Phil Banta
Portefeuillebeheerder-Aandelen bij Robert W. Baird & Co., Inc. (Private Banking)
Oorsprong van het eerstegraads netwerk van Phil Banta
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities.
194
| Operating Division | Investment Managers | 194 |
McAdams Wright Ragen, Inc. (Investment Management)
 McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance Founded in 1998, McAdams Wright Ragen, Inc. is an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. Their clients include individuals, high net-worth individuals, pension and profit sharing plans (other than plan participants), charitable organizations and corporations.
64
| Extinct | Investment Managers | 64 |
Gonzaga University
16
| College/University | Other Consumer Services | 16 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Phil Banta via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| FRANKLIN RESOURCES, INC. | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Investment Managers | Chief Executive Officer | |
| University of Notre Dame | College/University | Graduate 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 | 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 | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Marquette University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Robert W. Baird & Co., Inc.
 Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Arizona State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
| Xavier University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
| Bradley University | College/University | Undergraduate Degree Undergraduate 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 | |
| Washington State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
West Bend Community Foundation, Inc.
 West Bend Community Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services West Bend Community Foundation supports enduring donor legacies. It offers programs in education, arts and culture, environment, health and human services. The company was founded by Clifford Nelson and R. Douglas Ziegler in 1999 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Director/Board Member | |
United Way of Greater Milwaukee & Waukesha County, Inc.
 United Way of Greater Milwaukee & Waukesha County, Inc. Hospital/Nursing ManagementHealth Services United Way of Greater Milwaukee & Waukesha County, Inc. provides healthcare service. It helps people in need by providing them safe place to live and work by improving its community by mobilizing people and resources to drive strategic impact in education, income and health. The company was founded in 1887 and is headquartered in Milwaukee, WI. | Hospital/Nursing Management | Director/Board Member | |
Robert W. Baird & Co., Inc. (Fixed Income)
 Robert W. Baird & Co., Inc. (Fixed Income) Investment ManagersFinance Robert W. Baird & Co., Inc. (Fixed Income) (dba Baird Advisors) is the investment management division of Robert W. Baird & Co., Inc., an American multinational independent investment bank and financial services company headquartered in Milwaukee, Wisconsin. Baird Advisors manages taxable and tax-exempt fixed income portfolios for individuals and families as well as corporations and institutions. | Investment Managers | Chief Executive Officer | |
Wisconsin Manufacturers & Commerce
 Wisconsin Manufacturers & Commerce Miscellaneous Commercial ServicesCommercial Services Wisconsin Manufacturers & Commerce operates as the state's chamber of commerce. The company was founded in 1911 and is headquartered in Madison, WI. | Miscellaneous Commercial Services | Director/Board Member | |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Chief Executive Officer | |
| University of Oregon | College/University | Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin | |
Baird Financial Group, Inc.
 Baird Financial Group, Inc. Investment Banks/BrokersFinance Baird Financial Group, Inc. engages in the provision of wealth management, capital markets, asset management, and private equity services. The company was founded on August 20, 2012 and is headquartered in Milwaukee, WI. | Investment Banks/Brokers | Chief Executive Officer | |
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 | Undergraduate Degree | |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal | |
Robert W. Baird & Co., Inc. (Private Equity)
 Robert W. Baird & Co., Inc. (Private Equity) Investment ManagersFinance Robert W. Baird & Co Inc (Private Equity) (Robert W. Baird) is a private equity division of Robert W. Baird & Co Inc formed in 1989. The firm is headquartered in Chicago, Illinois. | Investment Managers | Corporate Officer/Principal | |
| Portland State University | College/University | Masters Business Admin | |
| Oregon State University | College/University | Undergraduate Degree | |
| Western Michigan University | College/University | Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree | |
| George Washington University | College/University | Graduate Degree | |
| University of San Diego | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Undergraduate Degree | |
| Tulane University Law School | College/University | Graduate Degree | |
YMCA of Greater Seattle
 YMCA of Greater Seattle Miscellaneous Commercial ServicesCommercial Services YMCA of Greater Seattle nurtures the potential of youth, promotes healthy living and fosters social responsibility. The firm offers men, women and children with a shared commitment to nurture the potential of youth, promote healthy living and foster social responsibility. The company was founded on August 7, 1876 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Director/Board Member | |
| University of California | College/University | Masters Business Admin | |
| University of Wisconsin-Platteville | College/University | Undergraduate Degree | |
| University of Illinois | College/University | Doctorate Degree |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| Israël | 2 |
Sectoraal
| Consumer Services | 29 |
| Finance | 17 |
| Commercial Services | 4 |
| Technology Services | 2 |
| Health Services | 2 |
Operationeel
| Undergraduate Degree | 84 |
| Corporate Officer/Principal | 83 |
| Portfolio Manager-Equities | 49 |
| Director/Board Member | 29 |
| Masters Business Admin | 14 |
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