John Reading Wilson
Gestore di Portafoglio-Azioni presso Shepherd Kaplan Krochuk LLC
Provenienza dei contatti di primo grado di John Reading Wilson
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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
338
| College/University | Other Consumer Services | 338 |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.
84
| Subsidiary | Investment Managers | 84 |
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago.
53
| Extinct | Investment Managers | 53 |
Shepherd Kaplan Krochuk LLC
 Shepherd Kaplan Krochuk LLC Investment ManagersFinance Shepherd Kaplan Krochuk LLC (SKK) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was originally founded in 2001 by Gregory Fraser, Rudolph Kluiber and Timothy Krochuk as GRT Capital Partners LLC. In 2017, Shepherd Kaplan LLC, a Boston-based registered investment advisor, combined their business with GRT Capital Partners. The transaction resulted in Shepherd Kaplan LLC becoming a majority-owned and wholly-controlled subsidiary of GRT Capital Partners. GRT Capital Partners' name was changed to Shepherd Kaplan Krochuk LLC. SKK offers regular and continuous advisory services for private investment funds, pension plans, investment companies, institutions, endowments & foundations, private clients, family offices, and high net worth individuals.
5
| Private Company | Investment Managers | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a John Reading Wilson tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| LOCKHEED MARTIN CORPORATION | Aerospace & Defense | Corporate Officer/Principal Corporate Officer/Principal | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Genesys Cloud Services, Inc.
 Genesys Cloud Services, Inc. Packaged SoftwareTechnology Services Genesys Cloud Services, Inc. provides customer service and contact center solutions. It also offers business consulting, professional services, Genesys support and care, Genesys Guru managed services and Genesys customer advocacy program. The firm?s solutions include contact center modernization, self service, enterprise workload management, proactive customer communications, cloud, continuous workforce optimization and different solutions by industry. The company was founded in 1990 and is headquartered in Daly City, CA. | Packaged Software | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin | |
| Thunderbird School of Global Management | College/University | Masters Business Admin | |
TruMarx Data Partners, Inc.
 TruMarx Data Partners, Inc. Information Technology ServicesTechnology Services TruMarx Data Partners, Inc. provides web-based electronic marketplace services. It offers electronic negotiation and execution platform that allows subscribers to publish, negotiate, and finalize customized transactions. The company was founded in 2006 by Jon B. Olson, Michael Mackey, Glenn Smart and Chuck Reese and is headquartered in Chicago, IL. | Information Technology Services | Founder | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Doctorate 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 | Corporate Officer/Principal Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree Masters Business Admin | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
JPMorgan Chase Co. (Investment Management)
 JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Investment Managers | Corporate Officer/Principal | |
| Boston University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
IRI Golf Group
 IRI Golf Group Movies/EntertainmentConsumer Services IRI Golf Group provides golf courses. The private company is based in Plano, TX. | Movies/Entertainment | Director/Board Member | |
Draper Triangle Ventures
 Draper Triangle Ventures Investment ManagersFinance Draper Triangle Ventures (Draper Triangle Ventures) is a venture capital subsidiary of Threshold Ventures, Inc. founded in 1999 by Jay Katarincic, and Michael Stubler. The firm is headquartered in Pittsburgh, Pennsylvania. | Investment Managers | Private Equity Investor | |
Theodore Barry & Associates, Inc.
 Theodore Barry & Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Jacobs Solutions, Inc., Theodore Barry & Associates, Inc. is a company that provides management consulting services to electric, gas, and communications services. The company is based in Los Angeles, CA. Theodore Barry & Associates was acquired by Hagler Bailly, Inc. on November 24, 1997. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Synchrony Communications, Inc.
 Synchrony Communications, Inc. Packaged SoftwareTechnology Services Synchrony Communications, Inc. develops and provides customer relationship management software solutions. Its solutions provide customer interactions across multiple channels of communication-phone, fax, email and chat. The company was founded by Mark Richey in 1997 and is headquartered in Cincinnati, OH | Packaged Software | President | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
The Colorado College
 The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Graduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of San Francisco | College/University | Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Atlantic Trust Group, Inc.
 Atlantic Trust Group, Inc. Investment ManagersFinance Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY. | Investment Managers | Corporate Officer/Principal Chief Executive Officer President | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree | |
| Northwestern University School of Law | College/University | Graduate Degree Graduate Degree | |
| University of Denver | College/University | Graduate Degree Undergraduate Degree | |
Shepherd Kaplan LLC
 Shepherd Kaplan LLC Investment ManagersFinance Shepherd Kaplan LLC (SK) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Shepherd and David Kaplan in 1998 and is a majority-owned and wholly-controlled subsidiary of Shepherd Kaplan Krochuk LLC. SK provides investment advisory services to institutional and private clients as well as endowment and foundation. | Investment Managers | Founder Chief Executive Officer | |
McGuireWoods LLP
 McGuireWoods LLP Miscellaneous Commercial ServicesCommercial Services McGuireWoods LLP provides legal advisory services. The firm?s practice areas include antitrust and trade regulation, insurance recovery, commercial and financial services litigation, labor and employment, data privacy and security, environment, energy law, healthcare law, intellectual property, appeals and issues, banking and finance, and corporate. It caters to construction, defense and aerospace, healthcare, food and beverage, private equity, mining, education, technology, and transportation industries. McGuireWoods was founded in 1834 and is headquartered in Richmond, VA. | Miscellaneous Commercial Services | General Counsel | |
West Capital Advisors LLC
 West Capital Advisors LLC Investment ManagersFinance West Capital Advisors LLC (West Capital) is a venture capital firm founded in 2011 by Mark Richey. The firm is headquartered in Cincinnati, Ohio. | Investment Managers | Founder | |
Council of Better Business Bureaus, Inc.
 Council of Better Business Bureaus, Inc. Miscellaneous Commercial ServicesCommercial Services Council of Better Business Bureaus, Inc. provides network hub for BBBs. It network hub for BBBs. It is the umbrella organization for the local, independent BBBs in the United States, Canada and Mexico, as well as home to its national and international programs on dispute resolution, advertising review, and industry self-regulation. The company was founded on March 13, 1950 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Sales & Marketing | |
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 | |
Integrated Wealth Concepts LLC
 Integrated Wealth Concepts LLC Investment ManagersFinance Integrated Wealth Concepts LLC (Integrated) is a registered independent investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Paul Saganey and John G. Cataldo in 2016 and do-business-as Integrated Financial Partners and Integrated Partners. Integrated provides investment advisory services to individuals, families, trusts, estates, businesses and retirement plans. | Investment Managers | Chief Investment Officer | |
Kouzina Foods LLC
 Kouzina Foods LLC Food DistributorsDistribution Services Kouzina Foods LLC is a food truck that offers a unique dining experience with a focus on fresh, local ingredients and adventurous flavors. The company is based in Lincoln, NE and offers their services at various locations throughout the city. Kouzina's feature menu is constantly changing, revolving around what's in season and what their chef is dreaming up. The American company was founded by the owners of the local favorite, The Parthenon, in Lincoln, NE. | Food Distributors | Chairman |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Israele | 2 |
| Regno Unito | 2 |
Settori
| Consumer Services | 23 |
| Finance | 17 |
| Technology Services | 7 |
| Commercial Services | 5 |
| Electronic Technology | 2 |
Posizioni
| Corporate Officer/Principal | 167 |
| Director/Board Member | 107 |
| Portfolio Manager-Equities | 91 |
| Undergraduate Degree | 80 |
| Founder | 34 |
Contatti più connessi
| Insiders | |
|---|---|
| William Glastris | 32 |
| Gary A. Mecklenburg | 26 |
| Linda Evers | 20 |
| Bret Maxwell | 19 |
| John S. Clendening | 19 |
| Rob Brown | 18 |
| Ajay Bansal | 15 |
| Arnold R. Weber | 15 |
| Timothy Adam Krochuk | 13 |
| Mark R. Richey | 13 |
| Neil Bluhm | 13 |
| Todd Warren | 11 |
| Marilyn McCoy | 11 |
| Steve E. Prostano | 11 |
| Ramon Marimon | 11 |
- Borsa valori
- Insiders
- John Reading Wilson
- Connessioni Società
