Oorsprong van het eerstegraads netwerk van Justin P. Carlson
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
University of Nebraska
75
| College/University | Other Consumer Services | 75 |
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO.
43
| Extinct | Investment Banks/Brokers | 43 |
State Farm Investment Management Corp.
State Farm Investment Management Corp. Investment ManagersFinance State Farm Investment Management Corp. (SFIMC) is a SEC-registered investment advisor and fund manager headquartered in Bloomington, Illinois. The firm was founded in 2002 and is wholly-owned by State Farm Mutual Automobile Insurance Co. SFIMC provides investment supervisory services for, or arranges for, such services to the State Farm Mutual Funds.
8
| Subsidiary | Investment Managers | 8 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Justin P. Carlson via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Tributary Capital Management LLC
Tributary Capital Management LLC Investment ManagersFinance Tributary Capital Management LLC (Tributary) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2005 and is a wholly owned subsidiary of First National Bank of Omaha, which in turn a wholly owned subsidiary of First National of Nebraska, Inc. (OTCMKTS: FINN). Tributary and First Investment Group (formerly a department of First National Bank of Omaha) merged in May 2010. The event constituted a change in ownership only, as the investment strategies and personnel remained the same for each of the prior firms. Tributary provides investment management services to institutional and individual investors and to registered investment companies. The firm also participates in wrap fee programs and provides model-based offerings. | Investment Managers | President Sales & Marketing Corporate Officer/Principal | |
Ameritas Investment Partners, Inc.
Ameritas Investment Partners, Inc. Investment ManagersFinance Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
University of Kansas | College/University | Undergraduate Degree Masters Business Admin | |
The University of Texas at Austin | College/University | Graduate Degree Graduate Degree | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Union Pacific Railroad Co.
Union Pacific Railroad Co. RailroadsTransportation Union Pacific Railroad Co. engages in the provision of railroad and freight transportation services. Its railroad links coast ports and provides transportation service through its gateways. The company was founded by Abraham Lincoln on July 1, 1862 and is headquartered in Omaha, NE. | Railroads | Corporate Officer/Principal Corporate Officer/Principal | |
Illinois Wesleyan University | College/University | Director/Board Member Undergraduate Degree | |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Pittenger & Anderson, Inc.
Pittenger & Anderson, Inc. Investment ManagersFinance Pittenger & Anderson, Inc. (P&A) is an independent, SEC-registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded by James "Jim" Pittenger, Jr. and Daniel "Dan" Anderson in 1995. P&A provides advisory services to individual and institutional clients. | Investment Managers | Investment Committee Member Analyst-Equity | |
Washington University in St. Louis | College/University | Undergraduate Degree Masters Business Admin | |
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
SYNERGY HOUSE | Home Furnishings | Director/Board Member Director/Board Member | |
Synergy House Furniture Sdn. Bhd.
Synergy House Furniture Sdn. Bhd. Specialty StoresRetail Trade Synergy House Furniture Sdn. The private company is based in Port Klang, Malaysia. Bhd. sells and manufactures furniture. | Specialty Stores | Director/Board Member Director/Board Member | |
Massachusetts Institute of Technology | College/University | Graduate Degree Graduate Degree | |
PI Subsidiary
PI Subsidiary Financial ConglomeratesFinance PI Subsidiary functions as an investment holding American company. The private company is based in Springfield. | Financial Conglomerates | Treasurer | |
Barings Private Credit Corp.
Barings Private Credit Corp. Investment ManagersFinance Part of Massachusetts Mutual Life Insurance Co., Barings Private Credit Corp. operates as an investment fund. The company is based in Charlotte, NC. | Investment Managers | Chief Executive Officer | |
MMPI Subsidiary Trust
MMPI Subsidiary Trust Financial ConglomeratesFinance Part of Barings Participation Investors, MMPI Subsidiary Trust functions as an investment holding company. The company is based in Boston, MA. | Financial Conglomerates | Director/Board Member | |
BARINGS BDC, INC. | Investment Managers | Chief Executive Officer | |
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. | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity | |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
Webster University | College/University | Undergraduate Degree | |
BARINGS PARTICIPATION INVESTORS | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Blackstone Private Credit Fund
Blackstone Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous Blackstone Private Credit Fund operates as a closed-end management investment company. It was formed to invest primarily in originated loans and other securities, including broadly syndicated loans, of U.S. private companies. The company was founded on February 11, 2020 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
CI Subsidiary Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
AMERICAN ELECTRIC POWER COMPANY, INC. | Electric Utilities | Corporate Officer/Principal | |
Mesirow Financial Investment Management, Inc.
Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Investment Managers | Analyst-Equity | |
Kelley School of Business | College/University | Masters Business Admin | |
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 | Analyst-Equity | |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Investment Managers | Analyst-Equity | |
Planalytics, Inc.
Planalytics, Inc. Miscellaneous Commercial ServicesCommercial Services Planalytics, Inc. provides business weather intelligence and optimization technology. It offers weather analytics, weather intelligence, business intelligence, planning, inventory management, and allocation. The company was founded by Frederic D. Fox and Richard J. Fox in 1996 and is headquartered in Berwyn, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Saracen Energy Advisors LP
Saracen Energy Advisors LP Investment ManagersFinance Saracen Energy Advisors LP (Saracen) is an independent hedge fund manager headquartered in Houston, Texas. The firm was founded by Neil Kelly in 2004. Saracen manages investment portfolios principally focused on trading in electric power. | Investment Managers | Corporate Officer/Principal | |
Barings Capital Investment Corp.
Barings Capital Investment Corp. Investment ManagersFinance Barings Capital Investment Corp. provides investment services. The company is headquartered in Charlotte, NC. | Investment Managers | Director of Finance/CFO | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity | |
University of Denver | College/University | Graduate Degree | |
The California Public Employees Retirement System
The California Public Employees Retirement System Investment ManagersFinance The California Public Employees' Retirement System (CalPERS) is a state-owned pension fund management firm headquartered in Sacramento, California. Founded in 1932, the firm has long been at the forefront of shareholder activism in the US. CalPERS provides retirement and health benefit services to private individuals and employers, specifically active, inactive and retired employees of California state and local public agencies. They routinely put pressure on companies to achieve better corporate performance corporate governance. | Investment Managers | Portfolio Manager-Equities | |
BLACKSTONE INC. | Investment Managers | Corporate Officer/Principal | |
BLACKSTONE SECURED LENDING FUND | Investment Trusts/Mutual Funds | Chief Executive Officer |
Statistieken
Internationaal
Verenigde Staten | 46 |
Maleisië | 3 |
Hongkong | 2 |
Sectoraal
Finance | 28 |
Consumer Services | 11 |
Miscellaneous | 5 |
Commercial Services | 4 |
Transportation | 2 |
Operationeel
Corporate Officer/Principal | 136 |
Undergraduate Degree | 83 |
Director/Board Member | 82 |
President | 31 |
Portfolio Manager-Equities | 25 |
Sterkste connecties
Insiders | |
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Edward Rust | 23 |
Philip Lewis | 20 |
Jonathan Bock | 18 |
Anthony Somma | 13 |
Samuel C. Hutchinson | 12 |
Adrian John Maizey | 12 |
Mark E. Rentschler | 9 |
Travis Trampe | 8 |
Eric Werner | 8 |
Christopher Kiper | 8 |
Mike Liu | 8 |
Bryce B. Engel | 7 |
Sarah Sampson | 7 |
Serge R. Martinod | 7 |
Todd M. Eicher | 7 |
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