David M. Brownlee
Portfolio Manager-Fixed Income presso Maple Capital Management, Inc.
Provenienza dei contatti di primo grado di David M. Brownlee
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
37
| Subsidiary | Investment Managers | 37 |
NL Capital Management, Inc.
 NL Capital Management, Inc. Investment ManagersFinance Founded in 1969, NL Capital Management, Inc. is a registered investment advisor that provides asset management for institutions as well as individuals and their families. A subsidiary of the National Life Group, the firm is located in Montpelier, Vermont.
14
| Extinct | Investment Managers | 14 |
Maple Capital Management, Inc.
 Maple Capital Management, Inc. Investment ManagersFinance Maple Capital Management, Inc. (Maple Capital) is an independent, SEC-registered investment advisor headquartered in Montpelier, Vermont. The firm was founded by John Boland and Ramsey Luhr in 2004 through a management buyout of the private client group of NL Capital Management, Inc. Maple Capital provides portfolio management services to individuals, families, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and insurance companies.
12
| Private Company | Investment Managers | 12 |
American International College
3
| College/University | Other Consumer Services | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David M. Brownlee tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| CNO FINANCIAL GROUP, INC. | Multi-Line Insurance | Chief Executive Officer | |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Paradigm Capital Management, Inc.
 Paradigm Capital Management, Inc. Investment ManagersFinance Paradigm Capital Management, Inc. (Paradigm) is a SEC-registered investment advisor and wealth management firm headquartered in Albany, New York. The firm was founded by Candace Weir in 1994 and is a wholly owned subsidiary of Paradigm Capital Holdings, Inc. Paradigm offers investment advisory services primarily to corporations, pension and profit-sharing plans, foundations, individuals, investment funds, trusts and individuals (which include high net-worth individuals), other separate accounts, and pooled investment vehicles such as private investment limited partnerships. | Investment Managers | Portfolio Manager-Equities | |
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 1, 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, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity | |
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI) since 2017. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Opus Investment Management, Inc.
 Opus Investment Management, Inc. Investment ManagersFinance Opus Investment Management, Inc. (Opus) is a SEC-registered investment advisor headquartered in Worcester, Massachusetts. They began as the asset management division of the former State Mutual Life Assurance Co. of America (State Mutual), incorporated in 1844 in Worcester, Massachusetts. The firm was founded in 1985, doing business first as SMA Financial Corp. and then as Allmerica Asset Management, reflecting corporate parentage. In 2003, their name was changed to Opus Investment Management, Inc. They are a wholly-owned subsidiary of The Hanover Insurance Group, Inc. (NYSE: THG) (previously Allmerica Financial Corp.). Opus generally offers discretionary investment advisory services on fixed income products to institutional investors such as insurance companies, self-insurance groups and other financial institutions. For some of their clients that wish to have equity market exposure, the firm also offers advisory services related to mutual funds and exchange traded funds. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income | |
Buckhead Capital Management LLC
 Buckhead Capital Management LLC Investment ManagersFinance Buckhead Capital Management LLC (Buckhead Capital) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1994 by Eugene Pearce and Matthew Reams. Buckhead Capital offers investment supervisory services and manage investment advisory accounts for individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations and other commercial entities, pension and profit-sharing plans, and registered investment advisors. In addition, the firm provides investment advisory services to participants of wrap fee programs sponsored by other firms. | Investment Managers | Portfolio Manager-Equities | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| Hamilton College (New York) | College/University | 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 Graduate Degree Masters Business Admin | |
40/86 Advisors, Inc.
 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Chief Executive Officer | |
Mutual of Omaha Insurance Co.
 Mutual of Omaha Insurance Co. Insurance Brokers/ServicesFinance Mutual of Omaha Insurance Co. engages in the provision of insurance and financial products and services. It offers life insurance, disability insurance, long-term care insurance, annuities, critical illness insurance, small business solutions and structured settlements for individuals. The firm?s principal products and services include individual health and accident insurance, individual and group life insurance and annuities, retirement plans, and banking services. The company was founded in 1909 and is headquartered in Omaha, NE. | Insurance Brokers/Services | Director/Board Member | |
KDP Investment Advisors, Inc.
 KDP Investment Advisors, Inc. Investment ManagersFinance KDP Investment Advisors, Inc. (KDP) is an investment advisory firm headquartered in Montpelier, Vermont. The firm was founded by Kingman D. Penniman in 1996. In 2023 they became a subsidiary of Obra Institutional Credit LLC, which is owned by Obra Capital, Inc. KDP provides credit research and analysis to institutional client base such as hedge funds, pension plan sponsors, mutual fund companies, sell-side firms, and other financial institutions. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
| Wake Forest University | College/University | Masters Business Admin | |
GSAM Stable Value LLC
 GSAM Stable Value LLC Investment ManagersFinance GSAM Stable Value LLC (GSAM SV) is a registered investment advisor headquartered in Burlington, Vermont. The firm was founded in 1983 as Dwight Asset Management Co. LLC. They are a wholly-owned subsidiary of Goldman Sachs Asset Management LP, ultimately held by Goldman Sachs Group, Inc. (NYSE: GS). GSAM SV offers strategies focused on fixed income investment management services for institutional clients. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
| Babson College | College/University | Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Masters Business Admin | |
National Life Insurance Co.
 National Life Insurance Co. Specialty InsuranceFinance National Life Insurance Co. provides insurance, annuity, and investment services to individuals, families, and businesses. It offers life insurance, living benefits, mutual funds, qualified and non-qualified plans, business continuation and transition, and retirement plans. The company was founded in 1848 and is headquartered in Montpelier, VT. | Specialty Insurance | Chief Investment Officer Chief Investment Officer Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
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 Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| New York University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
National Life Holding Co.
 National Life Holding Co. MiscellaneousMiscellaneous National Life Group is a diversified family of financial service companies that has unifying identity as a product innovator offering personalized service. Companies in the group offer a comprehensive portfolio of life insurance, annuity and investment products to help individuals, families and businesses pursue their financial goals. The company was founded in 1850 and is headquartered in Montpelier, VT. | Miscellaneous | Chief Investment Officer Chairman Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Maine | College/University | Undergraduate Degree Undergraduate Degree | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Connecticut | College/University | Masters Business Admin Masters Business Admin | |
Crossroads of America Council Boy Scouts of America, Inc.
 Crossroads of America Council Boy Scouts of America, Inc. Miscellaneous Commercial ServicesCommercial Services Crossroads of America Council Boy Scouts of America, Inc. is an organization that promotes the benefits of Scouting to motivate others to join Scouts. The organization is based in Indianapolis, IN and serves nearly 28,000 Scouts and families across central Indiana. The non-profit company offers summer camps that provide opportunities for Scouts to build skills and find new interests. The company also has a program called Reaching for Tomorrow that helps at-risk and special needs youth acquire the life skills they need to succeed. | Miscellaneous Commercial Services | Director/Board Member | |
The Society of Actuaries
 The Society of Actuaries Miscellaneous Commercial ServicesCommercial Services The Society of Actuaries is an organization that provides research and industry news on various topics such as health care, predictive analytics, climate change, risk management, life insurance, modeling, pension and retirement, public policy, law and regulation. The private company is based in Schaumburg, IL. The company aims to help individuals advance their careers. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Marian University | College/University | Director/Board Member | |
Indiana Sports Corp.
 Indiana Sports Corp. Movies/EntertainmentConsumer Services Indiana Sports Corp. operates as a sports event hosting non-profit company. The company is based in Indianapolis, IN. | Movies/Entertainment | Director/Board Member | |
CNO Services LLC
 CNO Services LLC Insurance Brokers/ServicesFinance CNO Services LLC provides life insurance services. The company was founded in 1995 and is headquartered in Carmel, IN. | Insurance Brokers/Services | President | |
Western Golf Association
 Western Golf Association Movies/EntertainmentConsumer Services Western Golf Association promotes golf in the western region. The company was founded in 1899 and is headquartered in Golf, IL. | Movies/Entertainment | Director/Board Member | |
| Medical Information Bureau, Inc. | Director/Board Member | ||
Kuwait Investment Co. SAK (Investment Management)
 Kuwait Investment Co. SAK (Investment Management) Investment ManagersFinance Kuwait Investment Co. SAK (Investment Management) (KIC-IM) is the investment management division of Kuwait Investment Co. SAK (KU: KINV), which is owned by government-owned Kuwait Investment Authority. Headquartered in Safat, the firm was founded in 1961 to participate in the development of financial and investment industry in the state of Kuwait. KIC-IM provides a diversified package of local and international investment products to institutional and individual investors. | Investment Managers | Chief Executive Officer | |
Kuwait Clearing Co.
 Kuwait Clearing Co. Regional BanksFinance Kuwait Clearing Co. engages in providing clearing, settlement and depository services. It also provides registrar and trustee services to the companies and investment funds and performs local and regional custody services for both local and foreign investors. The company was founded in 1982 and is headquartered in Kuwait. | Regional Banks | Director/Board Member | |
| Union of Investment Cos. | Director/Board Member | ||
Ithraa Capital Co.
 Ithraa Capital Co. Investment ManagersFinance Ithraa Capital Co. is an independent asset management firm headquartered in Riyadh, South Arabia. Headquartered in Riyadh, the firm was founded by Atheeb Group along with their strategic partners Ithmaar Bank BSC, Kuwait Investment Co. and Al Nahla Group. Ithraa Capital provides a range of Shariah compliant asset management services for government, institutional, corporate and individual investors across the world, specifically to Middle East. The firm also structures and manages a range of Sharia compliant open-ended and close-ended funds. | Investment Managers | Director/Board Member | |
| Kuwait Investment Co. | Investment Banks/Brokers | Chief Executive Officer | |
| University of Cairo | College/University | Undergraduate Degree | |
| KUWAIT INVESTMENT COMPANY K.S.C.P. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Greater Indianapolis Chamber of Commerce, Inc.
 Greater Indianapolis Chamber of Commerce, Inc. Miscellaneous Commercial ServicesCommercial Services Greater Indianapolis Chamber of Commerce, Inc. operates as a chamber of commerce. It specializes in talent attraction, economic development, entrepreneur services, business advocacy, events, and membership. The company is headquartered in Indianapolis, IN. | Miscellaneous Commercial Services | Director/Board Member | |
MIB Group, Inc.
 MIB Group, Inc. Data Processing ServicesTechnology Services MIB Group, Inc. provides data-driven risk management and digital solutions. It offers underwriting services, MIB checking services, and risk analytics. The company was founded in 1902 and is headquartered in Braintree, MA. | Data Processing Services | Chairman |
Statistiche
Distribuzione geografica
| Stati Uniti | 44 |
| Kuwait | 6 |
| Arabia Saudita | 2 |
| Egitto | 2 |
Settori
| Finance | 25 |
| Consumer Services | 19 |
| Commercial Services | 4 |
| Miscellaneous | 3 |
| Technology Services | 2 |
Posizioni
| Corporate Officer/Principal | 79 |
| Portfolio Manager-Equities | 58 |
| Undergraduate Degree | 50 |
| Analyst-Equity | 42 |
| Director/Board Member | 34 |
Contatti più connessi
| Insiders | |
|---|---|
| Edward Bonach | 20 |
| John Birch | 19 |
| Ali Raza Mehdi | 11 |
| Christopher Kresco | 11 |
| Christian William Thwaites | 10 |
| Bader Al-Subaiee | 10 |
| Ken Frey | 9 |
| Jamie Jihong Chui | 9 |
| Thomas H. MacLeay | 8 |
| Peter W. Lert | 8 |
| Tom Brownell | 8 |
| Ken Johnson | 8 |
| Andrew A. Boczek | 8 |
| Tim Escott | 8 |
| Jerry Milkowski | 7 |
- Borsa valori
- Insiders
- David M. Brownlee
- Connessioni Società