Oorsprong van het eerstegraads netwerk van James Leo Kochan
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Allspring Funds Management LLC
 Allspring Funds Management LLC Investment ManagersFinance Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients.
14
| Holding Company | Investment Managers | 14 |
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Bedrijven verbonden met James Leo Kochan via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
| University of Nebraska | College/University | Graduate Degree | |
Allspring Funds Trust
 Allspring Funds Trust Finance/Rental/LeasingFinance Wells Fargo Funds Trust is an open-end, management investment company. Established in 1999, the company is based in San Francisco, CA. | Finance/Rental/Leasing | President President | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Investment Managers | Portfolio Manager-Equities | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Sales & Marketing Corporate Officer/Principal | |
| Allspring Master Trust | Investment Trusts/Mutual Funds | President President | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
| WELLS FARGO ADVANTAGE FUNDS - ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | Investment Trusts/Mutual Funds | President President Compliance Officer General Counsel | |
| WELLS FARGO ADVANTAGE FUNDS - ALLSPRING INCOME OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | President President Compliance Officer General Counsel | |
| ALLSPRING MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | President President Compliance Officer General Counsel | |
| ALLSPRING UTILITIES AND HIGH INCOME FUND | Investment Trusts/Mutual Funds | President President Compliance Officer | |
| University of Wisconsin | College/University | Doctorate Degree Undergraduate Degree | |
| Franklin University | College/University | Undergraduate Degree | |
Annex Advisory Services LLC
 Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Investment Managers | Economist | |
| Marquette University Law School | College/University | Graduate Degree | |
| Stanford University | College/University | Undergraduate Degree | |
AbleLight
 AbleLight Miscellaneous Commercial ServicesCommercial Services AbleLight provides medical and housing care to individuals with developmental disabilities across the United States. It offers Christ-centered support services to the people and provides resources for their families, friends, congregations and other service providers. The company was founded in 1904 and is headquartered in Watertown, WI. | Miscellaneous Commercial Services | Director/Board Member | |
| Boston College | College/University | Graduate Degree | |
| Drake University | College/University | Undergraduate Degree | |
| DIAMOND HILL INVESTMENT GROUP, INC. | Investment Managers | Chief Operating Officer | |
Dana Investment Advisors, Inc.
 Dana Investment Advisors, Inc. Investment ManagersFinance Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Fixed Income | |
| Colorado State University | College/University | Undergraduate Degree | |
| The Pennsylvania State University | College/University | Masters Business Admin | |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
| University of Cape Town | College/University | Undergraduate Degree | |
| Wisconsin Lutheran College | College/University | Undergraduate Degree | |
| Marquette University | College/University | Graduate Degree | |
| Florida Atlantic University | College/University | Masters Business Admin | |
Asset Allocation Trust
 Asset Allocation Trust Investment Trusts/Mutual FundsMiscellaneous Asset Allocation Trust provides trust services. The private company is based in San Francisco, CA. | Investment Trusts/Mutual Funds | President | |
| St. Catherine University (Minnesota) | College/University | Undergraduate Degree | |
| The Curtis L. Carlson School of Management | College/University | Masters Business Admin | |
Lord Abbett Enhanced Floating Rate Fund
 Lord Abbett Enhanced Floating Rate Fund Investment Trusts/Mutual FundsMiscellaneous Lord Abbett Enhanced Floating Rate Fund operates as an organized, non-diversified, closed-end management investment company that offers its shares and is operated as an interval fund. Its investment objective is to seek a high level of current income. The company is headquartered in Jersey City, NJ. | Investment Trusts/Mutual Funds | Director/Board Member | |
Lord Abbett Special Situations Income Fund
 Lord Abbett Special Situations Income Fund Investment Trusts/Mutual FundsMiscellaneous Lord Abbett Special Situations Income Fund operates as an interval fund. It is a non-diversified, closed-end management investment firm. Its investment objective is total return and capital appreciation. The company was founded in 2021 and is headquartered in Jersey City, NJ. | Investment Trusts/Mutual Funds | Director/Board Member | |
Lord Abbett Credit Opportunities Fund
 Lord Abbett Credit Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Lord Abbett Credit Opportunities Fund is a closed-end management investment company that continuously offers its common shares and is operated as an interval fund. The company was founded on September 18, 2018 and is Headquartered in Jersey City, NJ. | Investment Trusts/Mutual Funds | Director/Board Member | |
| University of Arizona | College/University | Doctorate Degree | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Analyst-Equity | |
| The University of New Mexico | College/University | Undergraduate Degree | |
Franklin Templeton Distributors, Inc.
 Franklin Templeton Distributors, Inc. Financial ConglomeratesFinance Part of Franklin Resources, Inc., Franklin Templeton Distributors, Inc. provides fund management services. The company is based in San Mateo, CA. | Financial Conglomerates | Corporate Officer/Principal | |
| University of San Francisco | College/University | Undergraduate Degree | |
| University of Illinois | College/University | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 44 |
| Hongkong | 2 |
| Zuid-Afrika | 2 |
Sectoraal
| Consumer Services | 20 |
| Finance | 14 |
| Miscellaneous | 11 |
| Commercial Services | 4 |
Operationeel
| President | 18 |
| Corporate Officer/Principal | 17 |
| Undergraduate Degree | 13 |
| Portfolio Manager-Equities | 9 |
| Director/Board Member | 7 |
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