Heidi L. Adelman
Head-Fixed Income Invts bei Victory Capital Management, Inc. (Investment Management)
Ursprung des Netzwerks ersten Grades von Heidi L. Adelman
Einheit | Art der Einheit | Industrie | |
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Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.
268
| Operating Division | Investment Managers | 268 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Heidi L. Adelman
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Michigan State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Cleveland State University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of Michigan | College/University | Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
BNY Mellon Investment Funds I | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Pace University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Boston College | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
KEYCORP | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities | |
USAA Investment Services Co.
USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Financial Conglomerates | Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income | |
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 Undergraduate Degree Undergraduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree Graduate 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 | Corporate Officer/Principal Analyst-Equity | |
VICTORY CAPITAL HOLDINGS, INC. | Investment Managers | Chief Executive Officer Director/Board Member | |
Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
University of Maryland | College/University | Undergraduate Degree Masters Business Admin | |
The University of New South Wales | College/University | Undergraduate Degree Graduate Degree | |
Janus Henderson Investors US LLC
Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity | |
Yousif Capital Management LLC
Yousif Capital Management LLC Investment ManagersFinance Yousif Capital Management LLC (YCM) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by Kevin K. Yousif in 2021. YCM offers their investment management services to institutional clients only. They manage those client assets inside of separately managed funds where the client alone owns the assets or in commingled funds when they sub-advice on collective funds. | Investment Managers | Chief Investment Officer Portfolio Manager-Fixed Income | |
Muhlenberg College | College/University | Undergraduate Degree Undergraduate Degree | |
University of Texas at San Antonio | College/University | Undergraduate Degree Masters Business Admin | |
The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Masters Business Admin | |
Baruch College | College/University | Masters Business Admin Undergraduate Degree | |
University of British Columbia | College/University | Masters Business Admin Undergraduate Degree | |
John Carroll University | College/University | Undergraduate Degree Graduate Degree | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Cambridge | College/University | Graduate Degree Graduate Degree | |
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
Texas State University | College/University | Undergraduate Degree Undergraduate Degree | |
Fiduciary Trust Company International
Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Head-Equity Investments Analyst-Equity | |
Dickinson College | College/University | Undergraduate Degree Undergraduate Degree | |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Xavier University | College/University | Masters Business Admin Masters Business Admin | |
The College of Wooster | College/University | Undergraduate Degree Undergraduate Degree | |
Principal Global Investors (Europe) Ltd.
Principal Global Investors (Europe) Ltd. Investment ManagersFinance Principal Global Investors (Europe) Ltd. (PGI-Europe) is the London-based subsidiary of Principal Global Investors LLC, itself a subsidiary of Principal Financial Group, Inc. (NYSE: PFG) based in the US. PGI-Europe offers European institutional investors access to the global investment capabilities of the Principal Financial Group through segregated mandates and a range of mutual funds. The firm offers UK pension schemes access to a range of investment capabilities which include equity, specialist fixed-income, currency and real estate strategies. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Comerica Bank (Investment Management Texas)
Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Middlebury College | College/University | Undergraduate Degree Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 47 |
Vereinigtes Königreich | 3 |
Australien | 2 |
Kanada | 2 |
Sektoral
Consumer Services | 30 |
Finance | 21 |
Miscellaneous | 2 |
Operativ
Portfolio Manager-Equities | 118 |
Corporate Officer/Principal | 107 |
Analyst-Equity | 101 |
Undergraduate Degree | 96 |
Masters Business Admin | 48 |
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