William James O'Connor
Directeur van Onderzoek - Eigen Vermogen bij Capital Innovations LLC
Oorsprong van het eerstegraads netwerk van William James O'Connor
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
M&I Investment Management Corp.
 M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals.
64
| Extinct | Investment Managers | 64 |
Capital Innovations LLC
 Capital Innovations LLC Investment ManagersFinance Capital Innovations LLC is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded in 2007 by Susan Dambekaln and Michael Underhill. Capital Innovations advises, creates, and manages specialized investment strategies focusing on real assets for institutional investors and family offices worldwide.
2
| Private Company | Investment Managers | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met William James O'Connor via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Heartland Advisors, Inc.
 Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
Nicholas Co., Inc.
 Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Investment Managers | Analyst-Equity Chief Operating Officer Analyst-Equity Analyst-Equity Analyst-Equity | |
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-Equities Corporate Officer/Principal | |
Anthem Insurance Cos., Inc.
 Anthem Insurance Cos., Inc. Multi-Line InsuranceFinance Anthem Insurance Cos., Inc. provides health insurance plans, group life, insurance brokerage and other related services. It offers a range of administrative, managed care services and partially insured products for employer self-funded plans. The firm also provides group life and disability insurance benefits, pharmacy benefit management, dental, vision and behavioral health benefits services. The company is headquartered in Indianapolis, IN. | Multi-Line Insurance | Corporate Officer/Principal | |
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 | 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 | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
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-Equities | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Lynch & Associates, Inc.
 Lynch & Associates, Inc. Investment ManagersFinance Lynch & Associates, Inc. (L&A) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newburgh, Indiana. The firm was founded by Thomas P. Lynch in 1994. L&A manages investment assets of high-net-worth individuals, corporations, IRAs, retirement plans and endowments. | Investment Managers | Analyst-Equity | |
US Bancorp Asset Management, Inc.
 US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
| University of Notre Dame | College/University | Masters Business Admin | |
| Michigan State University | College/University | Undergraduate Degree | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Warnke/Nichols Ltd.
 Warnke/Nichols Ltd. Investment ManagersFinance Warnke/Nichols Ltd. is an independent, privately-owned SEC-registered investment advisor headquartered in Delafield, Wisconsin. The firm was founded in 1993 by William R. Warnke and Steven R. Nichols, who are equal owners of the firm. Warnke/Nichols manages equity and balanced investment accounts on a fee-only basis for individuals, families, retirement plan sponsors, and non-profit organizations. | Investment Managers | Founder Founder | |
Marine Trust & Investment Co.
 Marine Trust & Investment Co. Miscellaneous Commercial ServicesCommercial Services Part of U.S. Fiduciary Services, Inc., Marine Trust & Investment Co. provides trust and investment management services. Marine Trust & Investment was acquired by GreatBanc Trust Co. (Investment Management) from CIB Marine Bancshares, Inc. on September 07, 2000. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Arizona State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Hamline University | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin | |
| Marquette University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Northern Illinois University | College/University | Undergraduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
BMO Asset Management Corp.
 BMO Asset Management Corp. Investment ManagersFinance BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients. | Investment Managers | Analyst-Fixed Income Director of Research - Equity Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income | |
Convergence Investment Partners LLC
 Convergence Investment Partners LLC Investment ManagersFinance Founded in 2008, Convergence Investment Partners LLC is a registered investment advisor headquartered in Grafton, Wisconsin. The firm was formerly known as Mariner Quantitative Solutions LLC and as Quantitative Investment Solutions LLC. They are a subsidiary of Montage Investments LLC and their ultimate parent is Bicknell Family Management Co. Trust. Convergence Investment Partners offers proprietary quantitative investment strategies for individual and institutional investors. | Investment Managers | President President Chief Operating Officer | |
| University of Wisconsin-Whitewater | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin | |
Robert W. Baird & Co., Inc. (Fixed Income)
 Robert W. Baird & Co., Inc. (Fixed Income) Investment ManagersFinance Robert W. Baird & Co., Inc. (Fixed Income) (dba Baird Advisors) is the investment management division of Robert W. Baird & Co., Inc., an American multinational independent investment bank and financial services company headquartered in Milwaukee, Wisconsin. Baird Advisors manages taxable and tax-exempt fixed income portfolios for individuals and families as well as corporations and institutions. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Cantor Fitzgerald Sustainable Infrastructure Fund
 Cantor Fitzgerald Sustainable Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Cantor Fitzgerald Sustainable Infrastructure Fund operates as a closed-end management investment company. It is operated as an interval fund. The company was founded on December 16, 2021 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Graduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
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 | |
Republic Securities Ltd.
 Republic Securities Ltd. Investment Banks/BrokersFinance Part of Republic Financial Holdings Ltd., Republic Securities Ltd. is a company based in Port of Spain, Trinidad and Tobago. | Investment Banks/Brokers | Corporate Officer/Principal | |
Brandes Investment Partners & Co.
 Brandes Investment Partners & Co. Investment ManagersFinance Part of Brandes Worldwide Holdings LP, Brandes Investment Partners & Co. is a Canadian Toronto-based company founded in 2002 with Oliver Murray as the CEO. The company offers mutual fund investments, and returns on mutual funds are not guaranteed, values change frequently, and past performance may not be repeated. The company is an independent investment platform that offers products and services in alliance with leading investment companies with institutional roots. Bridgehouse Asset Managers, a subsidiary of Brandes Investment Partners, provides financial advisors with product and value-added tools to help Canadians build their long-term wealth by following sound investing principles. | Investment Managers | Corporate Officer/Principal | |
Silvercrest Asset Management Group LLC
 Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest Asset Management Group LLC (Silvercrest) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors. | Investment Managers | Analyst-Equity |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Trinidad en Tobago | 2 |
| Canada | 2 |
Sectoraal
| Finance | 34 |
| Consumer Services | 14 |
| Commercial Services | 2 |
| Miscellaneous | 2 |
Operationeel
| Portfolio Manager-Equities | 84 |
| Corporate Officer/Principal | 68 |
| Undergraduate Degree | 57 |
| Analyst-Equity | 54 |
| Portfolio Manager-Fixed Income | 45 |
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