Patti Sue Robertson
Trading-Equity bei Cavanal Hill Investment Management, Inc.
Ursprung des Netzwerks ersten Grades von Patti Sue Robertson
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Cavanal Hill Investment Management, Inc.
 Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.
41
| Subsidiary | Investment Managers | 41 |
| Public Company | Major Banks | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Patti Sue Robertson
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
The California Public Employees Retirement System
 The California Public Employees Retirement System Investment ManagersFinance The California Public Employees' Retirement System (CalPERS) is a state-owned pension fund management firm headquartered in Sacramento, California. Founded in 1932, the firm has long been at the forefront of shareholder activism in the US. CalPERS provides retirement and health benefit services to private individuals and employers, specifically active, inactive and retired employees of California state and local public agencies. They routinely put pressure on companies to achieve better corporate performance corporate governance. | Investment Managers | Analyst-Equity | |
| ALLY FINANCIAL INC. | Regional Banks | Corporate Officer/Principal | |
Heartland Advisors, Inc.
 Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Investment Managers | Trading-Equity | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
| FEDERAL HOME LOAN MORTGAGE CORPORATION | Finance/Rental/Leasing | Director of Finance/CFO | |
| University of Nebraska | College/University | Undergraduate Degree | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| George Washington University | College/University | Masters Business Admin | |
| Rice University | College/University | Masters Business Admin | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal Analyst-Fixed Income Corporate Officer/Principal | |
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Corporate Officer/Principal | |
Kroll LLC
 Kroll LLC Investment ManagersFinance Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| Oklahoma State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
| The University of Tulsa | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
| Texas Tech University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Brigham Young University | College/University | Graduate Degree Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Oklahoma | College/University | Undergraduate Degree | |
BOKF, NA
 BOKF, NA Investment ManagersFinance BOKF, NA, do-business-as BOK Financial, is an asset management firm headquartered in Tulsa, Oklahoma. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). BOKF offers trust and investment management services through their banks and subsidiary. | Investment Managers | Corporate Officer/Principal | |
| IBM Corp. /Computer Hard Disk Drive Business/ | Computer Peripherals | Corporate Officer/Principal | |
| Baylor University | College/University | Undergraduate Degree | |
University of Hawai'i at Hilo
 University of Hawai'i at Hilo Other Consumer ServicesConsumer Services University of Hawai'i at Hilo engages in the provision of services relating to higher education. It offers bachelor’s degrees, minors, master’s degrees, doctoral degrees, certificate programs, graduate certificate programs, and distance learning. The company was founded in 1947 and is headquartered in Hilo, HI. | College/University | Undergraduate Degree | |
| Langston University | College/University | Undergraduate Degree | |
| Yale University | College/University | Corporate Officer/Principal | |
| University of Kansas | College/University | Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree | |
| The University of Tulsa College of Law | College/University | Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree | |
| University of Denver | College/University | Graduate Degree | |
Mount Yale Capital Group LLC
 Mount Yale Capital Group LLC Investment ManagersFinance Mount Yale Capital Group LLC (Mount Yale) is an investment management firm headquartered in Minneapolis, Minnesota. The firm was founded by Greg Anderson in 1999 and is a subsidiary of Dalton Capital LLC. Mount Yale provides individuals, families, endowments, and foundations with access to research, custom portfolio solutions and high-quality investment strategies. | Investment Managers | Analyst-Equity | |
| Lyndon B Johnson School of Public Affairs | College/University | Graduate Degree | |
Municipal Advisory Council of Texas
 Municipal Advisory Council of Texas Miscellaneous Commercial ServicesCommercial Services The Municipal Advisory Council of Texas is a non-profit membership corporation which collects, maintains and distributes information related to Texas municipal debt issuers through a variety of programs. The council was organized in 1954 and is headquartered in Austin, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Austin College | College/University | Undergraduate Degree | |
| ESSEC Business School | College/University | Graduate Degree | |
Atalanta Sosnoff Capital Corp.
 Atalanta Sosnoff Capital Corp. Financial ConglomeratesFinance Atalanta Sosnoff Capital Corp. is a private group led by the management of Atalanta/Sosnoff Capital Corp. The private company is based in New York, NY. | Financial Conglomerates | Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin | |
| Westminster College (Utah) | College/University | Undergraduate Degree | |
| Robertson College | College/University | Undergraduate Degree | |
| University of North Texas | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 48 |
| Frankreich | 2 |
| Kanada | 2 |
Sektoral
| Consumer Services | 28 |
| Finance | 19 |
| Commercial Services | 3 |
| Electronic Technology | 2 |
| Transportation | 2 |
Operativ
| Corporate Officer/Principal | 50 |
| Undergraduate Degree | 39 |
| Analyst-Equity | 21 |
| Masters Business Admin | 15 |
| Portfolio Manager-Equities | 13 |
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