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David Niehaus
Gestore di Portafoglio-Azioni presso Madison Financial Advisors Ltd.
Provenienza dei contatti di primo grado di David Niehaus
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
University of Dayton
21
| College/University | Other Consumer Services | 21 |
Madison Financial Advisors Ltd.
![]() Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses.
7
| Subsidiary | Investment Managers | 7 |
Fifth Third Bank, NA (Investment Management)
![]() Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients.
7
| Operating Division | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David Niehaus tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Chief Operating Officer Portfolio Manager-Equities | |
Wells Fargo Financial LLC
![]() Wells Fargo Financial LLC Finance/Rental/LeasingFinance Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Corporate Officer/Principal | |
Johnson Investment Counsel, Inc.
![]() Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Investment Managers | Corporate Officer/Principal | |
Victory Capital Management, Inc. (Investment Management)
![]() Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Analyst-Equity | |
NUVEEN REAL ESTATE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Fifth Third Securities, Inc.
![]() Fifth Third Securities, Inc. Investment Banks/BrokersFinance Fifth Third Securities, Inc. is an SEC-registered broker/dealer and municipal securities dealer located in Cincinnati, Ohio. The firm is a subsidiary of Fifth Third Bancorp (NYSE: FITB). They are affiliated with Fifth Third Asset Management, Inc. Fifth Third Securities offers a full range of brokerage products and services including stocks, bonds and mutual funds. They do not provide any internal research. Clearing services are provided by National Financial Services LLC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Longbow Research LLC
![]() Longbow Research LLC Investment ManagersFinance Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors. | Investment Managers | Analyst-Equity | |
University of Notre Dame | College/University | Graduate Degree | |
Opus Capital Group LLC
![]() Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Investment Managers | Corporate Officer/Principal | |
Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
![]() Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Corporate Officer/Principal | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
Xavier University | College/University | Masters Business Admin Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
Cleveland Research Co. LLC
![]() Cleveland Research Co. LLC Investment ManagersFinance Cleveland Research Co. (CRC) is an investment research firm headquartered in Cleveland, Ohio. The firm was founded in 2006 by Eric Bosshard and Chris Byke. They are a subsidiary of Cleveland Research Management Co. LLC. CRC offers high-quality equity and market research for institutional clients. They provide insight and detailed analysis into the largest companies and sectors across five primary industries: Technology, Consumer, Healthcare, Agricultural and Industrial. | Investment Managers | Analyst-Equity Analyst-Equity | |
Bowling Green State University | College/University | Undergraduate Degree Undergraduate Degree | |
Wittenberg University | College/University | Undergraduate Degree | |
Calvin University | College/University | Undergraduate Degree | |
Cleveland State University | College/University | Masters Business Admin | |
NUVEEN CORE PLUS IMPACT FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN DYNAMIC MUNICIPAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN MULTI-ASSET INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN VARIABLE RATE PREFERRED & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Nuveen Enhanced High Yield Municipal Bond Fund
![]() Nuveen Enhanced High Yield Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Nuveen Enhanced High Yield Municipal Bond Fund is a non-diversified, closed-end management investment company which offers its common shares and operates as an interval fund. The company was founded on May 22, 2019 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member | |
Nuveen Loan Opportunities Fund
![]() Nuveen Loan Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Nuveen Loan Opportunities Fund is an organized, diversified, closed-end management investment company, which intends to achieve its investment objective by investing in a portfolio of loans, including syndicated loans, middle market loans, and collateralized loan obligations. The company is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member | |
Wright State University (Ohio) | College/University | Undergraduate Degree | |
Williams College | College/University | Undergraduate Degree | |
University of Michigan | College/University | Graduate Degree | |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
Buckingham Capital Management, Inc. (Ohio)
![]() Buckingham Capital Management, Inc. (Ohio) Investment ManagersFinance Buckingham Capital Management, Inc. (BCM) is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded by Jay Buckingham in 1987. BCM provides advisory services to individual and institutional clients. | Investment Managers | Analyst-Equity | |
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 | Analyst-Equity | |
The Citadel, The Military College of South Carolina | College/University | Undergraduate Degree | |
Columbia College (Illinois) | College/University | Graduate Degree | |
Claremont McKenna College | College/University | Undergraduate Degree | |
Pepperdine University | College/University | Masters Business Admin | |
Wells Fargo Capital Finance LLC
![]() Wells Fargo Capital Finance LLC Finance/Rental/LeasingFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo Capital Finance LLC is a company that provides financial services. The company is based in Santa Monica, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Math Venture Partners Management LLC
![]() Math Venture Partners Management LLC Investment ManagersFinance Math Venture Partners Management LLC (Math Venture Partners) is a Venture Capital firm founded in 2014. The firm is headquartered in Chicago, United States. | Investment Managers | Director of Finance/CFO |
Statistiche
Distribuzione geografica
Stati Uniti | 46 |
Settori
Finance | 21 |
Consumer Services | 16 |
Miscellaneous | 10 |
Commercial Services | 2 |
Posizioni
Director/Board Member | 88 |
Independent Dir/Board Member | 78 |
Undergraduate Degree | 32 |
Portfolio Manager-Equities | 19 |
Corporate Officer/Principal | 19 |
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