Dan Carlson
Algemeen Directeur bij VS Trust
Oorsprong van het eerstegraads netwerk van Dan Carlson
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
University of Illinois
436
| College/University | Other Consumer Services | 436 |
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.
124
| Subsidiary | Investment Managers | 124 |
Tidal Investments LLC
 Tidal Investments LLC Investment ManagersFinance Tidal Investments LLC is a SEC-registered investment advisor and holding firm headquartered in Milwaukee, Wisconsin. The firm was founded by Daniel Carlson and Michael Venuto in 2012 as Toroso Investments LLC. They are owned by Toroso Investments Topco LLC. Tidal Investments specializes in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers.
13
| Holding Company | Investment Managers | 13 |
Avatar Associates
 Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios.
8
| Extinct | Investment Managers | 8 |
Harris Bank
 Harris Bank Major BanksFinance Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL
7
| Extinct | Major Banks | 7 |
Buck Global LLC
 Buck Global LLC Miscellaneous Commercial ServicesCommercial Services Buck Global LLC engages in the provision of human resource-focused consulting and technology services to mid- to large-sized companies and government agencies. It offers consulting for employee retirement programs, compliance, recruiting, and talent management, and benefits administration. The company was founded by George Buck Sr. in 1916 and is headquartered in New York, NY.
3
| Subsidiary | Miscellaneous Commercial Services | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Dan Carlson 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 | Analyst-Fixed Income Analyst-Equity Analyst-Equity | |
| LINCOLN NATIONAL CORPORATION | Life/Health Insurance | President Corporate Officer/Principal | |
Mesirow Financial Investment Management, Inc.
 Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| Washington University in St. Louis | College/University | Graduate Degree Graduate Degree | |
SunAmerica Asset Management LLC
 SunAmerica Asset Management LLC Investment ManagersFinance SunAmerica Asset Management LLC (SAAMCo) is a registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded in 1982 and is a wholly-owned subsidiary of American General Life Insurance Co., ultimately owned by American International Group, Inc. (NYSE: AIG). SAAMCo offers investment management and advisory services to open-end US registered investment companies and to an offshore, wholly-owned subsidiaries of a certain registered fund. They also offer model portfolios in connection with wrap programs known as unified managed account (UMA) wrap programs. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Director of Research - Equity Analyst-Equity | |
Chartwell Investment Partners LLC
 Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer | |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Analyst-Equity Analyst-Equity | |
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-Fixed Income Portfolio Manager-Equities Corporate Officer/Principal | |
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 | Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
40/86 Advisors, Inc.
 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income Analyst-Fixed Income Corporate Officer/Principal Portfolio Manager-Fixed Income | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| George Washington University | College/University | Graduate Degree Graduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Masters Business Admin | |
| Drexel University | College/University | Undergraduate Degree Undergraduate Degree | |
The Colorado College
 The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree 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 | Graduate Degree Masters Business Admin Masters Business Admin | |
| DePaul University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| LaSalle University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree Masters Business Admin | |
| Lehigh University | College/University | Masters Business Admin Undergraduate Degree | |
| CFA Society of Philadelphia | Corporate Officer/Principal Corporate Officer/Principal | ||
| University of Michigan | College/University | Doctorate Degree Graduate Degree | |
Sturdivant & Co., Inc. (Broker)
 Sturdivant & Co., Inc. (Broker) Investment Banks/BrokersFinance Founded in 1988, Sturdivant & Co., Inc. is a full service brokerage firm located in Mt. Laurel, New Jersey. Sturdivant & Co. The firm's trading department utilizes the latest technologies to provide clients with maximum efficiency and overall execution excellence for both listed and NASDAQ orders. Sturdivant is connected to many of the major FIX order routing networks including Bloomberg, ITG RouteNet, MacGregor, TradeWare and TNS, as well as the major ECNs. With electronic order routing, traders benefit from seamless and efficient connectivity to Sturdivant directly from their existing systems. The firm strives to tap as many sources of liquidity to ensure that their clients' orders are executed as efficiently as possible. For clients who want their orders executed with a Volume Weighted Average Price (VWAP) strategy, Sturdivant's trading systems allow them to enter orders in multiple ways such as slicing the order into the market on a percentage basis, as a percentage of volume, or slicing it into the market at various times during the day. The firm brings their clients closer to the market through their relationship with a premier, independent Direct Access broker allowing them to provide point-of-sale execution and real-time information. Sturdivant is a member of the Philadelphia Stock Exchange. They can execute client orders on all the worldwide exchanges through their relationship with BNY ConvergEx Group and HSBC Securities (USA), Inc. | Investment Banks/Brokers | Director of Research - Equity Director of Research - Equity | |
| The Pennsylvania State University | College/University | Undergraduate Degree Graduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Universidad Católica Andrés Bello | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Providence College | College/University | Undergraduate Degree Undergraduate Degree | |
St. Louis Science Center
 St. Louis Science Center Other Consumer ServicesConsumer Services The St. Louis Science Center operates a planetarium center. The private company is based in St. Louis, MO. Todd A. Bastean has been the CEO of the company since 2019. | Other Consumer Services | Director/Board Member | |
| CHINA HOUSING & LAND DEVELOPMENT, INC. | Real Estate Development | Director/Board Member | |
| RONGFU AQUACULTURE, INC. | Other Consumer Specialties | Director/Board Member | |
| CHINA ELECTRIC MOTOR, INC. | Electrical Products | Director of Finance/CFO |
Statistieken
Internationaal
| Verenigde Staten | 45 |
| China | 4 |
| Filippijnen | 2 |
| Venezuela | 2 |
Sectoraal
| Consumer Services | 23 |
| Finance | 16 |
| Miscellaneous | 7 |
| Technology Services | 2 |
| Health Technology | 2 |
Operationeel
| Corporate Officer/Principal | 172 |
| Director/Board Member | 111 |
| Undergraduate Degree | 99 |
| Portfolio Manager-Equities | 56 |
| Analyst-Equity | 50 |
Sterkste connecties
| Insiders | |
|---|---|
| Heung Sang Fong | 31 |
| Shawn T. Carolan | 24 |
| Julian Wolhardt | 18 |
| Doug Dossey | 18 |
| Matt Anderson | 16 |
| Anand U. Gowda | 14 |
| John Heffern | 14 |
| Ricardo Angel | 13 |
| Paul Walker | 12 |
| Ed Antoian | 10 |
| Yat Yan Hui | 10 |
| Michael Suen | 10 |
| Jude Thaddeus Driscoll | 10 |
| Jeffrey M. Farrero | 9 |
| Nikhil G. Lalvani | 8 |
- Beurs
- Insiders
- Dan Carlson
- Bedrijfsconnecties
