Oorsprong van het eerstegraads netwerk van Harold Ofstie
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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.
54
| Subsidiary | Investment Managers | 54 |
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.
36
| Subsidiary | Investment Managers | 36 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Harold Ofstie via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer General Counsel | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree Masters Business Admin | |
| WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal | |
Penn Capital Management Co LLC
 Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels. | Investment Managers | Founder Portfolio Manager-Fixed Income | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
Tiff Advisory Services LLC
 Tiff Advisory Services LLC Investment ManagersFinance TIFF Advisory Services LLC (TIFF) is an independent fund-of-hedge funds manager headquartered in Radnor, Pennsylvania. Founded in 1991, TIFF delivers comprehensive outsourced CIO (OCIO) and private equity investment solutions to primarily endowments, foundations, and other charitable institutions. | Investment Managers | Investment Committee Member | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| St. Joseph's University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Villanova University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| LaSalle University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Lehigh University | 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 Corporate Officer/Principal Corporate Officer/Principal | |
| Babson College | College/University | Undergraduate Degree Masters Business Admin | |
| Widener University | College/University | Masters Business Admin Masters Business Admin | |
Macquarie Management Holdings, Inc.
 Macquarie Management Holdings, Inc. Investment Banks/BrokersFinance Macquarie Management Holdings, Inc. engages in the provision of investment management services. It also offers managed accounts, college savings plans, mutual funds, and retirement plans. The company was founded in 1929 and is headquartered in Philadelphia, PA. | Investment Banks/Brokers | President General Counsel | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Drexel University | College/University | Undergraduate Degree Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
Cheswold Lane Asset Management LLC
 Cheswold Lane Asset Management LLC Investment ManagersFinance Founded in 2006 by Colleen Scharpf, Eric Scharpf and Matt Taylor, Cheswold Lane Asset Management LLC is a registered investment advisor located in West Conshohocken, Pennsylvania. The firm manages separate accounts for endowments, foundations, pension funds, 401(k) plans, high net-worth investors and family trust accounts. Their separate account investment services are offered on a stand-alone basis or in conjunction with the firm's global custodian, accounting services and other financial services. Cheswold Lane Asset Management also manages the Cheswold Lane Funds and the Cheswold Lane International High Dividend Fund (CLIDX). | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Akron
 University of Akron Other Consumer ServicesConsumer Services University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH. | College/University | Masters Business Admin | |
| The University of North Carolina at Charlotte | College/University | Masters Business Admin | |
| Vassar College | College/University | Undergraduate Degree | |
KDP Asset Management, Inc.
 KDP Asset Management, Inc. Investment ManagersFinance KDP Asset Management, Inc. (KDP) is an asset management firm headquartered in Montpelier, Vermont. The firm was founded in 1999. They are a subsidiary of Obra Institutional Credit LLC, ultimately owned by Reverence Capital Partners LLC. They manage the KDP Defensive High Yield LP and provide investment and portfolio management services to individuals and institutional clients. | Investment Managers | Portfolio Manager-Fixed Income |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| Italië | 2 |
Sectoraal
| Consumer Services | 21 |
| Finance | 21 |
| Miscellaneous | 9 |
| Commercial Services | 2 |
Operationeel
| Corporate Officer/Principal | 136 |
| Portfolio Manager-Equities | 78 |
| Undergraduate Degree | 71 |
| Analyst-Equity | 59 |
| Masters Business Admin | 41 |
Sterkste connecties
| Insiders | |
|---|---|
| Patrick P. Coyne | 30 |
| Judy Krandel | 21 |
| Roger Allen Early | 18 |
| David P. O'Connor | 15 |
| Paul Suckow | 13 |
| Leonard Steven Sanders | 10 |
| Bob Zenouzi | 10 |
| Matthew S. Levitties | 10 |
| Ed Antoian | 10 |
| Matthew Hall Taylor | 9 |
| Eric Francis Scharpf | 9 |
| David E. Reidinger | 8 |
| Susan L. Natalini | 8 |
| Ralph E. Jean | 8 |
| Dan Carlson | 8 |
- Beurs
- Insiders
- Harold Ofstie
- Bedrijfsconnecties
