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Tony Hallada
Lid van de Investeringscommissie bij CliftonLarsonAllen Wealth Advisors LLC
Oorsprong van het eerstegraads netwerk van Tony Hallada
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
University of Wisconsin
889
| College/University | Other Consumer Services | 889 |
John G. Kinnard & Co.
9
| Extinct | Investment Banks/Brokers | 9 |
CliftonLarsonAllen Wealth Advisors LLC
![]() CliftonLarsonAllen Wealth Advisors LLC Investment ManagersFinance CliftonLarsonAllen Wealth Advisors LLC (CLA) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded as LarsonAllen Financial LLC and is a wholly-owned subsidiary of CliftonLarsonAllen LLP. CLA provides wealth advisory and asset management services to individuals, banks, pension and profit-sharing plans, trusts, estates, charitable organizations, limited liability companies, limited partnerships, unincorporated associations, and corporations.
5
| Subsidiary | Investment Managers | 5 |
Nuveen Investments, Inc.
![]() Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL.
4
| Subsidiary | Financial Conglomerates | 4 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Tony Hallada via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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ABBOTT LABORATORIES | Medical Specialties | General Counsel Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
Macquarie Investment Management Business Trust
![]() Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Mason Street Advisors LLC
![]() Mason Street Advisors LLC Investment ManagersFinance Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
MEMBERS Capital Advisors, Inc.
![]() MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Investment Managers | Director of Research - Fxd Inc Analyst-Equity Director of Investments | |
NWQ Investment Management Co. LLC
![]() NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
Wisconsin Capital Management LLC
![]() Wisconsin Capital Management LLC Investment ManagersFinance Wisconsin Capital Management LLC (WisCap) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. Formerly known as Thompson, Plumb & Associates, Inc., the firm was founded in 1984 and is principally owned by TGP, Inc. WisCap provides investment management services to individuals, high-net worth individuals, and registered mutual funds. The firm also offers model portfolio services to financial institutions. | Investment Managers | Analyst-Equity Analyst-Equity | |
Thrivent Investment Management, Inc.
![]() Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
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 | Director/Board Member Analyst-Equity | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
Madison Asset Management LLC
![]() Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Investment Managers | Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income | |
American Family Insurance Co.
![]() American Family Insurance Co. Multi-Line InsuranceFinance Part of American Family Insurance Mutual Holding Co., American Family Insurance Co. offers business and personal insurance coverage options for homes, offices, autos, and life. The company is based in Madison, WI. The company's services include markdowns for switching to American Family, savings that reward safe habits, and bundling insurance for maximum savings. American Family Insurance has been protecting the dreams of its clients for nearly 90 years and has brand ambassadors who inspire others to dream fearlessly. | Multi-Line Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
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 | 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-Fixed Income | |
Dana Investment Advisors, Inc.
![]() Dana Investment Advisors, Inc. Investment ManagersFinance Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Thrivent Asset Management LLC
![]() Thrivent Asset Management LLC Investment ManagersFinance Thrivent Asset Management LLC (TAM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2005, the firm is a wholly-owned subsidiary of Thrivent Financial Holdings, Inc., which in turn is a wholly owned subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. TAM provides investment advisory services to the Thrivent Mutual Funds, a registered investment company under the Investment Company Act of 1940 that is comprised of various mutual fund series. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Soft Switching Technologies Corp.
![]() Soft Switching Technologies Corp. Electronic Equipment/InstrumentsElectronic Technology Soft Switching Technologies Corp. provides power quality and monitoring solutions for the automated industrial markets. The firm offers scalable, battery-free DySC products, voltage sag detectors and I-Sense intelligent sensors to semiconductor, food and beverage, and automotive industries, as well as manufacturing customers and utility industries. The firm's customers include both middle market firms and blue chip companies. The company was founded by Deepak M. Divan in 1995 and is headquartered in Middleton, WI. | Electronic Equipment/Instruments | Chief Executive Officer Chief Tech/Sci/R&D Officer | |
University of Iowa | College/University | Masters Business Admin Undergraduate Degree | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Doctorate Degree Doctorate Degree | |
ABBVIE INC. | Pharmaceuticals: Major | General Counsel Chief Operating Officer | |
Cascade Asset Management LLC
![]() Cascade Asset Management LLC Information Technology ServicesTechnology Services Cascade Asset Management LLC provides information technology, retirement and recycling services for small and large businesses. The firm also provides information technology equipment retirement services for businesses, institutions and municipalities. The company was founded by Neil Peters-Michaud and Jessica Peters-Michaud on April 20, 1999 and is headquartered in Madison, WI. | Information Technology Services | Chief Executive Officer | |
IBM Business Consulting /Int'l Group Consulting Practice/ | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Save the Bay | Director/Board Member | ||
CIDARA THERAPEUTICS, INC. | Pharmaceuticals: Other | Director/Board Member | |
IDEAYA BIOSCIENCES, INC. | Pharmaceuticals: Major | Director of Finance/CFO | |
Northwestern Mutual Capital LLC
![]() Northwestern Mutual Capital LLC Investment ManagersFinance Northwestern Mutual Capital LLC (Northwestern Mutual Capital) is a private equity firm founded in 1980. The firm is headquartered in Milwaukee, Wisconsin. | Investment Managers | Corporate Officer/Principal | |
The Assay Depot, Inc.
![]() The Assay Depot, Inc. Miscellaneous Commercial ServicesCommercial Services The Assay Depot, Inc. operates as a network of public and private e-commerce marketplaces that connect buyers and sellers of scientific research services. It serves large and small pharmaceutical companies, government institutes, biotechnology companies, academic researchers and citizen scientists. The company was founded by Christopher L. Petersen, Andrew B. Martin, and Kevin D. Lustig in 2007 and is headquartered in Solana Beach, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Ilypsa, Inc.
![]() Ilypsa, Inc. BiotechnologyHealth Technology Ilypsa, Inc. operates a biopharmaceutical firm. It develops renal care pharmaceutical products. The company was founded on March 6, 2003 and is headquartered in Thousand Oaks, CA. | Biotechnology | Corporate Officer/Principal | |
5AM Venture Management LLC
![]() 5AM Venture Management LLC Investment ManagersFinance 5AM Venture Management LLC (5AM Ventures) is an Independent Venture Capital firm founded in 2002 by Andrew J. Schwab, Carin M. Rollins and John D. Diekman. The firm is headquartered in San Francisco, US. | Investment Managers | Chief Operating Officer | |
Skyline Management LLC
![]() Skyline Management LLC Investment ManagersFinance Skyline Management LLC (Skyline Management) is a venture capital firm founded in 1997 by John Gordon Freund. The firm is headquartered in Palo Alto, California. | Investment Managers | Corporate Officer/Principal | |
CUNA Mutual Group
![]() CUNA Mutual Group Insurance Brokers/ServicesFinance CUNA Mutual Group engages in the provision of life insurance, investment advisory, and information technology services. It offers credit union protection, retirement solutions, trustage insurance program, and lending services. The company was founded in 1935 and is headquartered in Madison, WI. | Insurance Brokers/Services | Corporate Officer/Principal | |
Hamline University | College/University | Graduate Degree | |
Milwaukee Center for Independence, Inc.
![]() Milwaukee Center for Independence, Inc. Services to the Health IndustryHealth Services Milwaukee Center for Independence, Inc. provides services to individuals with disabilities and disadvantages. Its services include therapies, whole health clinical group, health primary care, health care training programs, employment services, adult and older adult programs, teen and young adult, and children's programs. The company was founded in 1938 and is headquartered in Milwaukee, WI. | Services to the Health Industry | Director/Board Member | |
Archview Investment Group LP
![]() Archview Investment Group LP Investment ManagersFinance Archview Investment Group LP is an independent hedge fund management firm headquartered in Stamford, Connecticut. It was founded by John Humphrey and Jeffrey Jacob in 2008. The firm provides investment advice to high net worth individuals, trusts, estates, charitable organizations, corporations, limited partnerships, limited liability companies and pension funds. | Investment Managers | Founder |
Statistieken
Internationaal
Verenigde Staten | 46 |
Sectoraal
Finance | 29 |
Health Technology | 7 |
Commercial Services | 4 |
Consumer Services | 4 |
Technology Services | 3 |
Operationeel
Corporate Officer/Principal | 127 |
Undergraduate Degree | 97 |
Graduate Degree | 71 |
Director/Board Member | 61 |
Portfolio Manager-Equities | 57 |
Sterkste connecties
Insiders | |
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Laura Schumacher | 17 |
José M. Delgado | 13 |
Michael Tomsicek | 12 |
Deepak M. Divan | 11 |
Vance Tang | 11 |
Paul Stone | 11 |
Greg J. Schroeder | 10 |
Dan Rauchle | 9 |
Eric Hansotia | 9 |
Yu Neng Lim | 9 |
Betsi Hill | 8 |
Jignesh Patel | 8 |
Neil Peters-Michaud | 8 |
Maya K. Bittar | 8 |
Timothy Mattke | 7 |
- Beurs
- Insiders
- Tony Hallada
- Bedrijfsconnecties