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Ursprung des Netzwerks ersten Grades von Connor Young
Einheit | Art der Einheit | Industrie | |
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Morningstar, Inc. (Research)
![]() Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.
59
| Operating Division | Investment Managers | 59 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Connor Young
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Kirr, Marbach & Co. LLC
![]() Kirr, Marbach & Co. LLC Investment ManagersFinance Kirr, Marbach & Co. LLC (KM) is an independent, SEC-registered investment advisor headquartered in Columbus, Indiana. The firm was founded in 1975 by David M. Kirr and Terry B. Marbach. KM manages separate accounts and is the adviser to the Kirr, Marbach Partners Value Fund (KMVAX), an open-end registered investment company. | Investment Managers | Analyst-Equity | |
Washington University in St. Louis | College/University | Graduate Degree Undergraduate Degree | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
First Trust Advisors LP
![]() First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Raymond James & Associates, Inc.
![]() Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity 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 | Analyst-Equity Analyst-Fixed Income Analyst-Equity | |
Allspring Funds Management LLC
![]() Allspring Funds Management LLC Investment ManagersFinance Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients. | Investment Managers | Corporate Officer/Principal | |
Henley Business School Ltd. | College/University | Graduate Degree | |
The Mather Group LLC
![]() The Mather Group LLC Investment ManagersFinance The Mather Group LLC (TMG) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Stewart Mather in 2011. They are a subsidiary of Mather Holdings LLC, ultimately owned by The Vistria Group LP. TMG provides combined financial planning, investment management, tax and estate planning, and family office services to primarily high net-worth individuals. | Investment Managers | Analyst-Fixed Income | |
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 | |
University of Illinois | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Undergraduate Degree Undergraduate Degree | |
DePaul University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Graduate Degree | |
Bayes Business School | College/University | Graduate Degree Graduate Degree | |
St. Olaf College | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
The University of Chicago | College/University | Undergraduate Degree Undergraduate Degree | |
Morningstar Holland BV
![]() Morningstar Holland BV Investment ManagersFinance Part of Morningstar, Inc., Morningstar Holland BV is a Dutch company that provides investment research. The company is based in Amsterdam, Netherlands. The company was founded in 2000. The CEO is Steven Smit. | Investment Managers | Analyst-Equity Analyst-Equity | |
Indiana University | College/University | Masters Business Admin Undergraduate Degree | |
Stephen M. Ross School of Business | 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 | |
Calamos Advisors LLC
![]() Calamos Advisors LLC Investment ManagersFinance Calamos Advisors LLC is a SEC-registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles. | Investment Managers | Analyst-Equity | |
King's College London | College/University | Graduate Degree | |
First Analysis Securities Corp.
![]() First Analysis Securities Corp. Investment Banks/BrokersFinance First Analysis Securities Corp. (FAS) is a research-driven investment organization headquartered in Chicago, Illinois and was founded in 1981. The firm is a subsidiary of First Analysis Corp. FAS serves emerging growth companies with private equity/venture capital investments, corporations with corporate finance and merger and acquisition services, and financial institutions with the public equity research and private equity limited partnerships. | Investment Banks/Brokers | Analyst-Equity | |
Brigham Young University | College/University | Undergraduate Degree | |
University of Massachusetts Amherst College of Natural Science | College/University | Masters Business Admin | |
Alpha IR Group LLC
![]() Alpha IR Group LLC Miscellaneous Commercial ServicesCommercial Services Alpha IR Group LLC is an investor relations and transactions/crisis advisory firm that helps to protect, enhance, and build the investment brands of leading companies. The private company is based in Chicago, IL, and has offices in New York, NY, and San Francisco, CA. The company has a small company, holistic approach and brings significant Wall Street, financial, and large agency experience to its clients. Alpha IR has deep sector expertise and senior-driven programs to manage its clients' reputations, credibility, and ultimately, their valuation. The company was founded in 2012 by Christian Hodges, who has been the CEO since 2012. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree | |
Bogazici University | College/University | Undergraduate Degree | |
Rhodes College | College/University | Undergraduate Degree | |
The Martin J. Whitman School of Management | College/University | Undergraduate Degree | |
Ernst & Young Capital Advisors LLC
![]() Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Washington State Housing Finance Commission | State Agency | Corporate Officer/Principal | |
Edison Investment Research Ltd.
![]() Edison Investment Research Ltd. Investment ManagersFinance Edison Investment Research Ltd. (Edison) is an investment research, investor relations and consulting firm headquartered in London, UK. The firm was founded by Stephen Rogers and Fraser Thorne in 2003. They are a subsidiary of Edison Global Ltd. Edison provides investment research to international investors, advisors and stakeholders. | Investment Managers | Analyst-Equity | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity | |
Pacific Lutheran University | College/University | Undergraduate Degree | |
Denison University | College/University | Undergraduate Degree | |
Grinnell College | College/University | Undergraduate Degree | |
Mendoza College of Business | College/University | Undergraduate Degree | |
George Washington University | College/University | Undergraduate Degree | |
Meketa Investment Group, Inc.
![]() Meketa Investment Group, Inc. Investment ManagersFinance Meketa Investment Group, Inc. provides investment consulting and advisory services. The company was founded in 1978 and is headquartered in Westwood, MA. | Investment Managers | Corporate Officer/Principal | |
Mercer Management Consulting, Inc.
![]() Mercer Management Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Mercer Management Consulting, Inc. provides management consulting services. The company offers business design innovation, brand strategy, operational excellence, transformation, and portfolio strategy services. The firm was founded in 1990 and is located in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Purdue University | College/University | Masters Business Admin | |
Miami University | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 43 |
Vereinigtes Königreich | 5 |
Niederlande | 2 |
Türkei | 2 |
Sektoral
Consumer Services | 29 |
Finance | 18 |
Commercial Services | 4 |
Government | 2 |
Operativ
Analyst-Equity | 76 |
Undergraduate Degree | 49 |
Corporate Officer/Principal | 37 |
Masters Business Admin | 17 |
Analyst-Fixed Income | 16 |
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