James William Klusmeier
Analista-Rendimento Fisso presso 40/86 Advisors, Inc.
Provenienza dei contatti di primo grado di James William Klusmeier
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
67
| Subsidiary | Investment Managers | 67 |
University of Indianapolis
9
| College/University | Other Consumer Services | 9 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a James William Klusmeier tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Indiana University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Corporate Officer/Principal Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
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 | Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income | |
Scout Investments, Inc.
 Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
| Butler University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| CNO FINANCIAL GROUP, INC. | Multi-Line Insurance | Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal | |
| DePauw University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Purdue University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 | Undergraduate Degree Graduate Degree | |
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 Masters Business Admin | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance 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. | Regional Banks | Corporate Officer/Principal Analyst-Equity | |
| Ball State University (Indiana) | College/University | Undergraduate Degree Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Doctorate Degree | |
Oppenheimer Investment Management LLC
 Oppenheimer Investment Management LLC Investment ManagersFinance Oppenheimer Investment Management LLC (OIM) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Oppenheimer Asset Management, Inc., owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OIM provides investment management services to pension and profit-sharing plans, corporations, state or municipal government entities, charitable organizations, insurance companies, foundations and endowments, trusts, and high-net worth individuals. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
| The Greater Indianapolis Progress Committee | Director/Board Member Director/Board Member | ||
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
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 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, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| ANI PHARMACEUTICALS, INC. | Biotechnology | Director/Board Member | |
| DIGICANN VENTURES INC. | Agricultural Commodities/Milling | Director/Board Member | |
| University of Kansas | College/University | Undergraduate Degree | |
Thrivent Investment Management, Inc.
 Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Investment Managers | Analyst-Fixed Income | |
| National Healthcare Analysis Partners 1 LP | Director of Finance/CFO | ||
| The Fuqua School of Business | College/University | Corporate Officer/Principal | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin | |
| The University of Texas at Austin | College/University | Corporate Officer/Principal | |
Bear Stearns Asset Management, Inc.
 Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Investment Managers | Corporate Officer/Principal | |
United Benefits & Pension Services, Inc.
 United Benefits & Pension Services, Inc. Investment ManagersFinance United Benefits & Pension Service, Inc. Functions as a Pension/Retirement Fund. It consolidates retirement benefit plan outsourcing and technology. The company was founded in 2006 and is headquartered in New York, NY. | Investment Managers | Director/Board Member | |
| State University of New York at Binghamton | College/University | Undergraduate Degree | |
Wallington Asset Management LLC
 Wallington Asset Management LLC Investment ManagersFinance Wallington Asset Management LLC is an independent wealth manager and registered investment advisor headquartered in Indianapolis, Indiana. The firm was co-founded by Robert C. Klemkosky and Terence P. Weiss in 1988 to manage equity, balanced and fixed income portfolios for individuals, trusts and estates, foundations, endowments, corporations and retirement plans. | Investment Managers | Chief Operating Officer | |
One Call Communications, Inc.
 One Call Communications, Inc. Specialty TelecommunicationsCommunications One Call Communications, Inc. provides phone systems. It offers telephone systems, telephone mobility, toshiba user guides, and virtual training. The firm also provides business phone services and structured cabling services. The company was founded on August 4, 2003 and is headquartered in Wilson, NC. | Specialty Telecommunications | Director of Finance/CFO | |
| Brigham Young University | College/University | Undergraduate Degree | |
Allianz of America, Inc.
 Allianz of America, Inc. Investment ManagersFinance Allianz of America, Inc. is an insurance management firm headquartered in Westport, Connecticut. The firm was founded in 1976 and is a subsidiary of Allianz Europe NV, which is owned by Allianz SE (ETR: ALV). Allianz of America provides investment services to insurance affiliates of the Allianz Group of North America. | Investment Managers | Corporate Officer/Principal | |
| St. Mary's University | College/University | Undergraduate Degree | |
| Morningside College | College/University | President | |
Healthcare Value Capital LLC
 Healthcare Value Capital LLC Investment ManagersFinance Healthcare Value Capital LLC (HVC) is an independent hedge fund manager headquartered in Woodcliff Lake, New Jersey. The firm was founded by Joseph P. Riccardo in 2008. HVC manages healthcare focused investment funds for high net worth investors. | Investment Managers | Portfolio Manager-Equities | |
| Simpson College | College/University | Corporate Officer/Principal | |
| Rutgers State University of New Jersey | College/University | Doctorate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Canada | 2 |
| Francia | 2 |
Settori
| Consumer Services | 22 |
| Finance | 22 |
| Health Technology | 4 |
| Miscellaneous | 2 |
| Process Industries | 2 |
Posizioni
| Corporate Officer/Principal | 65 |
| Undergraduate Degree | 60 |
| Analyst-Fixed Income | 54 |
| Portfolio Manager-Fixed Income | 32 |
| Portfolio Manager-Equities | 27 |
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