Oorsprong van het eerstegraads netwerk van William H. O'Neil
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.
189
| Subsidiary | Investment Managers | 189 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met William H. O'Neil via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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 | Analyst-Equity Analyst-Equity | |
Conning, Inc.
 Conning, Inc. Investment ManagersFinance Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients. | Investment Managers | Portfolio Manager-Fixed Income | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name to DWS as part of the rebranding of Deutsche Asset Management. They are a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for their municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Analyst-Fixed Income Head-Fixed Income Invts Corporate Officer/Principal | |
D. A. Davidson & Co.
 D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| INVESCO MORTGAGE CAPITAL INC. | Real Estate Investment Trusts | Chief Executive Officer President Chief Investment Officer President Chief Operating Officer | |
| Invesco Fixed Income Trust | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Invesco Asset Management Ltd.
 Invesco Asset Management Ltd. Investment ManagersFinance Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis. | Investment Managers | Analyst-Equity Director of Research - Equity Analyst-Equity | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
| Vanderbilt University | College/University | Undergraduate Degree Masters Business Admin | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Colorado | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Doctorate Degree | |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
| Tulane University (Louisiana) | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree | |
Criterion Investment Management
 Criterion Investment Management Investment ManagersFinance Part of Oddo BHF SCA, Criterion Investment Management is an American company that provides investment services. Criterion Investment Management was acquired by WestLB Mellon Asset Management Kapitalanlage GmbH from Nicholas-Applegate Capital Management on April 01, 1999. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
First Sentier Investors (US) LLC
 First Sentier Investors (US) LLC Investment ManagersFinance First Sentier Investments (US) LLC (FSI US) is a SEC-registered investment advisor headquartered in New York City. They were founded in 2014 and formerly a US division of Colonial First State Asset Management (Australia) Ltd. The firm is a wholly-owned subsidiary of MUFG Fund Services (USA), Inc., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306, NYSE: MUFG) in Japan. Formerly known as First State Investments (US) LLC, they changed their name to First Sentier Investments (US) LLC in 2020. FSI US provides ongoing discretionary investment management services to institutional clients through a separate account, with respect to fixed income securities. | Investment Managers | Director of Research - Fxd Inc Head-Fixed Income Invts | |
| Texas A&M University | College/University | Graduate Degree Undergraduate Degree | |
| The University of Alabama | College/University | Undergraduate Degree Doctorate Degree | |
| Rice University | College/University | Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Masters Business Admin Masters Business Admin | |
| University of California | College/University | Undergraduate Degree Graduate Degree | |
| Baylor University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Missouri | College/University | Masters Business Admin Graduate Degree | |
JPMorgan Fleming Asset & Wealth Management
 JPMorgan Fleming Asset & Wealth Management Investment ManagersFinance Part of JPMorgan Chase & Co., JPMorgan Fleming Asset & Wealth Management provides asset management services. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| University of Louisville | College/University | Undergraduate Degree Masters Business Admin | |
| Bellarmine University | College/University | Masters Business Admin Masters Business Admin | |
Public Employees Retirement Association of New Mexico
 Public Employees Retirement Association of New Mexico Investment ManagersFinance The Public Employees Retirement Association of New Mexico (PERA) is a state-owned pension fund management firm headquartered in Santa Fe, New Mexico. The firm was founded in 1947 as a retirement system for State of New Mexico public employees. PERA manages retirement plans and benefit tiers for state, municipal and county employees. This includes police, firefighters, judges, magistrates, legislators and volunteer firefighters. The association also manages retirement plans for other political subdivisions, such as special districts and housing authorities. | Investment Managers | Chief Investment Officer | |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin | |
| University of Richmond | College/University | Undergraduate Degree | |
| Western Michigan University | College/University | Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 47 |
| Verenigd Koninkrijk | 2 |
| Canada | 2 |
Sectoraal
| Consumer Services | 25 |
| Finance | 22 |
| Miscellaneous | 3 |
| Commercial Services | 2 |
Operationeel
| Corporate Officer/Principal | 124 |
| Analyst-Equity | 93 |
| Portfolio Manager-Equities | 87 |
| Undergraduate Degree | 72 |
| Masters Business Admin | 40 |
Sterkste connecties
| Insiders | |
|---|---|
| Juliet Ellis | 13 |
| Brant Hill DeMuth | 12 |
| Ben Clark | 11 |
| John S. Segner | 10 |
| Tim Moore | 10 |
| Michael Suen | 10 |
| Andrew Tyson Lees | 9 |
| Richard Joseph King | 9 |
| Kevin Collins | 9 |
| Andrew Shipman | 9 |
| Anthony Richard Clemente | 8 |
| Gary L. Russell | 8 |
| Ben Thomas | 7 |
| Donna M. Jaegers | 7 |
| Steve Johnson | 7 |
- Beurs
- Insiders
- William H. O'Neil
- Bedrijfsconnecties
