Jeff Gumeson
Gestore di Portafoglio-Azioni presso The Caprock Group LLC
Provenienza dei contatti di primo grado di Jeff Gumeson
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.
256
| Subsidiary | Investment Managers | 256 |
University of Utah
107
| College/University | Other Consumer Services | 107 |
The Caprock Group LLC
 The Caprock Group LLC Investment ManagersFinance The Caprock Group LLC (Caprock) is a SEC-registered investment advisor and wealth management firm headquartered in Boise, Idaho. The firm was co-founded in 2005 by Mark Gustafson, Richard Rock, William G. Gilbert, Jr., and Gregory A. Brown. Caprock provides fee-only private wealth management, family office and advisory services to individuals, families, corporate pension and profit-sharing plans, trusts, charitable institutions, foundations, endowments and family-owned corporations, limited liability companies and limited partnerships.
11
| Holding Company | Investment Managers | 11 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jeff Gumeson tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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. | Investment Managers | Analyst-Fixed Income Analyst-Equity | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Fixed Income | |
D. A. Davidson & Co.
 D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Invesco Private Capital, Inc.
 Invesco Private Capital, Inc. Investment ManagersFinance Invesco Private Capital Inc (Invesco Private Capital) is a private equity and venture capital subsidiary of Invesco North America Group Ltd founded in 1981. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
| INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
W.L. Ross & Co. LLC
 W.L. Ross & Co. LLC Investment ManagersFinance W.L. Ross & Co. LLC (WL Ross & Co) is a private equity subsidiary of Invesco Ltd. founded in 2000 by Wilbur Louis Ross. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
PNC Bank, NA
 PNC Bank, NA Major BanksFinance PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA. | Major Banks | Corporate Officer/Principal | |
SentrX Animal Care, Inc.
 SentrX Animal Care, Inc. Pharmaceuticals: MajorHealth Technology SentrX Animal Care, Inc. provides veterinary care services for animals. Its products include gels, film and field treatment kits, film-on-gauzes, adhesion prevention films, spray bottles, and corneal repair gel drops. The company’s products are used for horses, cats and dogs. The company was founded by Richard K. Koehn and Glenn D. Prestwich in 2006 and is headquartered in Salt Lake City, UT. | Pharmaceuticals: Major | Founder | |
| INVESCO MORTGAGE CAPITAL INC. | Real Estate Investment Trusts | Chief Executive Officer President Chief Investment Officer Chief Investment Officer President Chief Operating Officer | |
| Invesco Fixed Income Trust | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
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. | College/University | Undergraduate Degree Masters Business Admin | |
Invesco Asset Management Ltd.
 Invesco Asset Management Ltd. Investment ManagersFinance Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis. | Investment Managers | Portfolio Manager-Equities Director of Research - Equity Analyst-Equity | |
| Dartmouth College | College/University | Undergraduate 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 | |
| Stanford University | College/University | Masters Business Admin Masters Business Admin Doctorate Degree Doctorate Degree | |
| Vanderbilt University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Rice University | College/University | Masters Business Admin Masters Business Admin | |
| University of Missouri | College/University | Masters Business Admin Graduate Degree | |
Criterion Investment Management
 Criterion Investment Management Investment ManagersFinance Part of Oddo BHF SCA, Criterion Investment Management is an American company that provides investment services. Criterion Investment Management was acquired by WestLB Mellon Asset Management Kapitalanlage GmbH from Nicholas-Applegate Capital Management on April 01, 1999. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
| McGill University | College/University | Undergraduate Degree Masters Business Admin | |
JPMorgan Fleming Asset & Wealth Management
 JPMorgan Fleming Asset & Wealth Management Investment ManagersFinance Part of JPMorgan Chase & Co., JPMorgan Fleming Asset & Wealth Management provides asset management services. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Graduate Degree Masters Business Admin Graduate Degree | |
| Texas A&M University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Texas Christian University | College/University | Undergraduate Degree Undergraduate Degree Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Director/Board Member Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin | |
| University of Idaho | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Invesco Senior Secured Management, Inc.
 Invesco Senior Secured Management, Inc. Investment ManagersFinance Invesco Senior Secured Management, Inc. (ISSM) is a SEC-registered investment advisor headquartered in New York City and has offices in Chicago, Denver and London, UK. Founded in 1990, the firm is directly owned by Invesco Advisers, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ISSM provides investment advisory services to privately placed pooled investment funds which include CLOs, as well as mutual funds, ETFs and SMAs. | Investment Managers | Chief Investment Officer Director of Research - Fxd Inc Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
| University of Louisville | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Loan Syndications & Trading Association, Inc.
 Loan Syndications & Trading Association, Inc. Internet Software/ServicesTechnology Services Loan Syndications & Trading Association, Inc. is an organization that is focused on educating individuals on various topics related to the loan industry. The private company is based in New York, NY. The company's recent focus has been on the transition away from libor-based loans, and they are offering educational opportunities for those interested in learning more about this topic, as well as other areas such as clos and private credit, liability management transactions and restructuring. The organization was founded by Christopher Anthony Pucillo. | Internet Software/Services | Corporate Officer/Principal Director/Board Member Chairman | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin Doctorate Degree | |
Houston Ballet Foundation
 Houston Ballet Foundation Miscellaneous Commercial ServicesCommercial Services Houston Ballet Foundation operates as a ballet company. It provides training services to its dancers throughout the United States, the United Kingdom, Europe, Asia, and Canada. The company was founded in 1969 and is headquartered in Houston, TX. | Miscellaneous Commercial Services | Director/Board Member President | |
| The University of Colorado | College/University | Masters Business Admin Graduate Degree | |
| INVESCO BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Accenture LLC
 Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Consultant / Advisor Corporate Officer/Principal | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree | |
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 University of Alabama | College/University | Undergraduate Degree Undergraduate Degree | |
MUFG Bank Ltd. (Hong Kong Branch)
 MUFG Bank Ltd. (Hong Kong Branch) Regional BanksFinance Part of Mitsubishi UFJ Financial Group, Inc., MUFG Bank Ltd. (Hong Kong Branch) is a commercial bank that provides banking services. The company is based in Hong Kong, Hong Kong. | Regional Banks | Corporate Officer/Principal | |
First Sentier Investors (US) LLC
 First Sentier Investors (US) LLC Investment ManagersFinance First Sentier Investments (US) LLC (FSI US) is a SEC-registered investment advisor headquartered in New York City. They were founded in 2014 and formerly a US division of Colonial First State Asset Management (Australia) Ltd. The firm is a wholly-owned subsidiary of MUFG Fund Services (USA), Inc., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306, NYSE: MUFG) in Japan. Formerly known as First State Investments (US) LLC, they changed their name to First Sentier Investments (US) LLC in 2020. FSI US provides ongoing discretionary investment management services to institutional clients through a separate account, with respect to fixed income securities. | Investment Managers | Head-Fixed Income Invts |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Regno Unito | 2 |
| Canada | 2 |
| Hong Kong | 2 |
Settori
| Finance | 22 |
| Consumer Services | 22 |
| Miscellaneous | 4 |
| Commercial Services | 3 |
| Health Technology | 2 |
Posizioni
| Corporate Officer/Principal | 150 |
| Undergraduate Degree | 90 |
| Portfolio Manager-Equities | 80 |
| Analyst-Equity | 74 |
| Masters Business Admin | 49 |
Contatti più connessi
| Insiders | |
|---|---|
| J. Philip Ferguson | 18 |
| Clara Jackson | 13 |
| Juliet Ellis | 13 |
| Brant Hill DeMuth | 12 |
| Greg Stoeckle | 12 |
| Ben Clark | 11 |
| Michael Suen | 10 |
| Glenn Prestwich | 10 |
| John S. Segner | 10 |
| Richard Joseph King | 9 |
| Andrew Tyson Lees | 9 |
| Andrew Shipman | 9 |
| Kevin Collins | 9 |
| Tom Ewald | 8 |
| Anthony Richard Clemente | 8 |
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- Insiders
- Jeff Gumeson
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