Jon Westerman
Directeur van Onderzoek - Eigen Vermogen bij Fort Washington Investment Advisors, Inc.
Oorsprong van het eerstegraads netwerk van Jon Westerman
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).
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| Subsidiary | Investment Managers | 54 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jon Westerman via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| MICROSOFT CORPORATION | Packaged Software | Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Analyst-Fixed Income Analyst-Equity Corporate Officer/Principal | |
Southeastern Asset Management, Inc.
 Southeastern Asset Management, Inc. Investment ManagersFinance Southeastern Asset Management, Inc. (Southeastern) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by O. Mason Hawkins in 1975. Southeastern provides discretionary investment management services for institutional accounts and funds. | Investment Managers | Trading-Equity | |
| PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Corporate Officer/Principal | |
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Paradigm Capital Management, Inc.
 Paradigm Capital Management, Inc. Investment ManagersFinance Paradigm Capital Management, Inc. (Paradigm) is a SEC-registered investment advisor and wealth management firm headquartered in Albany, New York. The firm was founded by Candace Weir in 1994 and is a wholly owned subsidiary of Paradigm Capital Holdings, Inc. Paradigm offers investment advisory services primarily to corporations, pension and profit-sharing plans, foundations, individuals, investment funds, trusts and individuals (which include high net-worth individuals), other separate accounts, and pooled investment vehicles such as private investment limited partnerships. | Investment Managers | Portfolio Manager-Equities | |
Osborn Williams & Donohoe LLC
 Osborn Williams & Donohoe LLC Investment ManagersFinance Osborn, Williams & Donohoe LLC (OWD) is a wealth management firm headquartered in Cincinnati, Ohio. The firm is a subsidiary of HighTower Advisors LLC, ultimately owned by Hightower Holding LLC. The firm was founded in 1901. OWD provides investment advice to a diverse group of investors. Their clients include entrepreneurs, successful businessmen and women, medical professionals, as well as other high-net worth individuals and their families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
NLG Capital, Inc.
 NLG Capital, Inc. Investment ManagersFinance NLG Capital, Inc. is a registered investment advisor headquartered in Birmingham, Alabama. It was founded in 1968 and formerly known as Sentinel Asset Management, Inc. They became NLG Capital, Inc. in 2022. The firm is wholly-owned by NLV Financial Corp., which is a wholly-owned subsidiary of National Life Holding Co. NLG Capital offers discretionary investment advisory services to various types of institutional clients, focusing on fixed income investments. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Marsico Capital Management LLC
 Marsico Capital Management LLC Investment ManagersFinance Marsico Capital Management LLC (MCM) is a SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded by Thomas “Tom” Marsico in 1997. MCM manages assets for mutual funds, corporate retirement plans, endowments, foundations, family offices, separately managed wrap programs, and other clients. The firm also serves as the investment adviser to the Marsico Funds. | Investment Managers | Trading-Equity | |
Montrose Securities International .
 Montrose Securities International . Investment Banks/BrokersFinance Montrose Securities International is a boutique financial services company that specializes in high-yielding overseas bank deposits, mortgage finance, and foreign currency exchange transactions. The private company is based in San Francisco, CA. Montrose Securities International recently invited investors to participate in a first mortgage syndicate secured over commercial property in Australia, with an investment opportunity available until May 20, 2023. | Investment Banks/Brokers | Corporate Officer/Principal | |
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-Fixed Income Corporate Officer/Principal | |
| University of Virginia | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Hamilton College (New York) | College/University | Undergraduate Degree | |
| University of Pennsylvania | College/University | Corporate Officer/Principal | |
| Vanderbilt University | College/University | Masters Business Admin Graduate Degree | |
Western Asset Management Co. LLC
 Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | Investment Managers | Portfolio Manager-Fixed Income | |
Western & Southern Financial Group, Inc.
 Western & Southern Financial Group, Inc. Investment ManagersFinance Western & Southern Financial Group, Inc. provides life insurance, financial investment and real estate investment management services. The company was founded in 1888 and is headquartered in Cincinnati, OH. | Investment Managers | Corporate Officer/Principal Chief Investment Officer Chief Investment Officer | |
| Xavier University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Director/Board Member Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| DePauw University | College/University | Undergraduate Degree Undergraduate Degree | |
The Lafayette Life Insurance Co.
 The Lafayette Life Insurance Co. Life/Health InsuranceFinance The Lafayette Life Insurance Co. sells individual and group life insurance and annuities. Its products include whole, senior age, term, universal life insurance and annuities such as immediate, indexed services. The company also provides accident and long-term disability insurance. The company was founded in 1905 and is located in Lafayette, IN. | Life/Health Insurance | Corporate Officer/Principal | |
| Indiana University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree | |
| The Johns Hopkins University | College/University | Masters Business Admin | |
| Loras College | College/University | Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Alberta | College/University | Graduate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Waterloo | College/University | Undergraduate Degree | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Doctorate Degree Undergraduate Degree | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
| University of Mumbai | College/University | Undergraduate Degree | |
Xoriant Corp.
 Xoriant Corp. Packaged SoftwareTechnology Services Xoriant Corp. provides software development solutions. It offers customer information management, cloud computing, embedded, enterprise and mobile applications, storage services, social networks web, enterprise content management, high technology, telecommunications, big data, digital, and security. The company was founded by Girish Gaitonde in 1990 and is headquartered in Sunnyvale, CA. | Packaged Software | Corporate Officer/Principal | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Williams College of Business | College/University | Director/Board Member Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin | |
The Western & Southern Life Insurance Co. (Invt Port)
 The Western & Southern Life Insurance Co. (Invt Port) Investment ManagersFinance The Western & Southern Life Insurance Co. (Invt Port) (W&S Life-IP) is the insurance management division of The Western & Southern Life Insurance Co., headquartered in Cincinnati, Ohio. The firm was founded in 1888 and is a subsidiary of The Western & Southern Financial Group, Inc., itself a subsidiary of The Western & Southern Mutual Holding Co. W&S Life-IP offers life insurance products and service to individual and institutional clients. | Investment Managers | Chief Investment Officer | |
Berkshire Hathaway HomeServices Nevada Properties
 Berkshire Hathaway HomeServices Nevada Properties Real Estate DevelopmentFinance Berkshire Hathaway HomeServices Nevada Properties provides real estate services. It engages in the operation of independently-owned group of collective real estate franchises that are part of the Prudential Real Estate Network. The firm also provides pre-licensing training and professional development courses for aspiring realtors. The company was founded by Jack Woodcock, Mark Miscevic and Steve Schneider in 1979 and is headquartered in Las Vegas, NV. | Real Estate Development | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 45 |
| Canada | 5 |
| India | 2 |
Sectoraal
| Finance | 25 |
| Consumer Services | 20 |
| Technology Services | 3 |
| Communications | 2 |
| Miscellaneous | 2 |
Operationeel
| Corporate Officer/Principal | 74 |
| Undergraduate Degree | 54 |
| Analyst-Equity | 35 |
| Masters Business Admin | 30 |
| Portfolio Manager-Equities | 28 |
Sterkste connecties
| Insiders | |
|---|---|
| Maribeth Rahe | 25 |
| Tim Moore | 10 |
| David Keith Robinson | 9 |
| Steve Kreider | 9 |
| Nick Sargen | 9 |
| Jamie Jihong Chui | 9 |
| Andrew A. Boczek | 8 |
| Sunit Gogia | 8 |
| Don Osborne | 8 |
| David C. McColl | 7 |
| Amy W. Eddy | 6 |
| Wade Donels | 6 |
| Jamie Wilhelm | 6 |
| Lawrence Lee | 6 |
| Bernie Casey | 6 |
- Beurs
- Insiders
- Jon Westerman
- Bedrijfsconnecties
