John William Conlin
Gestore di Portafoglio-Azioni presso RBC Wealth Management
Provenienza dei contatti di primo grado di John William Conlin
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.
89
| Subsidiary | Investment Managers | 89 |
Saint John's University
5
| College/University | Other Consumer Services | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a John William Conlin 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-Equity | |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Nebraska | College/University | Undergraduate Degree Undergraduate Degree | |
CRC-Evans International LLC
CRC-Evans International LLC Industrial MachineryProducer Manufacturing CRC-Evans International, Inc. provides equipment and supply services to the onshore and offshore pipeline industries. The company was founded in 1933 and is headquartered in Houston, TX. | Industrial Machinery | Director/Board Member | |
RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Investment Managers | President Analyst-Fixed Income | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Niscayah Group AB
Niscayah Group AB Miscellaneous Commercial ServicesCommercial Services Niscayah Group AB provides products and services within security industry. It offers access control, video surveillance, intrusion protection, and fire alarm systems. The company was founded in 1911 and is headquartered in Stockholm, Sweden. | Miscellaneous Commercial Services | Director/Board Member | |
University of Oxford | College/University | Undergraduate Degree Graduate Degree | |
CRC-Evans Pipeline International, Inc.
CRC-Evans Pipeline International, Inc. Engineering & ConstructionIndustrial Services CRC-Evans Pipeline International, Inc. manufactures pipeline construction equipment and automatic welding systems. Its products and services include joint coating and heat treatment, non-destructive testing, pipe weighting, pipeline maintenance and rehabilitation equipments and pipe coating plant and lay barge equipments. The company was founded in 1933 and is headquartered in Houston, TX. | Engineering & Construction | Director/Board Member | |
Glass Wealth Management Co. LLC
Glass Wealth Management Co. LLC Investment ManagersFinance Glass Wealth Management Co. LLC (GWM) is an independent, SEC-registered investment advisor headquartered in San Antonio, Texas. Originally founded by Edward M. Glass in 1988 as Glass Management Co., Inc., the firm changed their name to Glass Wealth Management Co., Inc. in 2014 and later reorganized into a Texas limited liability company in 2021. GWM provides investment services primarily for high-net-worth individuals, families, and related accounts. | Investment Managers | Analyst-Equity | |
JENSEN Tools + Supply, Inc.
JENSEN Tools + Supply, Inc. Home Improvement ChainsRetail Trade JENSEN Tools + Supply, Inc. supplies hardware-related products and services.Its products include power management, safety supplies, solder and desolder, static protection, storage and handling, test equipment and tool kits.The firm provides manufacturing equipment including test and measurement, solder, lighting, magnification. The company was founded in 1954 and is headquartered in North Andover, MA. | Home Improvement Chains | Director/Board Member | |
Pengo Corp.
Pengo Corp. Tools & HardwareConsumer Durables Pengo Corp. manufactures augers and related wear parts. It offers forged, cast, and fabricated bucket teeth, mini-loader attachments, and foundation drilling equipment. The company was founded in 1950 and is headquartered in Laurens, IA. | Tools & Hardware | Director/Board Member | |
Arizona State University | College/University | Masters Business Admin | |
Coe College | College/University | Undergraduate Degree | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | President Analyst-Equity Analyst-Equity Analyst-Equity | |
Colorado State University | College/University | 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 | Graduate Degree Undergraduate Degree | |
Cairn Investment Group, Inc.
Cairn Investment Group, Inc. Investment ManagersFinance Cairn Investment Group, Inc. (Cairn) is an independent, SEC-registered investment advisor headquartered in Vancouver, Washington. The firm was founded by James “Jim” Parr and Timothy “Tim” Mosier in 2007. Cairn provides discretionary investment management and financial planning services for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Founder Chief Executive Officer | |
Jeffrey Slocum & Associates, Inc.
Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of St. Thomas
University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin Masters Business Admin | |
American Express Financial Advisors, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
Prudential Securities, Inc. (Michigan)
Prudential Securities, Inc. (Michigan) Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Prudential Securities, Inc. (Michigan) is a company based in West Bloomfield, MI. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
RBC Wealth Management (Broker) | Investment Banks/Brokers | Chief Executive Officer Analyst-Equity | |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Rutgers State University of New Jersey | College/University | Masters Business Admin Undergraduate Degree | |
St. John's University | College/University | Undergraduate Degree | |
Marks Group Wealth Management, Inc.
Marks Group Wealth Management, Inc. Investment ManagersFinance Marks Group Wealth Management, Inc. (MGWM) is an independent, SEC-registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Bennett Marks in 2008. MGWM provides financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | President | |
STANLEY BLACK & DECKER, INC. | Tools & Hardware | Comptroller/Controller/Auditor | |
Ameriprise Financial Services LLC (Investment Management)
Ameriprise Financial Services LLC (Investment Management) Investment ManagersFinance Ameriprise Financial Services LLC (Investment Management) (AFS-IM) is the investment management division of Ameriprise Financial Services LLC, a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS-IM sponsors a wrap fee program that offers a variety of investment advisory accounts that have different features and services, supporting a wide array of investment strategies. It is available for individual investors, corporate entities and tax-qualified accounts. | Investment Managers | Corporate Officer/Principal | |
Boston University School of Law | College/University | Graduate Degree | |
Waterloo Industries, Inc.
Waterloo Industries, Inc. Miscellaneous ManufacturingProducer Manufacturing Waterloo Industries, Inc. engages in manufacture of tool storage products. Its products include chests and cabinets, portable storage, utility carts, project centers, bulk storage, workbenches and accessories. The firm’s solutions include maintenance and repair, industrial and manufacturing, vehicle service and repair, and technical education. The company was founded in 1992 and is headquartered in Waterloo, IA. | Miscellaneous Manufacturing | Director/Board Member | |
National Association of Manufacturers
National Association of Manufacturers Miscellaneous Commercial ServicesCommercial Services The National Association of Manufacturers is an organization that works for the success of over 12.9 million people who are involved in manufacturing. The non-profit company is based in Washington and has subsidiaries in the United States. The American company's work is based on four core values that drive the industry. The company commissioned a study in August 2015, which found that the EPA's proposed ozone rule could reduce GDP by $140 billion. The CEO of the company is Jay Timmons. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
American Bar Association
American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
New York State Bar Association
New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Spring Hill College | College/University | Undergraduate Degree | |
Quinnipiac College, Inc. | College/University | Graduate Degree | |
Limra International
Limra International Miscellaneous Commercial ServicesCommercial Services Part of Limra Services, Inc., Limra International is a company that provides worldwide research, consulting, and performance analysis for insurance and financial services. The company is based in Windsor, CT. The CEO of the company is Bob Kerzner. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Aetna Health, Inc.
Aetna Health, Inc. Life/Health InsuranceFinance Part of CVS Health Corp., Aetna Health, Inc. provides insurance services. The company is based in Blue Bell, PA. | Life/Health Insurance | Corporate Officer/Principal | |
The Curtis L. Carlson School of Management | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 47 |
Svezia | 2 |
Regno Unito | 2 |
Francia | 2 |
Settori
Finance | 24 |
Consumer Services | 15 |
Commercial Services | 6 |
Producer Manufacturing | 3 |
Consumer Durables | 3 |
Posizioni
Corporate Officer/Principal | 159 |
Undergraduate Degree | 75 |
Portfolio Manager-Equities | 51 |
Director/Board Member | 38 |
Analyst-Equity | 36 |
Contatti più connessi
- Borsa valori
- Insiders
- John William Conlin
- Connessioni Società