Rolf Kelly
Analyst-Equity bei WCM Investment Management LLC
Ursprung des Netzwerks ersten Grades von Rolf Kelly
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Colorado School of Mines
46
| College/University | Other Consumer Services | 46 |
WCM Investment Management LLC
 WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.
38
| Subsidiary | Investment Managers | 38 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Rolf Kelly
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Head-Fixed Income Invts Corporate Officer/Principal | |
| NEWMONT CORPORATION | Precious Metals | Corporate Officer/Principal Corporate Officer/Principal | |
| XILINX, INC. | Semiconductors | Corporate Officer/Principal | |
Thornburg Investment Management, Inc.
 Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Kennedy Capital Management LLC
 Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
JMP Securities LLC
 JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Analyst-Equity | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity | |
Jackson National Life Distributors LLC
 Jackson National Life Distributors LLC Insurance Brokers/ServicesFinance Jackson National Life Distributors, Inc. distributes life insurance products. It wholesales and distributes retail products including variable, fixed index annuities, and mutual funds to independent and regional broker-dealers, independent agents, and financial institutions. It is a subsidiary of Jackson National Life Insurance Co. The company is headquartered in Denver, CO. | Insurance Brokers/Services | Consultant / Advisor | |
| AVINO SILVER & GOLD MINES LTD. | Precious Metals | Chief Operating Officer | |
| SILVER WOLF EXPLORATION LTD. | Precious Metals | Corporate Officer/Principal | |
HighPoint Operating Corp.
 HighPoint Operating Corp. Oil & Gas ProductionEnergy Minerals HighPoint Operating Corp. engages in the development, acquisition, and exploration of oil and natural gas resources. It holds interest in the Denver-Julesburg Basin and the Uinta Oil Program in the Uinta Basin. The company was founded by William J. Barrett, Fredrick J. Barrett, and John Frank Keller in January 2002 and is headquartered in Denver, CO. | Oil & Gas Production | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Opus Capital Group LLC
 Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Graduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Graduate Degree Doctorate Degree Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
El Paso Exploration & Production Management, Inc.
 El Paso Exploration & Production Management, Inc. Gas DistributorsUtilities Part of EP Energy Corp., El Paso Exploration & Production Management, Inc. gathers, markets, processes, stores and transmits gas, petroleum and chemicals. The company is based in Houston, TX. | Gas Distributors | Corporate Officer/Principal | |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity | |
RCF Management LLC
 RCF Management LLC Investment ManagersFinance RCF Management LLC (RCF Management) is a private equity firm founded in 1998 by Henderson Gilbert Tuten and James and James Timothy McClements. The firm is headquartered in Denver, Colorado. | Investment Managers | Private Equity Investor Private Equity Investor | |
ONEOK Rockies Midstream LLC
 ONEOK Rockies Midstream LLC Oil & Gas ProductionEnergy Minerals ONEOK Rockies Midstream LLC is based in Tulsa, OK. ONEOK Rockies Midstream LLC was acquired by ONEOK Partners LP, a subsidiary of ONEOK, Inc., from JPMorgan Chase & Co. on March 30, 2001 for $370 million. ONEOK Rockies Midstream is a leading midstream service provider that connects prolific supply basins with key market centers. The American company was founded by Steven B. Huckaby. | Oil & Gas Production | Corporate Officer/Principal | |
| MORNINGSTAR, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Superior Pipeline Co. LLC
 Superior Pipeline Co. LLC Integrated OilEnergy Minerals Superior Pipeline Co. LLC produces and distributes natural gas. Its services include natural gas gathering and compression, natural gas processing services and natural gas treating services. The company was founded by Bob Parks in 1996 and is headquartered in Tulsa, OK. | Integrated Oil | Corporate Officer/Principal | |
| Queen's University of Belfast | College/University | Doctorate Degree | |
| The University of Chicago | College/University | Undergraduate Degree Masters Business Admin | |
| St. Louis University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| The University of Colorado | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Ankona Capital Management LLC
 Ankona Capital Management LLC Investment ManagersFinance Ankona Capital Management LLC (Ankona Capital) is a private equity/venture capital firm founded in 2018. The firm is headquartered in Newport Beach, California. | Investment Managers | Private Equity Investor Private Equity Investor | |
| University of Oklahoma | College/University | Graduate Degree Corporate Officer/Principal | |
| Versa Energy LLC | Miscellaneous | Chief Operating Officer President | |
Society of Economic Geologists
 Society of Economic Geologists Miscellaneous Commercial ServicesCommercial Services The Society of Economic Geologists (SEG) is an organization that focuses on economic geology. The organization is based in Littleton, CO. The company offers membership benefits such as access to publications, webinars, and job listings. The SEG also has a foundation that provides funding for students and early career professionals. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| PT Wahana Sentosa Cemerlang | Corporate Officer/Principal | ||
| Universidad de Sonora | College/University | Undergraduate Degree | |
Merchant Energy Partners LLC
 Merchant Energy Partners LLC Engineering & ConstructionIndustrial Services Merchant Energy Partners LLC develops, constructs, and operates natural gas storage. The company was founded on October 3, 2010 and is headquartered in Houston, TX. | Engineering & Construction | Corporate Officer/Principal | |
Meritage Midstream Services LLC
 Meritage Midstream Services LLC Oilfield Services/EquipmentIndustrial Services Meritage Midstream Services LLC provides midstream services for oil and gas industries. The firm offers gathering, treating and handling of natural gas, crude oil, water, and condensates. The company was founded in 2009 and is headquartered in Golden, CO. | Oilfield Services/Equipment | Chief Operating Officer | |
Columbia Funds
 Columbia Funds Investment Banks/BrokersFinance Columbia Funds provides investment banking services. The company is headquartered in Shrewsbury, MA. | Investment Banks/Brokers | Corporate Officer/Principal | |
| PT Wahana Yasa International Shipping | Chief Executive Officer | ||
| British Columbia Institute of Technology | College/University | Undergraduate Degree | |
| PT Armada Pelayaran Rakyat Indonesia | Director/Board Member | ||
| PT Shipyard Indonesia | Director/Board Member | ||
| PT Armada Indonesia Mandiri | Director/Board Member | ||
| PT Bahana Bumi Nusantara | Director/Board Member | ||
| PT Offshore Bulk Terminal Indonesia | Chief Executive Officer |
Statistik
International
| Vereinigte Staaten | 37 |
| Indonesien | 8 |
| Kanada | 4 |
| Vereinigtes Königreich | 2 |
| Mexiko | 2 |
Sektoral
| Finance | 17 |
| Consumer Services | 13 |
| Non-Energy Minerals | 4 |
| Energy Minerals | 4 |
| Industrial Services | 3 |
Operativ
| Corporate Officer/Principal | 138 |
| Director/Board Member | 90 |
| Undergraduate Degree | 78 |
| Analyst-Equity | 70 |
| Portfolio Manager-Equities | 44 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Quinton Hennigh | 30 |
| Brice Lodugnon | 18 |
| Govind Friedland | 14 |
| Stephen Ignatius Suharya | 14 |
| Murray W. Hitzman | 13 |
| Adi Adriansyah Sjoekri | 12 |
| Ryan Zorn | 11 |
| Travis Schwertfeger | 11 |
| C. Mark Pearson | 10 |
| David Scobel | 10 |
| Bader Almana | 9 |
| Staples Christine | 9 |
| Patrick Hickey | 9 |
| Newth Morris | 9 |
| Thomas A. Anderson | 9 |
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- Insiders
- Rolf Kelly
- Unternehmensverbindungen
