Karen Umland
Portfolio Manager-Aktien bei Dimensional Fund Advisors LP
Ursprung des Netzwerks ersten Grades von Karen Umland
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.
106
| Subsidiary | Investment Managers | 106 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Karen Umland
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
Dimensional Fund Advisors Ltd.
 Dimensional Fund Advisors Ltd. Investment ManagersFinance Dimensional Fund Advisors Ltd. (DFAL) is a mutual fund management firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Dimensional Fund Advisors LP (DFA), ultimately held by Dimensional Holdings, Inc. in the US. DFAL provides sub-advisory services to DFA, a registered investment advisor, primarily in connection with DFA’s management of the US Dimensional Funds, and also certain institutional separate accounts. | Investment Managers | Director of Finance/CFO Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Anderson School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Doctorate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
Dimensional Investment Group, Inc.
 Dimensional Investment Group, Inc. Dimensional Investment Group, Inc. provides fund management services. It offers investment advisory services to the portfolio. The company is headquartered in Austin, TX | Chief Executive Officer Director of Finance/CFO Director of Finance/CFO Corporate Secretary | ||
| University of Michigan | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| Wake Forest University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of California | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
California Institute of Technology
 California Institute of Technology Other Consumer ServicesConsumer Services California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA. | College/University | Doctorate Degree Doctorate Degree Doctorate Degree | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Texas State University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Purdue University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Director of Research - Equity | |
Metropolitan West Asset Management LLC
 Metropolitan West Asset Management LLC Investment ManagersFinance Metropolitan West Asset Management LLC (MWAM) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1996 by Tad Rivelle, Laird Landmann and Stephen Kane. They are wholly-owned by TCW Asset Management Co. LLC, which in turn is a wholly-owned subsidiary of The TCW Group, Inc. MWAM offers fixed income portfolio management services to institutional investors, as well as individual investors through the Metropolitan West Funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
TCW Asset Management Co. LLC
 TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Investment Managers | Head-Equity Investments Corporate Officer/Principal | |
| George Washington University | College/University | Graduate Degree Graduate Degree | |
Morrison & Foerster LLP
 Morrison & Foerster LLP Miscellaneous Commercial ServicesCommercial Services Morrison & Foerster LLP is a law firm that provides legal services on various industries, which include: litigation, financial services, intellectual property and technology, and transactional work, such as corporate, capital markets and real estate finance representations. The company was founded in 1883 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Kansas | College/University | Graduate Degree Undergraduate Degree | |
| Iowa State University | College/University | Undergraduate Degree Undergraduate Degree | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Pepperdine University | College/University | Masters Business Admin Masters Business Admin | |
Pomona College
 Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Masters Business Admin Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Assante Wealth Management (Canada) Ltd.
 Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada. | Investment Managers | President Corporate Officer/Principal | |
| New York University | College/University | Graduate Degree Masters Business Admin | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| Appalachian State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Haas School of Business | College/University | Masters Business Admin Doctorate Degree | |
| USC Marshall School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The Pennsylvania State University | College/University | Graduate Degree Graduate Degree | |
| University of California, Irvine | College/University | Undergraduate Degree Undergraduate Degree | |
Innealta Capital LLC
 Innealta Capital LLC Investment ManagersFinance Innealta Capital LLC (Innealta) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2017 and is owned by Riomaggiore Investments LLC. Innealta provides discretionary portfolio management and investment advisory services to US open-end management investment companies and separately managed accounts whose investors include large institutions and high net-worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | Investment Managers | Director of Research - Equity Chief Investment Officer | |
| Princeton University | College/University | Undergraduate Degree | |
The Bank of New York Mellon (New York)
 The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Provident Funding Associates LP
 Provident Funding Associates LP Finance/Rental/LeasingFinance Provident Funding Associates LP operates as a mortgage company. It offers residential mortgages. The company was founded by Michelle Blake and R. Craig Pica in 1992 and is headquartered in Santa Rosa, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| Santa Clara University | College/University | Undergraduate Degree | |
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 | |
| MATTEL, INC. | Recreational Products | Corporate Officer/Principal | |
BNY Mellon Asset Servicing
 BNY Mellon Asset Servicing Investment Banks/BrokersFinance BNY Mellon Asset Servicing is a fund distributor headquartered in Wilmington, Delaware. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). They offer clients around the world a broad spectrum of specialized asset servicing capabilities including custody and fund services, securities lending, performance and analytics and execution services. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 48 |
| Vereinigtes Königreich | 2 |
| Australien | 2 |
| Kanada | 2 |
Sektoral
| Consumer Services | 33 |
| Finance | 14 |
| Commercial Services | 4 |
| Consumer Durables | 2 |
Operativ
| Corporate Officer/Principal | 137 |
| Undergraduate Degree | 90 |
| Masters Business Admin | 58 |
| Portfolio Manager-Equities | 56 |
| Graduate Degree | 33 |
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