John Reading Wilson
Portefeuillebeheerder-Aandelen bij Shepherd Kaplan Krochuk LLC
Oorsprong van het eerstegraads netwerk van John Reading Wilson
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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
337
| College/University | Other Consumer Services | 337 |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.
84
| Subsidiary | Investment Managers | 84 |
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago.
53
| Extinct | Investment Managers | 53 |
Shepherd Kaplan Krochuk LLC
 Shepherd Kaplan Krochuk LLC Investment ManagersFinance Shepherd Kaplan Krochuk LLC (SKK) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was originally founded in 2001 by Gregory Fraser, Rudolph Kluiber and Timothy Krochuk as GRT Capital Partners LLC. In 2017, Shepherd Kaplan LLC, a Boston-based registered investment advisor, combined their business with GRT Capital Partners. The transaction resulted in Shepherd Kaplan LLC becoming a majority-owned and wholly-controlled subsidiary of GRT Capital Partners. GRT Capital Partners' name was changed to Shepherd Kaplan Krochuk LLC. SKK offers regular and continuous advisory services for private investment funds, pension plans, investment companies, institutions, endowments & foundations, private clients, family offices, and high net worth individuals.
5
| Private Company | Investment Managers | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met John Reading Wilson via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| CA TECHNOLOGIES | Packaged Software | Corporate Officer/Principal | |
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 | Trading-Equity Corporate Officer/Principal | |
Genentech, Inc.
 Genentech, Inc. BiotechnologyHealth Technology Genentech, Inc. develops, manufactures and markets pharmaceutical products for life-threatening medical conditions. It studies various areas including oncology, immunology, neuroscience, ophthalmic diseases, microbial pathogenesis, metabolic diseases, cardiovascular diseases, and opportunistic areas. The company was founded by Herb W. Boyer and Robert A. Swanson in 1976 and is headquartered in South San Francisco, CA. | Biotechnology | Corporate Officer/Principal | |
General Electric Capital Corp.
 General Electric Capital Corp. Finance/Rental/LeasingFinance General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT. | Finance/Rental/Leasing | Corporate Officer/Principal Private Equity Investor | |
| IBM | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
| LOCKHEED MARTIN CORPORATION | Aerospace & Defense | Corporate Officer/Principal Corporate Officer/Principal | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Exstar Financial Corp.
 Exstar Financial Corp. Specialty InsuranceFinance Exstar Financial Corp. provides property and casualty insurance, produces and underwrites property and casualty insurance and manages insurance claims. The company is headquartered in Solvang, CA. | Specialty Insurance | General Counsel | |
United Capital Financial Advisers LLC
 United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Investment Managers | Chief Investment Officer | |
Moelis & Co. LLC
 Moelis & Co. LLC Investment Banks/BrokersFinance Founded in 2007, Moelis & Co. LLC is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of Moelis & Company (NYSE: MC), a global investment bank that provides financial advisory, capital raising and asset management services to corporations, institutions and governments. Moelis & Co. LLC provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Doctorate 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 Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Corporate Officer/Principal Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| Boston University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Atlantic Trust Group, Inc.
 Atlantic Trust Group, Inc. Investment ManagersFinance Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY. | Investment Managers | Corporate Officer/Principal Chief Executive Officer President | |
| University of Denver | College/University | Graduate Degree Undergraduate Degree | |
| Northwestern University School of Law | College/University | Graduate Degree Graduate Degree | |
| University of Arizona | College/University | Graduate Degree Undergraduate Degree | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree | |
Shepherd Kaplan LLC
 Shepherd Kaplan LLC Investment ManagersFinance Shepherd Kaplan LLC (SK) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Shepherd and David Kaplan in 1998 and is a majority-owned and wholly-controlled subsidiary of Shepherd Kaplan Krochuk LLC. SK provides investment advisory services to institutional and private clients as well as endowment and foundation. | Investment Managers | Founder Chief Executive Officer | |
European University Institute (Research Firm)
 European University Institute (Research Firm) Investment ManagersFinance European University Institute (Research Firm) (EUI-Research) is the investment research division of European University Institute, an international postgraduate and post-doctoral teaching and research institute headquartered in Florence, Italy. EUI-Research conducts basic and applied research to address real-world problems. | Investment Managers | Economist | |
NXT Capital LLC
 NXT Capital LLC Investment ManagersFinance NXT Capital LLC engages in the provision of commercial financing services. It offers corporate finance, real estate finance, and asset management. The company was founded by Robert E. Radway in 2010 and is headquartered in Chicago, IL. | Investment Managers | Private Equity Investor | |
Freeport Financial Partners LLC
 Freeport Financial Partners LLC Investment ManagersFinance Freeport Financial Partners LLC (Freeport Financial Partners) is a private equity firm, a subsidiary of Moelis Asset Management LP founded in 2012. The firm is headquartered in Chicago, Illinois. | Investment Managers | Consultant / Advisor | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Corporate Officer/Principal | |
IBM Microelectronics, Inc.
 IBM Microelectronics, Inc. SemiconductorsElectronic Technology IBM Microelectronics, Inc. develops and markets customized semiconductor products and services. The company also develops, manufactures and test leading-edge semiconductor packaging technologies to develop future semiconductor products and processes. IBM Microelectronics was founded in 1964 and is headquartered in White Plains, NY. | Semiconductors | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 48 |
| Italië | 2 |
Sectoraal
| Finance | 24 |
| Consumer Services | 20 |
| Technology Services | 3 |
| Electronic Technology | 3 |
| Health Technology | 2 |
Operationeel
| Corporate Officer/Principal | 153 |
| Director/Board Member | 118 |
| Portfolio Manager-Equities | 91 |
| Undergraduate Degree | 81 |
| Founder | 35 |
Sterkste connecties
| Insiders | |
|---|---|
| William Glastris | 32 |
| Gary A. Mecklenburg | 26 |
| Bret Maxwell | 19 |
| Rob Brown | 18 |
| Ajay Bansal | 15 |
| Arnold R. Weber | 15 |
| Henry M. Vogel | 14 |
| Neil Bluhm | 13 |
| Timothy Adam Krochuk | 13 |
| Steve E. Prostano | 11 |
| Ramon Marimon | 11 |
| Todd Warren | 11 |
| Marilyn McCoy | 11 |
| Stephen M. Brackett | 10 |
| Barry Lewis Hilliard | 10 |
- Beurs
- Insiders
- John Reading Wilson
- Bedrijfsconnecties
