Jamie Cuellar
Gestore di Portafoglio-Azioni presso Kornitzer Capital Management, Inc.
Provenienza dei contatti di primo grado di Jamie Cuellar
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.
109
| College/University | Other Consumer Services | 109 |
University of San Diego
78
| College/University | Other Consumer Services | 78 |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.
41
| Subsidiary | Investment Managers | 41 |
Kornitzer Capital Management, Inc.
 Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM provides advice as an investment adviser or as a sub-adviser to individuals and institutions and act as the investment adviser to the Buffalo Funds.
28
| Private Company | Investment Managers | 28 |
Brazos Capital Management
 Brazos Capital Management Investment ManagersFinance Founded in 1983, Brazos Capital Management, formerly John McStay Investment Counsel, is a registered investment advisor located in Dallas, Texas with an additional office in New York City. The firm is a subsidiary of AIG Global Investment Corp. and their ultimate parent is American International Group, Inc. (NYSE: AIG). The firm manages the Brazos Mutual Funds and provides a variety of domestic equity, growth-oriented investment services to institutional investors.
20
| Extinct | Investment Managers | 20 |
Lee Financial Co. LLC
 Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities.
1
| Subsidiary | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jamie Cuellar tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
The California Public Employees Retirement System
 The California Public Employees Retirement System Investment ManagersFinance The California Public Employees' Retirement System (CalPERS) is a state-owned pension fund management firm headquartered in Sacramento, California. Founded in 1932, the firm has long been at the forefront of shareholder activism in the US. CalPERS provides retirement and health benefit services to private individuals and employers, specifically active, inactive and retired employees of California state and local public agencies. They routinely put pressure on companies to achieve better corporate performance corporate governance. | Investment Managers | Corporate Officer/Principal | |
| SEMTECH CORPORATION | Semiconductors | Investor Relations Contact | |
Gamble Jones Investment Counsel
 Gamble Jones Investment Counsel Investment ManagersFinance Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans. | Investment Managers | Compliance Officer Portfolio Manager-Equities | |
| RED HAT | Packaged Software | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree 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 | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Undergraduate Degree Masters Business Admin | |
| Rice University | College/University | Undergraduate Degree Masters Business Admin | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree | |
| San Jose State University | College/University | Graduate Degree Masters Business Admin | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
PineBridge Investments LLC
 PineBridge Investments LLC Investment ManagersFinance PineBridge Investments LLC (PBI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2010 and is a wholly-owned subsidiary of Pinebridge Investments Holdings (US) LLC, ultimately held by Chiltonlink Ltd. in British Virgin Islands. PBI provides investment management/advisory services to US registered investment companies, privately offered pooled investment vehicles (which includes CLOs) and separate advisory accounts for sophisticated institutional and individual clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| Vanderbilt University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree Masters Business Admin | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Ben E. Keith Co.
 Ben E. Keith Co. Food DistributorsDistribution Services Ben E. Keith Co. distributes food service products and alcoholic beverages. The Food Division supplies a full line of produce, frozen foods, meats, dry groceries, refrigerated foods, paper goods, equipment and supplies to restaurants, hospitals, schools, nursing homes, and other institutional businesses. The Beverage Division sells Anheuser-Busch InBev products as well as many well craft and imports brands including: Real Ale, Franconia, Alaskan, Brooklyn, Sierra Nevada, Paulaner, Chimay, and Spaten. The company was founded in 1906 and is headquartered in Fort Worth, TX. | Food Distributors | Corporate Officer/Principal Director/Board Member | |
| Queen Mary University of London | College/University | Graduate Degree | |
Vinson & Elkins LLP
 Vinson & Elkins LLP Miscellaneous Commercial ServicesCommercial Services Vinson & Elkins LLP provides legal services. It maintains civil practice, covering areas such as litigation, public policy, transaction, and energy law. The firm serves the clients including companies from the aviation, energy, financial services, health care, and technology industries. The company was founded in 1917 and is headquartered in Houston, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| NEXTTRIP, INC. | Packaged Software | Director/Board Member | |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
| Gubkin Russian State University of Oil & Gas | College/University | Undergraduate Degree | |
Dallas Bar Association
 Dallas Bar Association Miscellaneous Commercial ServicesCommercial Services The Dallas Bar Association operates as an association of attorneys. The private company is based in Dallas, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CBRE Investment Management Listed Real Assets LLC
 CBRE Investment Management Listed Real Assets LLC Investment ManagersFinance CBRE Investment Management Listed Real Assets LLC (CBRE IMLRA) is an investment advisor headquartered in Radnor, Pennsylvania. They are a subsidiary of CBRE Investment Management Listed Real Assets Holdings LLC and their ultimate parent is CBRE Group, Inc. (NYSE: CBG), a global commercial real estate services firm. Formerly known as CBRE Clarion Securities LLC, the firm was founded and formed in 2011 through CB Richard Ellis Group, Inc.'s acquisition of ING Clarion Real Estate Securities (CRES) from Netherlands-based ING Group NV. CB Richard Ellis Group acquired substantially all of ING's real estate investment management operations in Europe and Asia. CBRE IMLRA manages portfolios of real asset securities, such as listed real estate, listed infrastructure, and midstream energy for institutional clients. | Investment Managers | Public Communications Contact | |
Clearstead Advisors, LLC
 Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Investment Managers | Director of Investments | |
| Rowan University | College/University | Undergraduate Degree | |
| The Texas General Counsel Forum | Corporate Officer/Principal | ||
Weil, Gotshal & Manges LLP
 Weil, Gotshal & Manges LLP Miscellaneous Commercial ServicesCommercial Services Weil, Gotshal & Manges provides its clients with legal services. The firm offers services to areas including consumer, financial, government and non-profit, health care, industrial, and technology. The company was founded by Claude Serra in 1931 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Dundon Capital Acquisition Corp.
 Dundon Capital Acquisition Corp. Financial ConglomeratesFinance Dundon Capital Acquisition Corp. is a development stage company. It engages in effecting a merger, capital stock exchange, asset acquisition, stock purchase, and reorganization. The company was founded on October 22, 2015 and is headquartered in Dallas, TX. | Financial Conglomerates | Chief Executive Officer | |
| SANTANDER CONSUMER USA HOLDINGS INC. | Finance/Rental/Leasing | Chief Executive Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 44 |
| Regno Unito | 3 |
| Russia | 2 |
Settori
| Consumer Services | 18 |
| Finance | 17 |
| Commercial Services | 7 |
| Technology Services | 3 |
| Electronic Technology | 2 |
Posizioni
| Corporate Officer/Principal | 142 |
| Director/Board Member | 110 |
| Undergraduate Degree | 90 |
| Portfolio Manager-Equities | 54 |
| Analyst-Equity | 48 |
Contatti più connessi
| Insiders | |
|---|---|
| Jonathan Silverstein | 42 |
| Jim Baker | 19 |
| Hüseyin Arslan | 19 |
| Robert Turner | 16 |
| Cole Brodman | 14 |
| Michael N. Stefanoudakis | 13 |
| Thomas Dundon | 13 |
| Douglas Arner | 10 |
| Eivind Olsen | 10 |
| Christofer Rozzell | 10 |
| Blakely Chapman Page | 10 |
| Mike Allocco | 9 |
| Mary Benton | 8 |
| Laura Santillan | 8 |
| Ken Richard Laudan | 8 |
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- Insiders
- Jamie Cuellar
- Connessioni Società
