Allan C. Nichols
Gestore di Portafoglio-Azioni presso Clifford Capital Partners LLC
Provenienza dei contatti di primo grado di Allan C. Nichols
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Indiana University
198
| College/University | Other Consumer Services | 198 |
University of Utah
158
| College/University | Other Consumer Services | 158 |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.
33
| Operating Division | Investment Managers | 33 |
Kirr, Marbach & Co. LLC
 Kirr, Marbach & Co. LLC Investment ManagersFinance Kirr, Marbach & Co. LLC (KM) is an independent, SEC-registered investment advisor headquartered in Columbus, Indiana. The firm was founded in 1975 by David M. Kirr and Terry B. Marbach. KM manages separate accounts and is the adviser to the Kirr, Marbach Partners Value Fund (KMVAX), an open-end registered investment company.
6
| Private Company | Investment Managers | 6 |
Morningstar Holland BV
 Morningstar Holland BV Investment ManagersFinance Part of Morningstar, Inc., Morningstar Holland BV is a Dutch company that provides investment research. The company is based in Amsterdam, Netherlands. The company was founded in 2000. The CEO is Steven Smit.
5
| Subsidiary | Investment Managers | 5 |
Clifford Capital Partners LLC
 Clifford Capital Partners LLC Investment ManagersFinance Clifford Capital Partners LLC (CCP) is an independent registered investment advisor headquartered in Alpine, Utah. The firm was founded by Ryan Batchelor and Wayne Pierson in 2010. CCP provides portfolio management services to individuals, trusts, estates, corporations, charitable organizations, other investment advisers, institutions and registered investment companies.
4
| Private Company | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Allan C. Nichols tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Washington University in St. Louis | College/University | Undergraduate Degree Graduate Degree | |
| M Fund, Inc. | Investment Trusts/Mutual Funds | Director/Board Member | |
| INOTIV, INC. | Miscellaneous Commercial Services | Chief Executive Officer | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Corporate Officer/Principal Analyst-Equity | |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
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 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 | Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Arizona State University | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
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 Analyst-Equity | |
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 | |
| University of Pennsylvania | College/University | Masters Business Admin Corporate Officer/Principal | |
| Emory University | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Private Equity Investor | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Defense Research Institute, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
Society of Toxicology
 Society of Toxicology Miscellaneous Commercial ServicesCommercial Services The Society of Toxicology is an organization that unites 8,000 professionals in the field of toxicology from all over the world. The non-profit company is based in Reston, VA. The company's goal is to promote scientific advancements and provide support to toxicologists. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
IKON Technology Services
 IKON Technology Services Information Technology ServicesTechnology Services IKON Technology Services is an information technology company. The private company is based in Syracuse, NY. | Information Technology Services | Corporate Officer/Principal | |
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 | |
QualiSystems Ltd.
 QualiSystems Ltd. Packaged SoftwareTechnology Services QualiSystems Ltd. develops and markets software and hardware testing solutions. Its use case solutions include test, lab-as-a-service, demos and pocs, developer ecosystem. The firm?s industry segments include enterprise, service provider, and technology vendors. The company was founded by Rotem Ofir, Moshe Moskovitch, and Alex Ackerman in 2004 and is headquartered in Ganey-Tikva, Israel. | Packaged Software | Sales & Marketing | |
| Carroll College (Montana) | College/University | Undergraduate Degree | |
American Chemical Society
 American Chemical Society Miscellaneous Commercial ServicesCommercial Services American Chemical Society engages as a scientific society which supports scientific inquiry in the field of chemistry. The company was founded in 1876 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| American College of Toxicology | Corporate Officer/Principal | ||
Zimmer, Inc.
 Zimmer, Inc. Medical SpecialtiesHealth Technology Zimmer, Inc. provides joint replacement solutions. The firm products include trauma and dental implants and orthopaedic surgical products. The company was founded in 1927 and is headquartered in Warsaw, IN. | Medical Specialties | Director of Finance/CFO | |
Mauldin & Jenkins LLC
 Mauldin & Jenkins LLC Miscellaneous Commercial ServicesCommercial Services Mauldin & Jenkins Certified Public Accountants LLC provides accounting services. It specializes in financial institutions, long term healthcare, and individual and estate tax services. The company was founded in 1918 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
IFMG Securities, Inc.
 IFMG Securities, Inc. Investment Banks/BrokersFinance Part of LPL Financial Holdings, Inc., IFMG Securities, Inc. provides securities brokerage services. The company is based in Purchase, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Flagstar Bank NA
 Flagstar Bank NA Savings BanksFinance Flagstar Bank NA operates as federally chartered savings bank. The firm offers personal, business and commercial banking services. The company was founded by Thomas J. Hammond in 1987 and is headquartered in Troy, MI. | Savings Banks | Corporate Officer/Principal | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
Indiana University Foundation, Inc.
 Indiana University Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Indiana University Foundation provides financial support to education and charitable causes. The company was founded in 1936 and is headquartered in Bloomington, IN. | Investment Trusts/Mutual Funds | Director/Board Member | |
City Financial Corp. (Indiana)
 City Financial Corp. (Indiana) Investment ManagersFinance City Financial Corp. provides investment services. The firm offers oversight, information technology, accounting, marketing, human resources and operations support. The company was founded in 2006 and is headquartered in Indianapolis, IN. | Investment Managers | Chairman | |
MedRehab, Inc.
 MedRehab, Inc. Hospital/Nursing ManagementHealth Services Part of Global Resource Corp. (North Carolina), MedRehab, Inc. provides contract rehab services to 290 offices and 56 other programs across 11 states. The company is based in Milwaukee, WI. MedRehab was acquired by Global Resource Corp. (North Carolina) on February 13, 1996 for $39.90 million. | Hospital/Nursing Management | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 44 |
| Finlandia | 2 |
| Norvegia | 2 |
Settori
| Finance | 15 |
| Consumer Services | 14 |
| Commercial Services | 9 |
| Miscellaneous | 3 |
| Health Services | 3 |
Posizioni
| Corporate Officer/Principal | 139 |
| Undergraduate Degree | 92 |
| Director/Board Member | 90 |
| Analyst-Equity | 59 |
| Masters Business Admin | 41 |
Contatti più connessi
| Insiders | |
|---|---|
| Gregory Goff | 30 |
| Mary Beckerle | 24 |
| Michael Zahn | 15 |
| Jeffrey Kauffman | 14 |
| Derek Pilling | 14 |
| Tanya L. Hayes | 12 |
| Mark J. Schoenebaum | 11 |
| Xian De Zhao | 11 |
| John D. Peterson | 10 |
| Carr Bettis | 10 |
| Perry G. Fine | 9 |
| Steven Andrew Dray | 9 |
| Scott Emerson Lybbert | 9 |
| Andrew Flynn | 9 |
| Tim R. Sutton | 8 |
- Borsa valori
- Insiders
- Allan C. Nichols
- Connessioni Società
