Brian Colello
Stratega di mercato presso Morningstar, Inc. (Research)
Provenienza dei contatti di primo grado di Brian Colello
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
282
| Operating Division | Investment Managers | 282 |
Bucknell University
101
| College/University | Other Consumer Services | 101 |
Wake Forest University
88
| College/University | Other Consumer Services | 88 |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela.
13
| Subsidiary | Miscellaneous Commercial Services | 13 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Brian Colello tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Washington University in St. Louis | College/University | Graduate Degree Undergraduate Degree | |
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 | Analyst-Equity Portfolio Manager-Equities | |
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 | Analyst-Equity Analyst-Equity | |
Interactive Telesis, Inc.
 Interactive Telesis, Inc. Specialty TelecommunicationsCommunications Interactive Telesis, Inc. provides interactive voice response and speech-enabled hosting services. Its services include digital third party verification, phone real estate, InvestorREACH, voice and data hosting and telephony development. The firm’s products include IT voice mail, record on command and digital voice IQ. The company was founded on June 19, 1987 and is headquartered in Carlsbad, CA. | Specialty Telecommunications | 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 | Corporate Officer/Principal | |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal | |
Burren Energy Plc
 Burren Energy Plc Oil & Gas ProductionEnergy Minerals Burren Energy Plc explores and produces oil and natural gas. The company was founded by Finian Rory O'Sullivan in 1994 and is headquartered in London, the United Kingdom. | Oil & Gas Production | Corporate Officer/Principal | |
State Farm Insurance Cos.
 State Farm Insurance Cos. Multi-Line InsuranceFinance State Farm Insurance Cos. provides personal property and casualty insurance services. It also offers auto insurance quotes, auto, home, life and health policies. The firm also provides commercial auto insurance coverage for renters, business owners, boats and motorcycles. The company was founded by George Jacob Mecherle in 1922 and is headquartered in Bloomington, IL. | Multi-Line Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
Morningstar Investment Services LLC
 Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Investment Managers | President Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Round Table Services LLC
 Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Investment Managers | Analyst-Equity | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Graduate Degree Undergraduate Degree | |
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 Doctorate 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 | Analyst-Equity Corporate Officer/Principal | |
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Corporate Officer/Principal | |
Paddock Publications, Inc.
 Paddock Publications, Inc. Publishing: NewspapersConsumer Services Paddock Publications, Inc. provides news paper publishing services. Its news papers include The Daily Herald, Reflejos, and Dailyherald.com. The firm's news papers offer information about sports, business, and entertainment. The company was founded by Hosea C. Paddock on December 15, 1898 and is headquartered in Arlington Heights, IL. | Publishing: Newspapers | Corporate Officer/Principal Corporate Officer/Principal | |
Fitch Ratings, Inc.
 Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Fixed Income | |
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 Corporate Officer/Principal | |
KBC Securities USA, Inc.
 KBC Securities USA, Inc. Investment Banks/BrokersFinance Founded in 1999, KBC Securities USA, Inc. is a broker/dealer located in New York City. The firm began as the Financial Products group of D. E. Shaw & Co. In 1999, they were purchased by KBC Bank NV. They are a subsidiary of KBC Securities USA, Inc. and their ultimate parent is of KBC Groupe SA (LSE: KBC). KBC Securities is a specialist in annuities, convertible bonds and equity derivatives with a strategic focus on technology. They serve a range of global investors including mutual funds, pension funds, insurance companies, banks, private banks and hedge funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| MORNINGSTAR, INC. | Investment Managers | Chief Executive Officer Investor Relations Contact Founder Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Corporate Officer/Principal Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
| Florida State University | College/University | Undergraduate Degree | |
| Illinois Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Illinois | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree | |
| Purdue University | College/University | Undergraduate Degree Masters Business Admin | |
| The Johns Hopkins University | College/University | Undergraduate Degree Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Corporate Officer/Principal | |
| Northern Illinois University | College/University | Undergraduate Degree Graduate Degree | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree | |
Morningstar Australasia Pty Ltd.
 Morningstar Australasia Pty Ltd. Investment ManagersFinance Morningstar Australasia Pty Ltd. is the Australian investment research subsidiary of Morningstar Direct Investments Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in Barangaroo, the firm was founded in 1999 as Huntley’s Investment Information Pty Ltd. They provide research on Australian stocks, managed funds, superannuation funds, credit securities, exchange-traded funds, and listed investment companies for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors. | Investment Managers | Chief Executive Officer Analyst-Equity | |
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 Corporate Officer/Principal | |
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Investment Managers | Chief Executive Officer Chairman | |
Barnes & Noble College Booksellers, Inc.
 Barnes & Noble College Booksellers, Inc. Specialty StoresRetail Trade Barnes & Noble College Booksellers, Inc. owns and operates a chain of campus bookstores for academic institutions, public, private, law and medical schools. It offers new and used textbooks, general reading books, notebooks, school merchandise, athletic gear and alumni products. The company was founded by Charles M. Barne in 1873 and is headquartered in Basking Ridge, NJ. | Specialty Stores | Corporate Officer/Principal | |
| St. Lawrence University | College/University | Undergraduate Degree | |
GSAM Strategist Portfolios LLC (Inv Mgmt)
 GSAM Strategist Portfolios LLC (Inv Mgmt) Investment ManagersFinance GSAM Strategist Portfolios LLC (Inv Mgmt) (GSAMSP) is the investment management division of GSAM Strategist Portfolios LLC, a research company headquartered in New York City. The firm was founded in 1995 as Standard & Poor's Investment Advisory Services LLC. They were acquired by GSAM Holdings LLC in July 2019. GSAMSP offers multi-asset and rules-based equity strategies to a range of individual and institutional investors worldwide. | Investment Managers | Corporate Officer/Principal | |
| Zicklin School of Business | College/University | Masters Business Admin | |
| Gies College of Business | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 43 |
| Regno Unito | 3 |
| Canada | 2 |
| Francia | 2 |
| Australia | 2 |
Settori
| Consumer Services | 26 |
| Finance | 18 |
| Commercial Services | 3 |
| Communications | 2 |
| Energy Minerals | 2 |
Posizioni
| Analyst-Equity | 115 |
| Corporate Officer/Principal | 110 |
| Undergraduate Degree | 87 |
| Masters Business Admin | 41 |
| Analyst-Fixed Income | 23 |
Contatti più connessi
| Insiders | |
|---|---|
| Kunal Kapoor | 15 |
| Joe Mansueto | 14 |
| Heather Brilliant | 12 |
| Ali Mogharabi | 11 |
| Richard Hilgert | 9 |
| Charles Fishman | 9 |
| Michael Holt | 8 |
| Neil Macker | 8 |
| Matthew Dolgin | 8 |
| Sarah Bush | 7 |
| Dave Meats | 7 |
| Michael Wong | 7 |
| Wayne Stefurak | 6 |
| Michael Zbinovec | 6 |
| Joscelyn MacKay | 6 |
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