Charlie Wilson
Gestore di Portafoglio-Azioni presso Thornburg Investment Management, Inc.
Provenienza dei contatti di primo grado di Charlie Wilson
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of Arizona
184
| College/University | Other Consumer Services | 184 |
The University of Colorado
172
| College/University | Other Consumer Services | 172 |
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.
81
| Private Company | Investment Managers | 81 |
Marsico Capital Management LLC
 Marsico Capital Management LLC Investment ManagersFinance Marsico Capital Management LLC (MCM) is a SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded by Thomas “Tom” Marsico in 1997. MCM manages assets for mutual funds, corporate retirement plans, endowments, foundations, family offices, separately managed wrap programs, and other clients. The firm also serves as the investment adviser to the Marsico Funds.
20
| Holding Company | Investment Managers | 20 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Charlie Wilson tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| 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 | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Fuqua School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Undergraduate Degree Graduate Degree Corporate Officer/Principal | |
| Georgetown University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Thornburg Investment Trust | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Corporate Officer/Principal | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| THORNBURG INCOME BUILDER OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Corporate Officer/Principal | |
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. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| University of Maryland | College/University | Masters Business Admin Doctorate Degree Masters Business Admin | |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Analyst-Equity Head-Equity Investments Analyst-Equity | |
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 | Portfolio Manager-Equities Analyst-Fixed Income | |
Thornburg Securities Corp.
 Thornburg Securities Corp. Investment Banks/BrokersFinance Founded by H. Garrett Thornburg in 1984, Thornburg Securities Corp. is a broker/dealer located in Santa Fe, New Mexico. The firm is a subsidiary of Thornburg Investment Management, Inc., a registered investment advisor founded in 1982 and also located in Santa Fe, new Mexico. Thornburg Securities Corp provides a full array of trading and execution services for their clients. They do not provide any internal research | Investment Banks/Brokers | Chief Executive Officer Founder | |
USAA Investment Services Co.
 USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Financial Conglomerates | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Macquarie Capital (USA), Inc.
 Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Thornburg Strategic Income Opportunities Trust
 Thornburg Strategic Income Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Thornburg Strategic Income Opportunities Trust is a closed-end management investment company. It focuses on investing in government and government-related bonds, corporate bonds, broadly syndicated corporate loans, covenant lite loans, private debt, mortgage-backed securities, asset-backed securities, global real estate debt, emerging market debt securities, sovereign and quasi-sovereign debt obligations, government-sponsored agency debentures, convertible bonds, receivables, whole loans, leveraged loans, taxable and tax-exempt municipal debt, fixed and floating-rate debt securities, collateralized loan obligations, commercial paper, and non-rated debt securities. The company was founded on December 3, 2021 and is headquartered in Santa Fe, NM. | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Fixed Income Analyst-Equity | |
| Dartmouth College | College/University | Masters Business Admin 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 Analyst-Fixed Income | |
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 | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin | |
| University of Iowa | College/University | Masters Business Admin Graduate Degree | |
RCT BioVentures
 RCT BioVentures Investment ManagersFinance RCT BioVentures (RCT BioVentures) is a venture capital subsidiary of Research Corporation Technologies Inc founded in 1987. The firm is headquartered in Tucson, Arizona. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Director of Finance/CFO Undergraduate Degree | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| University of Denver | College/University | Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
| Colorado State University | College/University | Undergraduate Degree Masters Business Admin | |
H.I.G. Capital LLC
 H.I.G. Capital LLC Financial ConglomeratesFinance H.I.G. Capital LLC operates as s a private equity and alternative assets investment firm. Its portfolio focuses in private equity, growth equity, real estate, debt or credit, lending, and bio health. The company was founded by Sami W. Mnaymneh and Anthony Tamer in 1993 and is headquartered in Miami, FL. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Corporate Officer/Principal Undergraduate Degree | |
| The University of New Mexico | College/University | Undergraduate Degree Masters Business Admin | |
Snell & Wilmer LLP
 Snell & Wilmer LLP Miscellaneous Commercial ServicesCommercial Services Snell & Wilmer LLP provides legal services. It offers bankruptcy, commercial finance, corporate and securities, employee benefits and compensation, healthcare, industry groups, intellectual property, labor and employment, litigation, natural resources, environment and energy, political law and government relations, real estate and tax related services. The company was founded in 1938 and is headquartered in Phoenix, AZ. | Miscellaneous Commercial Services | Corporate Officer/Principal General Counsel | |
Accenture LLP
 Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| IKB Leasing Berlin Gmbh | Director/Board Member | ||
IKB Capital Corp.
 IKB Capital Corp. Financial ConglomeratesFinance Part of IKB Deutsche Industriebank AG, IKB Capital Corp. provides investment and financial services. The company is based in New York, NY. | Financial Conglomerates | Director/Board Member | |
| IKB Autoleasing GmbH | Director/Board Member | ||
Arizona 2016 College Football Championship LLC
 Arizona 2016 College Football Championship LLC Movies/EntertainmentConsumer Services Arizona 2016 College Football Championship LLC organizes College football playoff national championship. The company is headquartered in Scottsdale, AZ. | Movies/Entertainment | Director/Board Member | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
IKB Deutsche Industriebank AG (Broker)
 IKB Deutsche Industriebank AG (Broker) Investment Banks/BrokersFinance IKB Deutsche Industriebank AG (Broker) is the brokerage division of IKB Deutsche Industriebank AG, a bank headquartered in Düsseldorf, Germany. Founded in 1924, the firm supports medium-sized enterprises and private equity funds in Germany and Europe with loans, risk management, capital market services and advisory services. | Investment Banks/Brokers | Chief Executive Officer | |
| IKB DEUTSCHE INDUSTRIEBANK AG | Major Banks | Chief Executive Officer | |
| Boston University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Germania | 5 |
Settori
| Consumer Services | 23 |
| Finance | 21 |
| Miscellaneous | 4 |
| Commercial Services | 3 |
| Technology Services | 2 |
Posizioni
| Corporate Officer/Principal | 116 |
| Director/Board Member | 106 |
| Undergraduate Degree | 90 |
| Analyst-Equity | 74 |
| Portfolio Manager-Equities | 51 |
Contatti più connessi
| Insiders | |
|---|---|
| Mark Zinkula | 27 |
| Mike Speiser | 25 |
| David Hutchens | 18 |
| Yue Jian Wang | 13 |
| Garrett Thornburg | 13 |
| Michael H. Wiedmann | 11 |
| Chad W. Souvignier | 11 |
| Corydon J. Gilchrist | 9 |
| Ali Amirali | 9 |
| Nicole Larrabee Rodrigues | 9 |
| Jason Brady | 9 |
| Steven R. Carlson | 9 |
| Bimal Shah | 8 |
| Peter W. Likins | 8 |
| Dale N. Hatfield | 8 |
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- Insiders
- Charlie Wilson
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