Ursprung des Netzwerks ersten Grades von Nancy A. Venice
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Bufka & Rodgers LLC
 Bufka & Rodgers LLC Investment ManagersFinance Bufka & Rodgers LLC (BR) was founded in April 1987 in Schaumberg, Illinois. BR manages assets for clients including employee benefit plans, endowments, religious organizations and individual investors of substantial means.
9
| Extinct | Investment Managers | 9 |
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.
4
| Subsidiary | Investment Managers | 4 |
Mid-Continent Capital LLC
 Mid-Continent Capital LLC Investment ManagersFinance Mid-Continent Capital LLC (MCC) is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by John Mabie in 1983. They were acquired in 2023 by Connectus Wealth LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). MMC specializes in the management of equity and fixed income portfolios for private individuals and institutions.
2
| Subsidiary | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Nancy A. Venice
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Oak Family Advisors LLC
 Oak Family Advisors LLC Investment ManagersFinance Oak Family Advisors LLC (OFA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was formerly known as Betterman Investment Group LLC and is principally owned by Oak Family Holdings LLC. OFA provides personalized confidential investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Investment Managers | President Chief Executive Officer | |
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| DePaul University | College/University | Undergraduate Degree Graduate Degree | |
| Northern Illinois 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 | |
| MORNINGSTAR, INC. | Investment Managers | Corporate Officer/Principal | |
Intrinsic Edge Capital Management LLC
 Intrinsic Edge Capital Management LLC Investment ManagersFinance Intrinsic Edge Capital Management LLC (IECM) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2016 by Mark Coe and is a direct subsidiary of Mark D. Coe 2012 Irrevocable Trust DTD Sept. 20, 2012. IECM provides discretionary investment advisory services to the Intrinsic Edge Funds which are private hedge funds that are offered to qualified investors. | Investment Managers | Founder | |
| Illinois State University | College/University | Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
| Vanderbilt University | College/University | Undergraduate Degree | |
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Chairman | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Rush-Copley Medical Center, Inc.
 Rush-Copley Medical Center, Inc. Hospital/Nursing ManagementHealth Services Rush-Copley Medical Center, Inc. provides healthcare services. Its services include emergency services, cancer care center, family birth, neuroscience, heart and vascular, joint reconstruction and replacement, cardiac care, women's services, and diagnostic imaging. The company was founded in 1886 and is headquartered in Aurora, IL. | Hospital/Nursing Management | Director/Board Member | |
Peoples Insurance Agency LLC
 Peoples Insurance Agency LLC Insurance Brokers/ServicesFinance Part of Peoples Bancorp, Inc. (Ohio), Peoples Insurance Agency LLC is a company that provides personal and business insurance solutions. The company is based in Marietta, OH. | Insurance Brokers/Services | President | |
| Kellogg School of Management | College/University | Masters Business Admin | |
| University of Virginia | College/University | Undergraduate Degree | |
| The University of North Carolina at Charlotte | College/University | Masters Business Admin | |
| Stein Roe & Farnham, Inc. /Private Capital Management Div/ | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| Occidental College | College/University | Undergraduate Degree | |
Chicago Symphony Orchestra Association
 Chicago Symphony Orchestra Association Movies/EntertainmentConsumer Services The Chicago Symphony Orchestra Association operates music bands and orchestras. The non-profit company is based in Chicago, IL. | Movies/Entertainment | Corporate Officer/Principal | |
| Harvard Kennedy School of Government | College/University | Graduate Degree | |
Fiduciary Management, Inc.
 Fiduciary Management, Inc. Investment ManagersFinance Fiduciary Management, Inc. (FMI) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1980, FMI manages assets for domestic and international institutions, individual investors, Registered Investment Advisers through separately managed accounts and the FMI Family of Funds. | Investment Managers | Analyst-Equity | |
BMO Harris Bank, NA (Investment Management)
 BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients. | Investment Managers | Chief Investment Officer | |
| Otterbein College | College/University | Corporate Officer/Principal | |
| PEOPLES BANCORP INC. | Regional Banks | Chairman | |
| Marietta College | College/University | Corporate Officer/Principal | |
People's Bank (Marietta, Ohio)
 People's Bank (Marietta, Ohio) Regional BanksFinance People's Bank NA operates as a commercial bank, which engages in the provision of commercial and retail banking, insurance, and brokerage and trust services. It provides various types of loans, including commercial and commercial real estate loans, residential real estate loans, home equity lines of credit, real estate construction loans, and consumer loans. The company was founded in 1902 and is headquartered in Marietta, OH. | Regional Banks | Chief Executive Officer | |
Trustees of the University of Pennsylvania
 Trustees of the University of Pennsylvania Investment Trusts/Mutual FundsMiscellaneous Trustees of The University of Pennsylvania engages in the provision of social services. The company was founded in 1740 and is headquartered in Philadelphia, PA. | Investment Trusts/Mutual Funds | Director/Board Member |
Statistik
International
| Vereinigte Staaten | 42 |
| Italien | 2 |
Sektoral
| Finance | 23 |
| Consumer Services | 17 |
| Miscellaneous | 3 |
| Commercial Services | 2 |
| Health Services | 2 |
Operativ
| Portfolio Manager-Equities | 26 |
| Corporate Officer/Principal | 13 |
| Analyst-Equity | 10 |
| Undergraduate Degree | 9 |
| Chief Investment Officer | 8 |
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