Bruce W. Kaser
Direttore della Ricerca - Azioni presso New Generation Research, Inc.
Provenienza dei contatti di primo grado di Bruce W. Kaser
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
The University of Chicago
443
| College/University | Other Consumer Services | 443 |
Miami University
135
| College/University | Other Consumer Services | 135 |
RBC Global Asset Management (US), Inc.
 RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions.
81
| Subsidiary | Investment Managers | 81 |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.
26
| Subsidiary | Investment Managers | 26 |
Freedom Capital Management LLC
 Freedom Capital Management LLC Investment ManagersFinance Freedom Capital Management (FCM) LLC (formerly Freedom Capital Management Corp.) is a Boston-based adviser that manages portfolios for institutions and high net worth individuals. The firm manages separate growth and value portfolios for individuals and institutions. FCM was founded in 1930 and was formerly a subsidiary of RBC Dain Rauscher, which is subsidiary of the Royal Bank of Canada (NYSE: RY).
12
| Extinct | Investment Managers | 12 |
New Generation Research, Inc.
 New Generation Research, Inc. Investment ManagersFinance New Generation Research, Inc. is a publisher and producer of a comprehensive database of business bankruptcy information. The private company was founded in 1978 and is based in an undisclosed location. The firm specializes in providing data, original reporting, and expert analyses with cutting-edge technology to attenuate the noise and amplify the signal in the bankruptcy information environment. This allows lawyers, financiers, and other restructuring professionals to save time, be more productive, and make more money. The American company was founded by George Putnam, who has been the CEO since incorporation.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Bruce W. Kaser tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Indiana University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree | |
Barings LLC
 Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Economist | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin 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 | Analyst-Equity Analyst-Equity Analyst-Equity | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
The Lek/Alcar Consulting Group, Inc.
 The Lek/Alcar Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Lek/Alcar Consulting Group, Inc. provides business strategy consulting services. It offers strategy, finance, marketing and sales, operations, and transaction services including business unit strategy, brand management, pricing, alliances and joint ventures, product development, corporate transformation, and operations design. It serves the defense, energy, health, building and construction, aerospace, media, retail, and telecommunications industries. The company was founded by Andrew Kutter in 1983 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Masters Business Admin Corporate Officer/Principal | |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| DePaul University | College/University | Masters Business Admin Graduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| St. Olaf College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
| Suffolk University | College/University | Masters Business Admin Undergraduate Degree | |
| The Curtis L. Carlson School of Management | College/University | Masters Business Admin Undergraduate Degree | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| International Monetary Fund | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Newday Funds, Inc.
 Newday Funds, Inc. Investment ManagersFinance Part of Newday Financial Technologies, Inc., Newday Funds, Inc. provides investment advice. The company is based in San Francisco, CA. The company was founded in 2015. Doug C. Heske has been the CEO of the company since 2016. | Investment Managers | Director of Research - Equity Chief Investment Officer | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Graduate 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 Masters Business Admin | |
State Teachers Retirement System of Ohio
 State Teachers Retirement System of Ohio Investment ManagersFinance The State Teachers Retirement System of Ohio (STRS Ohio) is a State-owned pension fund management firm headquartered in Columbus, Ohio. The firm was founded in 1919 and manages pension assets for active, inactive and retired Ohio public educators. STRS Ohio operates under the guidelines of Chapter 3307 of the Ohio Revised Code as enacted by the Ohio General Assembly. They are legally separated from and fiscally independent of state and local governments. | Investment Managers | Analyst-Equity Analyst-Equity | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of California | College/University | Undergraduate Degree Doctorate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
Brighthouse Investment Advisers LLC
 Brighthouse Investment Advisers LLC Investment ManagersFinance Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act. | Investment Managers | Corporate Officer/Principal | |
New York Life Insurance Co.
 New York Life Insurance Co. Life/Health InsuranceFinance New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY. | Life/Health Insurance | Corporate Officer/Principal | |
National Financial Partners Securities, Inc.
 National Financial Partners Securities, Inc. Miscellaneous Commercial ServicesCommercial Services National Financial Partners Securities, Inc. provides financial advisory services. Its financial planning, investment advisory products and services comprise funds of hedge and mutual fund wrap accounts, financial planning, securities transaction execution, investment consulting, traditional broker, and dealer services. The company is headquartered in New York, NY | Miscellaneous Commercial Services | President | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal | |
Booz Allen Hamilton, Inc.
 Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 51 |
Settori
| Consumer Services | 25 |
| Finance | 20 |
| Electronic Technology | 4 |
| Commercial Services | 3 |
| Government | 2 |
Posizioni
| Corporate Officer/Principal | 187 |
| Director/Board Member | 114 |
| Undergraduate Degree | 89 |
| Portfolio Manager-Equities | 66 |
| Masters Business Admin | 56 |
Contatti più connessi
| Insiders | |
|---|---|
| Dinesh C. Paliwal | 31 |
| Jill Smart | 23 |
| George Putnam | 19 |
| Gil Beyen | 18 |
| Daniel Kazan | 17 |
| Catherine Stehman-Breen | 16 |
| Peter C. Godwin | 16 |
| Chris Joseph | 14 |
| Nicholas Donald Tannura | 11 |
| Andrew E. Jones | 11 |
| Christopher Orndorff | 11 |
| Stephen M. McConnell | 10 |
| Charlie A. Gonzalez | 10 |
| Igal Litovsky | 10 |
| Ron Homer | 9 |
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