Brendan Scholz
Gestore di Portafoglio-Azioni presso Curi RMB Capital LLC
Provenienza dei contatti di primo grado di Brendan Scholz
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.
32
| Subsidiary | Investment Managers | 32 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Brendan Scholz tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Advisory Research, Inc.
 Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Investment Managers | Trading-Equity | |
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 | |
| NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 a subsidiary of Driehaus Capital Holdings LLLP. Driehaus manages growth-oriented equity and alternative investment 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 | |
Nomura Securities Co., Ltd.
 Nomura Securities Co., Ltd. Investment Banks/BrokersFinance Nomura Securities Co., Ltd. (NSC) is a wholly-owned brokerage subsidiary of Nomura Holdings, Inc. (TSE: 8604; NYSE: NMR). Headquartered in Tokyo, the firm was founded in 1925. NSC places a strong emphasis on research, both fundamental and quantitative. In addition to stock and bond underwriting, their activities include IPO and M&A advisory, wealth management, separately managed accounts, fund wrap services, prime brokerage and structured equity finance. Their clients include institutions, hedge funds, private banks and private equity funds as well as corporate clients and retail investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Coghill Capital Management LLC
 Coghill Capital Management LLC Investment ManagersFinance Founded by Clint Coghill in 1995, Coghill Capital Management LLC is a hedge fund manager located in Chicago | Investment Managers | Portfolio Manager-Equities | |
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 | |
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 | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Loyola University of Chicago | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
RMB Real Estate Opportunities QP LLC Series 2
 RMB Real Estate Opportunities QP LLC Series 2 Investment Trusts/Mutual FundsMiscellaneous RMB Real Estate Opportunities QP LLC Series 2 provides financial services. The company was founded in 2012 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Townsend Holdings LLC
 Townsend Holdings LLC Real Estate DevelopmentFinance Townsend Holdings LLC provides investment advisory services. It offers investment platform and consulting services to clients for real asset and real estate allocation. The company was founded by Terrance R. Ahern and Kevin W. Lynch in 1983 and is headquartered in Cleveland, OH. | Real Estate Development | Corporate Officer/Principal | |
Kellogg Asset Management LLC
 Kellogg Asset Management LLC Investment ManagersFinance Kellogg Asset Management LLC (Kellogg) is a SEC-registered investment advisor headquartered in Green Bay, Wisconsin. The firm is a wholly owned subsidiary of Associated Trust Co., N.A., ultimately held by Associated Banc-Corp. (NYSE: ASB), a diversified bank/financial services holding company. Founded in 2009, Kellogg provides investment management services to institutional and high net-worth investors. | Investment Managers | Corporate Officer/Principal | |
CFA Society of Chicago
 CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin | |
| Oakland University (Michigan) | College/University | Undergraduate Degree | |
Academy Wealth Management, Inc.
 Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth Management, Inc. (Academy Wealth) is a SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by David Brown, Randall Clark, Richard (Rick) Knop and Channing (Chap) Mitzell in 1986 as Windsor Wealth Management, Inc. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada. Academy Wealth provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates. | Investment Managers | Corporate Officer/Principal | |
| Butler University | College/University | Undergraduate Degree | |
| Kelley School of Business | 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 | |
HSBC North America Holdings, Inc.
 HSBC North America Holdings, Inc. Financial ConglomeratesFinance HSBC North America Holdings Inc. operates as a bank holding company. It serves customers in areas including personal financial services, credit cards, specialty insurance products, commercial banking, private banking, asset management, global banking and markets. Te company was founded in 1980 and is headquartered in New York NY. | Financial Conglomerates | Corporate Officer/Principal | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
BrightStar Wisconsin Foundation, Inc.
 BrightStar Wisconsin Foundation, Inc. Investment ManagersFinance BrightStar Wisconsin Foundation, Inc. operates as an non-profit organization focused on funding for-profit early-stage companies. BSW works with government, educational institutions, other charitable organizations, angel groups and venture funds to identify, invest or co-invest in, mentor and promote fast growing early stage companies to create technology based jobs in Wisconsin. The company was founded in 2013 and is headquartered in Milwaukee, WI. | Investment Managers | Director/Board Member | |
| John Carroll University | College/University | Undergraduate Degree | |
| Santa Clara University | College/University | Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
| University of Tokyo | College/University | Undergraduate Degree | |
Credit Suisse AG (London Branch)
 Credit Suisse AG (London Branch) Regional BanksFinance Credit Suisse AG (London Branch) provides investment banking services. The company was founded on January 1, 1993 and is headquartered in London, the United Kingdom. | Regional Banks | Corporate Officer/Principal | |
| Concordia College (New York) | College/University | Undergraduate Degree | |
| Xiamen University | College/University | Undergraduate Degree | |
| Illinois Institute of Technology | College/University | Doctorate Degree | |
Mendon Capital Advisors Corp.
 Mendon Capital Advisors Corp. Investment ManagersFinance Mendon Capital Advisors Corp. (Mendon Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Rochester, New York. The firm was founded by Anton V. Schutz in 1996. Mendon Capital provides investment advice, as a sub-advisor, to registered investment funds, a Hedge Fund and certain separately managed accounts advised by ELCO Management Co. LLC. | Investment Managers | Chief Executive Officer | |
L.F. Rothschild & Co., Inc.
 L.F. Rothschild & Co., Inc. Investment Banks/BrokersFinance Part of Rothschild & Co. The company is based in New York, NY. Continuation Holdings AG, L.F. Rothschild & Co., Inc. is a company that provides banking services. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 44 |
| Giappone | 3 |
| Regno Unito | 2 |
| Hong Kong | 2 |
| Svizzera | 2 |
Settori
| Finance | 23 |
| Consumer Services | 22 |
| Commercial Services | 5 |
| Miscellaneous | 2 |
Posizioni
| Portfolio Manager-Equities | 34 |
| Corporate Officer/Principal | 33 |
| Undergraduate Degree | 32 |
| Analyst-Equity | 24 |
| Masters Business Admin | 12 |
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