Provenance du réseau au premier degré de Dermot Putnam
Entité | Type d'entité | Industrie | |
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Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL.
7
| Subsidiary | Investment Banks/Brokers | 7 |
Wanger Asset Management LP
Wanger Asset Management LP Investment ManagersFinance Wanger Asset Management LP manages mutual funds and provides investment advice. The company is headquartered in Chicago, IL.
1
| Subsidiary | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Dermot Putnam via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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The University of Chicago | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Chief Investment Officer | |
Select Equity Group LP
Select Equity Group LP Investment ManagersFinance Select Equity Group LP (SEG) is a registered investment advisor headquartered in New York City. The firm was originally founded in 1990 as Select Equity Group, Inc. (SEGI). In 2013, SEG was formed in connection with the merger of SEGI and its affiliate, Select Offshore Advisors LLC, into a single employee-owned investment advisory entity. The firm is a subsidiary of Select Equity Partners LP. SEG provides investment management services to individual and private fund clients, and sub-advisory services to certain UCITS sub-funds, Collective Investment Trusts (COLs) and registered investment companies (1940 Act Funds). | Investment Managers | Director of Research - Equity | |
University of Michigan | College/University | Masters Business Admin | |
University of Virginia | College/University | Undergraduate Degree | |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Portfolio Manager-Fixed Income | |
University of Iowa | College/University | Undergraduate Degree | |
Allstate Investment Management Co.
Allstate Investment Management Co. Investment ManagersFinance Allstate Investment Management Co. (AIMCO) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of Allstate Non-Insurance Holdings, Inc., which is owned by The Allstate Corp. (NYSE: ALL). AIMCO provides investment advice to pension/profit-sharing plans, charitable organizations, non-domestic insurance companies, corporations and/or other business entities. The firm acts as managing member and investment manager for the Allstate Short Term Pool and as a collateral manager for various collateralized debt obligation trusts. | Investment Managers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
University of Illinois | College/University | Undergraduate Degree | |
Alpha Source, Inc.
Alpha Source, Inc. Miscellaneous Commercial ServicesCommercial Services Alpha Source, Inc. engages in the manufacture of medical equipment. Its products include biomed parts, imaging parts, and medical batteries. It offers biomed solutions, medical battery manufacturing, and imaging service. The company was founded by Norine Carlson-Weber in 1986 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
First of Michigan Corp.
First of Michigan Corp. Investment ManagersFinance Part of Oppenheimer Holdings, Inc., First of Michigan Corp. is a company that provides investment advice. The company is based in Battle Creek, MI. | Investment Managers | Corporate Officer/Principal | |
Arthur Anderson & Co. | Corporate Officer/Principal | ||
ACCELERA INNOVATIONS, INC | Medical/Nursing Services | Chief Executive Officer | |
Chicago State University | College/University | Undergraduate Degree | |
Gwg Advantage | President | ||
American Insurance Marketing Corp.
American Insurance Marketing Corp. Investment ManagersFinance American Insurance Marketing Corp. specializes in auto, home, church, business, life and health insurance in Calvert County and surrounding communities. The firm provides protection for thousands of individuals, families, businesses and churches throughout the state. The company was founded in 1976 and is headquartered in Prince Frederick, MD. | Investment Managers | Corporate Officer/Principal | |
Rock Island Corp.
Rock Island Corp. Financial ConglomeratesFinance Rock Island Corp. provides investment services. The private company is based in Memphis, TN. | Financial Conglomerates | Sales & Marketing | |
Allstate Financial Services, Inc.
Allstate Financial Services, Inc. Finance/Rental/LeasingFinance Allstate Financial Services, Inc. engages in the provision of financial mortgage services. The company was founded in 1989 and is headquartered in Pittsburgh, PA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
FEDERATED HERMES, INC. | Investment Managers | Corporate Officer/Principal | |
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 | ||
Synergistic Holdings LLC
Synergistic Holdings LLC MiscellaneousMiscellaneous Synergistic Holdings LLC operates as an intellectual property holding company. It holds technology rights in the healthcare sector. The company is headquartered in Frankfort, IL. | Miscellaneous | Chief Executive Officer | |
Mesirow Financial, Inc.
Mesirow Financial, Inc. Investment ManagersFinance A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow. | Investment Managers | Analyst-Equity | |
The University of Tampa, Inc.
The University of Tampa, Inc. Other Consumer ServicesConsumer Services The University of Tampa, Inc. functions as a college/university that offers undergraduate and graduate studies. The company was founded in 1931 and is headquartered in Tampa, FL. | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
University of Sussex | College/University | Undergraduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin | |
Putnam Investments Ltd.
Putnam Investments Ltd. Investment ManagersFinance Putnam Investments Ltd. (PIL) is an investment management firm headquartered in London, UK. The firm was founded in 1982 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Financial Corp. in Canada. PIL is an active asset manager that provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Chief Investment Officer | |
FMR Investment Management (UK) Ltd.
FMR Investment Management (UK) Ltd. Investment ManagersFinance FMR Investment Management (UK) Ltd. (FMRIM UK) is an investment management firm headquartered in London, UK. The firm was founded in 2006 and is a subsidiary of Fidelity Management & Research Co. LLC (FMR), itself a subsidiary of FMR LLC in the US. FMRIM UK provides investment advisory and portfolio management services as a sub-adviser to certain FMR clients, which includes investment companies in the Fidelity family of mutual funds. | Investment Managers | Chief Investment Officer | |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal | |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Head-Equity Investments | |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Analyst-Equity | |
University of Lancaster | College/University | Graduate Degree | |
Quantitative Services Group LLC
Quantitative Services Group LLC Investment ManagersFinance Founded in 2001, Quantitative Services Group LLC (QSG) is a research firm located in Naperville, Illinois. The firm is a subsidiary of Markit Group Holdings Ltd. They seek to leverage the latest technology, construction techniques and specialty data to provide institutional investors a variety of global stock selection models focused on outperformance. QSG's Value Momentum Model provides a balanced approach to stock selection within the U.S. market. This model favors stocks with strong earnings quality, good valuation, strong balance sheets, positive momentum, and good earnings growth. The Value Momentum Model's approach is best for investors seeking broad exposure to a variety of proven stock selection methods and a core approach portfolio construction. The model is applied across all market-caps, investment styles and asset classes. The firm's Relative Value Model includes themes of price multiples, profitability, earnings expectations, intrinsic value and financial strength. This model is designed to avoid value traps, augment sector-relative and industry-relative viewpoints and provide a consistent source of value. QSG's Price Momentum Model provides a powerful, consistent 1- to 3-month investment signal. This model leverages put and call options and trading volume information to reduce the inherent risk-seeking nature of momentum-based strategies. The firm's GARP Model identifies growth stocks with strong value characteristics. The model consists of a proprietary combination of long-term earnings growth and relative value signals. It employs first-order partial correlation to create a blend of sustainable earnings growth and current cheapness. This model is best for strategies targeting stocks that demonstrate high long-term growth potential and the sustainability to realize that potential. QSG's Deep Value Model is a proven approach to selecting undervalued stocks across the broad US market. The Deep Value Model is designed to select future out performers over the next 9 to 12 months. The firm's Deep Value Model uses free-cash-flow, dividend yield and asset turnover to identify stocks that are currently trading at a deep discount to their intrinsic value. The Deep Value model provides discriminatory power for both long-only and long-short strategies and compliments more short term-oriented momentum and growth strategies. QSG's Earnings Momentum Model uses a proprietary search algorithm to combine analyst forecasts with the company's past earnings strength, along with several indicators of future earnings potential. The Earnings Momentum model has consistently outperformed in both pre- and post- Regulation FD environments. Utilizing a unique k-clustering factor selection technique, QSG's Historical Growth Model selects stocks with an above-average track-record of earnings growth, strong sales growth and high sustainable growth. This blended approach enables the model to identify traditional growth stocks, as well as value stocks on the verge of growth. | Investment Managers | President | |
Franklin Alternative Strategies Advisers LLC
Franklin Alternative Strategies Advisers LLC Investment ManagersFinance Franklin Alternative Strategies Advisers LLC (FASA) is an asset management firm headquartered in Boston, Massachusetts. The firm was founded by Stephen Burke and John Pickart in 2005 as Pelagos Capital Management LLC. Their name was changed to Franklin Alternatives Strategies Advisers LLC in January 2009 following Franklin Resources' acquisition of the firm in 2013. They are owned by Franklin Templeton Institutional LLC, a subsidiary of Franklin Resources, Inc. (NYSE: BEN). FASA provides investment advisory and portfolio management services under management agreements with investment products throughout the world. | Investment Managers | Director of Finance/CFO | |
Uhlich Children's Advantage Network
Uhlich Children's Advantage Network Hospital/Nursing ManagementHealth Services Uhlich Children's Advantage Network provides healthcare services. Its programs include preventing violence, healing trauma, building strong families, and educating and empowering youth. The company was founded in 1869 and is headquartered in Chicago, IL. | Hospital/Nursing Management | Director/Board Member | |
Calamos Investments LLC
Calamos Investments LLC Investment ManagersFinance Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. | Investment Managers | Corporate Officer/Principal | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal | |
Chicago Quantitative Alliance | Corporate Officer/Principal | ||
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 | Portfolio Manager-Equities | |
Putnam Mutual Funds Corp. | Sales & Marketing |
Statistiques
Internationale
Etats-Unis | 46 |
Royaume-Uni | 5 |
Suisse | 2 |
Sectorielle
Finance | 29 |
Consumer Services | 13 |
Health Services | 3 |
Commercial Services | 2 |
Miscellaneous | 2 |
Opérationnelle
Corporate Officer/Principal | 27 |
Undergraduate Degree | 8 |
Sales & Marketing | 6 |
Masters Business Admin | 5 |
Portfolio Manager-Equities | 5 |
Relations les plus connectées
Insiders | |
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Dan J. Bukowski | 12 |
John F. Wallin | 11 |
Pam Holding | 10 |
John Clifton Pickart | 7 |
Mary A. Wickers | 7 |
Mike G. Kobs | 5 |
Christine X. Chien | 4 |
Laura McKenna | 4 |
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