Daniel Rohr
Directeur van Onderzoek - Eigen Vermogen bij Morningstar, Inc. (Research)
Oorsprong van het eerstegraads netwerk van Daniel Rohr
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.
288
| Operating Division | Investment Managers | 288 |
The University of Chicago Booth School of Business
256
| College/University | Other Consumer Services | 256 |
The Johns Hopkins University
194
| College/University | Other Consumer Services | 194 |
Hammond Associates Institutional Fund Consultants, Inc.
 Hammond Associates Institutional Fund Consultants, Inc. Investment ManagersFinance Founded by Dennis Hammond in 1985, Hammond Associates Institutional Fund Consultants, Inc. is an institutional fund consulting research firm located in St. Louis, Missouri. The firm is also known as Hammond Associates Institutional Fund Consultants, Inc. Their clients include universities, foundations, healthcare organizations, corporate and public retirement plans and private high net-worth individual investors. Hammond Associates combines academic theory and thorough proprietary research to develop sound, practical investment strategies for their clients. The firm's asset allocation model divides the investment universe into three distinct groups: (1) growth assets (2) risk reduction assets and (3) inflation-protection assets. Growth assets include the underlying managers of domestic and foreign equity securities. Risk reduction assets include the underlying managers of domestic and foreign fixed-income securities and other diversified strategies. Inflation-protection assets include the underlying managers of liquid real asset strategies such as real estate, commodities or energy. Hammond Associates' capital markets research team focuses exclusively on building and enhancing their best asset allocation strategies. The firm's traditional, hedge fund and private market research groups then source investments to implement those asset allocation orientations. For the selection of traditional investments, the firm's primary objective is to deliver the core exposures of their preferred asset classes. Hammond Associates uses hedge fund investments using them to complement traditional strategies in equities, bonds and real assets. With hedge fund allocations, the firm's first priority is capital preservation. Their services include manager sourcing, initial due diligence, hedge fund portfolio construction and post-investment monitoring including customized risk reports at the manager and portfolio level. Hammond Associates' private markets research team conducts rigorous due diligence evaluations of direct private equity and real assets fund managers. They seek to help optimize private market programs with disciplined and customized approaches for a variety of client situations. The firm models portfolio cash flows related to existing and projected commitments to help clients implement private market investment programs. Their proprietary monitoring and reporting system provides monthly portfolio visibility.
8
| Extinct | Investment Managers | 8 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Daniel Rohr via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Kemper Financial Services, Inc.
 Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Washington University in St. Louis | College/University | Graduate Degree Undergraduate Degree | |
KBW LLC
 KBW LLC Investment Banks/BrokersFinance KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity Corporate Officer/Principal | |
Interactive Telesis, Inc.
 Interactive Telesis, Inc. Specialty TelecommunicationsCommunications Interactive Telesis, Inc. provides interactive voice response and speech-enabled hosting services. Its services include digital third party verification, phone real estate, InvestorREACH, voice and data hosting and telephony development. The firm’s products include IT voice mail, record on command and digital voice IQ. The company was founded on June 19, 1987 and is headquartered in Carlsbad, CA. | Specialty Telecommunications | Corporate Officer/Principal | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Capital One Bank (USA), NA
 Capital One Bank (USA), NA Major BanksFinance Capital One Bank (USA) NA provides banking services. It offers checking accounts; credit and debit cards; loans; insurance; payment protection; phone banking; bills payment; lending; and online banking services. It provides financial products and services to consumers, small businesses, and commercial clients. The company was founded by Richard D. Fairbank on November 1994 and is headquartered in McLean, VA. | Major Banks | Corporate Officer/Principal | |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal | |
State Farm Insurance Cos.
 State Farm Insurance Cos. Multi-Line InsuranceFinance State Farm Insurance Cos. provides personal property and casualty insurance services. It also offers auto insurance quotes, auto, home, life and health policies. The firm also provides commercial auto insurance coverage for renters, business owners, boats and motorcycles. The company was founded by George Jacob Mecherle in 1922 and is headquartered in Bloomington, IL. | Multi-Line Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Round Table Services LLC
 Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Investment Managers | Analyst-Equity | |
| ENI S.P.A | Oil Refining/Marketing | Corporate Officer/Principal | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance 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. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| George Washington University | College/University | Graduate Degree Undergraduate Degree | |
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Corporate Officer/Principal | |
Paddock Publications, Inc.
 Paddock Publications, Inc. Publishing: NewspapersConsumer Services Paddock Publications, Inc. provides news paper publishing services. Its news papers include The Daily Herald, Reflejos, and Dailyherald.com. The firm's news papers offer information about sports, business, and entertainment. The company was founded by Hosea C. Paddock on December 15, 1898 and is headquartered in Arlington Heights, IL. | Publishing: Newspapers | Corporate Officer/Principal Corporate Officer/Principal | |
Fitch Ratings, Inc.
 Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
KBC Securities USA, Inc.
 KBC Securities USA, Inc. Investment Banks/BrokersFinance Founded in 1999, KBC Securities USA, Inc. is a broker/dealer located in New York City. The firm began as the Financial Products group of D. E. Shaw & Co. In 1999, they were purchased by KBC Bank NV. They are a subsidiary of KBC Securities USA, Inc. and their ultimate parent is of KBC Groupe SA (LSE: KBC). KBC Securities is a specialist in annuities, convertible bonds and equity derivatives with a strategic focus on technology. They serve a range of global investors including mutual funds, pension funds, insurance companies, banks, private banks and hedge funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| MORNINGSTAR, INC. | Investment Managers | Chief Executive Officer Investor Relations Contact Founder Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Illinois | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| DePaul University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Corporate Officer/Principal 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 | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Kenyon College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois At Urbana–Champaign | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Georgia | College/University | Undergraduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Doctorate Degree Undergraduate Degree | |
| University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree | |
| Illinois Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Investment Managers | Chief Executive Officer Chairman | |
Barnes & Noble College Booksellers, Inc.
 Barnes & Noble College Booksellers, Inc. Specialty StoresRetail Trade Barnes & Noble College Booksellers, Inc. owns and operates a chain of campus bookstores for academic institutions, public, private, law and medical schools. It offers new and used textbooks, general reading books, notebooks, school merchandise, athletic gear and alumni products. The company was founded by Charles M. Barne in 1873 and is headquartered in Basking Ridge, NJ. | Specialty Stores | Corporate Officer/Principal | |
| US Air Force | Sovereign | Corporate Officer/Principal | |
GSAM Strategist Portfolios LLC (Inv Mgmt)
 GSAM Strategist Portfolios LLC (Inv Mgmt) Investment ManagersFinance GSAM Strategist Portfolios LLC (Inv Mgmt) (GSAMSP) is the investment management division of GSAM Strategist Portfolios LLC, a research company headquartered in New York City. The firm was founded in 1995 as Standard & Poor's Investment Advisory Services LLC. They were acquired by GSAM Holdings LLC in July 2019. GSAMSP offers multi-asset and rules-based equity strategies to a range of individual and institutional investors worldwide. | Investment Managers | Corporate Officer/Principal | |
| St. Lawrence University | College/University | Undergraduate Degree | |
| Zicklin School of Business | College/University | Masters Business Admin | |
| Florida State University | College/University | Undergraduate Degree | |
| Bradley University | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Italië | 2 |
| Canada | 2 |
| Frankrijk | 2 |
| Verenigd Koninkrijk | 2 |
Sectoraal
| Consumer Services | 27 |
| Finance | 18 |
| Communications | 2 |
| Energy Minerals | 2 |
| Commercial Services | 2 |
Operationeel
| Analyst-Equity | 111 |
| Corporate Officer/Principal | 109 |
| Undergraduate Degree | 85 |
| Masters Business Admin | 42 |
| Director/Board Member | 23 |
Sterkste connecties
| Insiders | |
|---|---|
| Kunal Kapoor | 15 |
| Joe Mansueto | 14 |
| Richard Hilgert | 9 |
| Shahab Vagefi | 9 |
| Michael Holt | 8 |
| Neil Macker | 8 |
| Matthew Dolgin | 8 |
| Dan Romanoff | 8 |
| Michael Wong | 7 |
| Sarah Bush | 7 |
| Dave Meats | 7 |
| Mark Hanson | 6 |
| Brian Colello | 6 |
| Andrew Bischof | 6 |
| Rajiv Bhatia | 6 |
- Beurs
- Insiders
- Daniel Rohr
- Bedrijfsconnecties
