Jon R. Lind
Portfolio Manager-Fixed Income presso Lind Capital Partners LLC
Provenienza dei contatti di primo grado di Jon R. Lind
Entità | Tipo di entità | Settore Industriale | |
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Miami University
106
| College/University | Other Consumer Services | 106 |
Lind Capital Partners LLC
Lind Capital Partners LLC Investment ManagersFinance Lind Capital Partners LLC (LCP) is an independent, SEC-registered investment advisor headquartered in Evanston, Illinois. The firm was founded in 2008 by Bob Lind and Dave Murdoch. LCP manages portfolios primarily comprised of high yield tax-exempt municipal bonds for separately managed account (SMA) clients and a registered interval fund.
4
| Private Company | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jon R. Lind tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Mid-Continent Capital LLC
Mid-Continent Capital LLC Investment ManagersFinance Mid-Continent Capital LLC (MCC) is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by John Mabie in 1983. They were acquired in 2023 by Connectus Wealth LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). MMC specializes in the management of equity and fixed income portfolios for private individuals and institutions. | Investment Managers | Analyst-Equity | |
Ohio Public Employees Retirement System
Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | Investment Managers | Analyst-Fixed Income | |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity Private Equity Investor Analyst-Fixed Income | |
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity | |
Opus Capital Group LLC
Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Investment Managers | Chief Executive Officer Analyst-Equity | |
Truepoint, Inc.
Truepoint, Inc. Investment ManagersFinance Truepoint, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by Michael J. Chasnoff in 1990. Truepoint offers wealth management and financial advisory services to individuals (mass affluent to high-net worth), families, trusts and institutional relationships (corporations, foundations and qualified plans). | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Northcoast Research Partners LLC
Northcoast Research Partners LLC Investment ManagersFinance Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
Meural, Inc.
Meural, Inc. Information Technology ServicesTechnology Services Meural, Inc. develops digital wall displays and frames. The company was founded by Vladimir Vukicevic and Jerry Hu in August 2014 and is headquartered in New York, NY. | Information Technology Services | Director/Board Member | |
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance 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. | Regional Banks | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
Cleveland Research Co. LLC
Cleveland Research Co. LLC Investment ManagersFinance Cleveland Research Co. (CRC) is an investment research firm headquartered in Cleveland, Ohio. The firm was founded in 2006 by Eric Bosshard and Chris Byke. They are a subsidiary of Cleveland Research Management Co. LLC. CRC offers high-quality equity and market research for institutional clients. They provide insight and detailed analysis into the largest companies and sectors across five primary industries: Technology, Consumer, Healthcare, Agricultural and Industrial. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Lind Capital Partners Municipal Credit Income Fund
Lind Capital Partners Municipal Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Lind Capital Partners Municipal Credit Income Fund operates as a closed-end management investment company. It seeks to generate high current income from investments in municipal securities exempt from federal income tax and capital preservation. It invests in the following sectors: senior living, education, healthcare, economic development, public utilities, resource recovery, transportation, housing, and special taxing districts. The company was founded by Jon Robert Lind Jr. and David Mansfield Murdoch Jr. on May 12, 2021 and is headquartered in Evanston, IL. | Investment Trusts/Mutual Funds | Founder Founder Chief Tech/Sci/R&D Officer | |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity | |
University of Denver | College/University | Graduate Degree Sales & Marketing | |
Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Farmer School of Business | College/University | Corporate Officer/Principal Undergraduate Degree | |
Nomura Securities International, Inc.
Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Market Strategist | |
New York University | College/University | Masters Business Admin Masters Business Admin | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
GTCR LLC
GTCR LLC Investment ManagersFinance GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Kenyon College | College/University | Undergraduate Degree Undergraduate Degree | |
Alpaca VC Investment Management LLC
Alpaca VC Investment Management LLC Investment ManagersFinance Alpaca VC Investment Management LLC (Alpaca VC ) is a venture capital arm of Corigin Holdings LLC founded in 2010 by Ryan Freedman. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Consultant / Advisor | |
LLJ, Inc.
LLJ, Inc. Internet RetailRetail Trade LLJ, Inc. provides an online shop and delivery services for alcoholic drinks. It offers wine, beer, liquor, mixers and gifts. The company was founded by Lindsey Andrews and Crystal Lara is headquartered in New York, NY. | Internet Retail | Director/Board Member | |
Havenly, Inc.
Havenly, Inc. Miscellaneous Commercial ServicesCommercial Services Havenly, Inc. engages in the provision of online interior design services. It offers Havenly mini, and Havenly full packages. The company was founded by Lee Mayer, Emily Motayed and Jessie Dixon in 2013 and is headquartered in Denver, CO. | Miscellaneous Commercial Services | Director/Board Member | |
Ocean Freight Exchange Pte Ltd.
Ocean Freight Exchange Pte Ltd. Internet Software/ServicesTechnology Services Ocean Freight Exchange Pte Ltd. operates as an online platform for charterers, ship owners and brokers in the dry bulk, tanker and gas markets. It offers ship rank, sales, time charter and research services. The company was founded by John Hahn and Michael Guo in 2015 and is headquartered in Singapore. | Internet Software/Services | Director/Board Member | |
Breakwater Capital Management LLC
Breakwater Capital Management LLC Investment ManagersFinance Breakwater Capital Management LLC is an independent hedge fund manager headquartered in Los Altos, California. The firm was founded by John Naporano and provides investment advice to high net-worth individuals and institutional investors. | Investment Managers | Corporate Officer/Principal | |
PineBridge Private Equity Group
PineBridge Private Equity Group Investment ManagersFinance PineBridge Private Equity Group (PineBridge Private Equity) is a private equity firm an operating division of PineBridge Investments LLC founded in 1996. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
RCP Advisors LLC
RCP Advisors LLC Investment ManagersFinance RCP Advisors LLC (RCP Advisors) is a private equity subsidiary of P10 Holdings, Inc. founded in 2001 by William Souder, Jeff Patrick Gehl, Thomas Patrick Danis Jr., Charlie Keydel Huebner and Timothy Jerome Danis. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Pershing LLC
Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
Columbia School of International & Public Affairs | College/University | Graduate Degree | |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Market Strategist | |
Renoviso, Inc.
Renoviso, Inc. HomebuildingConsumer Durables Renoviso, Inc. engages in the provision of home renovation services. It offers window window, patio and entry door, roofing, and siding installation services. The company was founded by Eric Horndahl and Brian Waldman in 2014 and is headquartered in Boston, MA. | Homebuilding | Director/Board Member | |
JPMorgan Chase Bank, NA (New York)
JPMorgan Chase Bank, NA (New York) Major BanksFinance JPMorgan Chase Bank, NA provides commercial banking services. It offers investment banking, merchant services, and institutional asset management services. The company is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
Fordham University School of Law | College/University | Masters Business Admin | |
Height Analytics LLC
Height Analytics LLC Investment ManagersFinance Height Analytics LLC is an investment research firm headquartered in Washington, DC. The firm was founded by John Akridge and Andrew Parmentier in 2008 and they are a subsidiary of Height Capital LLC. Height Analytics provides differentiated and comprehensive insights to help clients make key investment and operational decisions. They bring a quantitative and market-centric approach to policy analysis, finding opportunities free of the rigidity of a defined coverage list. | Investment Managers | Analyst-Equity | |
The Wharton School of the University of Pennsylvania | College/University | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 42 |
Singapore | 2 |
Settori
Finance | 29 |
Consumer Services | 9 |
Technology Services | 3 |
Commercial Services | 3 |
Miscellaneous | 2 |
Posizioni
Undergraduate Degree | 99 |
Corporate Officer/Principal | 82 |
Director/Board Member | 69 |
Analyst-Equity | 53 |
Private Equity Investor | 29 |
Contatti più connessi
Insiders | |
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Jakki Haussler | 38 |
David Goldberg | 17 |
Charles Nemeroff | 12 |
Ryan Graves | 10 |
Jay Stolkin | 10 |
Richard Smucker | 9 |
Bob Lind | 9 |
Eric Hinkle | 8 |
Michael Silverstein | 8 |
Nils Tracy | 7 |
Dave Murdoch | 7 |
Aaron Toppston | 7 |
Bryan Michael Baritot | 6 |
Brian Murphy | 6 |
Neil Malkin | 6 |
- Borsa valori
- Insiders
- Jon R. Lind
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