Chris Robbins
Analist-Vaste Inkomen bij Bartlett & Co. Wealth Management LLC
Oorsprong van het eerstegraads netwerk van Chris Robbins
Entiteit | Type entiteit | Industrie | |
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University of Cincinnati (Ohio)
49
| College/University | Other Consumer Services | 49 |
Xavier University
19
| College/University | Other Consumer Services | 19 |
Bartlett & Co. Wealth Management LLC
Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base of high net-worth individuals and families, foundations and endowments, corporate and nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans.
16
| Subsidiary | Investment Managers | 16 |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds.
15
| Extinct | Investment Managers | 15 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Chris Robbins via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Chief Investment Officer Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Thrivent Investment Management, Inc.
Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities | |
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Sales & Marketing | |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | Investment Managers | President Analyst-Equity | |
Opus Capital Group LLC
Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Investment Managers | Analyst-Equity Analyst-Equity | |
Ameritas Investment Partners, Inc.
Ameritas Investment Partners, Inc. Investment ManagersFinance Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
PHILLIPS EDISON & COMPANY, INC. | Real Estate Investment Trusts | Chief Operating Officer Director of Finance/CFO | |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
Stanford University | College/University | Corporate Officer/Principal Graduate Degree | |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
Mount St. Joseph University | College/University | Undergraduate Degree | |
Indiana University | College/University | Doctorate Degree Masters Business Admin | |
Miami University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northern Kentucky University | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
University of Dayton | College/University | Undergraduate Degree Undergraduate Degree | |
University of Kentucky | College/University | Undergraduate Degree Doctorate Degree | |
University of Maryland | College/University | Graduate Degree | |
University of Michigan | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of Mumbai | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Tokarz Group Advisers LLC
The Tokarz Group Advisers LLC Investment ManagersFinance The Tokarz Group Advisers LLC (Tokarz Group Advisers) is a private equity firm founded in 2006 by Michael Theodore Tokarz. The firm is headquartered in Purchase, New York. | Investment Managers | Private Equity Investor | |
Cincinnati Children's Hospital Medical Center
Cincinnati Children's Hospital Medical Center Hospital/Nursing ManagementHealth Services Cincinnati Children's Hospital Medical Center provides health care services for children's. It offers clinical services, from treatments for rare and complex conditions to well-child care, and education and training, and research services. The firm's services include transplants of hearts, blood and marrow, livers, kidneys and small bowel. The company was founded in 1883 and is headquartered in Cincinnati, OH. | Hospital/Nursing Management | Director/Board Member Private Equity Investor | |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Investment Banks/Brokers | Corporate Officer/Principal | |
Kao USA, Inc.
Kao USA, Inc. Specialty StoresRetail Trade Kao USA Inc. manufactures and markets personal care products for men and women. The firm's brands includes Jergens, John Frieda, GUHL, Cur?l, Soft Sense, Bior? and Ban. The company was founded by Tomiro Nagase in 1882 and is headquartered in Cincinnati, OH. | Specialty Stores | Corporate Officer/Principal Sales & Marketing | |
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. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
Cincinnati Society of Financial Analysts | Corporate Officer/Principal President | ||
UMD, Inc.
UMD, Inc. Pharmaceuticals: MajorHealth Technology UMD, Inc. develops drug delivery systems and technologies. Its products are tampon-based formulation of a non-steroidal anti-inflammatory drug for the treatment of dysmenorrhea. The company was founded by Donald C. Harrison in 1997 and is headquartered in Cincinnati, OH. | Pharmaceuticals: Major | Director/Board Member Founder | |
National Underground Railroad Freedom Center, Inc.
National Underground Railroad Freedom Center, Inc. Other Consumer ServicesConsumer Services National Underground Railroad Freedom Center, Inc. operates as museum of conscience, an education center, a convener of dialogue, and a bea¬con of light for inclusive freedom around the globe. It gives the meaning of inclusive freedom by presenting permanent and special exhibits that inspire, public programming that provoke dialogue and action, and educational resources that equip modern abolitionists. The company was founded in 2004 and is headquartered in Cincinnati, OH. | Other Consumer Services | Director/Board Member Corporate Officer/Principal | |
World Affairs Council of Jacksonville
World Affairs Council of Jacksonville Miscellaneous Commercial ServicesCommercial Services World Affairs Council of Jacksonville is a non-profit organization. It engages in the citizens of Northeast Florida in becoming informed participants in the global community. The company was founded in 1985 and is headquartered in Jacksonville Beach, FL. | Miscellaneous Commercial Services | Director/Board Member | |
Singapore-MIT Alliance for Research & Technology
Singapore-MIT Alliance for Research & Technology Miscellaneous Commercial ServicesCommercial Services Singapore-MIT Alliance for Research & Technology engages in research and development in life sciences. The company was founded in 2007 and is headquartered in Singapore. | Miscellaneous Commercial Services | Chief Tech/Sci/R&D Officer | |
Jack C. Keir, Inc.
Jack C. Keir, Inc. Miscellaneous Commercial ServicesCommercial Services Jack C. Keir, Inc. provides training solutions for financial services professionals seeking to prepare for various financial and insurance certification exams. Its products prepare financial services professionals for the Certified Financial Planner (CFP), Financial Industry Regulatory Authority (FINRA), and several property and casualty examinations. The company was founded by Jack C. Keir in 1968 and is headquartered in Middletown, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
OCEAN Accelerator, Inc.
OCEAN Accelerator, Inc. Investment ManagersFinance OCEAN Accelerator Inc (OCEAN Accelerator) is an private equity firm founded in 2014 by Tim Metzner, Tim Brunk and Chad Reynolds. The firm is headquartered in Cincinnati, Ohio. | Investment Managers | Founder Founder | |
Wasson Enterprise LLC
Wasson Enterprise LLC Investment ManagersFinance Wasson Enterprise LLC (Wasson Enterprise) is a venture capital firm founded in 2016 by Gregory D. Wasson and Kim Wasson. The firm is headquartered in Chicago, Illinois. | Investment Managers | President Sales & Marketing | |
MCF Advisors LLC
MCF Advisors LLC Investment ManagersFinance MCF Advisors LLC (MCF) is an independent, SEC-registered investor advisor headquartered in Covington, Kentucky. The firm was founded by Robert B. Sathe in 2000 and do-business-as MCF Institutional. MCF provides portfolio management services to individuals, high net-worth individuals, trusts, pension and profit-sharing plans, charitable institutions (which include foundations), and corporations or other businesses. | Investment Managers | Chief Investment Officer | |
Astronomer, Inc.
Astronomer, Inc. Packaged SoftwareTechnology Services Astronomer, Inc. develops software for online data transfer. Its services include connector development, data hub implementation, data science, and data visualization. The company was founded by Greg Neiheisel, Tim Brunk and Ry Walker in May 2015 and is headquartered in Cincinnati, OH. | Packaged Software | Founder | |
National City Commercial Capital Corp.
National City Commercial Capital Corp. Finance/Rental/LeasingFinance Part of The PNC Financial Services Group, Inc., National City Commercial Capital Corp. provides business financing. The company is based in Cincinnati, OH. The CEO of the company is Vincent D. Rinaldi. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Phillips Edison Grocery Center REIT III, Inc
Phillips Edison Grocery Center REIT III, Inc Real Estate Investment TrustsFinance Phillips Edison Grocery Center REIT III, Inc. seeks to acquire and manage grocery-anchored neighborhood and community shopping centers with mix of national, regional, and local tenants selling necessity-based goods and services, and are anchored by a grocery provider in the region, with the specific grocery store demonstrating solid sales performance. The company was founded on April 15, 2016 and is headquartered in Cincinnati, OH. | Real Estate Investment Trusts | Director of Finance/CFO | |
BIOLIDICS LIMITED | Biotechnology | Chief Operating Officer |
Statistieken
Internationaal
Verenigde Staten | 41 |
India | 2 |
Singapore | 2 |
Sectoraal
Finance | 21 |
Consumer Services | 13 |
Commercial Services | 5 |
Health Technology | 3 |
Health Services | 2 |
Operationeel
Corporate Officer/Principal | 84 |
Director/Board Member | 72 |
Undergraduate Degree | 72 |
Portfolio Manager-Equities | 41 |
Masters Business Admin | 30 |
Sterkste connecties
Insiders | |
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Don Harrison | 30 |
Jane Ellen Henney | 20 |
Bruce Brown | 13 |
Candace Kendle | 12 |
Tim Metzner | 9 |
Parag Rathi | 8 |
Nancy L. Zimpher | 8 |
Liang Liang | 8 |
Quan Wei Yuan | 8 |
Siddharth Sinha | 7 |
Mike Cambron | 7 |
Kelley Jeannette Downing | 6 |
Nolan Bean | 6 |
Jerry Y. S. Lin | 6 |
Phillip Steude | 6 |
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