Provenance du réseau au premier degré de Jeffrey C. Weiss
Entité | Type d'entité | Industrie | |
---|---|---|---|
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.
11
| Subsidiary | Investment Managers | 11 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jeffrey C. Weiss via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
FEDERATED HERMES, INC. | Investment Managers | Corporate Officer/Principal | |
First Pacific Advisors LP
First Pacific Advisors LP Investment ManagersFinance First Pacific Advisors LLC (FPA) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Founded in 2004, FPA provides investment advisory services to registered investment companies, private funds and separately managed institutional accounts. In addition, the firm provides investment sub-advisory services to investment advisers of third party-sponsored registered investment companies. | Investment Managers | Portfolio Manager-Equities | |
Driehaus Capital Management LLC
Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is majority-owned by Driehaus Capital Holdings LLLP. Driehaus manages long-only equity and multi-asset alternative strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Corporate Officer/Principal | |
Brandes Investment Partners LP
Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes manages global equity and fixed-income assets for clients worldwide. | Investment Managers | Analyst-Equity Analyst-Equity | |
William Harris Investors, Inc.
William Harris Investors, Inc. Investment ManagersFinance William Harris Investors, Inc. (WHI) is a privately-owned investment and wealth management firm headquartered in Chicago, Illinois. The firm serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI has expanded its services and today provides a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services to four generations of the Harris family. | Investment Managers | Treasurer | |
ASB Capital Management LLC
ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
CALAMOS ASSET MANAGEMENT, INC | Investment Banks/Brokers | General Counsel | |
CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Calamos Financial Services LLC
Calamos Financial Services LLC Investment Banks/BrokersFinance Part of Calamos Family Partners, Inc., Calamos Financial Services LLC is a company based in Naperville, IL. John Spiro Koudounis has been the CEO of the company since 2016. | Investment Banks/Brokers | General Counsel | |
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 | Corporate Officer/Principal | |
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 | Analyst-Equity | |
DIAMOND HILL INVESTMENT GROUP, INC. | Investment Managers | Corporate Officer/Principal | |
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 | |
Carmel Capital Partners LLC
Carmel Capital Partners LLC Investment ManagersFinance Carmel Capital Partners LLC (Carmel) is a holding firm, SEC-registered investment advisor, and hedge fund manager headquartered in San Diego, California. The firm was founded by Russell Silberstein and Anthony Josephson in 2002. Carmel offers investment advisory services to private investment funds and special purpose vehicles, high-net worth individuals, pension and profit-sharing plans, trusts, estates, and corporations. They also provide sub-advisory investment services to an outside, independent registered investment advisor. | Investment Managers | Analyst-Equity | |
Altair Advisers LLC
Altair Advisers LLC Investment ManagersFinance Altair Advisers LLC provides investment advice. The private company is based in Chicago, IL. The company was founded in 2002 by Brett Rentmeester. Rebekah L. Kohmescher has been the CEO of the company since 2002. | Investment Managers | Corporate Officer/Principal | |
San Diego State University | College/University | Undergraduate Degree | |
Bridgewater State College | College/University | Undergraduate Degree | |
DePaul University | College/University | Undergraduate Degree Masters Business Admin | |
DePauw University | College/University | Undergraduate Degree | |
Georgia State University | College/University | Masters Business Admin | |
Illinois State University | College/University | Undergraduate Degree | |
Indiana University | College/University | Graduate Degree | |
Lake Forest College | College/University | Undergraduate Degree | |
Marquette University | College/University | Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin | |
Northern Illinois University | College/University | Graduate Degree | |
University of Illinois | College/University | Undergraduate Degree | |
University of Iowa | College/University | Undergraduate Degree | |
The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal | |
Vogel Consulting LLC
Vogel Consulting LLC Investment ManagersFinance Vogel Consulting LLC provides investment advice. The private company is based in Brookfield, WI. The company was founded by Rhona Vogel. | Investment Managers | Corporate Officer/Principal | |
Wealth Management LLC (Arizona)
Wealth Management LLC (Arizona) Investment ManagersFinance Part of Focus Financial Partners, Inc., Wealth Management LLC (Arizona) is a company that provides wealth management services. The company is based in Scottsdale, AZ. The company was founded in 2005 by Michael Carlin, Paul Stuart Courtney, Aaron Dennis Dirlam. Wealth Management LLC (Arizona was acquired by InterOcean Capital Group LLC from Henry & Horne LLP on June 01, 2022. | Investment Managers | Founder |
Statistiques
Internationale
Etats-Unis | 41 |
Sectorielle
Finance | 22 |
Consumer Services | 16 |
Commercial Services | 4 |
Miscellaneous | 2 |
Opérationnelle
Corporate Officer/Principal | 16 |
Analyst-Equity | 12 |
Undergraduate Degree | 11 |
Portfolio Manager-Equities | 9 |
Masters Business Admin | 4 |
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