Provenienza dei contatti di primo grado di David Factor
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
RiverSource Investments LLC
 RiverSource Investments LLC Investment ManagersFinance RiverSource Investments LLC, formerly American Express Financial Corp., is a registered investment advisor and mutual fund manager headquartered in Minneapolis, Minnesota with offices in New York City, Maryland, Massachusetts and California. The firm is a wholly-owned subsidiary of Ameriprise Financial Services, Inc. (NYSE: AMP). RiverSource Investments provides investment management services to the RiverSource Investments family of funds (formerly the American Express Funds). The firm also provides investment management services for institutional clients, alternative investments, insurance assets and a managed account program.
115
| Extinct | Investment Managers | 115 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David Factor tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Trading-Equity Corporate Officer/Principal | |
| TRI-CONTINENTAL CORPORATION | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY | Life/Health Insurance | Director/Board Member Chief Investment Officer | |
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 | Head-Equity Investments Corporate Officer/Principal | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Head-Equity Investments Corporate Officer/Principal Analyst-Equity Trading-Equity Analyst-Equity | |
US Bancorp Asset Management, Inc.
 US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Director of Research - Equity Portfolio Manager-Equities Analyst-Equity Analyst-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Chairman Corporate Officer/Principal | |
Stairway Partners LLC
 Stairway Partners LLC Investment ManagersFinance Stairway Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Tony Richards in 2004. Stairway Partners provides discretionary portfolio management services primarily to institutional investors, which includes employee benefit plans, charitable organizations, and foundations. They also provide these services to high-net-worth individuals. | Investment Managers | Chief Investment Officer | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Boston University | College/University | Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
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 | |
Hunt Valley Wealth
 Hunt Valley Wealth Investment ManagersFinance Hunt Valley Wealth (HVW) is an independent investment management firm headquartered in Hunt Valley, Maryland. The firm was founded by Patrick Horan in 1995 as Horan & Associates Financial Advisors Ltd. and subsequently became Horan Capital Management LLC in 2005. They changed their name into Hunt Valley Wealth in 2022. HVW provides wealth management solutions to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Founder Portfolio Manager-Equities | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Fixed Income Director of Research - Fxd Inc Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Head-Fixed Income Invts Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Head-Fixed Income Invts 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 | 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 Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
| American Express Financial Advisors, Inc. | Human Resources Officer Chairman Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Graduate Degree Doctorate Degree Doctorate Degree Doctorate Degree | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Dynamic Ideas LLC
 Dynamic Ideas LLC Miscellaneous Commercial ServicesCommercial Services Dynamic Ideas LLC provides quantitative analysis and portfolio optimization consulting services. The firm publishes books with ideas in the areas of analytics, operations research, and their applications. The company was founded by Dimitris J. Bertsimas and is headquartered in Belmont, MA. | Miscellaneous Commercial Services | Founder Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
SAVVI Financial LLC
 SAVVI Financial LLC Investment ManagersFinance SAVVI Financial LLC operates as an investment advisor. The company was founded by Dimitris Bertsimas, Gina Mourtzinou, Steve Kokkotos, Alex Sauer-Budge and Adrian Becker in 2013 and is headquartered in Waltham, MA. | Investment Managers | Founder Chief Executive Officer Founder Founder | |
Nuveen Asset Management LLC
 Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
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 | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| National Technical University of Athens | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree | |
| DePaul University | College/University | Masters Business Admin Masters Business Admin | |
| St. John's University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
Northwestern Mutual Capital LLC
 Northwestern Mutual Capital LLC Investment ManagersFinance Northwestern Mutual Capital LLC (Northwestern Mutual Capital) is a private equity firm founded in 1980. The firm is headquartered in Milwaukee, Wisconsin. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
| New York University | College/University | Undergraduate Degree Masters Business Admin | |
RiverSource Life Insurance Co.
 RiverSource Life Insurance Co. Life/Health InsuranceFinance RiverSource Life Insurance Co. offers annuity and insurance solutions. Its principal products are variable deferred annuities and variable and fixed universal life insurance. The firm offers immediate annuities, fixed deferred annuities and traditional life and disability income insurance. The company was founded in 1957 and is headquartered in Minneapolis, MN. | Life/Health Insurance | Director/Board Member Director/Board Member | |
| The Curtis L. Carlson School of Management | College/University | Undergraduate Degree Masters Business Admin | |
| US Department of Defense (District of Columbia) | Sovereign | Corporate Officer/Principal | |
ghSMART & Co., Inc.
 ghSMART & Co., Inc. Miscellaneous Commercial ServicesCommercial Services ghSMART & Co., Inc. provides business assessment and consulting services. It offers management assessment form for chief executive officers (CEO) and investors. The firm specializes in consulting services for pre-hire decisions at the CEO and board levels, private equity and corporate and mergers and acquisitions, senior management team performance feedback, and executive learning and development. The company was founded by Geoffrey H. Smart in 1995 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Regno Unito | 2 |
| Grecia | 2 |
Settori
| Finance | 25 |
| Consumer Services | 19 |
| Commercial Services | 4 |
| Miscellaneous | 2 |
| Government | 2 |
Posizioni
| Corporate Officer/Principal | 140 |
| Portfolio Manager-Equities | 109 |
| Analyst-Equity | 82 |
| Undergraduate Degree | 81 |
| Director/Board Member | 61 |
Contatti più connessi
| Insiders | |
|---|---|
| Bihua Chen | 32 |
| Ted Truscott | 24 |
| Nicholas Paris | 17 |
| James Foster | 17 |
| Louise Parent | 12 |
| Tim Palmer | 12 |
| Dimitris J. Bertsimas | 11 |
| Caroline Stockdale | 11 |
| Tom Mahowald | 10 |
| Kevin J. Callahan | 10 |
| Paul Anthony Rokosz | 9 |
| Vince Mellet | 9 |
| Michelle M. Keeley | 9 |
| Nina Ruth Hughes | 9 |
| Richard D. Manuel | 9 |
- Borsa valori
- Insiders
- David Factor
- Connessioni Società
