Howard Steven Potter
Portfolio Manager-Fixed Income bij The Roosevelt Investment Group LLC
Oorsprong van het eerstegraads netwerk van Howard Steven Potter
Entiteit | Type entiteit | Industrie | |
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University of Wisconsin
230
| College/University | Other Consumer Services | 230 |
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
93
| College/University | Other Consumer Services | 93 |
Crossmark Global Investments, Inc.
Crossmark Global Investments, Inc. Investment ManagersFinance Crossmark Global Investments, Inc. (Crossmark) is a SEC-registered investment advisor and faith-based boutique investment management firm headquartered in Houston, Texas. The firm was founded in 1987 and is wholly-owned by Crossmark Global Holdings, Inc. Crossmark provides a full suite of investment strategies to institutional investors, financial advisors, and the clients they serve.
16
| Subsidiary | Investment Managers | 16 |
The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors.
16
| Subsidiary | Investment Managers | 16 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Howard Steven Potter via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
DISTRIBUTION SOLUTIONS GROUP, INC. | Wholesale Distributors | Director/Board Member | |
Nashua Corp.
Nashua Corp. Pulp & PaperProcess Industries Nashua Corp. manufactures and markets imaging products and services to industrial and commercial customers to meet various print application needs. The firm specializes in Label (Industrial, Barcode, RFID), Transaction Supplies (POS, Financial, Kiosk, Mobile), Coated Products, Prime Labels. The company was founded in 1904 and is headquartered in Stamford, CT. | Pulp & Paper | Chief Executive Officer | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Private Equity Investor | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
Yale University | College/University | Doctorate Degree Graduate Degree Graduate Degree | |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Consultant / Advisor | |
Capstone Financial Solutions LLC
Capstone Financial Solutions LLC Investment ManagersFinance Capstone Financial Solutions LLC provides investment advice. The company is headquartered in Houston, TX. | Investment Managers | Compliance Officer Director/Board Member | |
Emory University | College/University | Graduate Degree Undergraduate Degree | |
Wisconsin School of Business | College/University | Chief Operating Officer Consultant / Advisor | |
The Trustees of Columbia University in The City of New York | College/University | Corporate Officer/Principal Undergraduate Degree | |
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 Corporate Officer/Principal | |
University of Notre Dame | College/University | Undergraduate Degree Doctorate Degree | |
State Bar of Wisconsin
State Bar of Wisconsin Miscellaneous Commercial ServicesCommercial Services State Bar of Wisconsin operates as a bar association. The private company is based in Madison, WI and has subsidiaries in United States. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Cleary Gottlieb Steen & Hamilton LLP
Cleary Gottlieb Steen & Hamilton LLP Miscellaneous Commercial ServicesCommercial Services Cleary Gottlieb Steen & Hamilton LLP is an international law firm that provides legal services to clients. The company serves multinational corporations, international financial institutions, sovereign governments and its agencies and domestic corporations and financial institutions. The company was founded by George Cleary, Leo Gottlieb, Henry Friendly, Mel Steen, Hugh Cox, Fowler Hamilton and George Ball in 1946 and it is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The University of Alabama | College/University | Graduate Degree | |
Rittenhouse Paper Co.
Rittenhouse Paper Co. Pulp & PaperProcess Industries Part of Nashua Corp., Rittenhouse Paper Co. is a company that manufactures and markets coated paper products and toners for computers, copiers, and facsimiles. The company is based in Chicago, IL. Rittenhouse Paper was acquired by Nashua Corp. on April 17, 2000 for $63 million. | Pulp & Paper | Chief Executive Officer | |
Wisconsin Security Research Consortium, Inc.
Wisconsin Security Research Consortium, Inc. Miscellaneous Commercial ServicesCommercial Services Wisconsin Security Research Consortium, Inc. engages in the research and development grants from federal government agencies for the purpose of conducting sensitive academic and business research and related development work. The company is headquartered in Madison, WI. | Miscellaneous Commercial Services | Director/Board Member | |
Boards of Contract Appeals Bar Association, Inc. | Corporate Officer/Principal | ||
Professional Services Council
Professional Services Council Miscellaneous Commercial ServicesCommercial Services Professional Services Council is a non-profit company that provides policy leadership, advocacy, business intelligence, executive networking, and branding and exposure services to its members since 1972. The company is based in Arlington, VA and has subsidiaries in the United States. The company's recent activities include submitting comments on CISA's draft secure software common attestation form, signing comments on rare earth element rule, and releasing its fifth annual federal business forecast scorecard. The company also offers various events and resources for government contracting. The company's CEO is David J. Berteau, who has been in the position since 2016. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Bentley University | College/University | Undergraduate Degree | |
John Marshall Law School (Georgia) | College/University | Graduate Degree | |
Advocate Aurora Health, Inc.
Advocate Aurora Health, Inc. Hospital/Nursing ManagementHealth Services Advocate Aurora Health, Inc. operates hospitals. It specializes in clinical trials, scientific research, primary, women's health, neurological, health and outpatient care, orthopedics, pharmacy, cardiology, oncology, and pediatrics. The company is headquartered in Downers Grove, IL. | Hospital/Nursing Management | Director/Board Member | |
John Hancock Investment Management LLC
John Hancock Investment Management LLC Investment ManagersFinance John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates. | Investment Managers | Trading-Equity | |
University of Michigan | College/University | Doctorate Degree | |
Transco, Inc.
Transco, Inc. Trucks/Construction/Farm MachineryProducer Manufacturing Transco, Inc. repairs freight cars and fabricates railcar parts. The company was founded in 1936 and is headquartered in Chicago, IL. | Trucks/Construction/Farm Machinery | Director/Board Member | |
Allina Health System, Inc.
Allina Health System, Inc. Hospital/Nursing ManagementHealth Services Allina Health System, Inc. operates hospitals and clinics. The company was founded by Kaye J. Ehlen in 1983 and is headquartered in Minneapolis, MN. | Hospital/Nursing Management | Director/Board Member | |
AARP, Inc. (District of Columbia)
AARP, Inc. (District of Columbia) Miscellaneous Commercial ServicesCommercial Services AARP, Inc. (District of Columbia) provides general, legal information and products and facilities to aged citizens. It offers discounts, insurance, financial, health products, travel benefits to its members. The company was founded by Ethel Percy Andrus in 1958 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Chairman | |
Hussey Seating Co.
Hussey Seating Co. Office Equipment/SuppliesProducer Manufacturing Hussey Seating Co. provides seating solutions. The firm provides bleachers, chairs, and seats for the education, cinema, convention center, stadium, auditoriums, and arena markets. The company was founded by William Hussey in 1835 and is headquartered in North Berwick, ME. | Office Equipment/Supplies | Director of Finance/CFO | |
Catalysis, Inc. (Wisconsin)
Catalysis, Inc. (Wisconsin) Miscellaneous Commercial ServicesCommercial Services Catalysis, Inc. provides healthcare education services. It focuses on educational programs and resources designed to transform healthcare value. The company was founded in 2008 and is headquartered in Appleton, WI. | Miscellaneous Commercial Services | Director/Board Member | |
Society of Critical Care Medicine
Society of Critical Care Medicine Miscellaneous Commercial ServicesCommercial Services The Society of Critical Care Medicine is a non-profit medical organization founded in 1970. The non-profit company is based in Des Plaines, IL. The company promotes the practice of critical care. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
American Academy of Pediatrics
American Academy of Pediatrics Medical/Nursing ServicesHealth Services American Academy of Pediatrics operates as a professional association of pediatricians to the optimal physical, mental, and social health and well-being for all infants, children, adolescents, and young adults. The company was founded on June 23, 1930 and is headquartered in Elk Grove Village, IL. | Medical/Nursing Services | Corporate Officer/Principal | |
Gundersen Lutheran Medical Center, Inc.
Gundersen Lutheran Medical Center, Inc. Hospital/Nursing ManagementHealth Services Gundersen Lutheran Medical Center, Inc. provides general medical, surgical and other hospital services. The firm offers services for allergy and immunology, audiology, bariatric surgery, behavioral health, cancer and blood disorders, cardiology, dental, dermatology, family medicine, gastroenterology, infectious diseases, internal medicine, mammography, neurosciences, nutrition, obstetrics, occupational health, ophthalmology and optometry, orthopedics, otolaryngology, rehabilitation, palliative care, pediatric, plastic and reconstructive surgery. The company was founded in 1899 and is headquartered in La Crosse, WI. | Hospital/Nursing Management | Chief Executive Officer | |
Gundersen Lutheran Health System, Inc.
Gundersen Lutheran Health System, Inc. Hospital/Nursing ManagementHealth Services Gundersen Lutheran Health System, Inc. engages in the provision of hospital and healthcare services. Its services include addiction and recovery; aesthetics; allergy and immunology; alternative medicine; ambulatory infusion center; and gastroenterology. The company was founded in 1995 and is headquartered in La Crosse, WI. | Hospital/Nursing Management | Chief Executive Officer | |
John Deere Canada ULC
John Deere Canada ULC Trucks/Construction/Farm MachineryProducer Manufacturing John Deere Canada ULC manufactures and distributes agricultural, commercial, and consumer equipment. It offers retail, wholesale, and lease financing services. The company also provides credit and managed health-care plans for businesses and the general public. John Deere is located in Grimsby, Canada. | Trucks/Construction/Farm Machinery | Corporate Officer/Principal | |
Reliable Parts Ltd.
Reliable Parts Ltd. Finance/Rental/LeasingFinance Reliable Parts Ltd. provides appliance parts, accessories, filters, detergents, and related products. It offers home care products, kitchen appliance parts, laundry appliance parts, and water filters. The firm operates stores in Alberta, British Columbia, Manitoba, Nova Scotia, Ontario, Quebec, and Saskatchewan. The company was founded in 2003 and is headquartered in Tukwila, WA. | Finance/Rental/Leasing | Director/Board Member | |
North American Electric Reliability Corp.
North American Electric Reliability Corp. Electric UtilitiesUtilities North American Electric Reliability Corp. provides bulk power system assessment and monitoring services. The firm’s programs cover critical infrastructure monitoring, electronic tagging, readiness program, system operator certification, time error elimination, and central repository for security events. It offers programs and services that support owners, operators and users of bulk power systems. The company was founded on June 1, 1968 and is headquartered in Atlanta, GA. | Electric Utilities | Chairman | |
American Transmission Co. LLC
American Transmission Co. LLC Electric UtilitiesUtilities American Transmission Co. owns and operates the high-voltage electric transmission system. It provides electric transmission services in portions of Wisconsin, Michigan, Minnesota, and Illinois. It serves electricity producers and electric distribution companies. The company was founded by José M. Delgado in 2001 and is headquartered in Waukesha, WI. | Electric Utilities | Director/Board Member |
Statistieken
Internationaal
Verenigde Staten | 48 |
Bermuda | 2 |
Zuid-Korea | 2 |
Canada | 2 |
Sectoraal
Commercial Services | 14 |
Consumer Services | 11 |
Finance | 11 |
Health Services | 7 |
Producer Manufacturing | 4 |
Operationeel
Director/Board Member | 222 |
Corporate Officer/Principal | 141 |
Undergraduate Degree | 92 |
Chairman | 54 |
Graduate Degree | 49 |
Sterkste connecties
Insiders | |
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John J. Oros | 37 |
John Preston | 27 |
Apiporn Pasawat | 23 |
Shih-Chien Yang | 20 |
Michael Lehman | 19 |
Ronald Cline | 18 |
Andrew Albert | 16 |
Albert R. Zimmerli | 15 |
Peter Wirth | 15 |
David Lesar | 14 |
Bala V. Balachandran | 14 |
James R. Zuhlke | 13 |
Lars Christian Pallesen | 13 |
Patrick A. Thiele | 12 |
J. Leroy Thilly | 11 |
- Beurs
- Insiders
- Howard Steven Potter
- Bedrijfsconnecties