Oorsprong van het eerstegraads netwerk van Wendy J. Nagle
Entiteit | Type entiteit | Industrie | |
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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.
24
| Subsidiary | Investment Managers | 24 |
PennCrest Bank
PennCrest Bank Savings BanksFinance PennCrest Bank operates as a state chartered savings bank. The private company is based in Altoona, PA and has subsidiaries in the United States. The CEO of the company is Bill Ritenour.
1
| Private Company | Savings Banks | 1 |
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Connectie in verschillende bedrijven
Bedrijven verbonden met Wendy J. Nagle via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Ariel Investments LLC
Ariel Investments LLC Investment ManagersFinance Ariel Investments LLC (Ariel) is a SEC-registered investment advisor and fund management firm headquartered in Chicago, Illinois. The firm was founded by John W. Rogers, Jr. in 1983 and is a subsidiary of ACMI, Inc. Ariel provides investment management services to a variety of individual and institutional clients in the US. The firm also serves institutional separate account clients in Canada and offers certain separate account products to professional investors in Australia and Asia. | Investment Managers | Corporate Officer/Principal | |
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 | |
Harris Associates LP
Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Analyst-Equity Sales & Marketing | |
NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal | |
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 majority-owned by Driehaus Capital Holdings LLLP. Driehaus manages long-only equity and multi-asset alternative strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Portfolio Manager-Equities | |
University of Notre Dame | College/University | Undergraduate Degree | |
Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Investment Managers | Sales & Marketing | |
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 | Undergraduate Degree 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 | |
Stone Point Capital LLC
Stone Point Capital LLC Investment ManagersFinance Stone Point Capital LLC (Stone Point Capital) is a Private Equity firm founded in 1985. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Corporate Officer/Principal | |
The University of Chicago | College/University | Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
Loyola University of Chicago | College/University | Undergraduate Degree Masters Business Admin | |
Miami University | College/University | Masters Business Admin Undergraduate Degree | |
Oak Family Advisors LLC
Oak Family Advisors LLC Investment ManagersFinance Oak Family Advisors LLC (OFA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was formerly known as Betterman Investment Group LLC and is principally owned by Oak Family Holdings LLC. OFA provides personalized confidential investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Investment Managers | Chief Investment Officer Director of Research - Equity | |
Johnson Graduate School of Management | College/University | Masters Business Admin | |
Grinnell College | College/University | Undergraduate Degree | |
Camp Manito-Wish Y.M.C.A., Inc.
Camp Manito-Wish Y.M.C.A., Inc. Other Consumer ServicesConsumer Services Camp Manito Wish Y.M.C.A., Inc. is a summer camp company. It provides summer programs and activities for children and their families. The firm also offers Wilderness Trips, Character and Leadership Development programs. The company was founded in in 1919 by Walter H. Wones and is headquartered in Boulder Junction, WI. | Other Consumer Services | Director/Board Member | |
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 | |
Concordia College (New York) | College/University | Undergraduate Degree | |
DePaul University | College/University | Undergraduate Degree | |
Procter & Gamble Distributing Co.
Procter & Gamble Distributing Co. Household/Personal CareConsumer Non-Durables Part of Procter & Gamble Co., Procter & Gamble Distributing Co. is an American company that manufactures and distributes hygiene, beauty, health and toiletry products. | Household/Personal Care | Corporate Officer/Principal | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree | |
Fort Sheridan Advisors LLC
Fort Sheridan Advisors LLC Investment ManagersFinance Fort Sheridan Advisors LLC (Fort Sheridan) is an independent, SEC-registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Pater Karmin in 2009. Fort Sheridan provides investment advisory services to family offices, high net-worth individuals, pensions/ERISA, endowments, trusts, charitable organizations and other corporations and businesses. | Investment Managers | Portfolio Manager-Fixed Income | |
The Community House (Illinois)
The Community House (Illinois) Miscellaneous Commercial ServicesCommercial Services The Community House is a non-profit organization, which engages in the provision of community re-creation and social services. It offers programs in a wide array of areas including; the arts, theater, fitness, athletics, education, group outings, special events, adult programming and fitness, senior services and programming including fitness, computers, and trips. The company was founded in 1941 and is headquartered in Hinsdale, IL. | Miscellaneous Commercial Services | Director/Board Member | |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Corporate Officer/Principal | |
Colgate University | College/University | Undergraduate Degree | |
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 | |
University of Cincinnati (Ohio) | College/University | Undergraduate Degree | |
University of the Pacific
University of the Pacific Other Consumer ServicesConsumer Services University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California. | College/University | Undergraduate Degree | |
Crescent Capital Group LP
Crescent Capital Group LP Investment ManagersFinance Crescent Capital Group LP (Crescent) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Jean-Marc Chapo and Mark Attanasio in 2010. They are a subsidiary of Sun Life Capital Management (US) LLC, which is ultimately owned by Sun Life Financial, Inc. (NYSE, TSE: SLF) in Canada. Crescent offers investment advisory services primarily to institutional investors through private investment funds, which includes structured vehicles and separately managed accounts. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 48 |
Sectoraal
Finance | 24 |
Consumer Services | 22 |
Commercial Services | 3 |
Consumer Non-Durables | 2 |
Operationeel
Corporate Officer/Principal | 30 |
Undergraduate Degree | 24 |
Portfolio Manager-Equities | 17 |
Analyst-Equity | 15 |
Masters Business Admin | 10 |
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