential networks building a more just, verdant, and peaceful world. MacArthur Foundation provides grants and impact investments to organizations and individuals in the US and around the world. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
US Bancorp Asset Management, Inc.
 US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Oracle Investment Management, Inc.
 Oracle Investment Management, Inc. Investment ManagersFinance OOracle Investment Management, Inc. (OIM) is an independent registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded by Larry N. Feinberg in 1993. OIM provides discretionary investment advisory services to private investment funds. Investors in the Funds consist primarily of institutional investors, high net worth individuals, and family offices. | Investment Managers | Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
ClearBridge LLC
 ClearBridge LLC Investment ManagersFinance ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities. | Investment Managers | Portfolio Manager-Equities | |
| Vanderbilt University | College/University | Undergraduate Degree | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity Chairman Analyst-Equity Analyst-Equity Chief Executive Officer | |
Burns Pauli Mahoney Co.
 Burns Pauli Mahoney Co. Investment Banks/BrokersFinance Part of Pauli & Co., Inc., Burns Pauli Mahoney Co. is a company that provides investment banking and brokerage services. The company is based in St. Louis, MO. Burns Pauli Mahoney was acquired by Pauli & Co., Inc. on October 09, 1996. | Investment Banks/Brokers | Corporate Officer/Principal | |
Thomson, Horstmann & Bryant, Inc.
 Thomson, Horstmann & Bryant, Inc. Investment ManagersFinance Thomson, Horstmann & Bryant, Inc. (THB) is an independent investment management firm headquartered in Norwalk, Connecticut. The firm was founded by Al J. Thomson, Richard Horstmann and Bill Bryant in 1982. They are wholly-owned by Victory Capital Holdings, Inc. (NASDAQ: VCTR), which is owned by Crestview LLC. THB manages stable, diversified, niche equity strategies for their corporate, endowment, and high net-worth investors. | Investment Managers | Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree | |
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 | Undergraduate Degree Graduate Degree Masters Business Admin | |
| DePauw University | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree | |
| The Johns Hopkins University | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| Loyola University Maryland, Inc. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Baltimore | College/University | Graduate Degree Graduate 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 | Graduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Iowa | College/University | Masters Business Admin | |
| University of Maryland | College/University | 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 | |
| University of Michigan | College/University | Masters Business Admin Masters Business Admin | |
| Wesleyan University | College/University | Undergraduate Degree | |
Lyric Opera of Chicago
 Lyric Opera of Chicago Movies/EntertainmentConsumer Services Lyric Opera of Chicago provides live theatrical presentations. The company was founded by Carol Fox, Nicola Rescigno and Lawrence V. Kelly in 1954 and is headquartered in Chicago, IL. | Movies/Entertainment | Director/Board Member | |
William Blair & Co. LLC (Investment Management)
 William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Chairman Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Head-Equity Investments Analyst-Equity Analyst-Equity Analyst-Equity | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Kellogg School of Management | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
| The University of North Carolina at Charlotte | College/University | Masters Business Admin 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. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
| Kelley School of Business | College/University | Undergraduate Degree | |
| Pricewaterhousecoopers LLC | Corporate Officer/Principal | ||
William Blair International Ltd.
 William Blair International Ltd. Investment Banks/BrokersFinance Part of WBC Holdings LP, William Blair International Ltd. is a brokerage services provider. The company is based in London, UK. Founded in 1998. | Investment Banks/Brokers | Chief Executive Officer | |
Palmer Square Capital Management LLC
 Palmer Square Capital Management LLC Investment ManagersFinance Palmer Square Capital Management LLC (Palmer Square) is a SEC-registered investment advisor headquartered in Mission Woods, Kansas. The firm was founded by Christopher Long in 2009 and is a subsidiary of Palmer Square Holdings LLC. Palmer Square provides investment advisory services to institutions, high-net worth individuals, collective investment trusts, investment companies and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Fixed Income | |
| The University of Nebraska-Lincoln | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| Verenigd Koninkrijk | 2 |
Sectoraal
| Consumer Services | 26 |
| Finance | 21 |
| Commercial Services | 2 |
| Miscellaneous | 2 |
Operationeel
| Corporate Officer/Principal | 88 |
| Portfolio Manager-Equities | 81 |
| Analyst-Equity | 78 |
| Undergraduate Degree | 58 |
| Masters Business Admin | 31 |
Sterkste connecties
| Insiders | |
|---|---|
| Dave Robertson | 12 |
| Nabil Elsheshai | 10 |
| James Shurtleff | 8 |
| Dave Mitchell | 8 |
| Matt Fleming | 8 |
| Stephanie Braming | 8 |
| Robert Frank Jacapraro | 8 |
| David Ricci | 8 |
| Dan Crowe | 8 |
| Jack Murphy | 8 |
| Josh Overholt | 8 |
| Jim Jones | 7 |
| Tom Clarke | 7 |
| Brian Singer | 7 |
| Drew Gilchrist | 7 |
- Beurs
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