Chad Edward Hoffman
Analyst-Equity presso WCM Investment Management LLC
Provenienza dei contatti di primo grado di Chad Edward Hoffman
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
WCM Investment Management LLC
 WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations.
38
| Subsidiary | Investment Managers | 38 |
Missouri Valley Partners, Inc.
 Missouri Valley Partners, Inc. Investment ManagersFinance Founded in 2000 by Greg Glidden, Tom Pellett, Dick Williams, Tom Dezort, Gary Hurlbut and Lou Jarodsky, Missouri Valley Partners, Inc. is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was founded in 1890. Missouri Valley Partners' clients include corporations, public entities, Taft-Hartley plans, endowments, foundations and high net-worth individuals throughout the US. Their specialties include asset allocation, large-cap and small-cap equity and fixed-income portfolio management
15
| Extinct | Investment Managers | 15 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Chad Edward Hoffman tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| University of Missouri | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Ziegler Capital Management LLC
 Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Investment Managers | Head-Equity Investments Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income | |
Thornburg Investment Management, Inc.
 Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Opus Capital Group LLC
 Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| MORNINGSTAR, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Southern Illinois University | College/University | Masters Business Admin Masters Business Admin | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin | |
| Stanford University | College/University | Graduate Degree Undergraduate Degree | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Head-Fixed Income Invts Corporate Officer/Principal | |
Harding Loevner LP
 Harding Loevner LP Investment ManagersFinance Harding Loevner LP is a SEC-registered investment advisor headquartered in Bridgewater, New Jersey. The firm was founded in 1989 by former managers for the Rockefeller family. They are a direct subsidiary of Titan NJ LP Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Harding Loevner provides investment management services to a variety of types of clients in the US such as retirement plans, foundations and endowments, sovereign wealth funds, religious institutions, individuals, trusts, broker-dealers, banks, investment advisers, insurance companies, mutual funds, collective investment trust funds, and offshore funds. | Investment Managers | Analyst-Equity | |
| SMU-Cox School of Business | College/University | Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree | |
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 | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor | |
Avondale Partners LLC
 Avondale Partners LLC Investment Banks/BrokersFinance Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector. | Investment Banks/Brokers | Analyst-Equity | |
| The College of William & Mary | College/University | Undergraduate Degree | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Kapstream Capital Pty Ltd.
 Kapstream Capital Pty Ltd. Investment ManagersFinance Kapstream Capital Pty Ltd. (Kapstream) is the Australian asset management subsidiary of Janus Henderson Group Plc (ASX, NYSE: JHG) in Great Britain. The firm was co-founded by Kumar Palghat and Nick Maroutsos in 2006. Headquartered in Sydney, KCP provides defensive absolute return fixed income portfolio management services to institutional and individual investors. | Investment Managers | Chief Executive Officer | |
| The University of Texas at Austin | College/University | Graduate Degree | |
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 | |
The Renaissance Group LLC
 The Renaissance Group LLC Investment ManagersFinance The Renaissance Group LLC, dba Renaissance Investment Management (Renaissance), is an independent, SEC-registered investment advisor headquartered in Covington, Kentucky. The firm was founded in 1978 and is a subsidiary of AMG Renaissance Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Renaissance serves both institutional and high net worth clientele and offers a variety of investment management strategies. | Investment Managers | Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| University of Mumbai | College/University | Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree | |
| California Polytechnic State University (San Luis Obispo) | College/University | Graduate Degree | |
| San Jose State University | College/University | Undergraduate Degree | |
| Scripps College | College/University | Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin | |
| University of Colorado Boulder | College/University | Undergraduate Degree | |
| Nanyang Technological University | College/University | Undergraduate Degree | |
SeaTown Holdings International Pte. Ltd.
 SeaTown Holdings International Pte. Ltd. Investment ManagersFinance SeaTown Holdings International Pte Ltd. (SeaTown) is an alternative investment firm headquartered in Singapore. The firm was founded in 2009 and is wholly-owned by Seatown Holdings Pte Ltd., ultimately held by state-owned Temasek Holdings (Pte) Ltd. SeaTown manages multi-asset and public credit strategies through open-end funds as well as private investments strategies in closed-end funds. | Investment Managers | Corporate Officer/Principal | |
Brandes Investment Partners LP
 Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes manages global equity and fixed-income assets for clients worldwide. | Investment Managers | Corporate Officer/Principal | |
| Columbia University Center for Technology Management | College/University | Masters Business Admin | |
| Texas A&M University | College/University | Undergraduate Degree | |
Canaccord Genuity LLC
 Canaccord Genuity LLC Investment Banks/BrokersFinance Canaccord Genuity LLC is an independent, full-service financial services firm headquartered in New York City. The firm was founded in 2004 and provides a full spectrum of brokerage services to corporate and institutional clients. They cover a wide range of sectors globally with an emphasis on growth companies such as: Block chain, Business Services, Cannabis, Consumer and Retail, Energy, Financials, Gaming, Healthcare, Industrials, Metals and Mining, Real Estate, Sustainability and Technology. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Jefferies Group LLC (Research) | Investment Managers | Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Singapore | 3 |
| Marocco | 2 |
| Australia | 2 |
| India | 2 |
Settori
| Consumer Services | 30 |
| Finance | 20 |
| Commercial Services | 3 |
Posizioni
| Analyst-Equity | 58 |
| Undergraduate Degree | 48 |
| Portfolio Manager-Equities | 41 |
| Corporate Officer/Principal | 36 |
| Masters Business Admin | 17 |
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