Joe Boushelle
Analyst-Equity bei Clearstead Advisors, LLC
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Dave Fulton | M | - |
Clearstead Advisors, LLC
 Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | 15 Jahre |
| Paul T. Greff | M | - |
Ohio Public Employees Retirement System
 Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | 15 Jahre |
| Thomas M. Seay | M | - |
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | 12 Jahre |
| Aneet P. Deshpande | M | - |
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | 4 Jahre |
| Dan Meges | M | - |
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | 6 Jahre |
| David Lee Buchholz | M | - |
Ohio Public Employees Retirement System
Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | 15 Jahre |
| Gerald Peters | M | - |
Ohio Public Employees Retirement System
Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | 14 Jahre |
| Satricia A. Rice | F | - |
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | 14 Jahre |
| Brian Kenneth Hrabak | M | - |
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | 20 Jahre |
| Ken Goldman | M | 74 |
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. | 20 Jahre |
| Andres Arsuaga | M | - |
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | 4 Jahre |
| Svetlana M. Loshakov | F | - |
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | 4 Jahre |
| Erin D. H. Gray | F | - |
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | 15 Jahre |
| Carolyn Butterworth | F | - |
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | 10 Jahre |
| Lorie Davie | F | - |
Ohio Public Employees Retirement System
Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | 13 Jahre |
| Renny McPherson | M | - |
United States Marine Corps
| 21 Jahre |
| Brian Harold Wright | M | - |
Ohio Public Employees Retirement System
Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | 14 Jahre |
| Gary Becker | M | - |
The University of Chicago
| 32 Jahre |
| Javier H. Rubinstein | M | - |
The University of Chicago
| 28 Jahre |
| Michael G. Kuebler | M | - |
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | 3 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Tim Anderson | M | - |
Prudential Securities
The University of Chicago
| 6 Jahre |
| Steven G. DeSanctis | M | - |
Prudential Securities
| - |
| John C. Lane | M | - |
Ohio Public Employees Retirement System
Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | - |
| Jennifer C. Hom | F | - |
Ohio Public Employees Retirement System
Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | 7 Jahre |
| Michael Frankel | M | 56 |
The University of Chicago
| 9 Jahre |
| Federico L. Kaune | M | - |
The University of Chicago
| 4 Jahre |
| Stephen M. McConnell | M | - |
The University of Chicago
| 1 Jahre |
| Daniel J. Young | M | - |
The University of Chicago
| 4 Jahre |
| Frank D. Gordon | M | - |
The University of Chicago
| 4 Jahre |
| Rachael S. Wexler | F | - |
The University of Chicago
| 4 Jahre |
| Alan L. Montgomery | M | - |
The University of Chicago
| - |
| Bilal Memon | M | - |
The University of Chicago
| 8 Jahre |
| Charles Hachten | M | - |
The University of Chicago
| 9 Jahre |
| Timothy Doede | M | - |
The University of Chicago
| 4 Jahre |
| Michael Booth | M | - |
The University of Chicago
| 7 Jahre |
| Michael Fonstein | M | 64 |
The University of Chicago
| 4 Jahre |
| Ed J. Powers | M | - |
The University of Chicago
| 3 Jahre |
| Alok Gaur | M | - |
The University of Chicago
| 6 Jahre |
| Joseph Werne | M | - |
The University of Chicago
| 4 Jahre |
| Luis Garicano Gabilondo | M | - |
The University of Chicago
| 4 Jahre |
| Sheryl Zhou | M | - |
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. | 7 Jahre |
| Carla N. Taylor | F | - |
The University of Chicago
| 6 Jahre |
| Anna Jung-Eun Rathbun | F | - |
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | 3 Jahre |
| Charles Zhu | M | - |
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. | 5 Jahre |
| Ho-un Kim | M | 63 |
The University of Chicago
| 3 Jahre |
| Isaac Barchas | M | 56 |
The University of Chicago
| - |
| Spiro Voulgaris | M | - |
The University of Chicago
| 9 Jahre |
| Alberto Ramos | M | - |
The University of Chicago
| 5 Jahre |
| Kenneth Lee | M | - |
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. | 13 Jahre |
| William C. Stern | M | 60 |
The University of Chicago
| 3 Jahre |
| Stacy Pak | F | - |
Prudential Securities
The University of Chicago
| 2 Jahre |
| David Cheng | M | - |
The University of Chicago
| 4 Jahre |
| Peter Kagan | M | 73 |
The University of Chicago
| 3 Jahre |
| Meridith Alin | F | - |
The University of Chicago
| 4 Jahre |
| Tim Fidler | M | 54 |
The University of Chicago
| 2 Jahre |
| Christopher Joseph Clower | M | 59 |
The University of Chicago
| 2 Jahre |
| Eric Chenoweth | M | - |
The University of Chicago
| 4 Jahre |
| Dan J. Greifenkamp | M | - |
The University of Chicago
| 3 Jahre |
| M. Jay Cox | M | - |
The University of Chicago
| 2 Jahre |
| Hugh Kim | M | - |
The University of Chicago
| 4 Jahre |
| Carmen A. Heredia-Lopez | F | - |
The University of Chicago
| 2 Jahre |
| Giri Devulapally | M | - |
The University of Chicago
| 2 Jahre |
| James A. White | M | - |
The University of Chicago
| 2 Jahre |
| Gordon S. Hargraves | M | - |
The University of Chicago
| 2 Jahre |
| Claudia I. Joyce | F | - |
The University of Chicago
| 4 Jahre |
| Brian N. Wanek | M | - |
The University of Chicago
| 3 Jahre |
| Angela Pillar Maramag | F | 53 |
The University of Chicago
| 3 Jahre |
| Claude Leveille | M | - |
The University of Chicago
| 2 Jahre |
| Greg Jones | M | - |
The University of Chicago
| 4 Jahre |
| Yung-Shin Alexander Kung | M | - |
The University of Chicago
| 4 Jahre |
| James M. McCabe | M | - |
The University of Chicago
| 2 Jahre |
| David Ansani | M | 59 |
The University of Chicago
| 2 Jahre |
| Jesse Singh | M | 58 |
The University of Chicago
| 2 Jahre |
| Joshua Chad Leibowitz | M | 53 |
The University of Chicago
| 4 Jahre |
| James Langer | M | - |
The University of Chicago
| 4 Jahre |
| Phil Ruedi | M | - |
The University of Chicago
| 2 Jahre |
| Daniel Kazan | M | - |
The University of Chicago
| 3 Jahre |
| Henry J. Shih | M | - |
The University of Chicago
| 4 Jahre |
| Nicholas Mcgeorge Bundy | M | - |
The University of Chicago
| 4 Jahre |
| Zheng Xue | M | 53 |
The University of Chicago
| 2 Jahre |
| Brian K. Langenberg | M | - |
Ohio Public Employees Retirement System
Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | 1 Jahre |
| Said Mehmed Armutcuoglu | M | - |
The University of Chicago
| 4 Jahre |
| Michael D. Ilagan | M | 57 |
The University of Chicago
| 1 Jahre |
| Jeff Mihalek | M | - |
The University of Chicago
| 4 Jahre |
| Steven S. Fu | M | - |
The University of Chicago
| 3 Jahre |
| Kevin Smith | M | 60 |
The University of Chicago
| 2 Jahre |
| Jay T. Goodwin | M | - |
The University of Chicago
| 3 Jahre |
| Christian B. McGrath | M | - |
The University of Chicago
| 3 Jahre |
| Cindy Galiano | F | 49 |
The University of Chicago
| 4 Jahre |
| Michael Kraines | M | - |
The University of Chicago
| 2 Jahre |
| Henry Park | M | - |
The University of Chicago
| 4 Jahre |
| S. Anne Shehab | M | - |
The University of Chicago
| 2 Jahre |
| Thomas Bluth | M | - |
The University of Chicago
| 2 Jahre |
| Carter Neild | M | - |
The University of Chicago
| 2 Jahre |
| Charlie Sloan | M | - |
The University of Chicago
| 2 Jahre |
| David McMillan | M | - |
The University of Chicago
| 1 Jahre |
| Eric Brock | M | 54 |
The University of Chicago
| 2 Jahre |
| Andrew Strommen | M | - |
The University of Chicago
| 4 Jahre |
| Atish Gude | M | 59 |
The University of Chicago
| 2 Jahre |
| Patrick John Reinkemeyer | M | 58 |
The University of Chicago
| 2 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 100 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Joe Boushelle
- Persönliches Netzwerk
