Bryan Jeffrey Schimel
Analyst-Equity bei Kovitz Investment Group Partners LLC
Ursprung des Netzwerks ersten Grades von Bryan Jeffrey Schimel
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Kovitz Investment Group Partners LLC
 Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities.
13
| Subsidiary | Investment Managers | 13 |
Newman & Schimel LLC
 Newman & Schimel LLC Investment ManagersFinance Newman & Schimel LLC (dba Newman Schimel) is a full-service wealth manager headquartered in Deerfield, Illinois. The firm was co-founded by Jack Newman and Bryan Schimel in 2006. In 2023, they were acquired by Kovitz Investment Group Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. Newman Schimel provides investment management and retirement planning services to high-net-worth and ultra-high net worth individuals, which includes professional athletes.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Bryan Jeffrey Schimel
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Rothschild Investment Corp.
 Rothschild Investment Corp. Investment ManagersFinance Rothschild Investment Corp. (Rothschild) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm, originally known as Rothschild & Company, was founded in 1908 by Monroe Rothschild and his brother-in-law Samuel Karger. Rothschild provides highly personalized asset management services to their clients such as individuals, families, trusts and estates; high-net worth individuals; pension and profit-sharing plans, IRAs; charitable organizations and foundations; and corporations or other businesses. | Investment Managers | President Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
| University of Illinois | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Chicago Capital Partners Management LLC
 Chicago Capital Partners Management LLC Investment ManagersFinance Chicago Capital Partners Management LLC (Chicago Capital Partners) is a private equity subsidiary of Kovitz Investment Group LLC founded in 2011. The firm is headquartered in Highland Park, Illinois. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree | |
| US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
| University of West Florida | College/University | Undergraduate Degree | |
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Investment Managers | Corporate Officer/Principal | |
| US Air Force | Sovereign | Corporate Officer/Principal | |
| DePaul University | College/University | Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree | |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity | |
| Carleton College | College/University | Undergraduate Degree | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Vector Securities LLC
 Vector Securities LLC Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Vector Securities LLC is a company that provides investment banking services. The company is based in Deerfield, IL. Vector Securities was acquired by Prudential Securities on June 09, 1999. | Investment Banks/Brokers | Corporate Officer/Principal | |
CCP Interline Sidecar LLC
 CCP Interline Sidecar LLC Investment ManagersFinance CCP Interline Sidecar LLC operates as an early stage company. The company is headquartered in Chicago, IL. | Investment Managers | Director/Board Member | |
CCP Private Holdings II LLC
 CCP Private Holdings II LLC Financial ConglomeratesFinance CCP Private Holdings II LLC operates as an early staging company. The company is headquartered in Chicago, IL. | Financial Conglomerates | Director/Board Member | |
| Quinlan School of Business | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 25 |
Sektoral
| Finance | 11 |
| Consumer Services | 11 |
| Government | 3 |
| Commercial Services | 3 |
Operativ
| Portfolio Manager-Equities | 14 |
| Undergraduate Degree | 12 |
| Corporate Officer/Principal | 11 |
| Analyst-Equity | 10 |
| Trading-Fixed Income | 6 |
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