Stephen Cook
Portefeuillebeheerder-Aandelen bij Harbor Capital Advisors, Inc.
Oorsprong van het eerstegraads netwerk van Stephen Cook
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
University of Richmond
99
| College/University | Other Consumer Services | 99 |
Harbor Capital Advisors, Inc.
 Harbor Capital Advisors, Inc. Investment ManagersFinance Harbor Capital Advisors, Inc. (Harbor Capital) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1983 to manage the pension and retirement plan assets of their former parent company, OI Glass, Inc. In June of 2001, the firm was acquired by ORIX Corp. Europe N.V. (formerly known as Robeco Groep N.V.) and is currently a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by Orix Corp. (TYO: 8591, ADR: IX) in Japan. Harbor Capital provides discretionary investment advisory services to investment companies, a collective investment trust and other pooled investment vehicles.
11
| Subsidiary | Investment Managers | 11 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Stephen Cook via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Thompson, Siegel & Walmsley LLC
 Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a registered investment advisory firm headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW provides investment advisory and management services to individual and institutional clients. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Compliance Officer Portfolio Manager-Equities | |
| University of Maryland | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The College of William & Mary | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
| Vanderbilt University | College/University | Masters Business Admin Undergraduate Degree | |
Macquarie Capital (USA), Inc.
 Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Banks/Brokers | Analyst-Equity Trading-Equity | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Robins E. Claiborne School of Business | College/University | Undergraduate Degree Corporate Officer/Principal | |
| CAPITAL ONE FINANCIAL CORPORATION | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Trolley Venture Management LLC
 Trolley Venture Management LLC Investment ManagersFinance Trolley Venture Management LLC (Trolley Venture Management) is a venture capital firm founded in 2017 by Tim Black and Brad Cummings. The firm is headquartered in Richmond, Virginia. | Investment Managers | Founder Private Equity Investor | |
| ISSUER DIRECT CORPORATION | Packaged Software | Director/Board Member Director of Finance/CFO | |
| Edmund A. Walsh School of Foreign Service | College/University | Graduate Degree Graduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
| The Fuqua School of Business | College/University | Masters Business Admin Masters Business Admin | |
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Corporate Officer/Principal Graduate Degree | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
RiverFront Investment Group LLC
 RiverFront Investment Group LLC Investment ManagersFinance RiverFront Investment Group LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is owned primarily by their employees through RiverFront Investment Holding Group LLC. Baird Financial Corp. is a minority owner of RiverFront Investment Holding Group, and therefore an indirect owner of the firm. RiverFront provides investment advice to a wide range of clients which includes, but not limited to, individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. They also serve as sub-adviser to investment companies. | Investment Managers | Founder Chief Executive Officer | |
| WALKER & DUNLOP, INC. | Finance/Rental/Leasing | Human Resources Officer Human Resources Officer | |
| FACTSET RESEARCH SYSTEMS, INC. | Data Processing Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| TREDEGAR CORPORATION | Aluminum | Comptroller/Controller/Auditor | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
The Carlyle Group LP (Corporate Private Equity)
 The Carlyle Group LP (Corporate Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Investment Managers | Private Equity Investor | |
The Educational Foundation, Inc.
 The Educational Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous The Educational Foundation, Inc. offers financial aid to individuals seeking an education at the University of North Carolina. It also supports university programs by providing services and funds for the construction of facilities or purchase of equipment. The company was founded on December 7, 1938 and is headquartered in Chapel Hill, NC. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| Davidson College | College/University | Undergraduate Degree | |
| SL GREEN REALTY CORP. | Real Estate Investment Trusts | Director/Board Member | |
| ENCORE CAPITAL GROUP, INC. | Finance/Rental/Leasing | Chief Executive Officer | |
| NASDAQ, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Tishman Speyer Properties LP
 Tishman Speyer Properties LP Investment ManagersFinance Tishman Speyer Properties LP (Tishman Speyer) is a private equity and venture capital real estate firm founded in 1978 by Robert Valentine Tishman and Jerry Irving Speyer. The firm is headquartered in New York. | Investment Managers | Private Equity Investor |
Statistieken
Internationaal
| Verenigde Staten | 50 |
| Italië | 2 |
Sectoraal
| Finance | 32 |
| Consumer Services | 13 |
| Commercial Services | 4 |
| Technology Services | 3 |
| Non-Energy Minerals | 2 |
Operationeel
| Corporate Officer/Principal | 154 |
| Undergraduate Degree | 97 |
| Director/Board Member | 82 |
| Portfolio Manager-Equities | 48 |
| Analyst-Equity | 43 |
Sterkste connecties
| Insiders | |
|---|---|
| Dyson Dryden | 19 |
| Walter Coles | 19 |
| John Felipe Ramírez | 17 |
| Bryan Palma | 15 |
| John August Borchers | 14 |
| Brandon Shelton | 12 |
| Mohammed Al-Kandari | 11 |
| J. Galleher | 11 |
| Lauren Dillard | 10 |
| John Stilmar | 9 |
| Michael Babb | 9 |
| Brian Patrick Clifford | 9 |
| Brad Carroll | 8 |
| Steven Winfield Knerr | 8 |
| Brian A. Daly | 8 |
- Beurs
- Insiders
- Stephen Cook
- Bedrijfsconnecties
