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Provenance du réseau au premier degré de Charles P. McCurdy
Entité | Type d'entité | Industrie | |
---|---|---|---|
Veredus Asset Management LLC
![]() Veredus Asset Management LLC Investment ManagersFinance Formed in 1998 in Louisville, Kentucky, Veredus Asset Management LLC (VAM) is an independently operated investment management firm.
12
| Extinct | Investment Managers | 12 |
SMC Capital, Inc.
![]() SMC Capital, Inc. Investment ManagersFinance SMC Capital, Inc. is a registered investment advisor and sub-advisor of the Shelby Funds. Located in Louisville, Kentucky, the firm is a subsidiary of Commonwealth Bancshares, Inc.
2
| Extinct | Investment Managers | 2 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Charles P. McCurdy via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Fred Alger Management LLC
![]() Fred Alger Management LLC Investment ManagersFinance Fred Alger Management LLC (FAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Founded in 1964, the firm is wholly-owned by Alger Group Holdings LLC, which is wholly-owned by Alger Associates, Inc. FAM provides both discretionary and non-discretionary investment advisory services to institutional investors through separate accounts, US and foreign registered and privately offered funds, as well as through third-party sponsored funds and bank sponsored collective investment trusts; and to retail investors through wrap programs and US and foreign registered funds. | Investment Managers | Corporate Officer/Principal | |
Southeastern Asset Management, Inc.
![]() Southeastern Asset Management, Inc. Investment ManagersFinance Southeastern Asset Management, Inc. (Southeastern) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by O. Mason Hawkins in 1975. Southeastern provides discretionary investment management services for institutional accounts and funds. | Investment Managers | Portfolio Manager-Equities | |
Stock Yards Bank & Trust Co.
![]() Stock Yards Bank & Trust Co. Investment ManagersFinance Stock Yards Bank & Trust Co. (SYBT) is an investment adviser headquartered in Louisville, Kentucky. The firm was founded in 1904 and is a wholly-owned subsidiary of Stock Yards Bancorp, Inc. (NASDAQ: SYBT). SYBT offers financial planning, investment management, retirement planning, and trust and estate services to individuals, families, and businesses. | Investment Managers | Analyst-Equity | |
State Teachers Retirement System of Ohio
![]() State Teachers Retirement System of Ohio Investment ManagersFinance The State Teachers Retirement System of Ohio (STRS Ohio) is a State-owned pension fund management firm headquartered in Columbus, Ohio. The firm was founded in 1919 and manages pension assets for active, inactive and retired Ohio public educators. STRS Ohio operates under the guidelines of Chapter 3307 of the Ohio Revised Code as enacted by the Ohio General Assembly. They are legally separated from and fiscally independent of state and local governments. | Investment Managers | Analyst-Equity | |
DePrince, Race & Zollo, Inc.
![]() DePrince, Race & Zollo, Inc. Investment ManagersFinance DePrince, Race & Zollo, Inc. (DRZ) is an independent, SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 1995 by Gregory DePrince, John Race and Victor Zollo. DRZ provides customized investment management services to institutional clients such as trusts, charitable organizations, investment companies, pension and profit-sharing plans, corporations or business entities, endowments, foundations, and private funds. | Investment Managers | Portfolio Manager-Equities | |
Charles Schwab Investment Management, Inc.
![]() Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Analyst-Equity | |
Avondale Partners LLC
![]() Avondale Partners LLC Investment Banks/BrokersFinance Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector. | Investment Banks/Brokers | Analyst-Equity | |
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 | |
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 | President Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
Aegon Institutional Markets, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
University of Louisville | College/University | Undergraduate Degree Undergraduate Degree | |
Pensacola Christian College, Inc. | College/University | Undergraduate Degree | |
Houston Professional Fire Fighters Association | Director/Board Member | ||
Loyola University of Chicago | College/University | Undergraduate Degree | |
AMG Funds IV | Investment Trusts/Mutual Funds | President | |
Boston University | College/University | Graduate Degree | |
Bellarmine University | College/University | Undergraduate Degree | |
Citi Fund Services, Inc.
![]() Citi Fund Services, Inc. Citi Fund Services, Inc. acts as domestic and international investment managers. It offers administration and accounting, transfer agency and shareholder services. The company was founded on October 1, 1993 and is headquartered in Columbus, OH. | Corporate Officer/Principal | ||
John Carroll University | College/University | Undergraduate Degree | |
Ball State University (Indiana) | College/University | Undergraduate Degree | |
Murray State University (Kentucky) | College/University | Undergraduate Degree | |
Vanderbilt University | College/University | Undergraduate Degree | |
Centre College | College/University | Undergraduate 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 | Founder | |
First Kentucky Trust Co. | Corporate Officer/Principal | ||
Ziegler Capital Management LLC
![]() Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Investment Managers | Portfolio Manager-Equities | |
American National Bank & Trust (Texas)
![]() American National Bank & Trust (Texas) Investment ManagersFinance Founded in 1976, American National Bank & Trust is an independent locally-owned bank located in Wichita Falls, Texas. The bank is a direct subsidiary of AmeriBancShares, of Delaware, Inc. Their ultimate parent is AmeriBancShares, Inc. | Investment Managers | Analyst-Equity | |
Wallington Asset Management LLC
![]() Wallington Asset Management LLC Investment ManagersFinance Wallington Asset Management LLC is an independent wealth manager and registered investment advisor headquartered in Indianapolis, Indiana. The firm was co-founded by Robert C. Klemkosky and Terence P. Weiss in 1988 to manage equity, balanced and fixed income portfolios for individuals, trusts and estates, foundations, endowments, corporations and retirement plans. | Investment Managers | Analyst-Equity | |
Miami University | College/University | Undergraduate Degree | |
Indiana University | College/University | Masters Business Admin | |
Case Western Reserve University
![]() Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 39 |
Royaume-Uni | 2 |
Sectorielle
Finance | 21 |
Consumer Services | 14 |
Commercial Services | 2 |
Miscellaneous | 2 |
Opérationnelle
Portfolio Manager-Equities | 18 |
Analyst-Equity | 16 |
Undergraduate Degree | 11 |
Corporate Officer/Principal | 10 |
Chief Investment Officer | 4 |
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