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Provenienza dei contatti di primo grado di Jan Kelley
Entità | Tipo di entità | Settore Industriale | |
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Duff & Phelps Investment Management Co.
![]() Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI).
14
| Subsidiary | Investment Managers | 14 |
Capital West Asset Management LLC
![]() Capital West Asset Management LLC Investment ManagersFinance Founded in 1999, Capital West Asset Management, LLC (CWAM) provides investment advisory services to individuals and families, endowment funds, foundations, pensions and insurance companies. Based in Denver, Capital West became a subsidiary of Phoenix Investment Partners, Ltd. in 2001
2
| Extinct | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jan Kelley tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
DNP SELECT INCOME FUND INC. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Susquehanna Financial Group LLLP
![]() Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
Credit Agricole Securities (USA), Inc.
![]() Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation. | Investment Banks/Brokers | Analyst-Equity | |
Dearborn Partners LLC
![]() Dearborn Partners LLC Investment ManagersFinance Dearborn Partners LLC (Dearborn) is an independent, privately held boutique investment management firm headquartered in Chicago, Illinois. The firm was founded in 1997 by Jerome Hickey. The firm provides investment management services to investment advisors, high net-worth families, and institutional investor. | Investment Managers | Chief Executive Officer | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity | |
University of Pennsylvania | College/University | 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 | Analyst-Equity | |
Keystone Capital Management LP
![]() Keystone Capital Management LP Investment ManagersFinance Keystone Capital Management LP (Keystone Capital) is a private equity firm founded in 1994 by Kent P. Dauten and Scott L. Gwilliam. The firm is headquartered in Chicago, Illinois. | Investment Managers | Corporate Officer/Principal | |
COMCAST CORPORATION | Cable/Satellite TV | Corporate Officer/Principal | |
Concord Investment Group, Inc.
![]() Concord Investment Group, Inc. Financial ConglomeratesFinance Concord Investment Group, Inc. is a private equity firm. The American company was founded by Raynard D. Benvenuti. | Financial Conglomerates | Corporate Officer/Principal | |
Sidoti & Co. LLC
![]() Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity | |
Peterson Consulting LLC
![]() Peterson Consulting LLC Internet Software/ServicesTechnology Services Part of Guidehouse, Inc., Peterson Consulting LLC is a company that provides information management and data processing services. The company is based in Los Angeles, CA. | Internet Software/Services | Corporate Officer/Principal | |
American National Bank & Trust (Texas)
![]() American National Bank & Trust (Texas) Investment ManagersFinance Founded in 1976, American National Bank & Trust is an independent locally-owned bank located in Wichita Falls, Texas. The bank is a direct subsidiary of AmeriBancShares, of Delaware, Inc. Their ultimate parent is AmeriBancShares, Inc. | Investment Managers | Corporate Officer/Principal | |
DePaul University | College/University | Masters Business Admin Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Fordham University
![]() Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin | |
Texas A&M University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Graduate Degree Undergraduate Degree | |
362 Investors LLC
![]() 362 Investors LLC Investment ManagersFinance 362 Investors LLC (362 Investors) is an alternative asset management firm headquartered in Englewood, Colorado. Formerly known as 361 Capital LLC, the firm was founded by Brian Cunningham in 2001 as Trail Ridge Capital LLC. They were acquired by Hamilton Lane, Inc. (NASDAQ: HLNE) in 2021 and changed their name into 362 Investors LLC. 362 Investors provides investment advice primarily to mutual funds, separately managed accounts to institutional investors and sub-advisory services to privately offered pooled investment vehicles. | Investment Managers | Chief Investment Officer Analyst-Equity | |
University of Michigan | College/University | Masters Business Admin | |
CLSA Americas LLC
![]() CLSA Americas LLC Investment Banks/BrokersFinance CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America. | Investment Banks/Brokers | Analyst-Equity | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
Maxim Group LLC
![]() Maxim Group LLC Investment Banks/BrokersFinance Founded in 2002, Maxim Group LLC is a registered broker/dealer located in New York City. The firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products and global institutional equity, fixed-income and derivative sales and trading to a diverse range of corporate clients, institutional investors and high net-worth individuals. Maxim Group's niche is emerging-growth companies in a variety of sectors including healthcare, technology, retail and others. They utilize a fundamental, bottom-up approach to investment recommendations. The firm combines rigorous financial analysis of specific companies and industries with due diligence that includes frequent consults with suppliers, customers, competitors and senior management. The firm focuses on under-covered, small- to-mid-cap companies where valuation levels may be out of sync with fundamental trends. Maxim's coverage universe often represents attractive niche industries where stocks tend to be inefficient. This research coverage fills a void created by the downsized research ranks and shrinking coverage of small- to mid-cap stocks by large investment banks. Maxim Group is a member of FINRA, the MSRB, the SIPC, the ISE, NASDAQ and NYSE Arca. | Investment Banks/Brokers | Analyst-Equity | |
Wabash College
![]() Wabash College Other Consumer ServicesConsumer Services Wabash College is an independent, liberal arts college for men. It offers qualified young men a superior education, fostering, in particular, independent intellectual inquiry, critical thought, and clear written and oral expression. The College educates its students broadly in the traditional curriculum of the liberal arts, while also requiring them to pursue concentrated study in one or more disciplines | College/University | Undergraduate Degree | |
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 | |
Arthur Anderson & Co. | Corporate Officer/Principal | ||
Kellogg School of Management | College/University | Masters Business Admin | |
University of Denver | College/University | Undergraduate Degree | |
University of Hawai'i at Hilo
![]() University of Hawai'i at Hilo Other Consumer ServicesConsumer Services University of Hawai'i at Hilo engages in the provision of services relating to higher education. It offers bachelor’s degrees, minors, master’s degrees, doctoral degrees, certificate programs, graduate certificate programs, and distance learning. The company was founded in 1947 and is headquartered in Hilo, HI. | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Masters Business Admin | |
GTE, Inc.
![]() GTE, Inc. Aerospace & DefenseElectronic Technology GTE, Inc. manufactures and distributes aircraft equipment parts and supplies. | Aerospace & Defense | Corporate Officer/Principal | |
Illinois State University | College/University | Undergraduate Degree | |
Kellstadt Graduate School of Business | College/University | Masters Business Admin | |
Wheaton College (Illinois) | College/University | Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree | |
Black Buffalo, Inc.
![]() Black Buffalo, Inc. Pharmaceuticals: OtherHealth Technology Black Buffalo, Inc. engages in the provision of tobacco-free smoke products. It offers big three, wintergreen, straight long cut, mint long cut, and snapback hat. The company was founded in 2015 and is headquartered in Chicago, IL. | Pharmaceuticals: Other | Founder |
Statistiche
Distribuzione geografica
Stati Uniti | 45 |
Canada | 2 |
Italia | 2 |
Settori
Finance | 21 |
Consumer Services | 19 |
Communications | 3 |
Commercial Services | 3 |
Miscellaneous | 2 |
Posizioni
Analyst-Equity | 22 |
Portfolio Manager-Equities | 16 |
Corporate Officer/Principal | 15 |
Undergraduate Degree | 11 |
Masters Business Admin | 7 |
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