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Oorsprong van het eerstegraads netwerk van Matthew Scott Wickline
Entiteit | Type entiteit | Industrie | |
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C.S. McKee LP
![]() C.S. McKee LP Investment ManagersFinance Founded in 1931, C.S. McKee LP is an employee-owned registered investment advisor located in Pittsburgh, Pennsylvania. Purchased from Carl S. McKee in 1966, the firm eventually restructured its operations by becoming a registered investment advisor in 1972 in order to focus solely on investment management. In 1987, McKee became a wholly-owned subsidiary of United Asset Management Corpo. Employees repurchased the firm in 2001. McKee manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for public sector, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. McKee is the sole investment advisor to the McKee International Equity Fund, which primarily invests in equity securities of non-U.S. issuers. The fund is one of a series of shares that comprise the Advisor Inner Circle Funds. The Advisor Inner Circle Funds is administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co. The firm provides model portfolio recommendations to various UMA accounts. McKee is also the sub-advisor for a number of investment companies, collective trusts and brokerage units.
5
| Extinct | Investment Managers | 5 |
Symons Capital Management, Inc.
![]() Symons Capital Management, Inc. Investment ManagersFinance Symons Capital Management, Inc. (SCM) is an independent registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Edward Symons in 1983. SCM provides discretionary investment management services to individuals, banks, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, state or municipal government entities, corporations and other business entities.
1
| Extinct | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
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Bedrijven verbonden met Matthew Scott Wickline via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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CSM Advisors LLC
![]() CSM Advisors LLC Investment ManagersFinance Part of Estancia Capital Management LLC, CSM Advisors LLC is an institutional investment manager based in Pittsburgh, PA. The company offers 11 marketed strategies for fixed income, 3 marketed strategies for multi-asset, and 5 marketed strategies for equity. CSM Advisors was recognized as the "top gun of the decade" in the "PSN all/variable maturity universe" by PSN. The company also provides market outlook commentary and have recently celebrated their 90th anniversary year with new products, new hires, and record growth in assets under management. Founded in 1931, CSM Advisors manages equity and fixed income portfolios for institutional investors nationwide, with over $8.10 billion in assets as of 3/31/23. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Fixed Income | |
Duquesne University of The Holy Spirit | College/University | Masters Business Admin Undergraduate Degree | |
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. | Investment Managers | Portfolio Manager-Equities | |
Rensselaer Polytechnic Institute | College/University | Undergraduate Degree | |
PBHG, Inc.
![]() PBHG, Inc. Other Consumer ServicesConsumer Services PBHG, Inc. engages in movie production business. The company is headquartered in Sacramento, CA. | Other Consumer Services | Corporate Officer/Principal | |
Schwab Institutional
![]() Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Sales & Marketing | |
Fred Alger & Co., Inc.
![]() Fred Alger & Co., Inc. Investment ManagersFinance Part of Alger Associates, Inc. (United States), Fred Alger & Co., Inc. provides investment advisory services. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Sheets Smith Wealth Management
![]() Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | Investment Managers | Analyst-Equity | |
Villanova University | College/University | Undergraduate Degree | |
Case Western Reserve University
![]() Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Doctorate Degree | |
Dawson James Securities, Inc.
![]() Dawson James Securities, Inc. Investment Banks/BrokersFinance Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies. | Investment Banks/Brokers | Analyst-Equity | |
Shaker Investments LLC
![]() Shaker Investments LLC Investment ManagersFinance Shaker Investments LLC is an independent registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 1991 by Edward Hemmelgarn and provides advisory services to individual and institutional investors. | Investment Managers | Analyst-Equity | |
University of Virginia Darden School of Business | College/University | Masters Business Admin | |
Georgetown University | College/University | Undergraduate Degree | |
FEDERATED HERMES, INC. | Investment Managers | Corporate Officer/Principal | |
Kellogg School of Management | College/University | Masters Business Admin | |
Federated Investors Trust Co.
![]() Federated Investors Trust Co. Investment ManagersFinance Part of Federated Hermes, Inc., Federated Investors Trust Co. is a company that provides investment advice services. The company is based in Sicklerville, NJ. | Investment Managers | Corporate Officer/Principal | |
Blue Devil Ventures LLC
![]() Blue Devil Ventures LLC Real Estate DevelopmentFinance Blue Devil Ventures LLC is a holding private company that invests in real estate and professional sports teams. The company is based in Durham, NC. | Real Estate Development | Corporate Officer/Principal | |
Yale University | College/University | Undergraduate Degree | |
Malvern Capital Management LLC (Pennsylvania)
![]() Malvern Capital Management LLC (Pennsylvania) Investment ManagersFinance Malvern Capital Management LLC (MCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Malvern, Pennsylvania. The firm was co-founded by James “Jim” Olsen and Michael Czajka in 2018. MCM offers unbiased customized investment services to a varied group of clients such as individuals, families, business owners, women in transition, and other investment advisers. | Investment Managers | Chief Executive Officer |
Statistieken
Internationaal
Verenigde Staten | 23 |
Sectoraal
Finance | 14 |
Consumer Services | 10 |
Operationeel
Analyst-Equity | 10 |
Portfolio Manager-Equities | 9 |
Corporate Officer/Principal | 7 |
Undergraduate Degree | 5 |
Masters Business Admin | 3 |
Sterkste connecties
Insiders | |
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Mike Donnelly | 8 |
Harish Aiyar | 6 |
Michael Paul Czajka | 6 |
Mike Donnelly | 5 |
Phu Minh Roy O | 4 |
Zachary Hubert | 3 |
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