David Kathman
Analyst-Equity presso Morningstar, Inc. (Research)
Provenienza dei contatti di primo grado di David Kathman
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
The University of Chicago
361
| College/University | Other Consumer Services | 361 |
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 |
Michigan State University
245
| College/University | Other Consumer Services | 245 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David Kathman tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Comptroller/Controller/Auditor | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| NEW HORIZONS WORLDWIDE, INC. | Miscellaneous Commercial Services | Director of Finance/CFO | |
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 | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity 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 | Corporate Officer/Principal Analyst-Equity | |
| 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 Masters Business Admin | |
| MORNINGSTAR, INC. | Investment Managers | Chief Executive Officer Investor Relations Contact Founder Corporate Officer/Principal Investor Relations Contact Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Illinois | College/University | Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree 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 Undergraduate Degree | |
| Indiana University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Corporate Officer/Principal Doctorate Degree | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree 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 Corporate Officer/Principal | |
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 | Undergraduate Degree Undergraduate Degree | |
| Northern Illinois University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | |
| The Johns Hopkins University | College/University | Undergraduate Degree Graduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
CFA Society of Chicago
 CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | 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 | Masters Business Admin | |
| Carroll College (Montana) | College/University | Undergraduate Degree | |
QualiSystems Ltd.
 QualiSystems Ltd. Packaged SoftwareTechnology Services QualiSystems Ltd. develops and markets software and hardware testing solutions. Its use case solutions include test, lab-as-a-service, demos and pocs, developer ecosystem. The firm?s industry segments include enterprise, service provider, and technology vendors. The company was founded by Rotem Ofir, Moshe Moskovitch, and Alex Ackerman in 2004 and is headquartered in Ganey-Tikva, Israel. | Packaged Software | Sales & Marketing | |
| The University of North Carolina at Chapel Hill | College/University | Masters Business Admin | |
| MEAD JOHNSON NUTRITION CO | Food: Meat/Fish/Dairy | Corporate Officer/Principal | |
| PORTILLO'S INC. | Restaurants | Investor Relations Contact | |
| Colby College | College/University | Undergraduate Degree | |
CreditSights, Inc.
 CreditSights, Inc. Investment ManagersFinance CreditSights, Inc. is an independent investment research firm headquartered in New York City. The firm was co-founded by Paul Ciasullo, Reena Mithal, Glenn Reynolds and Peter Petas in 2000. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. CreditSights provides fundamental, in-depth credit research for buy-side decisionmakers, sell-side intermediaries and wealth managers and private banks globally. The firm actively covers more than 5,000 companies in North America, Europe, and Asia-Pacific representing over 56 countries. | Investment Managers | Corporate Officer/Principal | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree | |
| Pace University | College/University | Graduate Degree | |
| The University of Nottingham | College/University | Graduate Degree | |
| University of London | College/University | Graduate Degree | |
Burren Energy Plc
 Burren Energy Plc Oil & Gas ProductionEnergy Minerals Burren Energy Plc explores and produces oil and natural gas. The company was founded by Finian Rory O'Sullivan in 1994 and is headquartered in London, the United Kingdom. | Oil & Gas Production | Corporate Officer/Principal | |
| ENI S.P.A | Oil Refining/Marketing | 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 | |
Alight (US) LLC
 Alight (US) LLC Miscellaneous Commercial ServicesCommercial Services Alight (US) LLC engages in providing human resource services. The company was founded by Edwin Hewitt and is headquartered in Lincolnshire, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Ineos Denos
 Ineos Denos Oil & Gas ProductionEnergy Minerals Part of INEOS AG, Ineos Denos is a Danish company that produces and explores oil and natural gas. The company is based in Copenhagen, Denmark. Ineos Denos is the result of an M & A transaction between INEOS AG and Dong E&P A/S as of September 28, 2017. | Oil & Gas Production | Chief Executive Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 40 |
| Regno Unito | 5 |
| Italia | 2 |
| Danimarca | 2 |
Settori
| Consumer Services | 24 |
| Finance | 12 |
| Commercial Services | 6 |
| Energy Minerals | 4 |
| Technology Services | 3 |
Posizioni
| Corporate Officer/Principal | 132 |
| Analyst-Equity | 103 |
| Undergraduate Degree | 85 |
| Masters Business Admin | 46 |
| Director/Board Member | 35 |
Contatti più connessi
| Insiders | |
|---|---|
| Kunal Kapoor | 15 |
| Joe Mansueto | 14 |
| David Cook | 14 |
| Heather Brilliant | 12 |
| Todd Penegor | 11 |
| Rick Summer | 9 |
| Matthew Dolgin | 8 |
| Kevin Clark | 8 |
| Barbara Noverini | 8 |
| Jeff Cannon | 8 |
| Neil Macker | 8 |
| Michael Holt | 8 |
| Dave Meats | 7 |
| Michael Wong | 7 |
| Joseph Werne | 7 |
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