Provenienza dei contatti di primo grado di Dave Steele Lunt
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.
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| Holding Company | Investment Managers | 61 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Dave Steele Lunt tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Sears, Roebuck & Co.
 Sears, Roebuck & Co. Department StoresRetail Trade Sears, Roebuck & Co. engages in provision of merchandise and related services. It offers range of home merchandise, apparel and automotive products and services. It also provides a variety of merchandise and services through online and catalogs. The company was founded in 1886 and is headquartered in Hoffman Estates, IL. | Department Stores | Corporate Officer/Principal | |
Conning, Inc.
 Conning, Inc. Investment ManagersFinance Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients. | Investment Managers | Corporate Officer/Principal | |
D. A. Davidson & Co.
 D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
NLG Capital, Inc.
 NLG Capital, Inc. Investment ManagersFinance NLG Capital, Inc. is a registered investment advisor headquartered in Birmingham, Alabama. It was founded in 1968 and formerly known as Sentinel Asset Management, Inc. They became NLG Capital, Inc. in 2022. The firm is wholly-owned by NLV Financial Corp., which is a wholly-owned subsidiary of National Life Holding Co. NLG Capital offers discretionary investment advisory services to various types of institutional clients, focusing on fixed income investments. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
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 Portfolio Manager-Equities | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Fixed Income Head-Equity Investments | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Chief Executive Officer Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal | |
Montana Board of Investments
 Montana Board of Investments Investment ManagersFinance Montana Board of Investments is a state-owned pension fund manager headquartered in Helena, Montana. The firm was founded by the Montana legislature in 1972. Montana Board of Investments provides prudent investment management of state and local government funds. They work with financial institutions, state agencies, and local governments to enhance and expand Montana’s economy, assist new and expanding Montana businesses, and lend low-interest funds to eligible governments for a variety of projects. | Investment Managers | Corporate Officer/Principal | |
| CUTERA, INC. | Medical Specialties | Public Communications Contact | |
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 | Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | 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 | Undergraduate Degree Graduate Degree | |
| McGill University | College/University | Undergraduate Degree | |
Standard & Poor's Financial Services LLC
 Standard & Poor's Financial Services LLC Investment ManagersFinance Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| San Diego State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Clemson University | College/University | Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree | |
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 | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin | |
| Haas School of Business | College/University | Graduate Degree Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Graduate Degree Masters Business Admin | |
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Equities | |
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 | |
| Iona College | College/University | Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree | |
| Yale School of Management | College/University | Masters Business Admin | |
| Manhattan College | College/University | Undergraduate Degree | |
| Piper Capital Management, Inc. | Corporate Officer/Principal | ||
Hanifen, Imhoff, Inc.
 Hanifen, Imhoff, Inc. Investment Banks/BrokersFinance Part of Stifel Financial Corp., Hanifen, Imhoff, Inc. is a brokerage services provider. The company is based in Denver, CO. | Investment Banks/Brokers | Corporate Officer/Principal | |
Resolute Capital Asset Partners LLC
 Resolute Capital Asset Partners LLC Investment ManagersFinance Resolute Capital Asset Partners LLC is an independent hedge fund management firm headquartered in Denver, Colorado. The firm manages assets of high net worth clients. | Investment Managers | Portfolio Manager-Equities | |
| University of Wyoming | College/University | Undergraduate Degree | |
| The University of Montana | 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 |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Regno Unito | 2 |
| Israele | 2 |
| Canada | 2 |
Settori
| Finance | 24 |
| Consumer Services | 23 |
| Retail Trade | 2 |
| Health Technology | 2 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 87 |
| Portfolio Manager-Equities | 55 |
| Undergraduate Degree | 54 |
| Portfolio Manager-Fixed Income | 37 |
| Analyst-Equity | 32 |
Contatti più connessi
| Insiders | |
|---|---|
| Marie Chandoha | 15 |
| Kelly J. Barlow | 11 |
| Walter T. McCormick | 10 |
| Matthew Scalo | 10 |
| Kirk Hartman | 9 |
| Dominic Richard Marshall | 8 |
| Terry J. Goode | 8 |
| Jon R. Hickman | 8 |
| James C. Randazzo | 8 |
| Kelli K. Hill | 7 |
| Doug Williams | 7 |
| Stacey W. Ho | 7 |
| Erik Voss | 7 |
| Michael Lee | 7 |
| Bruce Christian Olson | 7 |
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