Daniel Needham
Corporate Officer/Principal presso MORNINGSTAR, INC.
Provenienza dei contatti di primo grado di Daniel Needham
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
| Public Company | Investment Managers | 54 | |
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.
28
| Subsidiary | Investment Managers | 28 |
Morningstar Investment Management Europe Ltd.
 Morningstar Investment Management Europe Ltd. Investment ManagersFinance Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional clients.
19
| Subsidiary | Investment Managers | 19 |
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.
14
| Subsidiary | Investment Managers | 14 |
Morningstar, Inc. Ltd.
 Morningstar, Inc. Ltd. Internet Software/ServicesTechnology Services Morningstar, Inc. Ltd. was founded in 2017 and provides other information services. The private company is based in London, UK.
12
| Private Company | Internet Software/Services | 12 |
Morningstar Funds Trust
 Morningstar Funds Trust Investment Trusts/Mutual FundsMiscellaneous Morningstar Funds Trust operates as an open-end management investment company. The company is headquartered in Chicago, IL.
4
| Umbrella Fund | Investment Trusts/Mutual Funds | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Daniel Needham tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| THE COCA-COLA COMPANY | Beverages: Non-Alcoholic | Director/Board Member | |
| IBM | Information Technology Services | Corporate Officer/Principal Corporate Officer/Principal | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
GE Financial Assurance Holdings LLC
 GE Financial Assurance Holdings LLC Investment ManagersFinance GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA. | Investment Managers | Corporate Officer/Principal | |
| TRAVELZOO | Commercial Printing/Forms | Director/Board Member | |
| University of Notre Dame | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| ROSETTA STONE INC. | Packaged Software | Director/Board Member | |
PitchBook Data, Inc.
 PitchBook Data, Inc. Internet Software/ServicesTechnology Services PitchBook Data, Inc. provides data, news, and analysis to the private equity industries. The firm?s products include pitchbook desktop, pitchbook mobile, excel plugin, direct Data, CRM integration, chrome extension, institutional research group and product releases. It also offers solutions like private market Intel, fundraising, deal sourcing, due diligence, business development, networking and deal execution. The company was founded by John R. Gabbert in 2007 and is headquartered in Seattle, WA. | Internet Software/Services | Director/Board Member Chief Executive Officer Corporate Officer/Principal | |
HelloWallet LLC
 HelloWallet LLC Miscellaneous Commercial ServicesCommercial Services HelloWallet LLC provides online financial guidance services. The firm is an independent financial management and guidance website which helps its members to take control of finances. The company was founded by Matt Fellowes in 2009 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Chief Tech/Sci/R&D Officer Sales & Marketing | |
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 | Doctorate Degree Masters Business Admin Doctorate Degree | |
| Stanford University | College/University | Graduate Degree | |
| SBI GLOBAL ASSET MANAGEMENT CO., LTD. | Investment Managers | Director/Board Member Director/Board Member | |
Thesis Asset Management Ltd.
 Thesis Asset Management Ltd. Investment ManagersFinance Thesis Asset Management Ltd. (Thesis) is an investment management firm headquartered in Chichester, UK. The firm was founded in 1974 by law firm Thomas Eggar. They are a subsidiary of Sanlam UK Ltd., which is owned by Sanlam Ltd. (JSE: SLM) in South Africa. Thesis provides investment management services for private clients, charities, pension funds and trusts. In addition, the firm also creates bespoke investment solutions and model portfolios for financial advisers, and within the Thesis group can create funds and offer fund custody and administration services through Thesis Unit Trust Management. | Investment Managers | Analyst-Equity | |
Morningstar Europe Ltd.
 Morningstar Europe Ltd. Investment ManagersFinance Morningstar Europe Ltd. is the Great Britain-based investment research subsidiary of Morningstar Holland BV, ultimately owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, the firm was founded in 2000 and provides investment research services to European retail and institutional investors. Morningstar Europe takes a rigorous bottom-up approach by evaluating the fundamental factors that drive the investments they cover. Their global coverage uses the same consistent research framework in every region where Morningstar analysts are evaluating investments. | Investment Managers | Analyst-Fixed Income Chief Executive Officer | |
H.D. Vest, Inc.
 H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Financial Conglomerates | President | |
| The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin | |
| Howard University | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| The University of Chicago | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Kean University | College/University | 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/Board Member Masters Business Admin | |
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 | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree | |
DBRS Ltd.
 DBRS Ltd. Financial Publishing/ServicesCommercial Services DBRS Ltd. operates as credit ratings agency. The firm provides tools that helps the investors in making investment decisions. It offers web subscriptions, DBRS Viewpoint, DBRS Product Manual, and RatingsNow. The company was founded by Walter Schroeder in 1976 and is headquartered in Toronto, Canada. | Financial Publishing/Services | Chief Executive Officer President | |
The Phi Beta Kappa Society
 The Phi Beta Kappa Society Miscellaneous Commercial ServicesCommercial Services The Phi Beta Kappa Society operates as an organization for liberal arts and science education. The non-profit company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Morningstar Credit Ratings LLC
 Morningstar Credit Ratings LLC Miscellaneous Commercial ServicesCommercial Services Morningstar Credit Ratings LLC provides ratings and analysis by securities research, surveillance services, data, and technology solutions. The company was founded in 2001 and is headquartered in Horsham, PA. | Miscellaneous Commercial Services | President President | |
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. | Investment Managers | Chief Executive Officer Director of Research - Fxd Inc Founder Analyst-Equity Analyst-Equity Market Strategist Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income Corporate Officer/Principal | |
Morningstar Real-Time Data Ltd.
 Morningstar Real-Time Data Ltd. Data Processing ServicesTechnology Services Morningstar Real-Time Data Ltd. provides market data and financial data workstations. The company is headquartered in London, the United Kingdom. | Data Processing Services | Director/Board Member Director/Board Member | |
| Monmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Cetera Financial Group, Inc.
 Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Investment Managers | Corporate Officer/Principal | |
| IBM Global Business Services | Consultant / Advisor | ||
DBRS, Inc.
 DBRS, Inc. Financial Publishing/ServicesCommercial Services DBRS, Inc. provides credit reporting agency services. The company is headquartered in New York, NY. | Financial Publishing/Services | Chief Executive Officer President | |
| The University of Chicago Booth School of Business | College/University | Corporate Officer/Principal 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 | |
Skills for Chicagolands Future
 Skills for Chicagolands Future Miscellaneous Commercial ServicesCommercial Services Skills for Chicagolands Future operates as a staffing and recruitment company. The company was founded in September 2012 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Director/Board Member Chief Executive Officer | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Illinois At Urbana–Champaign | College/University | Undergraduate Degree Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
Avantax Wealth Management, Inc.
 Avantax Wealth Management, Inc. Investment ManagersFinance Part of Avantax, Inc., Avantax Wealth Management, Inc. is a financial company that offers a tax-advantaged approach for comprehensive financial planning. The private company is based in Dallas, TX. Avantax technology, tax and wealth management insights are used by Avantax financial professionals to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Through its tax-smart approach, Avantax financial professionals help clients leverage taxes to create financial growth opportunities. Avantax uses technology, tax and wealth management insights to uncover tailored and advantageous opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Avantax Wealth Management is the holding company for the group of companies providing financial services under the Avantax name. Securities, investment advisory services, and insurance services are offered through Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Agency, and Avantax Insurance Services. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. The company was founded in 1983. | Investment Managers | Chief Executive Officer | |
| Gabelli School of Business | College/University | Masters Business Admin | |
| HEWLETT PACKARD ENTERPRISE COMPANY | Computer Processing Hardware | Corporate Officer/Principal | |
Codefresh, Inc.
 Codefresh, Inc. Packaged SoftwareTechnology Services Codefresh, Inc. provides automated docker flow platform services. It offers Docker registry, Docker CI, Kubernetes CD. The company was founded by Raziel Tabib, Dan Benger and Oleg Verhovsky on December 1, 2014 and is headquartered in Mountain View, CA. | Packaged Software | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 41 |
| Regno Unito | 5 |
| Giappone | 2 |
| Canada | 2 |
| Germania | 2 |
Settori
| Consumer Services | 22 |
| Finance | 11 |
| Commercial Services | 8 |
| Technology Services | 7 |
| Consumer Non-Durables | 2 |
Posizioni
| Corporate Officer/Principal | 118 |
| Director/Board Member | 111 |
| Undergraduate Degree | 69 |
| Portfolio Manager-Equities | 50 |
| Analyst-Equity | 45 |
Contatti più connessi
| Insiders | |
|---|---|
| William Lyons | 17 |
| Steven Kaplan | 16 |
| Kunal Kapoor | 15 |
| Doniel Sutton | 14 |
| Tricia Rothschild | 14 |
| Joe Mansueto | 14 |
| Jack D. Noonan | 13 |
| Cheryl Francis | 12 |
| Enrique Vasquez | 11 |
| Caroline Tsay | 11 |
| Mitch Shue | 10 |
| Detlef Scholz | 10 |
| Kimberly J. McGarry | 9 |
| Stephen Joynt | 9 |
| Doug McGraw | 9 |
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