Bob Phillips
Vorstandsvorsitzender bei Spectrum Management Group LLC (Indiana)
Ursprung des Netzwerks ersten Grades von Bob Phillips
Einheit | Art der Einheit | Industrie | |
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Spectrum Management Group LLC (Indiana)
Spectrum Management Group LLC (Indiana) Investment ManagersFinance Spectrum Management Group LLC (SMG) is an independent wealth management firm headquartered in Indianapolis, Indiana. The firm was founded in 1995 by Leslie D. Thompson and Robert (Bob) C. Phillips. SMG provides investment management services to individuals, high net-worth individuals, business entities, qualified retirement plans, foundations, endowments, charitable organizations, and trusts.
7
| Private Company | Investment Managers | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Bob Phillips
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Indiana University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Purdue University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Analyst-Equity | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal | |
40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Portfolio Manager-Equities | |
University of Indianapolis | College/University | Masters Business Admin | |
Wallington Asset Management LLC
Wallington Asset Management LLC Investment ManagersFinance Wallington Asset Management LLC is an independent wealth manager and registered investment advisor headquartered in Indianapolis, Indiana. The firm was co-founded by Robert C. Klemkosky and Terence P. Weiss in 1988 to manage equity, balanced and fixed income portfolios for individuals, trusts and estates, foundations, endowments, corporations and retirement plans. | Investment Managers | Analyst-Equity | |
Hanover College | College/University | Undergraduate Degree | |
Marian University | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 11 |
Sektoral
Consumer Services | 6 |
Finance | 6 |
Operativ
Analyst-Equity | 8 |
Undergraduate Degree | 7 |
Portfolio Manager-Equities | 5 |
Corporate Officer/Principal | 1 |
Masters Business Admin | 1 |
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