Casey Cass
Portefeuillebeheerder-Aandelen bij Barrow, Hanley, Mewhinney & Strauss LLC
Oorsprong van het eerstegraads netwerk van Casey Cass
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Barrow, Hanley, Mewhinney & Strauss LLC
 Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides US and global equity and fixed income management strategies to institutional investors, mutual funds, and other clients. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI).
54
| Subsidiary | Investment Managers | 54 |
| Public Company | Major Banks | 27 | |
Brazos Capital Management
 Brazos Capital Management Investment ManagersFinance Founded in 1983, Brazos Capital Management, formerly John McStay Investment Counsel, is a registered investment advisor located in Dallas, Texas with an additional office in New York City. The firm is a subsidiary of AIG Global Investment Corp. and their ultimate parent is American International Group, Inc. (NYSE: AIG). The firm manages the Brazos Mutual Funds and provides a variety of domestic equity, growth-oriented investment services to institutional investors.
9
| Extinct | Investment Managers | 9 |
| Subsidiary | Packaged Software | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Casey Cass via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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 Analyst-Equity | |
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Washington Mutual, Inc.
 Washington Mutual, Inc. Savings BanksFinance Washington Mutual, Inc. provides financial services to consumers and mid sized businesses in the United States. The company primarily operates through three segments: retail banking & financial services, mortgage banking and commercial banking. The retail banking and financial services segment provides investment advisory and brokerage services, sales of annuities, mutual fund management and other financial services. This segment also purchases and re-underwrites loans to subprime borrowers. The mortgage banking segment offers various home loans including fixed rate home loans, adjustable rate home loans, hybrid home loans, option ARMs and government insured or guaranteed home loans. The commercial segment provides financing to developers and investors for the acquisition or construction of multifamily dwellings and other commercial properties, originates and services multifamily and other commercial real estate loans. The company was founded in August 1994 and is headquartered in Seattle, WA. | Savings Banks | Consultant / Advisor | |
Nationwide Financial Services, Inc.
 Nationwide Financial Services, Inc. Life/Health InsuranceFinance Nationwide Financial Services, Inc. engages in long-term savings and retirement products. It develops and sells individual annuities, private and public sector group retirement plans, other investment products sold to institutions. It also provides life insurance and investment advisory services. The company was founded in November 1996 and is headquartered in Columbus, OH. | Life/Health Insurance | Corporate Officer/Principal | |
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 | Undergraduate Degree Graduate Degree | |
| University of Nebraska | College/University | Undergraduate Degree Undergraduate Degree | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Sales & Marketing Corporate Officer/Principal | |
Highland Capital Management LP
 Highland Capital Management LP Investment ManagersFinance Highland Capital Management LP (Highland) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by James (Jim) Dondero and Mark Okada in 1993. They are owned by the Highland Claimant Trust. Highland acts as an investment adviser or sub-adviser to structured product vehicles (which include but not limited to CLOs and Collateralized Debt Obligations unregistered investment funds, and single Client accounts). | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity | |
Whitebox Advisors LLC
 Whitebox Advisors LLC Investment ManagersFinance Whitebox Advisors LLC (Whitebox) is an independent, SEC-registered investment advisor and alternative asset manager headquartered in Minneapolis, Minnesota. Founded in 1999, Whitebox manages and advises private investment funds. They also offers advisory services to separately managed accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
KKR Financial Advisors LLC
 KKR Financial Advisors LLC Investment ManagersFinance Part of KKR & Co., Inc., KKR Financial Advisors LLC is a company that provides investment advisory services. The company is based in San Francisco, CA. | Investment Managers | Chief Executive Officer Chief Operating Officer Corporate Officer/Principal | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Clover Partners LP
 Clover Partners LP Investment ManagersFinance Clover Partners LP is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney and Samuel S. Moore in 1999. Clover Partners manages hedge funds and investment vehicles focused on small-cap banks. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Arizona State University | College/University | Undergraduate Degree | |
| Baylor University | College/University | Undergraduate Degree Masters Business Admin | |
| Bowling Green State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
| California State University-Fresno | College/University | Graduate 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 Undergraduate Degree | |
| Texas A&M University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| Texas Christian University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Johns Hopkins University | College/University | Graduate Degree Graduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
PineBridge Investments LLC
 PineBridge Investments LLC Investment ManagersFinance PineBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2010 and is a wholly-owned subsidiary of Pinebridge Investments Holdings (US) LLC, ultimately held by Chiltonlink Ltd. in British Virgin Islands. PineBridge Investments provides investment management/advisory services to predominantly sophisticated institutional and ultra-high net worth individual clients. Clients can opt to invest through separately managed accounts, mutual funds, and other pooled vehicles. | Investment Managers | Analyst-Equity Analyst-Equity Director of Research - Equity | |
| SMU-Cox School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Graduate Degree Graduate Degree | |
| McCombs School of Business | College/University | Masters Business Admin Masters Business Admin | |
| KKR FINANCIAL HOLDINGS LLC | Finance/Rental/Leasing | Chief Executive Officer Chief Operating Officer | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Masters Business Admin Graduate Degree | |
| University of Oklahoma | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
KKR Credit Advisors (US) LLC
 KKR Credit Advisors (US) LLC Investment ManagersFinance KKR Credit Advisors (US) LLC (KKR Credit) is a SEC-registered investment advisor and a hedge fund manager headquartered in San Francisco, California. The firm was founded in 2004 and is a wholly-owned subsidiary of Kohlberg Kravis Roberts & Co. LP. KKR Credit advises pooled investment vehicles, dedicated separately managed account vehicles, collateralized loan obligation vehicles (CLOs), closed-end investment companies, and discretionary accounts established for third-party institutional investors. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
| State University of New York at Binghamton | College/University | Undergraduate Degree | |
| Occidental College | College/University | Graduate Degree | |
| Yale University | College/University | Undergraduate Degree | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
| Johnson Graduate School of Management | College/University | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 47 |
Sectoraal
| Consumer Services | 29 |
| Finance | 21 |
Operationeel
| Corporate Officer/Principal | 147 |
| Undergraduate Degree | 88 |
| Analyst-Equity | 76 |
| Portfolio Manager-Equities | 51 |
| Director/Board Member | 37 |
Sterkste connecties
| Insiders | |
|---|---|
| Nino Fanlo | 19 |
| Graham Brown | 14 |
| Hadley S. Robbins | 12 |
| David Alan Netjes | 12 |
| Paul Nolde | 11 |
| Larry D. Willard | 10 |
| Alice Cui | 10 |
| Eivind Olsen | 10 |
| Opal Perry | 10 |
| Dennis Jack Mooradian | 10 |
| Craig Ray Swann | 9 |
| David I. Feygenson | 9 |
| Alan Gardner | 9 |
| Brian A. Stern | 8 |
| Pranay Gupta Laharia | 8 |
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