Joseph Gotelli
Portfolio Manager-Fixed Income bij American Century Investment Management, Inc.
Oorsprong van het eerstegraads netwerk van Joseph Gotelli
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
University of California, Berkeley
449
| College/University | Other Consumer Services | 449 |
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.
194
| Subsidiary | Investment Managers | 194 |
Santa Clara University
53
| College/University | Other Consumer Services | 53 |
| Public Company | Investment Managers | 38 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Joseph Gotelli via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities | |
| TEMPLETON DRAGON FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| SABA CAPITAL INCOME & OPPORTUNITIES FUND II | Investment Trusts/Mutual Funds | Compliance Officer Director of Finance/CFO | |
Fiduciary Trust Company International
 Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Analyst-Equity Director/Board Member | |
| MORGAN STANLEY | Investment Managers | Chief Operating Officer Corporate Officer/Principal | |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Portfolio Manager-Equities President Corporate Officer/Principal | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
INVESCO Funds Group, Inc.
 INVESCO Funds Group, Inc. Investment ManagersFinance Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
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 General Counsel Director/Board Member | |
American Century Investments Services, Inc.
 American Century Investments Services, Inc. Investment ManagersFinance American Century Investments Services, Inc. provides investment and money management services. The company was founded by James E. Stowers in 1958 and is headquartered in Kansas City, MO. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
American Century Investments Value Yield LLC
 American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Chief Investment Officer Chief Executive Officer | |
| Brown University | College/University | Graduate Degree Undergraduate Degree | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Director/Board Member 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 Portfolio Manager-Fixed Income | |
abrdn, Inc.
 abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world. | Investment Managers | Director of Research - Fxd Inc Head-Fixed Income Invts Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree Graduate 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 | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Doctorate Degree Doctorate Degree Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
| Rice University | College/University | Undergraduate Degree Doctorate Degree | |
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 Undergraduate Degree | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| University of California, Los Angeles | College/University | Undergraduate Degree Graduate Degree | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Arizona State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Masters Business Admin Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Doctorate Degree Doctorate Degree Masters Business Admin | |
| New York University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Doctorate Degree Graduate Degree | |
| The University of Chicago Booth School of Business | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Graduate Degree Doctorate Degree Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| Purdue University | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
| University of Maryland | College/University | Corporate Officer/Principal Graduate Degree | |
| Franklin Templeton Cos. LLC | Corporate Officer/Principal Corporate Officer/Principal | ||
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Masters Business Admin Masters Business Admin | |
| Truman State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Graduate Degree Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| China | 2 |
Sectoraal
| Consumer Services | 28 |
| Finance | 18 |
| Miscellaneous | 3 |
| Commercial Services | 3 |
Operationeel
| Director/Board Member | 168 |
| Corporate Officer/Principal | 149 |
| Undergraduate Degree | 93 |
| Portfolio Manager-Equities | 81 |
| Analyst-Equity | 74 |
Sterkste connecties
| Insiders | |
|---|---|
| Martin Flanagan | 73 |
| Laura Stein | 31 |
| Charles Crocker | 27 |
| Jonathan Stuart Thomas | 21 |
| Jenny Johnson | 21 |
| Sosale Shankara Sastry | 18 |
| Nickhil Jakatdar | 18 |
| Allen J. Gula | 16 |
| Michael Franklin | 16 |
| Matthew McDonald | 15 |
| Enrique Chang | 13 |
| Robert Rosselot | 12 |
| David C. Drummond | 11 |
| Bert Whitson | 10 |
| Peruvemba K. Satish | 10 |
- Beurs
- Insiders
- Joseph Gotelli
- Bedrijfsconnecties
