Joe Kolerich
Head-Fixed Income Invts bij Dimensional Fund Advisors LP
Oorsprong van het eerstegraads netwerk van Joe Kolerich
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.
90
| Subsidiary | Investment Managers | 90 |
Dimensional Fund Advisors Ltd.
 Dimensional Fund Advisors Ltd. Investment ManagersFinance Dimensional Fund Advisors Ltd. (DFAL) is a mutual fund management firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Dimensional Fund Advisors LP (DFA), ultimately held by Dimensional Holdings, Inc. in the US. DFAL provides sub-advisory services to DFA, a registered investment advisor, primarily in connection with DFA’s management of the US Dimensional Funds, and also certain institutional separate accounts.
11
| Subsidiary | Investment Managers | 11 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Joe Kolerich via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| Anderson School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Metropolitan West Asset Management LLC
 Metropolitan West Asset Management LLC Investment ManagersFinance Metropolitan West Asset Management LLC (MWAM) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1996 by Tad Rivelle, Laird Landmann and Stephen Kane. They are wholly-owned by TCW Asset Management Co. LLC, which in turn is a wholly-owned subsidiary of The TCW Group, Inc. MWAM offers fixed income portfolio management services to institutional investors, as well as individual investors through the Metropolitan West Funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Doctorate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| Purdue University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Wake Forest University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Texas State University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Director of Research - Equity | |
Dimensional Investment Group, Inc.
 Dimensional Investment Group, Inc. Dimensional Investment Group, Inc. provides fund management services. It offers investment advisory services to the portfolio. The company is headquartered in Austin, TX | Chief Executive Officer Director of Finance/CFO Director of Finance/CFO | ||
California Institute of Technology
 California Institute of Technology Other Consumer ServicesConsumer Services California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA. | College/University | Doctorate Degree Doctorate Degree Doctorate Degree | |
| Appalachian State University | College/University | Undergraduate Degree Undergraduate Degree | |
| George Washington University | College/University | Graduate Degree Graduate Degree | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Graduate Degree Graduate Degree | |
Innealta Capital LLC
 Innealta Capital LLC Investment ManagersFinance Innealta Capital LLC (Innealta) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2017 and is owned by Riomaggiore Investments LLC. Innealta provides discretionary portfolio management and investment advisory services to US open-end management investment companies and separately managed accounts whose investors include large institutions and high net-worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | Investment Managers | Director of Research - Equity Chief Investment Officer | |
| Iowa State University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
Payden & Rygel
 Payden & Rygel Investment ManagersFinance Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors. | Investment Managers | President Corporate Officer/Principal | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
Pomona College
 Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Irvine | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Graduate Degree Masters Business Admin | |
| Haas School of Business | College/University | Masters Business Admin Doctorate Degree | |
| University of Kansas | College/University | Graduate Degree Undergraduate Degree | |
| USC Marshall School of Business | College/University | Masters Business Admin Masters Business Admin | |
Assante Wealth Management (Canada) Ltd.
 Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada. | Investment Managers | President Corporate Officer/Principal | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Tongal, Inc.
 Tongal, Inc. Packaged SoftwareTechnology Services Tongal, Inc. provides social content development platform. It crowd sources video advertisements for global brands creating professional video content. The company was founded by Mark Burrell, Robert Salvatore, and James DeJulio and is headquartered in Santa Monica, CA. | Packaged Software | Corporate Officer/Principal | |
CAZ Investments /Private Equity/
 CAZ Investments /Private Equity/ Investment ManagersFinance CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor | |
| MATTEL, INC. | Recreational Products | Corporate Officer/Principal | |
| University of Arizona | College/University | Undergraduate Degree | |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Graduate Degree | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Van Den Berg Management I, Inc.
 Van Den Berg Management I, Inc. Investment ManagersFinance Van Den Berg Management I, Inc., dba Century Management Financial Advisors (CM), is an independent, SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by Arnold van den Berg in 1974. CM offers a complete suite of wealth management and financial planning services to a diverse group of clients. | Investment Managers | Analyst-Equity | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
Analysis Group, Inc.
 Analysis Group, Inc. Miscellaneous Commercial ServicesCommercial Services Analysis Group, Inc. provides economic, financial, health care analytics, and business strategy consulting services to law firms. It offers antitrust and competition, class certification, commercial disputes, damages, energy and environment and communications, securities and financial products. The company was founded in 1981 and is headquartered in Menlo Park, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 50 |
| Canada | 2 |
Sectoraal
| Consumer Services | 31 |
| Finance | 15 |
| Commercial Services | 4 |
| Technology Services | 2 |
| Consumer Durables | 2 |
Operationeel
| Corporate Officer/Principal | 128 |
| Undergraduate Degree | 81 |
| Portfolio Manager-Equities | 55 |
| Masters Business Admin | 55 |
| Graduate Degree | 29 |
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