Daniel J. O'Keefe
Gestore di Portafoglio-Azioni presso Artisan Partners LP
Provenienza dei contatti di primo grado di Daniel J. O'Keefe
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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
361
| College/University | Other Consumer Services | 361 |
Artisan Partners LP
 Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc. (Artisan Partners Funds) and Artisan Partners Global Funds plc (Artisan Partners Global Funds), an open-ended management investment company.
60
| Subsidiary | Investment Managers | 60 |
Banc of America Securities LLC
 Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC.
29
| Extinct | Investment Banks/Brokers | 29 |
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.
22
| Subsidiary | Investment Managers | 22 |
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.
2
| Operating Division | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Daniel J. O'Keefe 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 Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| Colgate University | College/University | Undergraduate Degree Undergraduate 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 | Graduate Degree Graduate Degree Masters Business Admin | |
Artisan Partners Holdings LP
 Artisan Partners Holdings LP Investment ManagersFinance Artisan Partners Holdings LP provides investment management services. The company was founded in December 1994 and is headquartered in Milwaukee, WI. | Investment Managers | Chief Executive Officer Chief Executive Officer Chief Executive Officer | |
| University of California, Berkeley | College/University | Graduate Degree Masters Business Admin | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Portfolio Manager-Equities Portfolio Manager-Equities | |
| New York University | College/University | Undergraduate Degree Masters Business Admin | |
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 Graduate Degree | |
| The Fuqua School of Business | College/University | Masters Business Admin Masters Business Admin | |
DuPont Capital Management Corp.
 DuPont Capital Management Corp. Investment ManagersFinance DuPont Capital Management Corp. (DuPont Capital) is a SEC-registered investment advisor and pension fund manager headquartered in Wilmington, Delaware. The firm was founded in 1975 and is a wholly owned subsidiary of DuPont de Nemours, Inc. (NYSE: DD). DuPont Capital offers investment management services primarily to institutional investors. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| University of Illinois | College/University | Undergraduate Degree Graduate Degree | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
| Artisan Partners Funds, Inc. | Finance/Rental/Leasing | Director/Board Member Chief Executive Officer | |
| MORNINGSTAR, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| ARTISAN PARTNERS ASSET MANAGEMENT INC. | Investment Managers | Chairman Chief Executive Officer | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
Godfrey & Kahn SC
 Godfrey & Kahn SC Miscellaneous Commercial ServicesCommercial Services Godfrey & Kahn SC is a law firm that provides legal services. The private company is based in Milwaukee, WI and has subsidiaries in the United States. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 Undergraduate Degree | |
| Kellogg School of Management | College/University | 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 | Undergraduate Degree Masters Business Admin | |
| Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree | |
The Boston Consulting Group, Inc.
 The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
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 Economist | |
Matthews International Capital Management LLC
 Matthews International Capital Management LLC Investment ManagersFinance Matthews International Capital Management LLC (dba Matthews Asia) is an independent SEC-registered investment advisor and mutual fund manager headquartered in San Francisco, California. The firm was founded by Paul Matthews in 1991. Matthews Asia manages portfolios for institutional clients, pension and profit-sharing plans, insurance companies, endowments and foundations and other business entities around the world. Institutional clients include funds registered under the laws of Luxembourg, United Kingdom, Ireland and Canada. | Investment Managers | Portfolio Manager-Equities | |
Herbst LaZar Bell, Inc.
 Herbst LaZar Bell, Inc. Miscellaneous Commercial ServicesCommercial Services Herbst LaZar Bell, Inc. provides product design consulting services. It offers user experience and behavioral modeling, aligning new products and services with brand strategy, and mechanical, fluid systems, electrical, software, and systems engineering services. The company was founded in 1962 by Walter B. Herbst and Bill Sherman. It is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Chairman | |
| ORACLE CORPORATION | Packaged Software | Corporate Officer/Principal | |
| University of New Haven | College/University | Undergraduate Degree | |
FIG LLC
 FIG LLC Investment ManagersFinance FIG LLC, operates as Fortress Investment Group (Fortress), is a hedge fund manager headquartered in New York City. The firm was founded in 1998 and is a subsidiary of Fortress Operating Entity I LP, ultimately owned by SoftBank Group Corp. (TYO: 9984) in Japan. Fortress manages assets on behalf of institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. | Investment Managers | Corporate Officer/Principal | |
Pine River Capital Management LP
 Pine River Capital Management LP Investment ManagersFinance Pine River Capital Management LP (Pine River) is a SEC-registered investment adviser and hedge fund management firm headquartered in Minnetonka, Minnesota. The firm was founded in 2002 by Brian Taylor and they are a subsidiary of Pine River Holdings LP. Pine River provides investment solutions to qualified clients through commingled hedge funds and bespoke solutions. | Investment Managers | Analyst-Equity | |
| Harvard College | College/University | Undergraduate Degree | |
Bryan Cave Leighton Paisner LLP
 Bryan Cave Leighton Paisner LLP Miscellaneous Commercial ServicesCommercial Services Bryan Cave Leighton Paisner LLP provides legal services. It is a business and litigation firm with a diverse client base, includes business, financial institutions and not-for-profit organizations, government entities and individual clients. The firm represents business, financial, institutional and individual clients, including publicly held multinational corporations, large and mid-sized privately held companies, partnerships and emerging companies. The company was founded by Robert D. Klingler in 1873 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 51 |
Settori
| Consumer Services | 26 |
| Finance | 21 |
| Commercial Services | 5 |
| Technology Services | 2 |
Posizioni
| Corporate Officer/Principal | 111 |
| Undergraduate Degree | 98 |
| Analyst-Equity | 94 |
| Director/Board Member | 58 |
| Portfolio Manager-Equities | 52 |
Contatti più connessi
| Insiders | |
|---|---|
| Michael Lazerow | 22 |
| Mike Ferry | 16 |
| Timothy Lewis | 14 |
| Sean Browne | 13 |
| Andy Ziegler | 11 |
| Darren Acheson | 11 |
| Albert J. DaValle | 11 |
| Michael Cirami | 10 |
| Kalev Tanner | 9 |
| Ryan Tochihara | 8 |
| Dean Arthur Chamberlain | 8 |
| Ganesh Jayaram | 8 |
| Shalin Patel | 8 |
| Bob Burnstine | 8 |
| Dean A. Pelletier | 8 |
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