Jason Ren
Analyst-Equity presso Duff & Phelps Investment Management Co.
Provenienza dei contatti di primo grado di Jason Ren
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
76
| Operating Division | Investment Managers | 76 |
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., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI).
47
| Subsidiary | Investment Managers | 47 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jason Ren tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree | |
| The University of Chicago | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Investment Officer Corporate Officer/Principal Chief Executive Officer Director of Finance/CFO Chief Investment Officer | |
| University of Michigan | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Notre Dame | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance 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. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
| DePaul University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
| DNP SELECT INCOME FUND INC. | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Investment Officer Corporate Officer/Principal Chief Executive Officer Director of Finance/CFO | |
| DTF TAX-FREE INCOME 2028 TERM FUND INC. | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Investment Officer Corporate Officer/Principal Chief Executive Officer Director of Finance/CFO | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| Loyola University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Duff & Phelps Gbl Utility & Midstream Energy Income Fund
 Duff & Phelps Gbl Utility & Midstream Energy Income Fund Investment Trusts/Mutual FundsMiscellaneous Duff & Phelps Gbl Utility & Midstream Energy Income Fund is closed-end management investment company. The fund objective is to provide a current income, with an emphasis on providing tax-advantaged dividend income and capital appreciation by investing majority of its assets in dividend-paying equity securities of domestic and foreign companies in the electric, gas and telecommunications sectors of the utility industry and the midstream sector of the energy industry. Duff & Phelps Gbl Utility & Midstream Energy Income Fund was founded on March 15, 2011 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Chief Executive Officer Treasurer Corporate Officer/Principal | |
| Indiana University | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
| Saint Xavier University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance 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 Banks/Brokers | Analyst-Equity Analyst-Equity | |
| MORNINGSTAR, INC. | Investment Managers | Investor Relations Contact Investor Relations Contact | |
Mizuho Securities USA LLC
 Mizuho Securities USA LLC Investment Banks/BrokersFinance Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Tortoise Capital Advisors LLC
 Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (TCA) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. TCA provides investment management services to individual and institutional investors and pooled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Comptroller/Controller/Auditor Corporate Officer/Principal | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Washington University in St. Louis | College/University | Masters Business Admin Undergraduate Degree | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| Georgetown University | College/University | Undergraduate Degree Masters Business Admin | |
| Marquette University | College/University | Undergraduate Degree Undergraduate 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 Undergraduate Degree | |
CFA Society of Chicago
 CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Undergraduate Degree Undergraduate Degree | |
| The California State University | College/University | Masters Business Admin Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Florida State University | College/University | Undergraduate Degree Undergraduate Degree | |
Dow Jones Newswires
 Dow Jones Newswires Internet Software/ServicesTechnology Services Dow Jones Newswires provides real-time news and wealth-management tools to financial and business professionals. The company is headquartered in New York, NY. | Internet Software/Services | Corporate Officer/Principal | |
DeMatteo Monness LLC
 DeMatteo Monness LLC Investment Banks/BrokersFinance Founded in 1997, DeMatteo Monness Securities is an institutional brokerage firm with offices and trading desks in New York and Boston. The firm is a subsidiary of DeMatteo Monness LLC. They provide a full array of trading and execution services to the hedge fund and mutual fund communities in the U.S. and Europe. They do not provide any internal research. DeMatteo is a member of the NASD and clears through Goldman Sachs Execution & Clearing. | Investment Banks/Brokers | Corporate Officer/Principal | |
Dorsey Asset Management LLC
 Dorsey Asset Management LLC Investment ManagersFinance Dorsey Asset Management LLC (DAM) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Patrick “Pat” Dorsey in 2013 and is owned by Wheat Thin LLC. DAM provides investment advisory services to individuals, high-net-worth individuals, charitable organizations and institutions. They also serve as the investment manager to certain private fund(s). | Investment Managers | Chief Executive Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 51 |
Settori
| Consumer Services | 23 |
| Finance | 18 |
| Miscellaneous | 7 |
| Commercial Services | 5 |
| Technology Services | 2 |
Posizioni
| Analyst-Equity | 128 |
| Corporate Officer/Principal | 125 |
| Undergraduate Degree | 89 |
| Masters Business Admin | 48 |
| Portfolio Manager-Equities | 34 |
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