Ursprung des Netzwerks ersten Grades von Dawn Annette Mueller
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Edward D. Jones & Co. LP
 Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories.
55
| Subsidiary | Investment Managers | 55 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Dawn Annette Mueller
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 | |
| LINCOLN NATIONAL CORPORATION | Life/Health Insurance | Chief Operating Officer | |
| Washington University in St. Louis | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
Segall Bryant & Hamill LLC
 Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Investment Managers | Analyst-Equity | |
Kennedy Capital Management LLC
 Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Nebraska | College/University | Undergraduate Degree Masters Business Admin | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity | |
The Variable Annuity Life Insurance Co.
 The Variable Annuity Life Insurance Co. Investment Banks/BrokersFinance Part of Corebridge Financial, Inc., The Variable Annuity Life Insurance Co. is a company that believes everyone deserves financial security. The company is based in Houston, TX. The company works to enable people to take action in their financial lives, bridging the gap between planning and outcomes, and addressing both current and future financial needs. The company was founded in 1960, and the CEO is Bruce Robert Abrams. | Investment Banks/Brokers | Corporate Officer/Principal | |
Cambridge Investment Research, Inc.
 Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC | Investment Banks/Brokers | Corporate Officer/Principal | |
Hartford Investment Financial Services LLC
 Hartford Investment Financial Services LLC Financial ConglomeratesFinance Part of The Hartford Financial Services Group, Inc., Hartford Investment Financial Services LLC provides fund management services. The company is based in Simsbury, CT. The CEOs of the company are Robert Michael Arena, James Edward Davey. | Financial Conglomerates | Corporate Officer/Principal | |
| Rockhouse Securities LLC | Corporate Officer/Principal | ||
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Analyst-Equity | |
Olive Street Investment Advisers LLC
 Olive Street Investment Advisers LLC Investment ManagersFinance Olive Street Investment Advisers LLC (OSIA) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm is a subsidiary of The Jones Financial Cos. LLLP. OSIA provides investment advisory services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Buckingham Strategic Wealth LLC
 Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Investment Managers | Portfolio Manager-Equities | |
| University of Missouri | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| St. Louis University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Regatta Capital Group LLC
 Regatta Capital Group LLC Investment ManagersFinance Regatta Capital Group LLC (Regatta Capital Group) is a venture capital firm founded in 2007 by Russell R. Mohberg and Spencer Southard Kelly. The firm is headquartered in El Segundo, California. | Investment Managers | Founder Founder | |
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 | Analyst-Equity Investment Committee Member | |
| Indiana University | College/University | Masters Business Admin Masters Business Admin | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| Creighton University | College/University | Undergraduate Degree | |
| Trinity College (Connecticut) | College/University | Undergraduate Degree | |
Transamerica Financial Life Insurance Co.
 Transamerica Financial Life Insurance Co. Life/Health InsuranceFinance Transamerica Financial Life Insurance Co. provides insurance services. The company is headquartered in Harrison, NY. | Life/Health Insurance | Director/Board Member | |
LL Global, Inc.
 LL Global, Inc. Miscellaneous Commercial ServicesCommercial Services LL Global, Inc. is a private company based in Windsor, CT. LL Global is the home of limra.com, which provides information and research to the insurance and financial services industry. The CEO of the company is David N. Levenson. | Miscellaneous Commercial Services | Director/Board Member | |
| The Boys & Girls Clubs of Philadelphia | Director/Board Member | ||
| Limra Loma Secure Retirement Institute | Chairman | ||
| VOYA FINANCIAL, INC. | Life/Health Insurance | Corporate Officer/Principal | |
| Principia College | College/University | Undergraduate Degree | |
| University of Dayton | College/University | Undergraduate Degree | |
Manhattan Beach Chamber of Commerce
 Manhattan Beach Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services Manhattan Beach Chamber of Commerce operates as a membership based organization committed to fostering local economy through promoting the community, providing networking opportunities and representing business to government. It offers Stay, Dine Shop and Play facilities. The company is headquartered in Manhattan Beach, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Analyst-Equity | |
| Wheaton College (Massachusetts) | College/University | Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree | |
| The California State University | College/University | Undergraduate Degree | |
| Pepperdine University | College/University | Masters Business Admin | |
| Bradley University | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 49 |
Sektoral
| Consumer Services | 21 |
| Finance | 20 |
| Commercial Services | 5 |
| Communications | 3 |
Operativ
| Analyst-Equity | 80 |
| Undergraduate Degree | 47 |
| Corporate Officer/Principal | 41 |
| Masters Business Admin | 26 |
| Portfolio Manager-Equities | 5 |
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