Jeremiah Charles
Portfolio Manager-Fixed Income presso First Trust Advisors LP
Provenienza dei contatti di primo grado di Jeremiah Charles
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
The University of Colorado
153
| College/University | Other Consumer Services | 153 |
DePaul University
51
| College/University | Other Consumer Services | 51 |
First Trust Advisors LP
 First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors.
41
| Subsidiary | Investment Managers | 41 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jeremiah Charles tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Analyst-Fixed Income | |
| CALPINE CORPORATION | Electric Utilities | Corporate Officer/Principal | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Imperial Capital LLC
 Imperial Capital LLC Investment Banks/BrokersFinance Founded in 1997, Imperial Capital LLC is a full-service investment banking firm and broker/dealer headquartered in Los Angeles. The firm is a subsidiary of Imperial Capital Group LLC and their ultimate parent is Imperial Capital Group Holdings LLC. Imperial Capital offers a range of proprietary products and services to institutional investors, middle-market companies and private equity firms. The firm provides institutional clients research and sales and trading of high yield and distressed debt securities, bank debt, convertible bonds, preferred stocks, and equities. They also provide middle-market companies and financial sponsors with capital markets, M&A, capital structure, restructuring and recapitalization advisory services. For their institutional clients, Imperial Capital offers a variety of research products including bank debt, investment grade debt, high yield, distressed and special situations, convertibles and busted convertibles, equities, preferred securities and industry analysis. Imperial Capital's research focuses on the following sectors: aerospace, defense and government services; airlines/transportation; business services; clean energy; consumer; energy; financial services; gaming and leisure; general industrials; healthcare; homebuilding and real estate; media and telecommunications; security and homeland security; and technology. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Stoel Rives LLP
 Stoel Rives LLP Miscellaneous Commercial ServicesCommercial Services Stoel Rives LLP provides full suite of transactional and litigation solutions for U.S. and international clients. Its practice areas include corporate, energy, environmental, intellectual property, labor and employment, land use and construction, litigation, natural resources, real estate, renewable energy and technology law. The firm?s clients include financial institutions, public and private utilities, energy and renewable energy companies, developers, manufacturers, retailers, hospitals, universities, agribusinesses, software companies, food and beverage companies, charitable foundations, telecommunications and forestry companies, among others. The company was founded in 1907 and is headquartered in Portland, OR. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| DB INSURANCE CO., LTD. | Multi-Line Insurance | Director/Board Member | |
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 | |
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 | Analyst-Equity | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Illinois | College/University | Undergraduate Degree Masters Business Admin Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate 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 | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
First Trust Skybridge Income Fund
 First Trust Skybridge Income Fund Financial ConglomeratesFinance First Trust Skybridge Income Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek a high level of current income. The company was founded on March 3, 2020 and is headquartered in Wheaton, IL. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Daniels College of Business | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| Northern Illinois University | College/University | Masters Business Admin Undergraduate Degree | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Illinois Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Maryland | College/University | Doctorate Degree Undergraduate Degree | |
Denver Bar Association
 Denver Bar Association Miscellaneous Commercial ServicesCommercial Services The Denver Bar Association is a professional organization that promotes justice in the legal community. The Denver Bar Association is based in Denver, CO. The private company offers a variety of resources and benefits to their members to assist them in their legal practice. The association provides opportunities for new lawyers to network with other professionals through their Young Lawyers committee. Additionally, they offer public legal clinics and pro bono legal assistance to those in need. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Colorado Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| PT BANK KB BUKOPIN TBK | Major Banks | Chairman Director/Board Member | |
| PT. GARUDA INDONESIA (PERSERO) TBK | Airlines | Director/Board Member Director/Board Member | |
First Trust Portfolios LP
 First Trust Portfolios LP Investment Banks/BrokersFinance Part of AJM Ventures LLC, First Trust Portfolios LP is a financial services company based in Wheaton, IL. The company offers a range of investment products, including unit investment trusts, exchange-traded funds, mutual funds, and closed-end funds. The company's website provides research and commentary on available portfolios, asset allocation, and advanced portfolio searches. The company also offers target outcome investments, variable annuities, and structured investments. First Trust Portfolios is not ranked in any publication lists like the INC 5000. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Pivot Health Technologies, Inc.
 Pivot Health Technologies, Inc. Packaged SoftwareTechnology Services Pivot Health Technologies, Inc. provides smoking digital health technology solutions. It offers Pivot, a personal sensor and smoking cessation program that uses an FDA-cleared mobile breath sensor, consumer-grade mobile app, behavioral science, and personal coaching. The company was founded by David S. Utley and is headquartered in Redwood City, CA. | Packaged Software | Director/Board Member Director/Board Member | |
Nuveen Asset Management LLC
 Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
| Mina Capital Management LLC | Chief Operating Officer Corporate Officer/Principal | ||
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Colorado State University | College/University | Masters Business Admin | |
| University of Wyoming | College/University | Undergraduate Degree | |
Element Power US LLC
 Element Power US LLC Alternative Power GenerationUtilities Element Power US LLC develops, acquires, builds, and operates utility scale solar and wind power projects. The company was founded by Ty P. Daul and Raimund Grube in 2008 and is headquartered in Portland, OR. | Alternative Power Generation | Corporate Officer/Principal | |
LS Power Development LLC (New York)
 LS Power Development LLC (New York) Engineering & ConstructionIndustrial Services LS Power Development LLC engages in the provision of electric distribution services. It specializes in power generation, electric transmission, energy infrastructure, environmental stewardship, and investment management. The company was founded by Mike Segal in 1990 and is headquartered in New York, NY. | Engineering & Construction | Corporate Officer/Principal | |
Creation Investments Capital Management LLC
 Creation Investments Capital Management LLC Investment ManagersFinance Creation Investments Capital Management LLC (Creation Investments Capital) is a private equity firm founded in 2007 by Patrick Thomas Fisher and Kenneth D van der Weele. The firm is headquartered in Chicago, Illinois with offices in Bangalore, Dallas, New York, and Mexico. | Investment Managers | Private Equity Analyst | |
| Arthur Anderson & Co. | Corporate Officer/Principal | ||
California Independent System Operator Corp.
 California Independent System Operator Corp. Electric UtilitiesUtilities California Independent System Operator Corp. transmits and distributes electricity. It provides long-distance, high-voltage power lines that deliver electricity throughout California, and part of Nevada. The firm manages transmission lines and supervises maintenance. The company was founded in 1996 and is headquartered in Folsom, CA. | Electric Utilities | Corporate Officer/Principal | |
Gen 1 Capital Management LLC
 Gen 1 Capital Management LLC Investment ManagersFinance Gen 1 Capital Management LLC (Gen 1 Capital) is a venture capital firm founded in 2020 by Julian Cheng. The firm is headquartered in Northbrook, Illinois. | Investment Managers | Consultant / Advisor | |
Promus Equity Partners LLC
 Promus Equity Partners LLC Investment ManagersFinance Promus Equity Partners LLC (Promus Equity Partners) is a private equity subsidiary of Promus Holdings LLC founded in 2010 by J. Zachary Musso and Andrew W. Code. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Wyoming State Bar
 Wyoming State Bar Miscellaneous Commercial ServicesCommercial Services Wyoming State Bar is an integrated bar association. The firm provides feedback to judicial officials about their performance on the bench and to help the public make more informed judgments in judicial elections. The company was founded in 1915 and is headquartered in Cheyenne, WY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
NongHyup Property & Casualty Insurance Co., Ltd.
 NongHyup Property & Casualty Insurance Co., Ltd. Multi-Line InsuranceFinance NongHyup Property & Casualty Insurance Co., Ltd. provides non-life insurances. Its products include fire, property, crop, car, driver and health insurance. It also offers mortgage loans. The company was founded on March 2, 2012 and is headquartered in Seoul, South Korea. | Multi-Line Insurance | Director/Board Member | |
| Financial Supervisory Service | General Government | Chief Administrative Officer | |
| Seoul National University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 44 |
| Corea del Sud | 5 |
| Indonesia | 3 |
Settori
| Finance | 23 |
| Consumer Services | 12 |
| Commercial Services | 5 |
| Utilities | 4 |
| Transportation | 2 |
Posizioni
| Corporate Officer/Principal | 176 |
| Undergraduate Degree | 97 |
| Director/Board Member | 64 |
| Portfolio Manager-Equities | 34 |
| Masters Business Admin | 32 |
Contatti più connessi
| Insiders | |
|---|---|
| Daniel Lindquist | 31 |
| Tom Byron | 25 |
| Ahmad Al-Neama | 18 |
| Seana Day | 15 |
| Charles Wurtzebach | 14 |
| Abdulgani | 14 |
| Douglas Elenowitz | 13 |
| Scott Buck | 12 |
| Oscar Moralez | 12 |
| Jeffrey Nicholas Schleppy | 11 |
| Ryan Phillips | 11 |
| Ali Amirali | 9 |
| Asha Nayak | 9 |
| Dale N. Hatfield | 8 |
| Chae-Woong Jeong | 8 |
- Borsa valori
- Insiders
- Jeremiah Charles
- Connessioni Società
