Ursprung des Netzwerks ersten Grades von Ross A. Williams
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Optimum Investment Advisors LLC
 Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities.
14
| Subsidiary | Investment Managers | 14 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Ross A. Williams
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Federated MDTA LLC
 Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | Investment Managers | Corporate Officer/Principal | |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
Waddell & Reed LLC
 Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Investment Managers | Corporate Officer/Principal | |
| PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Corporate Officer/Principal | |
Driehaus Capital Management LLC
 Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is majority-owned by Driehaus Capital Holdings LLLP. Driehaus manages long-only equity and multi-asset alternative strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Corporate Officer/Principal | |
| Michigan State University | College/University | Masters Business Admin | |
H. C. Wainwright & Co. LLC
 H. C. Wainwright & Co. LLC Investment Banks/BrokersFinance H. C. Wainwright & Co. LLC (H. C. Wainwright) is a full-service broker/dealer headquartered in New York City. The firm was founded in 1868 and is a subsidiary of HCWHC, Inc. H. C. Wainwright delivers industry insights and real-time execution to both public and private small and middle-sized global emerging market companies. With a focus on identifying buyers and sellers in illiquid and difficult to trade equities, the firm specializes in block trading and providing liquidity in these securities with as little market impact as possible. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Missouri | College/University | Masters Business Admin | |
Summit Investment Management Ltd.
 Summit Investment Management Ltd. Investment ManagersFinance Summit Investment Management Ltd. (Summit) is a SEC-registered investment advisor and wealth management firm headquartered in Greenfield, Wisconsin. The Edward J. Gaffney & Elizabeth A. Gaffney Revocable Trust, the Chandler Herrera Family Trust, and Thomas A. Carroll are the principal owners of the firm. Founded in 1987, Summit offers a wide range of investment portfolios for individuals, institutions and businesses. | Investment Managers | President Chairman | |
Zurich Insurance Group
 Zurich Insurance Group Property/Casualty InsuranceFinance Part of Zurich Insurance Group AG, the company is an insurance concern. The company is based in Schaumburg, IL. | Property/Casualty Insurance | Corporate Officer/Principal | |
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 | Graduate Degree | |
| DePauw University | College/University | Undergraduate Degree | |
| Elmhurst College | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin | |
| Marquette University | College/University | Undergraduate Degree Masters Business Admin | |
| Northern Illinois University | College/University | Masters Business Admin | |
| San Francisco State University | College/University | Undergraduate Degree | |
| University of Illinois | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Paylocity Corp.
 Paylocity Corp. Internet Software/ServicesTechnology Services Paylocity Corp. provides online payroll and human resource solutions. The firm offers payroll solutions, human resources services, talent management, mobile services, data customization, cloud computing, tax services, ancillary services, benefits administration, and applicant tracking. The company was founded by Steven I. Sarowitz in 1997 and is headquartered in Arlington Heights, IL. | Internet Software/Services | Corporate Officer/Principal | |
Omidyar Network LLC
 Omidyar Network LLC Investment ManagersFinance Omidyar Network LLC (Omidyar Network) is a venture capital firm, a subsidiary of Omidyar Network Commons LLC founded in 2004 by Pierre Omidyar and Pam Omidyar. The firm is headquartered in Redwood City, California. | Investment Managers | Chief Tech/Sci/R&D Officer | |
| Hambrecht & Quist Philippines, Inc. | Corporate Officer/Principal | ||
| Keller Graduate School of Management | College/University | Masters Business Admin | |
| Reimer & Koger Associates, Inc. | Corporate Officer/Principal | ||
Appleton House Advisors
 Appleton House Advisors Investment ManagersFinance Appleton House Advisors provides investment advice. The private company is based in West Chicago, IL. | Investment Managers | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 37 |
| Philippinen | 2 |
Sektoral
| Finance | 23 |
| Consumer Services | 12 |
| Technology Services | 3 |
Operativ
| Corporate Officer/Principal | 25 |
| Portfolio Manager-Equities | 17 |
| Undergraduate Degree | 10 |
| Masters Business Admin | 7 |
| Analyst-Equity | 5 |
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