Aktive Positionen von Chris Harvey
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Advisory Research, Inc.
Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Analyst-Equity | 01.04.2015 | - |
Portfolio Manager-Aktien | 01.04.2015 | - |
Karriereverlauf von Chris Harvey
Ehemalige bekannte Positionen von Chris Harvey
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Zuckerman Investment Group LLC
Zuckerman Investment Group LLC Investment ManagersFinance Zuckerman Investment Group LLC (ZIG) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Daniel Zuckerman and Sherwin Zuckerman in 2005. They are a subsidiary of Zig Holding LLC. ZIG manages equity, balanced and fixed income portfolios for high net worth individuals and families, trusts, partnerships, retirement plans and charitable foundations. The firm provides investment advice, counseling and portfolio management to multi-generational families on both a discretionary and non-discretionary basis through the use of separately managed accounts. | Direktor der Forschung - Eigenkapital | 06.08.2014 | 01.04.2015 |
Mitglied des Investmentausschusses | 06.08.2014 | 01.04.2015 | |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Corporate Officer/Principal | - | - |
William Harris Investors, Inc.
William Harris Investors, Inc. Investment ManagersFinance William Harris Investors, Inc. (WHI) is a privately-owned investment and wealth management firm headquartered in Chicago, Illinois. The firm serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI has expanded its services and today provides a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services to four generations of the Harris family. | Analyst-Equity | - | - |
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. | Analyst-Equity | 29.09.2010 | - |
Ausbildung von Chris Harvey
Clark University | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 8 |
Operativ
Analyst-Equity | 3 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 6 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 5 |
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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. | Finance |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Finance |
William Harris Investors, Inc.
William Harris Investors, Inc. Investment ManagersFinance William Harris Investors, Inc. (WHI) is a privately-owned investment and wealth management firm headquartered in Chicago, Illinois. The firm serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI has expanded its services and today provides a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services to four generations of the Harris family. | Finance |
Zuckerman Investment Group LLC
Zuckerman Investment Group LLC Investment ManagersFinance Zuckerman Investment Group LLC (ZIG) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Daniel Zuckerman and Sherwin Zuckerman in 2005. They are a subsidiary of Zig Holding LLC. ZIG manages equity, balanced and fixed income portfolios for high net worth individuals and families, trusts, partnerships, retirement plans and charitable foundations. The firm provides investment advice, counseling and portfolio management to multi-generational families on both a discretionary and non-discretionary basis through the use of separately managed accounts. | Finance |
Advisory Research, Inc.
Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Finance |
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