Oorsprong van het eerstegraads netwerk van Kelly E. Trevenna
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
University of St. Thomas
University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.
68
| College/University | Other Consumer Services | 68 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Kelly E. Trevenna via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Värde Partners, Inc.
Värde Partners, Inc. Investment ManagersFinance Värde Partners, Inc. provides investment advisory services. It serves foundations and endowments, pension plans, insurance companies, other institutional investors and private clients. The company was founded by George G. Hicks, Gregory Scott McMillian and Marcia Lynn Page in 1993 and is headquartered in Minneapolis, MN. | Investment Managers | Corporate Officer/Principal | |
Securian Asset Management, Inc.
Securian Asset Management, Inc. Investment ManagersFinance Securian Asset Management, Inc. (Securian AM) is a SEC-registered investment advisor headquartered in St. Paul, Minnesota. The firm was founded in 1984 and formerly known as MIMLIC Asset Management, Inc. and Advantus Capital Management, Inc. They are a wholly-owned subsidiary of Securian Financial Group, Inc., ultimately owned by Minnesota Mutual Cos., Inc. Securian AM offers discretionary and non-discretionary asset management for registered investment companies, insurance companies, including separate accounts of insurance companies, and other institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Jensen Investment Management, Inc.
Jensen Investment Management, Inc. Investment ManagersFinance Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988 and provides investment management services to a wide array of individual and institutional clients, including private clients, pension plans, foundations, endowments and other businesses. In addition, Jensen acts as the investment adviser to various mutual funds and a collective investment fund. | Investment Managers | Analyst-Equity | |
Sit Investment Associates, Inc.
Sit Investment Associates, Inc. Investment ManagersFinance Sit Investment Associates, Inc. (Sit Investment) is a privately-owned, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Eugene Sit in 1981. Sit Investment manages client assets on a discretionary basis for several types of clients, which includes public and private institutional investors, pension funds, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations, insurance companies, municipalities, registered investment companies, private investment companies, collective investment trusts and high-net-worth individuals. | Investment Managers | Analyst-Fixed Income Analyst-Equity Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Financial ConglomeratesFinance Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN. | Financial Conglomerates | Corporate Officer/Principal | |
Disciplined Growth Investors, Inc.
Disciplined Growth Investors, Inc. Investment ManagersFinance Disciplined Growth Investors, Inc. (DGI) is a SEC-registered, employee-owned investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1997 by Frederick Martin. DGI provides investment management services to pension and profit-sharing plans, corporations and other business and government entities, charitable organizations including foundations and other non-profit entities, and select high net-worth individuals. In addition, the firm provides portfolio management services for wrap fee programs. | Investment Managers | Portfolio Manager-Equities | |
Peregrine Capital Management LLC
Peregrine Capital Management LLC Investment ManagersFinance Peregrine Capital Management LLC (Peregrine) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Robert Mersky in 1984 and is a subsidiary of Peregrine Capital Management Holdings LLC. Peregrine provides investment advisory services to corporate and public pension plans, profit-sharing plans, savings-investment and 401(k) plans, Taft-Hartley plans, private and public foundations and endowments, corporate accounts, large trust accounts, registered investment companies, collective investment trusts, UMA programs, RIAs and high net-worth individuals. | Investment Managers | Analyst-Equity | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Comptroller/Controller/Auditor Director of Research - Fxd Inc | |
Convergent Capital LLC
Convergent Capital LLC Investment ManagersFinance Convergent Capital LLC (Convergent Capital) is a private equity firm founded in 1998 by John Mason and Keith Bares. The firm headquartered in Minneapolis, Minnesota. | Investment Managers | Private Equity Analyst | |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Needham & Co. LLC
Needham & Co. LLC Investment Banks/BrokersFinance Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies. | Investment Banks/Brokers | Analyst-Equity | |
George K. Baum & Co.
George K. Baum & Co. Investment Banks/BrokersFinance George K. Baum & Co. is an investment banking firm with an industry-leading municipal bond business. Its clients include both individual and institutions, and it approaches each one with commitment, energy, innovation and confidence. Its focus is on helping its clients achieve their goals. It does that by providing relevant products and services in every segment of its business. It is dedicated to combining quality service with integrity and creativity- a commitment it has maintained since the firm was founded in 1928. By choosing George K. Baum & Co. as an investment partner, clients gain access to a broad array of investment opportunities and expertise. It is a leader in municipal finance and consistently ranks as one of the nation's top underwriters of negotiated municipal bonds. The firm trades government, agency and mortgage-backed securities. The Firm's affiliate, George K. Baum Capital Advisors, Inc. helps clients realize superior value primarily through mergers and acquisitions and private capital raising assignments. | Investment Banks/Brokers | Corporate Officer/Principal | |
B. Riley Wealth Management, Inc.
B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Investment Managers | Analyst-Equity | |
Colliers Securities LLC
Colliers Securities LLC Investment Banks/BrokersFinance Colliers Securities LLC is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1997 and formerly known as Dougherty & Co. LLC. They are a wholly owned subsidiary of Colliers Mortgage Holdings LLC, ultimately owned by Colliers International Group, Inc. (NASDAQ; TSX: CIGI) in Canada. Colliers Securities generally provides brokerage, custody and execution services through a clearing arrangement with National Financial Services LLC, a nonaffiliated firm, member NYSE, SIPC and a Fidelity Investments® Company. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Craig-Hallum Capital Group LLC
Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Institutional Sales Analyst-Equity Analyst-Equity Analyst-Equity | |
Northland Securities, Inc.
Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Concordia College (Minnesota) | College/University | Undergraduate Degree Undergraduate Degree | |
Emporia State University | College/University | Undergraduate Degree | |
St. Cloud State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Doctorate Degree | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Jeffrey Slocum & Associates, Inc.
Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity | |
U.S. Bank, NA (Cincinnati Ohio)
U.S. Bank, NA (Cincinnati Ohio) Major BanksFinance U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Advanced Capital Group, Inc.
Advanced Capital Group, Inc. Investment ManagersFinance Advanced Capital Group, Inc. (ACG) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Charles L. Langowski 1998. ACG offers investment consulting services primarily to employer sponsored retirement plans, foundations/endowments and Native American Tribal Councils. They provide investment management services to corporations, banks and insurers. | Investment Managers | Analyst-Fixed Income | |
Brass Ring Capital, Inc.
Brass Ring Capital, Inc. Investment ManagersFinance Brass Ring Capital Inc (Brass Ring Capital) is a private equity firm founded in 2004 by Dave J Raffel. The firm is headquartered in Minnetonka, Minnesota. | Investment Managers | Private Equity Investor | |
Landmark Community Bank (Pittston, Pennsylvania)
Landmark Community Bank (Pittston, Pennsylvania) Regional BanksFinance Part of Fidelity D&D Bancorp, Inc., Landmark Community Bank is a banking institution based in Pittston, PA. Landmark Community Bank provides banking services. The CEO of the company is Thomas V. Amico. | Regional Banks | Corporate Officer/Principal | |
Berger Financial Group, Inc.
Berger Financial Group, Inc. Investment ManagersFinance Berger Financial Group, Inc. (Berger Financial) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Plymouth, Minnesota. The firm was founded in 2016 and is principally owned by the Berger Financial Group Employee Stock Ownership Plan Trust in addition to certain employees having minority ownership. Berger Financial provides financial and retirement planning, wealth management, income tax planning, succession planning and robo-based investment solutions to individuals, high net-worth individuals and families, trusts, estates, businesses, and retirement plans. | Investment Managers | Chief Executive Officer | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Investment Managers | Corporate Officer/Principal | |
Gradient Analytics LLC
Gradient Analytics LLC Investment ManagersFinance Gradient Analytics LLC (Gradient) is an independent equity research firm headquartered in Phoenix, Arizona. It was founded by Carr Bettis and Donn Vickrey in 1996 and formerly known as Camelback Research Alliance. The firm is a wholly-owned subsidiary of Sabrient Systems LLC, which acquired the firm in August 2011. Gradient has particular expertise in financial analysis, forensic accounting and executive behavior. They publishes academically rigorous, unbiased, objective insights into the financial performance and equity valuation of liquid publicly traded companies globally for mutual fund managers, hedge fund managers, and other professional money managers. | Investment Managers | Analyst-Equity | |
Webb Financial Group LLC
Webb Financial Group LLC Investment ManagersFinance Webb Financial Group LLC provides investment advice. The private company is based in Bloomington, MN. | Investment Managers | Corporate Officer/Principal | |
Minnesota State University Moorhead | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 43 |
Sectoraal
Finance | 37 |
Consumer Services | 7 |
Operationeel
Undergraduate Degree | 67 |
Corporate Officer/Principal | 52 |
Analyst-Equity | 48 |
Masters Business Admin | 32 |
Director/Board Member | 18 |
Sterkste connecties
- Beurs
- Insiders
- Kelly E. Trevenna
- Bedrijfsconnecties