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Kathleen Navin
Ökonom bei Macroeconomic Advisers LLC
Ursprung des Netzwerks ersten Grades von Kathleen Navin
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
University of Missouri
100
| College/University | Other Consumer Services | 100 |
Macroeconomic Advisers LLC
![]() Macroeconomic Advisers LLC Investment ManagersFinance Macroeconomic Advisers LLC is an independent research firm located in St. Louis, Missouri. The firm was founded in 1992 as Laurence H. Meyer & Associates. Macroeconomic Advisers is a subsidiary of IHS Markit Ltd. (NASDAQ: INFO). The firm focuses on the US economic outlook, monetary policy, and fixed income markets.
17
| Subsidiary | Investment Managers | 17 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Kathleen Navin
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
MBIA INC. | Specialty Insurance | Director/Board Member | |
Washington University in St. Louis | College/University | Corporate Officer/Principal Undergraduate Degree Doctorate Degree Doctorate Degree | |
PPM America, Inc.
![]() PPM America, Inc. Investment ManagersFinance PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients. | Investment Managers | Analyst-Fixed Income | |
The Midwest Trust Co.
![]() The Midwest Trust Co. Financial ConglomeratesFinance The Midwest Trust Co. is a private company based in Overland Park, KS. The Midwest Trust Co. provides trust services in the Midwest region. | Financial Conglomerates | Corporate Officer/Principal | |
Kornitzer Capital Management, Inc.
![]() Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
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 | Portfolio Manager-Equities Corporate Officer/Principal | |
Capital Advisors, Inc. (Oklahoma)
![]() Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Investment Managers | Portfolio Manager-Equities | |
Financial Counselors, Inc.
![]() Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities | |
Keefe, Bruyette & Woods, Inc.
![]() Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
UMB Bank & Trust, NA
![]() UMB Bank & Trust, NA Regional BanksFinance Part of UMB Financial Corp., UMB Bank & Trust, NA is a financial institution that offers personal banking services such as checking and savings accounts, credit services, investing, and wealth management. The company is based in Kansas City, MO. The company also provides strategic planning and investment advisory services for families of significant wealth, with a focus on helping clients plan for their lasting impact. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Guggenheim Securities LLC
![]() Guggenheim Securities LLC Investment Banks/BrokersFinance Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments. | Investment Banks/Brokers | Analyst-Equity | |
TD Securities (USA) LLC
![]() TD Securities (USA) LLC Investment Banks/BrokersFinance Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors. | Investment Banks/Brokers | Analyst-Equity | |
HM Capital Management LLC
![]() HM Capital Management LLC Investment ManagersFinance HM Capital Management LLC (HMCM) is an independent investment advisory firm headquartered in Clayton, Missouri. The firm was founded in 2005 by Matthew Kopsky, Karen Gloriod and Maribeth Snodgass. HMCM provides wealth management services to affluent families and retirement planning to institutional clients. | Investment Managers | Analyst-Equity | |
American Century Investments Value Yield LLC
![]() American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Stifel, Nicolaus & Co., Inc.
![]() Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
PT Perusahaan Listrik Negara (Persero)
![]() PT Perusahaan Listrik Negara (Persero) Engineering & ConstructionIndustrial Services PT Perusahaan Listrik Negara (Persero) engages in the generation, transmission and distribution of electrical power to residential, commercial, and industrial customers. It operates through the following segments: Sumatera, Java Bali and Nusa Tenggara, Kalimantan, and Sulawesi and Maluku Papua. Its other activities include electricity consultation, construction, installation, assessment, testing, operations, and maintenance of electrical power equipment, planning and development of electric power facilities, and research and support activities related to electricity. The company was founded on January 1, 1961 and is headquartered in Jakarta, Indonesia. | Engineering & Construction | Human Resources Officer Corporate Secretary | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
Missouri Innovation Center, Inc.
![]() Missouri Innovation Center, Inc. Investment ManagersFinance Missouri Innovation Center, Inc (Missouri Innovation Center) is a venture capital firm founded in 1984. The firm is headquartered in Columbia, Missouri. | Investment Managers | Chairman Director/Board Member | |
CPC LLC
![]() CPC LLC MiscellaneousMiscellaneous CPC LLC is a subsidiary of CPC Management, which is a long-term investment company organized as a company, not around funds like traditional private equity firms. CPC is based in Kansas City, MO and has subsidiaries in Sweden and the United States. The company focuses on creating defensible, long-term value by investing in innovation, workforce development, new technologies, and supply chain improvements. CPC is owned by large family offices and successful entrepreneurs who are aligned around long-term decision making and wealth creation. It was formed from the merging of Curran Companies and C3 Capital's management teams. CPC aims to invest $600mm to $700mm into lower middle market businesses over the next five years. The company does not use enterprise leverage to fund acquisitions and emphasizes excelling in the five key battles™: people, systems and processes, execution, customer intimacy, and product leadership. The company was founded by Desmond Patrick Curran, Jared E. Poland, Patrick F. Healy, Patrick Wiley Curran, Robert L. Smith, and Steven E. Swartzman. | Miscellaneous | Director/Board Member Director of Finance/CFO | |
University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
C3 Capital LLC
![]() C3 Capital LLC Investment ManagersFinance C3 Capital LLC (C3 Capital) is a private equity subsidiary of CPC LLC founded in 1994 by Patrick D Curran, Patrick F Healy, Smith Robert and Steven Swartzman. The firm is headquartered in Kansas City, Missouri. | Investment Managers | Private Equity Investor Director of Finance/CFO | |
Institut Teknologi Bandung | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Los Angeles | College/University | Doctorate Degree Doctorate Degree | |
Macquarie Capital (USA), Inc.
![]() Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Managers | Analyst-Equity Analyst-Equity | |
TechAccel LLC
![]() TechAccel LLC Investment ManagersFinance TechAccel LLC (TechAccel) is a venture capital firm founded in 2014 by Michael F. Helmstetter. The firm is headquartered in Shawnee, Kansas. | Investment Managers | Private Equity Investor | |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
Magnus Vytautas University | College/University | Undergraduate Degree | |
St. Louis Trust & Family Office
![]() St. Louis Trust & Family Office Investment ManagersFinance St. Louis Trust & Family Office is an independent multi-family office headquartered in St. Louis, Missouri. Formerly known as The St. Louis Trust Co., the firm was founded in 2002 by James O’Connor, Patrick Stark and John Jennings. St. Louis Trust & Family Office provides investment management and family office services exclusively to families of great wealth. | Investment Managers | Investment Committee Member | |
Guggenheim Partners Investment Management LLC
![]() Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Federal Reserve Bank of St. Louis | General Government | Corporate Officer/Principal | |
Macalester College | College/University | Corporate Officer/Principal | |
Universitas Hasanuddin | College/University | Graduate Degree | |
Santa Clara University | College/University | Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
Baylor University | College/University | Undergraduate Degree | |
Vantage Investment Partners LLC
![]() Vantage Investment Partners LLC Investment ManagersFinance Vantage Investment Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Kansas City, Missouri. The firm was founded by John Woolway in 2003. Vantage provides investment advisory services for individuals, high net-worth individuals, insurance companies, corporations and sub-advised accounts. | Investment Managers | Analyst-Equity | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Scale Venture Capital Management Group LLC
![]() Scale Venture Capital Management Group LLC Investment ManagersFinance Scale Venture Capital Management Group LLC (Scale Venture Capital) is a accelerator/incubator firm founded in 2021. The firm is headquartered in Columbia, Missouri. | Investment Managers | Consultant / Advisor | |
Permanent Equity Management
![]() Permanent Equity Management Investment ManagersFinance Permanent Equity Management (Permanent Equity) is a private equity firm founded in 2007 by Brent Beshore. The firm is headquartered in Columbia, Missouri. | Investment Managers | Chief Executive Officer | |
TANDY LEATHER FACTORY, INC. | Specialty Stores | Director/Board Member | |
Washington & Lee University | College/University | Undergraduate Degree | |
RE/SPEC, Inc.
![]() RE/SPEC, Inc. Miscellaneous Commercial ServicesCommercial Services RE/SPEC, Inc. engages in the provision of technical and environmental consulting services. Its products include billing and revenue management, health and human services, modeling and optimization, data management, mining software, and monitoring and instrumentation. The company was founded in 1969 and is headquartered in Rapid City, SD. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
South Dakota School of Mines & Technology | College/University | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 45 |
Indonesien | 4 |
Litauen | 2 |
Sektoral
Finance | 29 |
Consumer Services | 14 |
Commercial Services | 3 |
Industrial Services | 2 |
Miscellaneous | 2 |
Operativ
Corporate Officer/Principal | 97 |
Undergraduate Degree | 88 |
Analyst-Equity | 42 |
Director/Board Member | 36 |
Graduate Degree | 31 |
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