Frank Burgess
Oprichter bij Madison Asset Management LLC
Oorsprong van het eerstegraads netwerk van Frank Burgess
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
University of Wisconsin
110
| College/University | Other Consumer Services | 110 |
Madison Asset Management LLC
 Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios.
53
| Subsidiary | Investment Managers | 53 |
American Riviera Bank (Santa Barbara, California)
 American Riviera Bank (Santa Barbara, California) Regional BanksFinance American Riviera Bank engages in the provision of community banking services, with a focus on serving the lending and deposit needs of businesses and consumers. It operates through the following segments: Commercial, Real Estate-Commercial, Real Estate-Residential, Construction, and Consumer and Other. The Commercial segment includes commercial and industrial loans. The Real Estate-Commercial segment consists of real estate mortgage loans. The Real Estate-Residential segment covers single family residential real estate and home equity lines of credit. The Construction segment consists of construction and land loans. The Consumer and Other segment consists of loans to individuals, including installment loans, revolving lines of credit, and term loans. The company was founded on July 18, 2006 and is headquartered in Santa Barbara, CA.
36
| Subsidiary | Regional Banks | 36 |
Madison Investment Holdings, Inc.
 Madison Investment Holdings, Inc. Investment ManagersFinance Madison Investment Holdings, Inc. (dba Madison Investments) is an independent investment advisory firm headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 as Madison Investment Advisors, Inc. Madison Investments offers investment management and solutions to various types of investors.
14
| Private Company | Investment Managers | 14 |
Capitol Bank (Madison, Wisconsin)
 Capitol Bank (Madison, Wisconsin) Regional BanksFinance Part of Capitol Bankshares, Inc. (Wisconsin), Capitol Bank is a community bank located in Madison, WI. The company provides personal and business banking solutions to its customers.
3
| Subsidiary | Regional Banks | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Frank Burgess via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| AMERICAN RIVIERA BANCORP | Regional Banks | Chief Operating Officer Director/Board Member Director/Board Member Chief Executive Officer Director of Finance/CFO Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Compliance Officer Chief Tech/Sci/R&D Officer Human Resources Officer Chief Tech/Sci/R&D Officer Sales & Marketing Comptroller/Controller/Auditor | |
| MADISON COVERED CALL & EQUITY STRATEGY FUND | Investment Trusts/Mutual Funds | President Compliance Officer Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member President Compliance Officer Compliance Officer | |
| Ultra Series Fund | Investment Trusts/Mutual Funds | President Compliance Officer Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal President Compliance Officer Compliance Officer | |
Madison Funds
 Madison Funds Madison Funds engages in the provision of investment solutions for capital preservation, income generation, global diversification, long term growth, and tax free income. The company is headquartered in Madison, WI. | Chief Executive Officer Compliance Officer Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal President Compliance Officer Compliance Officer | ||
MEMBERS Capital Advisors, Inc.
 MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Analyst-Equity Portfolio Manager-Equities Head-Fixed Income Invts Analyst-Fixed Income Analyst-Equity | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Direct Relief
 Direct Relief Miscellaneous Commercial ServicesCommercial Services Direct Relief provides medical assistance to improve the quality of life for people affected by poverty, disaster, and civil unrest at home and throughout the world. Direct Relief works to support the work of healthcare providers, equipping them with the medicines, supplies and equipment. The company is headquartered in Santa Barbara, CA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| UCSB Economic Forecast Project | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | ||
Madison Investment Advisors LLC
 Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds. | Investment Managers | Chief Investment Officer Corporate Officer/Principal Head-Fixed Income Invts General Counsel | |
| Indiana University | College/University | Masters Business Admin Doctorate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
Reinhart Partners, Inc.
 Reinhart Partners, Inc. Investment ManagersFinance Reinhart Partners, Inc. is a privately-held, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded by James Reinhart in 1991 and was formerly known as Reinhart & Mahoney Capital Management, Inc. Reinhart Partners provides investment advisory services to mutual funds, corporations, other investment advisers, pension and profit-sharing plans, Taft-Hartley plans, municipalities and other public institutions, foundations, trusts, individuals and other separate accounts. They also provide model portfolio recommendations to sponsors of managed account programs. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal Analyst-Fixed Income | |
| University of Toronto | College/University | Undergraduate Degree Doctorate Degree | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| University of Wisconsin-Whitewater | College/University | Masters Business Admin Undergraduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Illinois State University | College/University | Undergraduate Degree Undergraduate Degree | |
Campbell Newman Asset Management, Inc.
 Campbell Newman Asset Management, Inc. Investment ManagersFinance Campbell Newman Asset Management, Inc. (Campbell Newman) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Campbell Newman provides professional portfolio management services to institutional clients who includes pension and profit-sharing plans, charitable organizations, corporations and government entities, as well as high net worth and other individuals, such as those managed through wrap programs. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| South Coast Business & Technology Awards | Chairman Director/Board Member | ||
Artisan Partners LP
 Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc. (Artisan Partners Funds) and Artisan Partners Global Funds plc (Artisan Partners Global Funds), an open-ended management investment company. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
| Marquette University | College/University | Masters Business Admin Graduate Degree | |
Visiting Nurse & Hospice Care
 Visiting Nurse & Hospice Care Medical/Nursing ServicesHealth Services Visiting Nurse & Hospice Care provides home health care services. Its services include nursing and rehabilitation, hospice care at home, palliative care, bereavement support and counseling, serenity house, personal care and respite care. The company was founded in 1908 and is headquartered in Santa Barbara, CA. | Medical/Nursing Services | Chairman Director/Board Member | |
| Pacific Coast Banking School | College/University | Undergraduate Degree Undergraduate Degree | |
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Portfolio Manager-Fixed Income Head-Fixed Income Invts | |
| Chamber of Commerce of Santa Barbara | President Chairman | ||
| Foundation for Santa Barbara City College | Director/Board Member Treasurer | ||
| Westmont College Foundation | Director/Board Member | ||
| National Runaway Switchboard | Director/Board Member | ||
| Santa Barbara Contractors Association | Founder | ||
| Health & Human Services Agency Data Center | General Government | Corporate Officer/Principal | |
| Youth Network Council | Director/Board Member | ||
| National Environmental Education & Training Foundation, Inc. | Director/Board Member | ||
| University of California San Diego | College/University | Undergraduate Degree | |
| Channel Islands Young Men's Christian Association | President | ||
Boy Scouts of America
 Boy Scouts of America Miscellaneous Commercial ServicesCommercial Services The Boy Scouts of America provides a program for young people that builds character, trains in the responsibilities of participating citizenship, and develops personal fitness. The company was founded in 1910 and is headquartered in Irving, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Canada | 5 |
Sectoraal
| Finance | 21 |
| Consumer Services | 11 |
| Commercial Services | 5 |
| Miscellaneous | 4 |
| Health Services | 2 |
Operationeel
| Director/Board Member | 170 |
| Corporate Officer/Principal | 141 |
| Undergraduate Degree | 79 |
| Portfolio Manager-Equities | 61 |
| President | 47 |
Sterkste connecties
| Insiders | |
|---|---|
| Tommy Thompson | 57 |
| Joanne Funari | 18 |
| Elizabeth Cholawsky | 17 |
| Timothy Proctor | 16 |
| Edward Rochette | 16 |
| Jody Holehouse | 14 |
| William Harvey | 14 |
| Jay Robert Sekelsky | 13 |
| William T. Hold | 12 |
| Julie McGovern | 12 |
| Thomas C. Vanden Berk | 11 |
| Paul Anthony Lefurgey | 11 |
| Jeffery DeVine | 10 |
| Darren Caesar | 10 |
| Jeff Giller | 10 |
- Beurs
- Insiders
- Frank Burgess
- Bedrijfsconnecties
