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Troy William McGlone
Portfolio Manager-Aktien bei Heartland Advisors, Inc.
Ursprung des Netzwerks ersten Grades von Troy William McGlone
Einheit | Art der Einheit | Industrie | |
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University of Wisconsin
116
| College/University | Other Consumer Services | 116 |
Stark & Roth LLC
![]() Stark & Roth LLC Investment ManagersFinance Founded in 1992 by Brian Stark and Michael Roth, Stark & Roth LLC is a registered investment advisor and hedge fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Stark & Roth Holding, Inc.. Stark & Roth also does business as Stark Investments.
26
| Subsidiary | Investment Managers | 26 |
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.
14
| Subsidiary | Investment Managers | 14 |
University of Wisconsin-Milwaukee
12
| College/University | Other Consumer Services | 12 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Troy William McGlone
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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 | Portfolio Manager-Equities Analyst-Fixed Income | |
Nicholas Co., Inc.
![]() Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Investment Managers | Analyst-Equity Analyst-Equity | |
State of Wisconsin Investment Board
![]() State of Wisconsin Investment Board Investment ManagersFinance The State of Wisconsin Investment Board (SWIB) is a state-owned pension fund management firm headquartered in Madison, Wisconsin. SWIB was founded in 1951 and is responsible for managing the assets of the Wisconsin Retirement System (WRS), the State Investment Fund (SIF) and other state trust funds. The WRS includes the Core Retirement Investment Trust Fund (Core Fund) and the Variable Retirement Investment Trust Fund (Variable Fund). | Investment Managers | Analyst-Equity | |
KeyBanc Capital Markets, Inc.
![]() KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity | |
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 Analyst-Equity Market Strategist | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Morningstar, Inc. (Research)
![]() Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Robert W. Baird & Co., Inc. (Broker)
![]() Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Marquette University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
New York University | College/University | Graduate Degree Graduate Degree | |
First Analysis Securities Corp.
![]() First Analysis Securities Corp. Investment Banks/BrokersFinance First Analysis Securities Corp. (FAS) is a research-driven investment organization headquartered in Chicago, Illinois and was founded in 1981. The firm is a subsidiary of First Analysis Corp. FAS serves emerging growth companies with private equity/venture capital investments, corporations with corporate finance and merger and acquisition services, and financial institutions with the public equity research and private equity limited partnerships. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Longbow Research LLC
![]() Longbow Research LLC Investment ManagersFinance Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors. | Investment Managers | Analyst-Equity Analyst-Equity | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Lake Forest College | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard Business School | College/University | Graduate Degree Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Robert W. Baird & Co., Inc.
![]() Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Investment Managers | Corporate Officer/Principal Consultant / Advisor | |
IGP Industries LLC
![]() IGP Industries LLC Investment ManagersFinance IGP Industries LLC (IGP) is a private equity firm founded by Mike Beaumont, Gottfried Tittiger and Patrick Forster in 1997. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Verition Fund Management LLC
![]() Verition Fund Management LLC Investment ManagersFinance Verition Fund Management LLC (Verition) is a SEC-registered investment advisor and multi-strategy, multi-manager hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Nicholas M. Maounis in 2008 and is a subsidiary of Verition Fund Management NY, Inc. Verition serves as the manager for and provides discretionary investment advisory services to several private funds. | Investment Managers | Analyst-Equity | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Market Strategist | |
The World Bank (Research)
![]() The World Bank (Research) Investment ManagersFinance The World Bank (Research) (World Bank-Research) is the investment research division of The World Bank, an international financial institution headquartered in Washington, DC. It provides loans and grants to the governments of low- and middle-income countries for the purpose of pursuing capital projects. World Bank-Research provides research to developing nations to aid economic advancement. | Investment Managers | Corporate Officer/Principal | |
Safra National Bank of New York
![]() Safra National Bank of New York Major BanksFinance Safra National Bank of New York provides banking services. It provides international, commercial, and domestic banking services. The firm’s products include equities, fixed income securities, funds, certificate of deposit, and money market accounts. The company was founded in 1982 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
University of Cambridge | College/University | Doctorate Degree | |
London School of Economics & Political Science | College/University | Graduate Degree | |
BofA Securities, Inc.
![]() BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Market Strategist | |
Norwest Equity Partners
![]() Norwest Equity Partners Investment ManagersFinance Norwest Equity Partners is a private equity firm, a subsidiary of Norwest Partners founded in 1961 by John E. Lindahl. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Private Equity Investor | |
Stanford Graduate School of Business | College/University | Graduate Degree | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Fixed Income | |
Next Capital Management LLC
![]() Next Capital Management LLC Investment ManagersFinance Next Capital Management LLC (Next Capital) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Andrew Hart in 1999 and is ninety-nine percent owned by Next Capital Holdings LLC. Next Capital offers institutional-caliber asset management and strategic wealth planning services for ultra-high-net-worth and high-net-worth clients. | Investment Managers | Analyst-Equity | |
Emil Capital Partners LLC
![]() Emil Capital Partners LLC Investment ManagersFinance Emil Capital Partners LLC (Emil Capital Partners) is a venture capital subsidiary of Tengelmann Twenty-One KG founded in 2011 by Christian Wilhem Erich Haub. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Private Equity Analyst | |
Benford Capital Partners LLC
![]() Benford Capital Partners LLC Investment ManagersFinance Benford Capital Partners LLC (Benford Capital Partners) is a private equity firm founded in 2004 by Edward Benford. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst | |
Norwest Mezzanine Partners
![]() Norwest Mezzanine Partners Investment ManagersFinance Norwest Mezzanine Partners (Norwest Mezzanine Partners) is a private equity subsidiary of Norwest Venture Capital Management Inc. founded in 2000 and headquartered in Minneapolis, Minnesota with an office in Florida. | Investment Managers | Private Equity Analyst | |
LITHOS GROUP LTD. | Other Metals/Minerals | Corporate Officer/Principal | |
MPE Mgt Co. LLC
![]() MPE Mgt Co. LLC Investment ManagersFinance Mgt Co. LLC (MPE Partners) is a private equity firm founded in 2012 by Peter Taft, Karen Tuleta and Joe Machado. The firm is headquartered in Cleveland, Ohio. | Investment Managers | Private Equity Investor | |
DecoArt, Inc.
![]() DecoArt, Inc. Industrial SpecialtiesProcess Industries DecoArt, Inc. is a manufacturer of art and craft paint supplies for over three decades. The company is based in Stanford, KY and has subsidiaries in the United States. The company's products include a variety of acrylic paints such as Americana Enchanted, Fluid Art Cloud Pour Paint Satin Enamels, and Impasto. The company also offers Duraclear Varnish for indoor and outdoor protection of artwork. DecoArt provides tutorials, DIY and craft ideas, and a community of artists, creatives, crafters, and friends. The company was founded in 1985 by Stan Clifford, who has been the CEO since then. | Industrial Specialties | Director/Board Member | |
Garmat USA LLC
![]() Garmat USA LLC Office Equipment/SuppliesProducer Manufacturing Garmat USA LLC manufactures and sells paint spray booths and equipment. It offers down draft paint booths, modified down draft paint booths, closed top open front paint booths, aluminum solutions, mixing stations, and parts refinishing. The company was founded in 1988 and is headquartered in Englewood, CO. | Office Equipment/Supplies | Director/Board Member | |
Teel Plastics, Inc.
![]() Teel Plastics, Inc. Chemicals: SpecialtyProcess Industries Teel Plastics, Inc. is a company that specializes in extruding high-quality, close-tolerance plastic tubing, piping, and profiles for various applications. The company is based in Baraboo, WI and was founded in 1951 by W. F. Teelin. The company also offers injection molding and have full capabilities from lab analysis, extrusion, compounding, injection molding, product design to regulatory services. | Chemicals: Specialty | Director/Board Member | |
Mid-States Bolt & Screw Co.
![]() Mid-States Bolt & Screw Co. Wholesale DistributorsDistribution Services Mid-States Bolt & Screw Co. is an industrial fastener and hardware company with over 75,000 standard and special quality fasteners available. The private company is based in Burton, MI. The company offers solutions for any construction and industrial application and maintain inventories and selections at eight locations. | Wholesale Distributors | Director/Board Member | |
Rotunda Capital Partners LLC
![]() Rotunda Capital Partners LLC Investment ManagersFinance Rotunda Capital Partners LLC (Rotunda Capital Partners) is a private equity firm founded in 2009 by John M. Fruehwirth and Dan Lipson. The firm is headquartered in Bethesda, Maryland. | Investment Managers | Private Equity Analyst | |
KPMG US LLP
![]() KPMG US LLP Miscellaneous Commercial ServicesCommercial Services KPMG US LLP operates as an audit, tax, and advisory firm. The company is headquartered in Charlotte, NC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
ShoreView Industries LLC
![]() ShoreView Industries LLC Investment ManagersFinance ShoreView Industries LLC (ShoreView Industries) is a private equity firm founded in 2002 by Robert Davis, Jeffrey Mudge, and David Wakefield. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Private Equity Investor | |
PIPER SANDLER COMPANIES | Investment Banks/Brokers | Corporate Officer/Principal | |
Fidus Investment Advisors LLC
![]() Fidus Investment Advisors LLC Investment ManagersFinance Fidus Investment Advisors LLC (Fidus Investment) is a private equity firm founded in 2008. The firm is headquartered in Evanston, Illinois. | Investment Managers | Private Equity Analyst | |
Kellogg Asset Management LLC
![]() Kellogg Asset Management LLC Investment ManagersFinance Kellogg Asset Management LLC (Kellogg) is a SEC-registered investment advisor headquartered in Green Bay, Wisconsin. The firm is a wholly owned subsidiary of Associated Trust Co., N.A., ultimately held by Associated Banc-Corp. (NYSE: ASB), a diversified bank/financial services holding company. Founded in 2009, Kellogg provides investment management services to institutional and high net-worth investors. | Investment Managers | Portfolio Manager-Fixed Income | |
University of Illinois | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 47 |
Vereinigtes Königreich | 3 |
Kanada | 2 |
Sektoral
Finance | 33 |
Consumer Services | 11 |
Commercial Services | 3 |
Process Industries | 3 |
Non-Energy Minerals | 2 |
Operativ
Undergraduate Degree | 95 |
Analyst-Equity | 74 |
Corporate Officer/Principal | 55 |
Graduate Degree | 31 |
Masters Business Admin | 25 |
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