Mark Stewart Truelsen
Analyst-Equity chez Segall Bryant & Hamill LLC
Provenance du réseau au premier degré de Mark Stewart Truelsen
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
University of Illinois
418
| College/University | Other Consumer Services | 418 |
Denver Investment Advisors LLC
 Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT).
74
| Extinct | Investment Managers | 74 |
Segall Bryant & Hamill LLC
 Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.
63
| Subsidiary | Investment Managers | 63 |
Zurich Scudder Investments, Inc.
14
| Extinct | Regional Banks | 14 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Mark Stewart Truelsen via son réseau personnel
| Société | Secteur | Personnes liées | Poste 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 | Portfolio Manager-Equities Portfolio Manager-Equities | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Kennedy Capital Management LLC
 Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Director of Research - Equity Corporate Officer/Principal Analyst-Equity | |
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 | Trading-Equity | |
GE Financial Assurance Holdings LLC
 GE Financial Assurance Holdings LLC Investment ManagersFinance GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA. | Investment Managers | Portfolio Manager-Fixed Income Director of Investments | |
Navellier & Associates, Inc.
 Navellier & Associates, Inc. Investment ManagersFinance Navellier & Associates, Inc. (Navellier) is an independent registered investment advisor headquartered in Reno, Nevada. The firm was founded by Louis Navellier in 1987. Navellier provides investment advisory services and manages investment advisory accounts for taxable and tax-exempt clients, which includes individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations, pension plans, Taft-Hartley plans, and open-end investment companies. | Investment Managers | Corporate Officer/Principal | |
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 | |
The Chicago Trust Co. NA
 The Chicago Trust Co. NA Investment ManagersFinance Part of Wintrust Financial Corp., The Chicago Trust Co. NA provides investment advice. The company is based in Chicago, IL. The company was founded in 1991. Robert J. Mayo has been the CEO of the company since 2003. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Notre Dame | College/University | Masters Business Admin Masters Business Admin | |
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 | Doctorate Degree Graduate Degree | |
Pomona College
 Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree | |
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 | Comptroller/Controller/Auditor Corporate Officer/Principal Comptroller/Controller/Auditor | |
| University of Missouri | College/University | Undergraduate Degree Masters Business Admin | |
Clydesdale Bank Plc
 Clydesdale Bank Plc Major BanksFinance Clydesdale Bank Plc provides commercial banking services. It offers personal banking, private banking and business banking. The company was founded in 1838 and is headquartered in Glasgow, the United Kingdom.. | Major Banks | Corporate Officer/Principal | |
| Stein Roe & Farnham, Inc. /Private Capital Management Div/ | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Doctorate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
The Colorado College
 The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree Undergraduate Degree | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
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 Masters Business Admin Undergraduate Degree Masters Business Admin | |
| DePaul University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Denver | College/University | Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Graduate Degree Undergraduate Degree Graduate Degree | |
| The University of Colorado | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Segall Bryant & Hamill Emerging Markets Offshore Fund Ltd.
 Segall Bryant & Hamill Emerging Markets Offshore Fund Ltd. Investment ManagersFinance Part of CI Financial Corp., Segall Bryant & Hamill Emerging Markets Offshore Fund Ltd. is a pooled investment fund. The company is based in George Town, Cayman Islands. Founded in 2017, it operates as a pooled investment fund. | Investment Managers | Director/Board Member Director/Board Member | |
| Metropolitan State University of Denver | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Arizona | College/University | Undergraduate Degree Corporate Officer/Principal | |
| Knox College | College/University | Undergraduate Degree Undergraduate Degree | |
The Denver Foundation
 The Denver Foundation Miscellaneous Commercial ServicesCommercial Services The Denver Foundation is a charitable organization that awards grants to non-profit organizations in the areas of Arts and Culture, Civic and Education, Health, and Human Services. The foundation's staff covers the following areas: community issues, giving and volunteering, management and administration, and non-profit sector. The Denver Foundation was founded in 1925 and is headquartered in Denver, Colorado. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Regis University | College/University | Masters Business Admin Undergraduate Degree | |
| St. Louis University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Northern Colorado | College/University | Graduate Degree | |
| Bryant University | College/University | Undergraduate Degree | |
| Daniels College of Business | College/University | Masters Business Admin | |
| University of Michigan | College/University | Doctorate Degree |
Statistiques
Internationale
| Etats-Unis | 47 |
| Israël | 2 |
| Royaume-Uni | 2 |
| Îles Cayman | 2 |
Sectorielle
| Consumer Services | 28 |
| Finance | 17 |
| Technology Services | 3 |
| Commercial Services | 3 |
| Miscellaneous | 2 |
Opérationnelle
| Corporate Officer/Principal | 120 |
| Undergraduate Degree | 99 |
| Portfolio Manager-Equities | 73 |
| Analyst-Equity | 68 |
| Director/Board Member | 60 |
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