James Shurtleff
Analyst-Equity bij William Blair Investment Management LLC
Oorsprong van het eerstegraads netwerk van James Shurtleff
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.
342
| Subsidiary | Investment Managers | 342 |
University of Massachusetts
161
| College/University | Other Consumer Services | 161 |
Legg Mason Wood Walker, Inc.
95
| Extinct | Investment Banks/Brokers | 95 |
The Johns Hopkins University
74
| College/University | Other Consumer Services | 74 |
William Blair Investment Management LLC
 William Blair Investment Management LLC Investment ManagersFinance William Blair Investment Management LLC (William Blair) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2014 and is a wholly-owned subsidiary of WBC Holdings LP. William Blair provides investment solutions to corporations, pension funds, governments and public agencies, endowments, foundations, Taft-Hartley plans, and other institutional investors across the globe.
38
| Subsidiary | Investment Managers | 38 |
Investment Counselors of Maryland LLC
 Investment Counselors of Maryland LLC Investment ManagersFinance Investment Counselors of Maryland LLC (ICM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 1972 and is a subsidiary of William Blair Investment Management LLC, which is owned by WBC Holdings LP. ICM provides value-oriented, fundamentally based advisory services to institutional investors, collective trust funds, individuals, high net worth individuals, and a mutual fund.
11
| Extinct | Investment Managers | 11 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met James Shurtleff via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Chief Investment Officer Portfolio Manager-Fixed Income Analyst-Equity | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| STIFEL FINANCIAL CORP. | Investment Managers | Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
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 | Masters Business Admin Corporate Officer/Principal Graduate Degree | |
RailWorks Corp.
 RailWorks Corp. Trucks/Construction/Farm MachineryProducer Manufacturing RailWorks Corp. provides track and transit systems construction and maintenance services. It provides railway construction and railroad maintenance services to industries served by rail, ports, waterways and utilities. The company was founded in 1998 and is headquartered in New York, NY. | Trucks/Construction/Farm Machinery | President Corporate Officer/Principal | |
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Director/Board Member Analyst-Equity Analyst-Equity | |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
EquityCompass Investment Management LLC
 EquityCompass Investment Management LLC Investment ManagersFinance EquityCompass Investment Management LLC (EquityCompass) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2007 and formerly known as Choice Financial Partners, Inc. They are a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was created in 1890. EquityCompass provides portfolio strategies and investment research to financial intermediaries and institutions in the US. | Investment Managers | Analyst-Equity Sales & Marketing | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 | Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
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 Chairman Analyst-Equity Analyst-Equity Chief Executive Officer | |
William Blair & Co. LLC (Investment Management)
 William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Chairman Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Head-Equity Investments Analyst-Equity Analyst-Equity Analyst-Equity | |
| University of Maryland | College/University | Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Loyola University Maryland, Inc. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
| 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 | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| The College of William & Mary | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 Graduate Degree Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree | |
| DePauw University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale Law School | College/University | Graduate Degree Graduate Degree | |
| University of Iowa | College/University | Graduate Degree Masters Business Admin | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree Undergraduate Degree | |
| Towson University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| Cleveland State University | College/University | Undergraduate Degree Masters Business Admin | |
| Bowling Green State University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Tulsa | College/University | Masters Business Admin Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 50 |
Sectoraal
| Consumer Services | 31 |
| Finance | 19 |
| Producer Manufacturing | 2 |
Operationeel
| Analyst-Equity | 197 |
| Corporate Officer/Principal | 120 |
| Undergraduate Degree | 90 |
| Portfolio Manager-Equities | 59 |
| Masters Business Admin | 54 |
Sterkste connecties
| Insiders | |
|---|---|
| David Fick | 20 |
| Hugh Warns | 13 |
| Robert Vayda | 11 |
| Thomas Allen Carroll | 11 |
| Richard Jaffe | 10 |
| Keith Gay | 10 |
| Christopher Brendler | 10 |
| Ryan Daws | 9 |
| John Griffith Larkin | 9 |
| Rebecca Ann Arbogast | 8 |
| Michael G. Paisan | 8 |
| Stephanie Braming | 8 |
| David Ricci | 8 |
| Dan Crowe | 8 |
| Jack Murphy | 8 |
- Beurs
- Insiders
- James Shurtleff
- Bedrijfsconnecties
