Oorsprong van het eerstegraads netwerk van W. Patrick Sterner
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Waddell & Reed Investment Management Co.
 Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients.
53
| Extinct | Investment Managers | 53 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met W. Patrick Sterner via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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 | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
| IVY Funds | President General Counsel | ||
| KEYCORP | Major Banks | Corporate Officer/Principal | |
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| Washington University in St. Louis | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Artisan Partners LP
 Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| Trinity University | College/University | Undergraduate Degree | |
| WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Chairman Director of Finance/CFO General Counsel Chief Administrative Officer Chief Executive Officer General Counsel | |
| Ivy Variable Insurance Portfolios | Investment Trusts/Mutual Funds | President General Counsel | |
| InvestEd Portfolios | Investment Trusts/Mutual Funds | President General Counsel | |
| AMN HEALTHCARE SERVICES, INC. | Personnel Services | Investor Relations Contact | |
Edward D. Jones & Co. LP
 Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Investment Managers | Corporate Officer/Principal | |
Avondale Partners LLC
 Avondale Partners LLC Investment Banks/BrokersFinance Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector. | Investment Banks/Brokers | Analyst-Equity | |
Tortoise Capital Advisors LLC
 Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (Tortoise) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. Tortoise provides investment management services to individual and institutional investors and pooled investment vehicles. | Investment Managers | Analyst-Equity | |
DeMarche Associates, Inc.
 DeMarche Associates, Inc. Investment ManagersFinance DeMarche Associates, Inc. provides investment advice. The private company is based in Overland Park, KS. | Investment Managers | Corporate Officer/Principal | |
| Vanderbilt University | College/University | Masters Business Admin | |
George K. Baum & Co.
 George K. Baum & Co. Investment Banks/BrokersFinance George K. Baum & Co. is an investment banking firm with an industry-leading municipal bond business. Its clients include both individual and institutions, and it approaches each one with commitment, energy, innovation and confidence. Its focus is on helping its clients achieve their goals. It does that by providing relevant products and services in every segment of its business. It is dedicated to combining quality service with integrity and creativity- a commitment it has maintained since the firm was founded in 1928. By choosing George K. Baum & Co. as an investment partner, clients gain access to a broad array of investment opportunities and expertise. It is a leader in municipal finance and consistently ranks as one of the nation's top underwriters of negotiated municipal bonds. The firm trades government, agency and mortgage-backed securities. The Firm's affiliate, George K. Baum Capital Advisors, Inc. helps clients realize superior value primarily through mergers and acquisitions and private capital raising assignments. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Missouri | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Klenda Mitchell Austerman & Zuercher LLC
 Klenda Mitchell Austerman & Zuercher LLC Miscellaneous Commercial ServicesCommercial Services Klenda Mitchell Austerman & Zuercher LLC provides legal services. The private company is based in Wichita, KS. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Bradley University | College/University | Undergraduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Kansas | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Ivy NextShares
 Ivy NextShares Financial ConglomeratesFinance Ivy NextShares is non-diversified open-end management investment company that currently consists of three separate series. The company was founded on July 17, 2015 and is headquartered in Overland Park, KS. | Financial Conglomerates | President General Counsel Compliance Officer | |
Chiron Investment Management LLC
 Chiron Investment Management LLC Investment ManagersFinance Chiron Investment Management LLC (Chiron) is a registered investment advisor headquartered in New York City. The firm was founded in 2015 and is a subsidiary of Franklin Square Holdings LP. Chiron provides investment advisory services to US registered open-end mutual funds and an Ireland domiciled UCITS fund. | Investment Managers | Director of Research - Equity Founder | |
| CFA Society of Kansas City | Corporate Officer/Principal Corporate Officer/Principal | ||
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 Corporate Officer/Principal | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree | |
| Southwest Texas State University | College/University | Undergraduate Degree | |
Shelter Mutual Insurance Co. (Investment Portfolio)
 Shelter Mutual Insurance Co. (Investment Portfolio) Investment ManagersFinance Shelter Mutual Insurance Co. (Investment Portfolio) (Shelter-IP) is the investment portfolio division of Shelter Mutual Insurance Co., an insurance firm headquartered in Columbia, Missouri. The firm is ultimately held by The Shelter Insurance Cos. Shelter-IP manages investment portfolio for their customers. | Investment Managers | Portfolio Manager-Fixed Income | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| The University of Arkansas | College/University | Masters Business Admin | |
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 | Masters Business Admin | |
Arrington Capital Management LLC
 Arrington Capital Management LLC Investment ManagersFinance Arrington Capital Management LLC (Arrington Capital Management) is a venture capital firm founded by Jack Michael Arrington in 2017.The firm is headquartered in Seattle,Washington. | Investment Managers | Consultant / Advisor | |
Accumulators, Inc.
 Accumulators, Inc. Industrial MachineryProducer Manufacturing Accumulators, Inc. is a minority owned business that designs, manufactures, and markets hydro-pneumatic accumulators, parts and accessories. The company was founded in 1987 and is headquartered in Houston, Texas. | Industrial Machinery | Chief Operating Officer | |
University of Akron
 University of Akron Other Consumer ServicesConsumer Services University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH. | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 48 |
| Hongkong | 2 |
Sectoraal
| Finance | 22 |
| Consumer Services | 18 |
| Commercial Services | 5 |
| Miscellaneous | 4 |
| Producer Manufacturing | 2 |
Operationeel
| Portfolio Manager-Equities | 65 |
| Corporate Officer/Principal | 45 |
| Undergraduate Degree | 42 |
| Analyst-Equity | 32 |
| Masters Business Admin | 26 |
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