Jake Walko
Gestore di Portafoglio-Azioni presso Thornburg Investment Management, Inc.
Provenienza dei contatti di primo grado di Jake Walko
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Thornburg Investment Management, Inc.
 Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles.
38
| Private Company | Investment Managers | 38 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jake Walko tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| BANK OF AMERICA CORPORATION | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| Thornburg Investment Trust | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Wilmington Trust Corp.
 Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | Major Banks | Corporate Officer/Principal | |
Driehaus Capital Management LLC
 Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is majority-owned by Driehaus Capital Holdings LLLP. Driehaus manages long-only equity and multi-asset alternative strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Marsico Capital Management LLC
 Marsico Capital Management LLC Investment ManagersFinance Marsico Capital Management LLC (MCM) is a SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded by Thomas “Tom” Marsico in 1997. MCM manages assets for mutual funds, corporate retirement plans, endowments, foundations, family offices, separately managed wrap programs, and other clients. The firm also serves as the investment adviser to the Marsico Funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
Thornburg Securities Corp.
 Thornburg Securities Corp. Investment Banks/BrokersFinance Founded by H. Garrett Thornburg in 1984, Thornburg Securities Corp. is a broker/dealer located in Santa Fe, New Mexico. The firm is a subsidiary of Thornburg Investment Management, Inc., a registered investment advisor founded in 1982 and also located in Santa Fe, new Mexico. Thornburg Securities Corp provides a full array of trading and execution services for their clients. They do not provide any internal research | Investment Banks/Brokers | Chief Executive Officer Founder | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree | |
H.I.G. Capital LLC
 H.I.G. Capital LLC Financial ConglomeratesFinance H.I.G. Capital LLC operates as s a private equity and alternative assets investment firm. Its portfolio focuses in private equity, growth equity, real estate, debt or credit, lending, and bio health. The company was founded by Sami W. Mnaymneh and Anthony Tamer in 1993 and is headquartered in Miami, FL. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
| Great Wall Securities Co., Ltd.(broker) | Investment Banks/Brokers | Analyst-Equity | |
HSBC Finance Corp.
 HSBC Finance Corp. Finance/Rental/LeasingFinance HSBC Finance Corp. operates as a holding company with interests in providing lending products. The company was founded in 1878 and is headquartered in Arlington Heights, IL. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| Elon University | College/University | Undergraduate Degree | |
| Ft. Lewis College | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Macalester College | College/University | Undergraduate Degree | |
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 | Director of Finance/CFO Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Irvine | College/University | Undergraduate Degree | |
| University of Delaware | College/University | Masters Business Admin | |
| The University of New Mexico | College/University | Undergraduate Degree Masters Business Admin | |
| University of Vermont | College/University | Undergraduate Degree | |
| Youngstown State University | College/University | Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
Bayside Capital, Inc.
 Bayside Capital, Inc. Investment ManagersFinance Bayside Capital Inc. (Bayside Capital) is a private equity subsidiary of HIG Capital LLC, founded by Sami Mnaymneh and Anthony Tamer in 2004. The firm is headquartered in Miami, Florida. | Investment Managers | Private Equity Analyst | |
| Brooklyn Law School | College/University | Graduate Degree | |
Santa Fe Institute of Science
 Santa Fe Institute of Science Miscellaneous Commercial ServicesCommercial Services Santa Fe Institute of Science operates as a nonprofit, independent research center. It provides research and education services. The company was founded by George Cowan, David Pines, Stirling Colgate, Murray Gell-Mann, Nick Metropolis, Herb Anderson, Peter A. Carruthers, and Richard Slansky in May 1984 and is headquartered in Santa Fe, NM. | Miscellaneous Commercial Services | Director/Board Member | |
| CIBC World Markets, Inc. /US Capital Markets Businesses/ | Investment Banks/Brokers | Corporate Officer/Principal | |
Lone Star Global Acquisitions LLC
 Lone Star Global Acquisitions LLC Investment ManagersFinance Lone Star Funds engages in investing in real estate, equity, credit and other financial assets. The firm organizes private equity funds that are structured as closed-end, private-equity limited partnerships. The company was founded by John Patrick Grayken in 1995 and is headquartered in Dallas, TX. | Investment Managers | Corporate Officer/Principal | |
| USC Marshall School of Business | College/University | Masters Business Admin | |
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 | Head-Equity Investments Analyst-Equity | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| THORNBURG INCOME BUILDER OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
Thornburg Strategic Income Opportunities Trust
 Thornburg Strategic Income Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Thornburg Strategic Income Opportunities Trust is a closed-end management investment company. It focuses on investing in government and government-related bonds, corporate bonds, broadly syndicated corporate loans, covenant lite loans, private debt, mortgage-backed securities, asset-backed securities, global real estate debt, emerging market debt securities, sovereign and quasi-sovereign debt obligations, government-sponsored agency debentures, convertible bonds, receivables, whole loans, leveraged loans, taxable and tax-exempt municipal debt, fixed and floating-rate debt securities, collateralized loan obligations, commercial paper, and non-rated debt securities. The company was founded on December 3, 2021 and is headquartered in Santa Fe, NM. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Pinnacle Business Systems, Inc.
 Pinnacle Business Systems, Inc. Information Technology ServicesTechnology Services Part of Pinnacle Technology Solutions LLC, Pinnacle Business Systems, Inc. is a leading IT solutions and consulting company that specializes in customized technology solutions and services. The company, based in Edmond, OK, designs and implements IT solutions across various industries. Pinnacle's strong relationships with industry-leading manufacturers uniquely position them to deliver tailored technology solutions. With sales offices throughout the central region, they provide hands-on customer service to a wide range of clients, including Fortune 1000 companies, private firms, local governments, healthcare providers, and small to mid-sized businesses. The company was founded in 1988, and Anderson Rob has been the CEO since 1999. Pinnacle Business Systems was acquired by Pinnacle Technology Solutions LLC on May 30, 2024. | Information Technology Services | Corporate Officer/Principal | |
| The Fuqua School of Business | College/University | Masters Business Admin | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
| Kenan-Flagler Business School | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Cina | 2 |
Settori
| Consumer Services | 23 |
| Finance | 22 |
| Miscellaneous | 4 |
| Health Technology | 2 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 37 |
| Analyst-Equity | 36 |
| Undergraduate Degree | 35 |
| Portfolio Manager-Equities | 27 |
| Director/Board Member | 26 |
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