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Shree Viswanathan
Vorstandsvorsitzender bei SVN Capital LLC
Aktive Positionen von Shree Viswanathan
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
SVN Capital LLC
![]() SVN Capital LLC Investment ManagersFinance SVN Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lincolnshire, Illinois. The firm was founded by Shreekkanth “Shree” Viswanathan in 2018. SVN Capital provides discretionary investment management services to individuals and entities through separately managed accounts. | Vorstandsvorsitzender | 12.04.2018 | - |
Compliance Officer | 12.04.2018 | - | |
Gründer | 12.04.2018 | - | |
Portfolio Manager-Aktien | 12.04.2018 | - | |
Präsident | 12.04.2018 | - |
Karriereverlauf von Shree Viswanathan
Ehemalige bekannte Positionen von Shree Viswanathan
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Keeley Asset Management Corp.
![]() Keeley Asset Management Corp. Investment ManagersFinance Founded in 1982 by John L. Keeley, Jr., Keeley Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Keeley-Teton Advisors LLC and their ultimate parent is Keeley-Teton Advisors LLC. They provide investment management services to individuals and institutions. | Analyst-Equity | 01.01.2015 | 01.03.2017 |
Keeley-Teton Advisors LLC
![]() Keeley-Teton Advisors LLC Investment ManagersFinance Keeley-Teton Advisors LLC (Keeley Teton) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2016 to facilitate Teton Advisors' acquisition of the investment advisory business of Keeley Asset Management Corp. They are a wholly-owned subsidiary of Teton Advisors, Inc. (OTCMKTS: TETAA). Keeley Teton provides investment advisory services to open-end registered investment companies as well as individuals, banking institutions, pension and profit-sharing plans, charitable organizations, and municipal government entities. | Analyst-Equity | 01.03.2017 | - |
Deutsche Bank AG, New York Branch
![]() Deutsche Bank AG, New York Branch Regional BanksFinance Deutsche Bank AG provides financial and banking services. It also offers commercial and investment banking services. The company is headquartered in New York, NY. | Corporate Officer/Principal | - | - |
MUFG Union Bank, NA
![]() MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Corporate Officer/Principal | - | - |
Discovery Financial Partners LP | Corporate Officer/Principal | - | - |
Advisory Research, Inc.
![]() Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Analyst-Equity | - | - |
Portfolio Manager-Aktien | - | - |
Ausbildung von Shree Viswanathan
Madurai Kamaraj University | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Keller Graduate School of Management | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 10 |
Indien | 2 |
Operativ
Analyst-Equity | 3 |
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Sektoral
Finance | 7 |
Consumer Services | 4 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 7 |
---|---|
Advisory Research, Inc.
![]() Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Finance |
Discovery Financial Partners LP | |
MUFG Union Bank, NA
![]() MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Finance |
Deutsche Bank AG, New York Branch
![]() Deutsche Bank AG, New York Branch Regional BanksFinance Deutsche Bank AG provides financial and banking services. It also offers commercial and investment banking services. The company is headquartered in New York, NY. | Finance |
Keeley Asset Management Corp.
![]() Keeley Asset Management Corp. Investment ManagersFinance Founded in 1982 by John L. Keeley, Jr., Keeley Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Keeley-Teton Advisors LLC and their ultimate parent is Keeley-Teton Advisors LLC. They provide investment management services to individuals and institutions. | Finance |
Keeley-Teton Advisors LLC
![]() Keeley-Teton Advisors LLC Investment ManagersFinance Keeley-Teton Advisors LLC (Keeley Teton) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2016 to facilitate Teton Advisors' acquisition of the investment advisory business of Keeley Asset Management Corp. They are a wholly-owned subsidiary of Teton Advisors, Inc. (OTCMKTS: TETAA). Keeley Teton provides investment advisory services to open-end registered investment companies as well as individuals, banking institutions, pension and profit-sharing plans, charitable organizations, and municipal government entities. | Finance |
SVN Capital LLC
![]() SVN Capital LLC Investment ManagersFinance SVN Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lincolnshire, Illinois. The firm was founded by Shreekkanth “Shree” Viswanathan in 2018. SVN Capital provides discretionary investment management services to individuals and entities through separately managed accounts. | Finance |
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