Tom Fanter
Directeur van Onderzoek - Eigen Vermogen bij Curi RMB Capital LLC
Oorsprong van het eerstegraads netwerk van Tom Fanter
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.
49
| Subsidiary | Investment Managers | 49 |
IronBridge Capital Management LP
 IronBridge Capital Management LP Investment ManagersFinance Founded in 1999, IronBridge Capital Management LP is a registered investment management firm located in Oakbrook Terrace, Illinois. IronBridge began as a subsidiary of HOLT Value Associates LP, which is the research firm that innovated the CFROI Valuation model and was ultimately acquired by Credit Suisse in February of 2002. The firm offers discretionary portfolio management services to institutions including mutual funds), pension and profit sharing plans, corporations, charitable/non-profit organizations, government entities and other pooled investment vehicles, as well as high net-worth individuals. IronBridge also provides sub-advisory services to private funds.
23
| Extinct | Investment Managers | 23 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Tom Fanter via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Advisory Research, Inc.
 Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Investment Managers | Trading-Equity | |
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 | Director of Research - Equity Consultant / Advisor Analyst-Equity Market Strategist Analyst-Equity | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Driehaus Capital Management LLC
 Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is a subsidiary of Driehaus Capital Holdings LLLP. Driehaus manages growth-oriented equity and alternative investment strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
WCM Investment Management LLC
 WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. | Investment Managers | Analyst-Equity | |
Summitry LLC
 Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Investment Managers | Analyst-Equity | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
HHR Asset Management LLC
 HHR Asset Management LLC Investment ManagersFinance HHR Asset Management LLC (HHR) is an independent hedge fund manager headquartered in Berkeley Heights, New Jersey. The firm was originally founded as Hintz, Holman & Robillard, Inc. in 1975. HHR provides advisory services on a discretionary basis to institutions with separately managed accounts and private pooled investment vehicles intended for sophisticated investors and institutional investors. | Investment Managers | Analyst-Equity | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin | |
Mendon Capital Advisors Corp.
 Mendon Capital Advisors Corp. Investment ManagersFinance Mendon Capital Advisors Corp. (Mendon Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Key Largo, Florida. The firm was founded by Anton V. Schutz in 1996. Mendon Capital provides investment advice, as a sub-advisor, to registered investment funds, a Hedge Fund and certain separately managed accounts advised by ELCO Management Co. LLC. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
Accenture LLP
 Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Vanderbilt University | College/University | Undergraduate Degree | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Drake University | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Loyola University of Chicago | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
RMB Real Estate Opportunities QP LLC Series 2
 RMB Real Estate Opportunities QP LLC Series 2 Investment Trusts/Mutual FundsMiscellaneous RMB Real Estate Opportunities QP LLC Series 2 provides financial services. The company was founded in 2012 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
RMB West LLC
 RMB West LLC Investment ManagersFinance RMB West LLC is a wealth management firm headquartered in Denver, Colorado. The firm was founded in 2011 and is a subsidiary of RMB Capital Management LLC, which is owned by RMB Capital Holdings LLC. RMB West offers advisory services and investment solutions for high-net-worth individuals and families. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| John Carroll University | College/University | Undergraduate Degree Undergraduate Degree | |
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Purdue University | College/University | Undergraduate Degree | |
| Kelley School of Business | College/University | Undergraduate Degree | |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
Credit Suisse AG (London Branch)
 Credit Suisse AG (London Branch) Regional BanksFinance Credit Suisse AG (London Branch) provides investment banking services. The company was founded on January 1, 1993 and is headquartered in London, the United Kingdom. | Regional Banks | Corporate Officer/Principal | |
| University of Delhi | College/University | Undergraduate Degree | |
HSBC North America Holdings, Inc.
 HSBC North America Holdings, Inc. Financial ConglomeratesFinance HSBC North America Holdings Inc. operates as a bank holding company. It serves customers in areas including personal financial services, credit cards, specialty insurance products, commercial banking, private banking, asset management, global banking and markets. Te company was founded in 1980 and is headquartered in New York NY. | Financial Conglomerates | Corporate Officer/Principal | |
Morae Global Corp.
 Morae Global Corp. Miscellaneous Commercial ServicesCommercial Services Morae Global Corp. provides legal and compliance solutions. It offers advisory and managed, dispute resolution and legal hold management services. The company is headquartered in Houston, TX. | Miscellaneous Commercial Services | Director/Board Member | |
| Oakland University (Michigan) | College/University | Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin | |
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 | |
L.F. Rothschild & Co., Inc.
 L.F. Rothschild & Co., Inc. Investment Banks/BrokersFinance Part of Rothschild & Co. The company is based in New York, NY. Continuation Holdings AG, L.F. Rothschild & Co., Inc. is a company that provides banking services. | Investment Banks/Brokers | Corporate Officer/Principal | |
CFA Society of Chicago
 CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Kellogg Asset Management LLC
 Kellogg Asset Management LLC Investment ManagersFinance Kellogg Asset Management LLC (Kellogg) is a SEC-registered investment advisor headquartered in Green Bay, Wisconsin. The firm is a wholly owned subsidiary of Associated Trust Co., N.A., ultimately held by Associated Banc-Corp. (NYSE: ASB), a diversified bank/financial services holding company. Founded in 2009, Kellogg provides investment management services to institutional and high net-worth investors. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Zwitserland | 2 |
| India | 2 |
| Hongkong | 2 |
Sectoraal
| Finance | 22 |
| Consumer Services | 22 |
| Commercial Services | 5 |
| Miscellaneous | 2 |
Operationeel
| Portfolio Manager-Equities | 71 |
| Corporate Officer/Principal | 57 |
| Undergraduate Degree | 54 |
| Analyst-Equity | 47 |
| Masters Business Admin | 22 |
Sterkste connecties
| Insiders | |
|---|---|
| Russell Echlov | 14 |
| Anton Schutz | 13 |
| Steve Werber | 10 |
| Frances Elizabeth Tuite | 10 |
| Egor Nickolaevich Rybakov | 10 |
| Reed Deupree | 9 |
| Evan Dreyfuss | 9 |
| John Kevin O'Connor | 8 |
| Dick Burridge | 8 |
| Chris Graff | 7 |
| Jeff Jones | 6 |
| Peggy Johnson | 6 |
| Kevin Reher | 6 |
| Matthew Latarewicz | 6 |
| Robert Wellington Gwin | 6 |
- Beurs
- Insiders
- Tom Fanter
- Bedrijfsconnecties
