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James Edward Habanek
Corporate Officer/Principal presso Salem Trust Co.
Provenienza dei contatti di primo grado di James Edward Habanek
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Pennant Management, Inc.
![]() Pennant Management, Inc. Investment ManagersFinance Founded in 1992 by Mark Elste, Pennant Management, Inc. is a registered investment advisor located in Milwaukee, Wisconsin with an additional office in Oakbrook, Illinois. The firm is a subsidiary of U.S. Fiduciary Services, Inc. They manage investment portfolios for individuals, as well as, insurance companies, community banks, healthcare organizations, governmental units, employee benefit trusts and other organizations. Pennant Management is the sub-advisor to the Accessor Limited Duration U.S. Government Fund (ticker ALTDX) and the Accessor Total Return Fund.
7
| Extinct | Investment Managers | 7 |
Salem Trust Co.
![]() Salem Trust Co. Investment Trusts/Mutual FundsMiscellaneous Salem Trust Co. operates an investment trust. It's services include benefit and invoice payments, global tax reclamation, class action lawsuit processing, and annual verification letter. The company is headquartered in Tampa, FL.
5
| Subsidiary | Investment Trusts/Mutual Funds | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a James Edward Habanek tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
CIB MARINE BANCSHARES, INC. | Regional Banks | Chairman Corporate Officer/Principal | |
Lake Forest College | College/University | Undergraduate Degree | |
Northern Illinois University | College/University | Graduate Degree | |
Winnebago Capital Partners LLC
![]() Winnebago Capital Partners LLC Investment ManagersFinance Winnebago Capital Partners LLC (Winnebago Capital) is a venture capital firm founded in 2016 by David Trotter. The firm is headquartered in Neenah, Wisconsin. | Investment Managers | Founder | |
Legacy Private Trust Co.
![]() Legacy Private Trust Co. Investment ManagersFinance Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments. | Investment Managers | Portfolio Manager-Equities | |
Marquette University | College/University | Undergraduate Degree | |
Greater Milwaukee Foundation, Inc.
![]() Greater Milwaukee Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Greater Milwaukee Foundation Inc. provides community and personalized services. It identifies important community needs and concerns and works with its donors to support programs bringing about positive change to people and communities. The organization was founded in 1915 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Director/Board Member | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
Norcross Securities
![]() Norcross Securities Investment Banks/BrokersFinance Part of RA Global Services, Inc., Norcross Securities is a securities broker-dealer. The company is based in Phoenix, AZ. Norcross Securities was acquired by RA Global Services, Inc. on March 11, 1992. | Investment Banks/Brokers | Corporate Officer/Principal | |
Ohio Northern University | College/University | Graduate Degree | |
Wittenberg University | College/University | Undergraduate Degree | |
Curi RMB Capital LLC
![]() Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Investment Managers | Analyst-Equity | |
CIBM Bank
![]() CIBM Bank Regional BanksFinance CIBM Bank operates as a state chartered commercial bank. It offers personal, business banking and treasury management services and products. The company was founded in 1921 and is headquartered in Champaign, IL. | Regional Banks | Chairman | |
U.S. Fiduciary Services, Inc.
![]() U.S. Fiduciary Services, Inc. Investment Trusts/Mutual FundsMiscellaneous U.S. Fiduciary Services, Inc. operates investment trusts. The company is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Chief Operating Officer | |
BMO Asset Management Corp.
![]() BMO Asset Management Corp. Investment ManagersFinance BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients. | Investment Managers | Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin | |
Rice University | College/University | Undergraduate Degree | |
T. Rowe Price Associates, Inc. (Investment Management)
![]() T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a SEC-registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Analyst-Equity | |
Independence Wealth Advisors, Inc.
![]() Independence Wealth Advisors, Inc. Investment ManagersFinance Independence Wealth Advisors, Inc. (IWA) is an independent asset management firm headquartered in McLean, Virginia. The firm was founded in 2006 by Kathleen Elizabeth Duffy. IWA provides investment advisory and portfolio management services to individuals and institutional clients. | Investment Managers | Analyst-Equity | |
Carroll University, Inc. | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 36 |
Settori
Finance | 22 |
Consumer Services | 11 |
Commercial Services | 2 |
Miscellaneous | 2 |
Consumer Non-Durables | 2 |
Posizioni
Corporate Officer/Principal | 16 |
Portfolio Manager-Equities | 13 |
Undergraduate Degree | 10 |
Analyst-Equity | 8 |
Portfolio Manager-Fixed Income | 6 |
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