Chadwick Schlett
Analyst-Equity bei Rothschild Investment Corp.
Ursprung des Netzwerks ersten Grades von Chadwick Schlett
Einheit | Art der Einheit | Industrie | |
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Xavier University
26
| College/University | Other Consumer Services | 26 |
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.
11
| Private Company | Investment Managers | 11 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Chadwick Schlett
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Opus Capital Group LLC
Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities | |
Illinois Institute of Technology | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
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 Masters Business Admin | |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed their name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
The Ohio University
The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree Undergraduate Degree | |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | Investment Managers | President Analyst-Equity | |
Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
DePaul University | College/University | Masters Business Admin Masters Business Admin | |
Northern Kentucky University | College/University | Undergraduate Degree Undergraduate Degree | |
Aptus Capital Advisors LLC
Aptus Capital Advisors LLC Investment ManagersFinance Aptus Capital Advisors LLC (ACA) is a SEC-registered investment advisor headquartered in Fairhope, Alabama, with operations in Cayman Islands. The firm was founded in 2013 by John David Gardner and they are a subsidiary of Aptus Holdings LLC. ACA provides investment services to individuals, small businesses, trusts, estates, registered investment companies, and other registered investment professionals. | Investment Managers | Analyst-Equity Analyst-Equity | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Analyst-Equity Corporate Officer/Principal | |
Wasson Enterprise LLC
Wasson Enterprise LLC Investment ManagersFinance Wasson Enterprise LLC (Wasson Enterprise) is a venture capital firm founded in 2016 by Gregory D. Wasson and Kim Wasson. The firm is headquartered in Chicago, Illinois. | Investment Managers | President Sales & Marketing | |
Holly & Tanager LLC
Holly & Tanager LLC Consumer SundriesConsumer Non-Durables Holly & Tanager LLC sells wallets, belt bags, totes and backpacks for women. The company was founded by Lindsay Lingle and Kathryn Rogers in March 2017 and is headquartered in Chicago, IL. | Consumer Sundries | Chief Executive Officer Founder | |
Kao USA, Inc.
Kao USA, Inc. Specialty StoresRetail Trade Kao USA Inc. manufactures and markets personal care products for men and women. The firm's brands includes Jergens, John Frieda, GUHL, Cur?l, Soft Sense, Bior? and Ban. The company was founded by Tomiro Nagase in 1882 and is headquartered in Cincinnati, OH. | Specialty Stores | Corporate Officer/Principal Sales & Marketing | |
Jack C. Keir, Inc.
Jack C. Keir, Inc. Miscellaneous Commercial ServicesCommercial Services Jack C. Keir, Inc. provides training solutions for financial services professionals seeking to prepare for various financial and insurance certification exams. Its products prepare financial services professionals for the Certified Financial Planner (CFP), Financial Industry Regulatory Authority (FINRA), and several property and casualty examinations. The company was founded by Jack C. Keir in 1968 and is headquartered in Middletown, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
MCF Advisors LLC
MCF Advisors LLC Investment ManagersFinance MCF Advisors LLC (MCF) is an independent, SEC-registered investor advisor headquartered in Covington, Kentucky. The firm was founded by Robert B. Sathe in 2000 and do-business-as MCF Institutional. MCF provides portfolio management services to individuals, high net-worth individuals, trusts, pension and profit-sharing plans, charitable institutions (which include foundations), and corporations or other businesses. | Investment Managers | Chief Investment Officer | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
Hengehold Capital Management LLC
Hengehold Capital Management LLC Investment ManagersFinance Hengehold Capital Management LLC (dba HCM Wealth Advisors) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Michael "Mik” Hengehold in 1990. HCM Wealth Advisors provides comprehensive wealth management, tax, and accounting services to help successful professionals and business owners retire well. | Investment Managers | Analyst-Equity | |
Mount St. Joseph University | College/University | Undergraduate Degree | |
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Fixed Income | |
The Deming Center Venture Fund (Venture Capital)
The Deming Center Venture Fund (Venture Capital) Investment ManagersFinance The Deming Center Venture Fund(Venture Capital) (DCVF) is a venture capital firm founded in 2009. The firm is headquartered in Boulder, Colorado. | Investment Managers | Private Equity Investor | |
Correlation Management LLC
Correlation Management LLC Investment ManagersFinance Correlation Management LLC (Correlation Ventures) is an independent Venture Capital firm founded in 2006 by David Edward Coats and Trevor Fredric Kienzle. The firm headquartered in san Francisco, California. | Investment Managers | Comptroller/Controller/Auditor | |
Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Florida State University | College/University | Undergraduate Degree | |
Bartlett & Co. Wealth Management LLC
Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base of high net-worth individuals and families, foundations and endowments, corporate and nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans. | Investment Managers | Analyst-Fixed Income | |
University of Cincinnati (Ohio) | College/University | Undergraduate Degree | |
CINCINNATI BELL INC. | Major Telecommunications | Public Communications Contact | |
Newport Global Advisors LP
Newport Global Advisors LP Investment ManagersFinance Newport Global Advisors LP (Newport Global Advisors) is a private equity subsidiary of NGA HoldCo LLC founded in 2005 by Timothy Thomas Janszen and Ryan Lee Langdon. The firm is headquartered in The Woodlands, Texas. | Investment Managers | Private Equity Analyst | |
Salient Partners LP
Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Corporate Officer/Principal | |
Winthrop Capital Management LLC
Winthrop Capital Management LLC Investment ManagersFinance Winthrop Capital Management LLC (WCM) is an independent, SEC-registered investment advisor headquartered in Carmel, Indiana. The firm was founded by Gregory J. Hahn in 2007. WCM specializes in the management of equity, high-grade and high yield fixed income portfolio management for both institutional and individual investors. | Investment Managers | Corporate Officer/Principal | |
University of Kentucky | College/University | Undergraduate Degree | |
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Analyst-Fixed Income | |
Atento Capital LLC
Atento Capital LLC Investment ManagersFinance Atento Capital LLC (Atento Capital) is a venture capital firm founded in 2020 by Michael Basch and William Gray. The firm is headquartered in Tulsa, Oklahoma. | Investment Managers | Private Equity Analyst | |
Purdue University | College/University | Undergraduate Degree | |
World Affairs Council of Jacksonville
World Affairs Council of Jacksonville Miscellaneous Commercial ServicesCommercial Services World Affairs Council of Jacksonville is a non-profit organization. It engages in the citizens of Northeast Florida in becoming informed participants in the global community. The company was founded in 1985 and is headquartered in Jacksonville Beach, FL. | Miscellaneous Commercial Services | Director/Board Member | |
PHILLIPS EDISON & COMPANY, INC. | Real Estate Investment Trusts | Director of Finance/CFO | |
Phillips Edison Grocery Center REIT III, Inc
Phillips Edison Grocery Center REIT III, Inc Real Estate Investment TrustsFinance Phillips Edison Grocery Center REIT III, Inc. seeks to acquire and manage grocery-anchored neighborhood and community shopping centers with mix of national, regional, and local tenants selling necessity-based goods and services, and are anchored by a grocery provider in the region, with the specific grocery store demonstrating solid sales performance. The company was founded on April 15, 2016 and is headquartered in Cincinnati, OH. | Real Estate Investment Trusts | Director of Finance/CFO | |
CYRUSONE INC. | Real Estate Investment Trusts | Public Communications Contact | |
Rim Semiconductor Co.
Rim Semiconductor Co. SemiconductorsElectronic Technology Rim Semiconductor Co. develops and markets transmission technology products that enable data to be transmitted across copper telephone wire. Its technology products allow telephone companies and enterprise network operators to provide video, data, and voice services over the existing copper telecommunications infrastructure. The company was founded on December 5, 1985 and is headquartered in La Jolla, CA. | Semiconductors | Director/Board Member | |
Planes Moving & Storage, Inc.
Planes Moving & Storage, Inc. Air Freight/CouriersTransportation Planes Moving & Storage, Inc. engages in the provision of trucking, logistics, and storage services. It offers local moving, long distance moving, packing services, storage, and global moving. The company was founded in 1921 and is headquartered in West Chester, OH. | Air Freight/Couriers | Corporate Officer/Principal | |
AT&T Broadband & Internet Services
AT&T Broadband & Internet Services Specialty TelecommunicationsCommunications AT&T Broadband & Internet Services provides cable television, high speed cable Internet and digital telephone services. The company is headquartered in new York, NY. | Specialty Telecommunications | Corporate Officer/Principal | |
GLATFELTER CORPORATION | Pulp & Paper | Director/Board Member | |
Moseley & Reece, Inc.
Moseley & Reece, Inc. Food DistributorsDistribution Services Moseley & Reece, Inc. supplies and wholesales groceries. The company is headquartered in Mount Airy, NC | Food Distributors | Corporate Officer/Principal | |
Chicago Child Care Society
Chicago Child Care Society Other Consumer ServicesConsumer Services Chicago Child Care Society provides innovative, community-based education and social service programs that address the current and emerging needs of vulnerable children and their families. Chicago Child Care Society has been serving children and families since 1849, Located in Hyde Park, CCCS is the oldest existing child welfare agency in the state of Illinois. | Other Consumer Services | Director/Board Member |
Statistik
International
Vereinigte Staaten | 50 |
Singapur | 2 |
Sektoral
Finance | 28 |
Consumer Services | 13 |
Commercial Services | 3 |
Communications | 3 |
Process Industries | 3 |
Operativ
Undergraduate Degree | 37 |
Corporate Officer/Principal | 25 |
Masters Business Admin | 19 |
Portfolio Manager-Equities | 19 |
Analyst-Equity | 15 |
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