Brian Allen
Direttore degli Investimenti presso CSM Advisors LLC
Provenienza dei contatti di primo grado di Brian Allen
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
The Wharton School of the University of Pennsylvania
374
| College/University | Other Consumer Services | 374 |
James Madison University
28
| College/University | Other Consumer Services | 28 |
C.S. McKee LP
 C.S. McKee LP Investment ManagersFinance Founded in 1931, C.S. McKee LP is an employee-owned registered investment advisor located in Pittsburgh, Pennsylvania. Purchased from Carl S. McKee in 1966, the firm eventually restructured its operations by becoming a registered investment advisor in 1972 in order to focus solely on investment management. In 1987, McKee became a wholly-owned subsidiary of United Asset Management Corpo. Employees repurchased the firm in 2001. McKee manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for public sector, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. McKee is the sole investment advisor to the McKee International Equity Fund, which primarily invests in equity securities of non-U.S. issuers. The fund is one of a series of shares that comprise the Advisor Inner Circle Funds. The Advisor Inner Circle Funds is administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co. The firm provides model portfolio recommendations to various UMA accounts. McKee is also the sub-advisor for a number of investment companies, collective trusts and brokerage units.
18
| Extinct | Investment Managers | 18 |
CSM Advisors LLC
 CSM Advisors LLC Investment ManagersFinance Part of Estancia Capital Management LLC, CSM Advisors LLC is an institutional investment manager based in Pittsburgh, PA. The company offers 11 marketed strategies for fixed income, 3 marketed strategies for multi-asset, and 5 marketed strategies for equity. CSM Advisors was recognized as the "top gun of the decade" in the "PSN all/variable maturity universe" by PSN. The company also provides market outlook commentary and have recently celebrated their 90th anniversary year with new products, new hires, and record growth in assets under management. Founded in 1931, CSM Advisors manages equity and fixed income portfolios for institutional investors nationwide, with over $8.10 billion in assets as of 3/31/23.
11
| Subsidiary | Investment Managers | 11 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Brian Allen tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| CITIGROUP INC. | Major Banks | Sales & Marketing Corporate Officer/Principal | |
General Atlantic LLC
 General Atlantic LLC Investment ManagersFinance General Atlantic LLC (General Atlantic) is a private equity firm founded in 1980 by Charles F. Feeney. The firm is headquartered in New York. | Investment Managers | Founder | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Private Equity Investor | |
| Trimarc Capital Fund LP | Investment Trusts/Mutual Funds | Founder | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Head-Fixed Income Invts Analyst-Fixed Income | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Consultant / Advisor Graduate Degree Graduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Duquesne University of The Holy Spirit | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| The College of Arts & Sciences | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
BEV Capital
 BEV Capital Investment ManagersFinance Brand Equity Advisors, Inc. (BEV Capital) is a venture capital firm founded in 1997 by Chris P. Kirchen, David Yarnell and Marc A. Singer. The firm is headquartered in Darien, Connecticut. | Investment Managers | Founder Corporate Officer/Principal | |
| Wasserstein Perella & Co., Inc. | Corporate Officer/Principal Director/Board Member | ||
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Federated Investment Management Co.
 Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Investment Managers | Investment Committee Member Corporate Officer/Principal | |
ABS Capital Partners, Inc.
 ABS Capital Partners, Inc. Investment ManagersFinance ABS Capital Partners, Inc. (ABS Capital Partners) is a private equity firm founded in 1990 by Don Bruce Hebb and Tim Thaddeus Weglicki. The firm is headquartered in Washington, DC. | Investment Managers | Private Equity Investor Consultant / Advisor | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
Citigroup Private Equity LP
 Citigroup Private Equity LP Investment ManagersFinance Citigroup Private Equity LP (Citigroup Private Equity) a Private Equity firm, a subsidiary of Citigroup Alternative Investments LLC founded in 1997. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
StepStone Group LP
 StepStone Group LP Investment ManagersFinance StepStone Group LP (StepStone) is a private equity firm founded in 2006 by Monte M. Brem, Tom Porter Keck and Jose A. Fernandez. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin | |
| London School of Economics & Political Science | College/University | Graduate Degree Undergraduate Degree | |
Corridor Capital LLC
 Corridor Capital LLC Investment ManagersFinance Corridor Capital LLC (Corridor Capital) is a private equity firm founded in 2005 by Craig Lawrence Enenstein. The firm is headquartered in Los Angeles, California. | Investment Managers | Consultant / Advisor Chief Executive Officer | |
Vaatsalya Health care Solutions Pvt Ltd.
 Vaatsalya Health care Solutions Pvt Ltd. Hospital/Nursing ManagementHealth Services Vaatsalya Healthcare Solutions Pvt Ltd. provides healthcare services to the semi-urban and rural population. It offers neonatal intensive care facilities, operation theatres, maternity room, and intensive care facilities. The firm's services include obstetrics and gynecology, pediatrics, general medicine, general surgery, nephrology, and diabetology services. The company was founded in 2004 and is headquartered in Bangalore, India. | Hospital/Nursing Management | Director/Board Member | |
| University of Tokyo | College/University | Undergraduate Degree | |
| WEALTH MANAGEMENT, INC. | Investment Managers | Director/Board Member | |
Centrecourt Asset Management LLC
 Centrecourt Asset Management LLC Investment ManagersFinance Centrecourt Asset Management LLC (Centrecourt) is an independent hedge fund management firm headquartered in Rye, New York. The firm was founded by Richard L. Smithline in 2004. Centrecourt offers custom tailored financing solutions, including comprehensive value-added advisory services, for its portfolio companies as well as other companies to help them achieve their strategic and financial objectives. | Investment Managers | Corporate Officer/Principal | |
| Waseda University | College/University | Doctorate Degree | |
Oakum Bay Capital LLC
 Oakum Bay Capital LLC Investment ManagersFinance Founded in 2012, Oakum Bay Capital LLC is a hedge fund manager located in New York City. Investors in the firm's collective investment funds include large institutional investors, such as insurance companies, banks and other financial institutions, corporations, pension funds and endowments, institutional investors, such as private foundations, family offices, charitable institutions and endowments, government agencies and wealthy individuals. | Investment Managers | Chief Investment Officer | |
| ABALANCE CORPORATION | Director/Board Member | ||
| BLUEROCK RESIDENTIAL GROWTH REIT, INC. | Real Estate Investment Trusts | President | |
Chumbak Design Pvt Ltd.
 Chumbak Design Pvt Ltd. Specialty StoresRetail Trade Chumbak Design Pvt Ltd. operates as a design led consumer products company. It offers products that include apparel and footwear, bags and wallets, home and souvenir, jewelry and tech and travel accessories. The firm sells its products through Chumbak stores, various department stores and other outlets in Ahmedabad, Bangalore, Chennai, Coimbatore, Hyderabad, Mumbai, New Delhi, Pondicherry, Pune, Surat, Trivandrum, Vadodara, Jaipur, Amritsar and Chandigarh. The company was founded by Prabhakar Chadda, Shubhra Chadda and Alicia Crescencia Souza in 2010 and is headquartered in Banglaore, India. | Specialty Stores | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 37 |
| Giappone | 5 |
| India | 3 |
| Regno Unito | 2 |
Settori
| Finance | 25 |
| Consumer Services | 14 |
| Miscellaneous | 2 |
| Commercial Services | 2 |
| Health Services | 2 |
Posizioni
| Director/Board Member | 439 |
| Corporate Officer/Principal | 184 |
| Private Equity Investor | 105 |
| Undergraduate Degree | 102 |
| Masters Business Admin | 68 |
Contatti più connessi
| Insiders | |
|---|---|
| Saquib Hussain Shirazi | 41 |
| Amit Lohia | 37 |
| Christopher R. Manning | 30 |
| Lerner Andy | 27 |
| Alberto Ribeiro Guth | 27 |
| Cenk Serdar | 25 |
| Jeff B. Schwartz | 24 |
| Roger Hurwitz | 23 |
| Jordan Ruddy | 23 |
| Steven Collins | 22 |
| Tyler J. Wolfram | 22 |
| Craig Enenstein | 22 |
| Rahul Aggarwal | 21 |
| Jon David Friedland | 20 |
| Marla Blow | 19 |
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