Dan Culloton
Direttore della Ricerca - Azioni presso Morningstar, Inc. (Research)
Provenienza dei contatti di primo grado di Dan Culloton
| 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.
300
| Operating Division | Investment Managers | 300 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Dan Culloton tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
The International Brotherhood of Teamsters
 The International Brotherhood of Teamsters Miscellaneous Commercial ServicesCommercial Services International Brotherhood of Teamsters operates a labor diverse union. It represents employees in transportation, freight-related and other industries. The firm operates under federal supervision. The company was founded in 1903 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Comptroller/Controller/Auditor | |
| Washington University in St. Louis | College/University | Graduate Degree Undergraduate Degree | |
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 | Analyst-Equity Corporate Officer/Principal | |
Morningstar Investment Services LLC
 Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a 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 | |
| MEAD JOHNSON NUTRITION CO | Food: Meat/Fish/Dairy | Corporate Officer/Principal | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
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 | |
PRTM Management Consultants LLC
 PRTM Management Consultants LLC Miscellaneous Commercial ServicesCommercial Services PRTM Management Consultants LLC provides management consulting services. It offers operational strategy consulting, supply chain management, product and service development, and customer value management services. The company was founded in 1976 and is headquartered in Waltham, MA. | Miscellaneous Commercial Services | 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-Fixed Income | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
| The Catholic University of America | College/University | Graduate Degree | |
| Colby College | College/University | Undergraduate Degree | |
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 | |
| DePaul University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Corporate Officer/Principal Undergraduate Degree | |
| Florida State University | College/University | Undergraduate Degree | |
| Illinois Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| 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 Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The Johns Hopkins University | College/University | Undergraduate Degree Graduate Degree 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 | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Corporate Officer/Principal | |
Morningstar Holland BV
 Morningstar Holland BV Investment ManagersFinance Part of Morningstar, Inc., Morningstar Holland BV is a Dutch company that provides investment research. The company is based in Amsterdam, Netherlands. The company was founded in 2000. The CEO is Steven Smit. | Investment Managers | Analyst-Equity Market Strategist | |
| University of Illinois At Urbana–Champaign | College/University | Undergraduate Degree Undergraduate Degree | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree | |
| Zicklin School of Business | College/University | Masters Business Admin | |
| St. Lawrence University | College/University | Undergraduate Degree | |
| The University of Chicago Law School | College/University | Graduate Degree | |
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 | |
MONEY Magazine
 MONEY Magazine Publishing: Books/MagazinesConsumer Services Part of IAC, Inc., MONEY Magazine is a finance magazine publishing company. The company is based in Chicago, IL. | Publishing: Books/Magazines | Corporate Officer/Principal | |
| Loyola University of Chicago | College/University | Doctorate Degree | |
| Trinity International University | College/University | Graduate Degree | |
ESIS, Inc.
 ESIS, Inc. Property/Casualty InsuranceFinance Part of Chubb Ltd., ESIS, Inc. is a company that provides risk management services. The company is based in Philadelphia, PA. | Property/Casualty Insurance | Corporate Officer/Principal | |
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 |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Canada | 2 |
| Paesi Bassi | 2 |
| Regno Unito | 2 |
Settori
| Consumer Services | 28 |
| Finance | 16 |
| Commercial Services | 4 |
| Communications | 2 |
| Consumer Non-Durables | 2 |
Posizioni
| Analyst-Equity | 115 |
| Corporate Officer/Principal | 105 |
| Undergraduate Degree | 82 |
| Masters Business Admin | 40 |
| Market Strategist | 21 |
Contatti più connessi
| Insiders | |
|---|---|
| Kunal Kapoor | 15 |
| Joe Mansueto | 14 |
| Richard Hilgert | 9 |
| Matthew Dolgin | 8 |
| Michael Holt | 8 |
| Neil Macker | 8 |
| Dan Romanoff | 8 |
| Dave Meats | 7 |
| Allan C. Nichols | 7 |
| Michael Wong | 7 |
| Sarah Bush | 7 |
| David Swartz | 7 |
| Joscelyn MacKay | 6 |
| Wayne Stefurak | 6 |
| Damien Conover | 6 |
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