![Andrew Woerner](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Andrew Woerner
Analyst-Fixed Income chez First Sentier Investors (US) LLC
Provenance du réseau au premier degré de Andrew Woerner
Entité | Type d'entité | Industrie | |
---|---|---|---|
University of Louisville
18
| College/University | Other Consumer Services | 18 |
First Sentier Investors (US) LLC
![]() First Sentier Investors (US) LLC Investment ManagersFinance First Sentier Investments (US) LLC (FSI US) is a SEC-registered investment advisor headquartered in New York City. They were founded in 2014 and formerly a US division of Colonial First State Asset Management (Australia) Ltd. The firm is a wholly-owned subsidiary of MUFG Fund Services (USA), Inc., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306, NYSE: MUFG) in Japan. Formerly known as First State Investments (US) LLC, they changed their name to First Sentier Investments (US) LLC in 2020. FSI US provides ongoing discretionary investment management services to institutional clients through a separate account, with respect to fixed income securities.
9
| Subsidiary | Investment Managers | 9 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Andrew Woerner via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
OshKosh B'gosh, Inc.
![]() OshKosh B'gosh, Inc. Apparel/FootwearConsumer Non-Durables OshKosh B'Gosh, Inc. manufactures children's clothing. The company was founded in 1895 and is headquartered in Oshkosh, WI | Apparel/Footwear | Director/Board Member | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Rochester Christian University | College/University | Masters Business Admin | |
Invesco Advisers, Inc.
![]() Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Analyst-Fixed Income Chief Investment Officer | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | 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 | |
LaSalle Investment Management, Inc.
![]() LaSalle Investment Management, Inc. Investment ManagersFinance LaSalle Investment Management, Inc. is a Private Equity firm, a subsidiary of Jones Lang LaSalle, Inc. founded in 1999. LaSalle Investment Management, Inc. is headquartered in Chicago. | Investment Managers | Corporate Officer/Principal | |
Goelzer Investment Management, Inc.
![]() Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Truist Securities, Inc.
![]() Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity | |
New Covenant Trust Co., NA
![]() New Covenant Trust Co., NA Investment Trusts/Mutual FundsMiscellaneous Founded in 1998, New Covenant Trust Co., NA is a nationally chartered trust bank. They are a for-profit subsidiary of the Presbyterian Foundation and are located in Jeffersonville, Indiana. New Covenant Trust Co. provides financial planning, investment management and trust services to individuals and institutions throughout the US. They are also known as One Compass Advisors. | Investment Trusts/Mutual Funds | Director of Investments | |
ARGI Investment Services LLC
![]() ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Investment Managers | Analyst-Equity Analyst-Equity | |
Beam Technologies, Inc.
![]() Beam Technologies, Inc. Packaged SoftwareTechnology Services Beam Technologies, Inc. operates as a platform that uses a connected toothbrush to connect consumers to the dental goods and services. It develops a toothbrush that is paired with a smartphone application which monitors daily brushing and sends reports to user's dentist if required. The company was founded by Alex Xavier Frommeyer, Dan Dyche, Daniell Edward Dykes, and Alexander David Curry in 2012 and is headquartered in Columbus, OH. | Packaged Software | Founder Founder | |
MYDX, INC. | Packaged Software | Chief Tech/Sci/R&D Officer | |
Dartmouth College | College/University | Masters Business Admin | |
SSgA Funds Management, Inc.
![]() SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Bellarmine University | College/University | Masters Business Admin Masters Business Admin | |
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 | Undergraduate Degree Graduate Degree | |
Harvard Divinity School | College/University | Graduate Degree | |
Hanover College | College/University | Undergraduate Degree | |
University of Madras | College/University | Undergraduate Degree | |
Baytree Capital Associates LLC
![]() Baytree Capital Associates LLC Investment Banks/BrokersFinance Baytree Capital Associates LLC provides investment banking services. The private company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Johns Hopkins University | College/University | Graduate Degree | |
Todd Asset Management LLC
![]() Todd Asset Management LLC Investment ManagersFinance Todd Asset Management LLC (TAM) is a privately-held registered investment advisory firm headquartered in Louisville, Kentucky. The firm was founded by Bosworth Todd in 2009 upon the combination of Veredus Asset Management LLC (VAM) with Todd Investment Advisors, Inc. (TIA) and subsequently changed its name to Todd-Veredus Asset Management LLC (TVAM). They renamed their name into Todd Asset Management in 2013. TAM provides advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Venture First LLC
![]() Venture First LLC Miscellaneous Commercial ServicesCommercial Services Venture First LLC is a growth-focused investment firm that provides capital and financial services to growth-focused companies. The private company is based in Louisville, KY, with offices in other locations. The company has curated a variety of niche funds, investments, and special purpose vehicles, including Whiskey Capital Finance Co. and Strike Ventures. Additionally, Venture First is home to a financial services group that provides deal structuring, M&A and capital raise advice, fractional CFO services, and an array of equity and derivative valuation capabilities. The company has worked closely with several hundred innovative companies and their investors in more than 60 cities around the globe to provide them with the financial and strategic tools to be successful. Venture First was founded in 2010 by John Shumate, who has been the CEO since then. | Miscellaneous Commercial Services | Director/Board Member | |
Greater Louisville, Inc.
![]() Greater Louisville, Inc. Miscellaneous Commercial ServicesCommercial Services Greater Louisville, Inc. is a chamber of commerce that focuses on regional economic growth. The private company is based in Louisville, KY. The company was founded by Doug F. Cobb. Sarah Davasher-Wisdom has been the CEO of the company since 2014. | Miscellaneous Commercial Services | Private Equity Investor | |
Poplar Ventures LLC
![]() Poplar Ventures LLC Investment ManagersFinance Poplar Ventures LLC (Poplar Ventures) is a venture capital firm founded in 2007 by John H. Willmoth. The firm is headquartered in Louisville, Kentucky. | Investment Managers | Consultant / Advisor | |
Brean Capital LLC
![]() Brean Capital LLC Investment Banks/BrokersFinance Brean Capital is an independent investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1973 and provides equity research, corporate finance and advisory investment banking, equity institutional sales and trading, and asset management to institutional investors and corporate clients. Their fixed income business provides sales, trading, research and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products, corporate bonds, and municipal debt. The fixed income sales team employs a highly analytical approach to bond selection, trade execution, and overall bond portfolio management. Under the guidance of fixed income strategists, the fixed income team uses a combination of qualitative and quantitative analyses to create custom investment portfolios and develop targeted, executable bond trading strategies to complement their clients? balance sheets. | Investment Banks/Brokers | Corporate Officer/Principal | |
Legible Media, Inc.
![]() Legible Media, Inc. Internet Software/ServicesTechnology Services Part of Legible, Inc., Legible Media, Inc. operates as a digital reading and publishing platform. The company is based in Vancouver, Canada. The Canadian company was founded in 2020 by Mark Hanson Holden, Angela Doll Carlson, Kaleeg Hainsworth. Kaleeg Hainsworth has been the CEO since 2020. Legible Media was acquired by Twenty20 Investments, Inc. on November 29, 2021 for $0.0 million. | Internet Software/Services | Chief Executive Officer | |
Keyhorse Capital
![]() Keyhorse Capital Investment ManagersFinance Keyhorse Capital (Keyhorse) is a venture capital subsidiary of The Kentucky Science & Technology Corp founded in 2001. The firm is headquartered in Louisville, Kentucky. | Investment Managers | Consultant / Advisor | |
Cerity Partners LLC
![]() Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Investment Managers | Analyst-Equity | |
University of Dayton | College/University | Undergraduate Degree | |
Cressey & Co. LP
![]() Cressey & Co. LP Investment ManagersFinance Cressey & Co. LP (Cressey & Co) is a private equity firm. The firm is founded in the year 2008 by Bryan Charles Cressey and it is headquartered in Chicago, Illinois and Nashville, Tennessee. | Investment Managers | Corporate Officer/Principal | |
Indiana University Southeast | College/University | Masters Business Admin | |
Borealis Ventures
![]() Borealis Ventures Investment ManagersFinance Borealis Ventures (Borealis Ventures) is a venture capital firm founded in 2001 by Jesse Devitte and Phil J. Ferneau. The firm is headquartered in Hanover, New Hampshire. | Investment Managers | Private Equity Investor | |
Massachusetts Institute of Technology | College/University | Undergraduate Degree | |
Deloitte/Malawi/
![]() Deloitte/Malawi/ Miscellaneous Commercial ServicesCommercial Services Deloitte/Malawi provides accounting services. The private company is based in Blantyre, Malawi. | Miscellaneous Commercial Services | Consultant / Advisor | |
Monomoy Capital Partners LLC
![]() Monomoy Capital Partners LLC Investment ManagersFinance Monomoy Capital Partners LLC (Monomoy Capital Partners) is a Private Equity firm founded in 2005 by Stephen Presser, Dan Collin and Justin Hillenbrand. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Boston College | College/University | Graduate Degree | |
River Road Asset Management LLC
![]() River Road Asset Management LLC Investment ManagersFinance River Road Asset Management LLC (River Road) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2005 by R. Andrew Beck, Henry W. Sanders III, and James C. Shircliff. They are a subsidiary of RRAM Acquisition LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). River Road provides institutional separate account and investment sub-advisory services to a broad range of domestic and international clients. | Investment Managers | Analyst-Equity | |
Evercore Group LLC
![]() Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity |
Statistiques
Internationale
Etats-Unis | 41 |
Inde | 2 |
Canada | 2 |
Malawi | 2 |
Sectorielle
Finance | 24 |
Consumer Services | 12 |
Commercial Services | 5 |
Technology Services | 4 |
Consumer Non-Durables | 2 |
Opérationnelle
Director/Board Member | 27 |
Undergraduate Degree | 26 |
Analyst-Equity | 22 |
Corporate Officer/Principal | 21 |
Masters Business Admin | 12 |
Relations les plus connectées
- Bourse
- Insiders
- Andrew Woerner
- Connexions Sociétés