Eric Jacobson
Analist-Vaste Inkomen bij Morningstar, Inc. (Research)
Oorsprong van het eerstegraads netwerk van Eric Jacobson
| 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.
301
| Operating Division | Investment Managers | 301 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Eric Jacobson via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| 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 Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| University of Illinois | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate 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 Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| MORNINGSTAR, INC. | Investment Managers | Chief Executive Officer Investor Relations Contact Founder Corporate Officer/Principal Corporate Officer/Principal | |
| Indiana University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
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 Undergraduate Degree Undergraduate Degree | |
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-Fixed Income Corporate Officer/Principal | |
| The Johns Hopkins University | College/University | Undergraduate Degree Graduate Degree Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| Illinois Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Washington University in St. Louis | College/University | Graduate Degree Undergraduate Degree | |
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 | |
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 | |
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 | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Corporate Officer/Principal | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois At Urbana–Champaign | 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 | |
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 | |
Morningstar Holland BV
 Morningstar Holland BV Investment ManagersFinance Part of Morningstar, Inc., Morningstar Holland BV is a Dutch company that provides investment research. The company is based in Amsterdam, Netherlands. The company was founded in 2000. The CEO is Steven Smit. | Investment Managers | Analyst-Equity Market Strategist | |
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 | |
| Trinity International University | College/University | Graduate Degree | |
MONEY Magazine
 MONEY Magazine Publishing: Books/MagazinesConsumer Services Part of IAC, Inc., MONEY Magazine is a finance magazine publishing company. The company is based in Chicago, IL. | Publishing: Books/Magazines | Corporate Officer/Principal | |
The International Brotherhood of Teamsters
 The International Brotherhood of Teamsters Miscellaneous Commercial ServicesCommercial Services International Brotherhood of Teamsters operates a labor diverse union. It represents employees in transportation, freight-related and other industries. The firm operates under federal supervision. The company was founded in 1903 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The University of Chicago Law School | College/University | Graduate Degree | |
| The Catholic University of America | College/University | Graduate Degree | |
| Loyola University of Chicago | College/University | Doctorate Degree | |
Tortoise Capital Advisors LLC
 Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (TCA) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. TCA provides investment management services to individual and institutional investors and pooled investment vehicles. | Investment Managers | Analyst-Equity | |
ESIS, Inc.
 ESIS, Inc. Property/Casualty InsuranceFinance Part of Chubb Ltd., ESIS, Inc. is a company that provides risk management services. The company is based in Philadelphia, PA. | Property/Casualty Insurance | Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Comptroller/Controller/Auditor | |
| Marquette University | College/University | Undergraduate Degree | |
| Northern Illinois University | College/University | Undergraduate Degree | |
| Mendoza College of Business | College/University | Masters Business Admin | |
The Philadelphia Phillies
 The Philadelphia Phillies Movies/EntertainmentConsumer Services The Philadelphia Phillies operates as a baseball club. The firm offers baseball event, family entertainment and baseball tournaments. The company was founded in 1883 by Steve Carlton and is headquartered in Philadelphia, PA. | Movies/Entertainment | Corporate Officer/Principal | |
East Bank Club Venture LLC
 East Bank Club Venture LLC Other Consumer ServicesConsumer Services East Bank Club Venture LLC provides health fitness services. It also provides gracious, dynamic fitness, sports and dining facility. The company was founded on December 15, 1980 and is headquartered in Chicago, IL. | Other Consumer Services | Corporate Officer/Principal | |
| Bradley University | College/University | Undergraduate Degree | |
| MEAD JOHNSON NUTRITION CO | Food: Meat/Fish/Dairy | Corporate Officer/Principal | |
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 | |
| The University of Nottingham | College/University | Graduate 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 | |
Ecofin Advisors Ltd.
 Ecofin Advisors Ltd. Investment ManagersFinance Ecofin Advisors Ltd. (Ecofin) is an alternative investment manager and holding firm headquartered in London, UK. The firm was founded by Bernard Lambilliotte and John Murray in 1991 and was acquired in 2018 by the Tortoise group of companies; shortly afterwards it changed its name from Ecofin Ltd. to Tortoise Advisors UK Ltd. - it has now reverted to using the name Ecofin Advisors Ltd. Ecofin provides discretionary investment management services to collective investment vehicles, and to separately managed accounts which it manages on behalf of professional investors. | Investment Managers | Analyst-Equity |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Verenigd Koninkrijk | 4 |
| Nederland | 2 |
Sectoraal
| Consumer Services | 32 |
| Finance | 15 |
| Commercial Services | 3 |
| Technology Services | 2 |
| Consumer Non-Durables | 2 |
Operationeel
| Analyst-Equity | 116 |
| Corporate Officer/Principal | 105 |
| Undergraduate Degree | 81 |
| Masters Business Admin | 41 |
| Market Strategist | 20 |
Sterkste connecties
| Insiders | |
|---|---|
| Kunal Kapoor | 15 |
| Joe Mansueto | 14 |
| Richard Hilgert | 9 |
| Michael Holt | 8 |
| Neil Macker | 8 |
| Matthew Dolgin | 8 |
| Dan Romanoff | 8 |
| Dave Meats | 7 |
| Allan C. Nichols | 7 |
| Michael Wong | 7 |
| Sarah Bush | 7 |
| David Swartz | 7 |
| Seth Goldstein | 6 |
| Jaime Katz | 6 |
| Joscelyn MacKay | 6 |
- Beurs
- Insiders
- Eric Jacobson
- Bedrijfsconnecties
