Jim Chartrand
Trading-Equity presso Oberweis Asset Management, Inc.
Provenienza dei contatti di primo grado di Jim Chartrand
Entità | Tipo di entità | Settore Industriale | |
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Oberweis Asset Management, Inc.
Oberweis Asset Management, Inc. Investment ManagersFinance Oberweis Asset Management, Inc. (Oberweis) is an independent, SEC-registered investment advisor headquartered in Lisle, Illinois. The firm was founded by James D. Oberweis in 1989 to seek market inefficiencies in equities globally. Oberweis offers their active geographically focused strategies to institutional and individual investors through separately managed accounts (SMAs) and their own proprietary mutual fund family.
27
| Private Company | Investment Managers | 27 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jim Chartrand tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Corporate Officer/Principal | |
National Housing Trust LP
National Housing Trust LP Services to the Health IndustryHealth Services National Housing Trust LP provides community housing services. It offers technical assistance and training to local nonprofit organizations, resident associations and public agencies. The firm provides public policy advocacy, real estate development and lending. The company was founded in 1988 and is headquartered in Washington, OH. | Services to the Health Industry | Director/Board Member | |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Investment Managers | Corporate Officer/Principal | |
Atlantic Investment Management, Inc.
Atlantic Investment Management, Inc. Investment ManagersFinance Atlantic Investment Management, Inc. (Atlantic) is a SEC-registered investment adviser and alternative investment firm headquartered in New York City. The firm was founded by Alexander J. Roepers in 1988 and is wholly-owned by a trust for the benefit of Alexander J. Roepers and members of his family. Atlantic provides portfolio management services to the Atlantic Funds, which are organized either as US limited partnerships or foreign corporations, and managed accounts for institutional clients. | Investment Managers | Analyst-Equity | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
Harvard Management Co., Inc.
Harvard Management Co., Inc. Investment Trusts/Mutual FundsMiscellaneous Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Digitas, Inc.
Digitas, Inc. Miscellaneous Commercial ServicesCommercial Services Digitas, Inc. provides digital and interactive marketing services to the Internet-based and e-commerce companies. The company also provides cross-channel communications to clients. Its services include customer acquisition, cross-sell, loyalty, affinity and customer care operations. The company was founded by Robert L. Cosinuk in 1999 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Axiom Investors LLC
Axiom Investors LLC Investment ManagersFinance Axiom Investors LLC (Axiom) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded by Andrew Jacobson in 1998 as Axiom International Investors LLC. They are a subsidiary of Axiom Investors LP. Axiom manages international, global, small-cap, and emerging market equities on behalf of their global institutional clients. | Investment Managers | Analyst-Equity | |
Goelzer Investment Management, Inc.
Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
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 | Analyst-Equity | |
Oberweis Securities, Inc.
Oberweis Securities, Inc. Investment Banks/BrokersFinance Founded by James D. Oberweis in 1978, Oberweis Securities, Inc. is a full-service, SEC-registered broker/dealer headquartered in Lisle, Illinois. The firm offers assistance with investment planning, portfolio analysis or asset allocation strategies including the following services: individual stock ideas, fixed-income, mutual fund allocation and managed account platform. They also offer trading and execution services with a special emphasis on rapidly growing companies. Oberweis is a member of FINRA, the NASD and the SIPC. They affiliated with Oberweis Asset Management, Inc. and serve as the distributor of the Oberweis family of mutual funds | Investment Banks/Brokers | President President | |
University of Pennsylvania | College/University | Masters Business Admin | |
University of Oxford | College/University | Graduate Degree Undergraduate Degree | |
Boston University | College/University | Graduate Degree | |
Hamilton Investments, Inc.
Hamilton Investments, Inc. Property/Casualty InsuranceFinance Part of Kingsway Financial Services, Inc., Hamilton Investments, Inc. is a holding company that owns insurance companies. The company is based in Miami, FL. Hamilton Investments was acquired by Kingsway Financial Services, Inc. on January 08, 1999. | Property/Casualty Insurance | Portfolio Manager-Equities Corporate Officer/Principal | |
Illinois Institute of Technology | College/University | Graduate Degree | |
Birla Institute of Technology & Science | College/University | Graduate Degree | |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
Peking University
Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Graduate Degree | |
Bates College | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Rockford University | College/University | Undergraduate Degree | |
University of Florida | College/University | Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
University of Kansas | College/University | Masters Business Admin | |
University of Maryland | College/University | Masters Business Admin | |
University of Mumbai | College/University | Undergraduate Degree | |
National Stock Exchange of India Ltd.
National Stock Exchange of India Ltd. Investment Banks/BrokersFinance National Stock Exchange of India Ltd. operates as a stock exchange in India. It operates through the following segments: Trading Services, Clearing Services, Datafeed Services, Index Licensing Services, Strategic Investments, and Other segments. The company was founded on November 27, 1992 and is headquartered in Mumbai, India. | Investment Banks/Brokers | Corporate Officer/Principal | |
Cozad Asset Management, Inc.
Cozad Asset Management, Inc. Investment ManagersFinance Cozad Asset Management, Inc. (Cozad) is an independent, SEC-registered investment advisor headquartered in Champaign, Illinois. Founded in 1972, Cozad provides investment advisory services to individuals, trusts, charitable foundations and organizations, municipal retirement plans, corporations, investment companies and retirement plans. | Investment Managers | Investment Committee Member Analyst-Equity | |
BNP Paribas Securities (Asia) Ltd.
BNP Paribas Securities (Asia) Ltd. Investment Banks/BrokersFinance BNP Paribas Securities (Asia) Ltd. (BNPP SEC ASIA) is the Hong Kong-based brokerage subsidiary of BNP Paribas SA (EPA: BNP), an international banking group headquartered in France. BNPP SEC ASIA provides electronic trading services to its clients, including its affiliates which take principal or riskless principal positons. Such services enable the access to, and execution of trades via, alternative liquidity pools (ALPs), or commonly known as dark pools, operated by other service providers or affiliates of the firm (Third Party ALPs). | Investment Banks/Brokers | Analyst-Equity | |
Deloitte & Touche
Deloitte & Touche Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche provides audit, enterprise risk management, and financial advisory services. The company delivers services in four professional areas: audit, tax, consulting, and financial advisory services. It provides its clients with global services such as entering foreign markets, raising funds, and investing in Mainland China. The company was founded in June, 2003 and is headquartered in Taipei, Taiwan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Beijing Normal University | College/University | Undergraduate Degree | |
Shanghai International Studies University | College/University | Undergraduate Degree | |
Capital University of Economics & Business | College/University | Undergraduate Degree | |
Kenan-Flagler Business School | College/University | Masters Business Admin | |
Golden Key International Honour Society, Inc.
Golden Key International Honour Society, Inc. Miscellaneous Commercial ServicesCommercial Services Golden Key International Honour Society, Inc. operates as a collegiate honor society. It provides members access to scholarships and awards, partnerships with corporations, career advancement, and graduate programs. The company was founded by Jim Lewis on November 29, 1977 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Chairman | |
Takushoku University | College/University | Graduate Degree | |
Probe Information Services Pvt Ltd.
Probe Information Services Pvt Ltd. Investment Banks/BrokersFinance Probe Equity Research Pvt Ltd. provides investment research and analytics research services. It offers research on listed and unlisted companies, analytical models, and indices. The firm's analysis is based on business models, financials, shareholding information, and key metrics. The company was founded by W. S. Ravishankar and Atul Shinghal in 2004 and is headquartered in Bangalore, India. | Investment Banks/Brokers | Corporate Officer/Principal | |
École des Hautes Études Commerciales du Nord | College/University | Masters Business Admin | |
The Hongkong & Shanghai Banking Corp. Ltd. (Broker)
The Hongkong & Shanghai Banking Corp. Ltd. (Broker) Investment Banks/BrokersFinance The Hongkong & Shanghai Banking Corp. Ltd. (Broker) (HSBC-Broker) is the brokerage division of The Hongkong & Shanghai Banking Corp. Ltd. in Hong Kong. Their ultimate parent is HSBC Holdings Plc (LON: HSBA), a multinational investment bank and financial services holding company headquartered in London, UK. HSBC-Broker provides securities brokerage services to their clients. | Investment Banks/Brokers | Analyst-Equity | |
Kellogg School of Management | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 33 |
India | 6 |
Cina | 5 |
Hong Kong | 5 |
Regno Unito | 3 |
Settori
Finance | 25 |
Consumer Services | 22 |
Commercial Services | 4 |
Health Services | 2 |
Miscellaneous | 2 |
Posizioni
Analyst-Equity | 29 |
Corporate Officer/Principal | 26 |
Undergraduate Degree | 26 |
Portfolio Manager-Equities | 17 |
Masters Business Admin | 14 |
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