Joseph Gotelli
Portfolio Manager-Fixed Income presso American Century Investment Management, Inc.
Provenienza dei contatti di primo grado di Joseph Gotelli
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of California, Berkeley
449
| College/University | Other Consumer Services | 449 |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.
194
| Subsidiary | Investment Managers | 194 |
Santa Clara University
53
| College/University | Other Consumer Services | 53 |
| Public Company | Investment Managers | 38 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Joseph Gotelli tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| New York University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Doctorate Degree Graduate Degree | |
| Stanford University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Doctorate Degree Doctorate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
abrdn, Inc.
 abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world. | Investment Managers | Director of Research - Fxd Inc Head-Fixed Income Invts Portfolio Manager-Fixed Income Corporate Officer/Principal | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| The University of Texas at Austin | College/University | Undergraduate Degree Doctorate Degree Doctorate Degree Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member General Counsel Director/Board Member | |
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 Undergraduate Degree Undergraduate Degree | |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Portfolio Manager-Equities President Corporate Officer/Principal | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Graduate Degree Undergraduate Degree | |
American Century Investments Services, Inc.
 American Century Investments Services, Inc. Investment ManagersFinance American Century Investments Services, Inc. provides investment and money management services. The company was founded by James E. Stowers in 1958 and is headquartered in Kansas City, MO. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
American Century Investments Value Yield LLC
 American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Chief Investment Officer Chief Executive Officer | |
INVESCO Funds Group, Inc.
 INVESCO Funds Group, Inc. Investment ManagersFinance Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Corporate Officer/Principal Masters Business Admin | |
| University of Michigan | College/University | Graduate Degree Masters Business Admin | |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a SEC-registered investment advisor and mutual fund manager headquartered in San Mateo, California. The firm was founded in 1985 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Riva Financial Systems Ltd.
 Riva Financial Systems Ltd. Packaged SoftwareTechnology Services Riva Financial Systems Ltd. provides software solutions to the asset management. It provides support services, such as project planning and management, business gap analysis, enhancements/interface development, model office, data migration and conversion mapping, and training. The company was founded in October 2002 and is headquartered in Douglas, the United Kingdom. | Packaged Software | Director/Board Member Director/Board Member | |
| Truman State University | College/University | Undergraduate Degree Undergraduate Degree | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
| SABA CAPITAL INCOME & OPPORTUNITIES FUND II | Investment Trusts/Mutual Funds | Compliance Officer Director of Finance/CFO | |
| Franklin Templeton Cos. LLC | Corporate Officer/Principal Corporate Officer/Principal | ||
| Indiana University | College/University | Masters Business Admin Masters Business Admin | |
| Arizona State University | College/University | Undergraduate Degree Undergraduate 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 | |
| University of Wisconsin | College/University | Graduate Degree Masters Business Admin | |
| Rice University | College/University | Undergraduate Degree Doctorate Degree | |
| University of Maryland | College/University | Graduate Degree Graduate Degree | |
| Purdue University | College/University | Graduate Degree Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
| University of California, Los Angeles | College/University | Undergraduate Degree Graduate Degree | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Director/Board Member Graduate Degree | |
| TEMPLETON DRAGON FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| Boston College | College/University | Masters Business Admin Undergraduate Degree | |
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 Corporate Officer/Principal | |
| Brown University | College/University | Graduate Degree Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Cina | 2 |
| Regno Unito | 2 |
Settori
| Consumer Services | 28 |
| Finance | 17 |
| Commercial Services | 4 |
| Miscellaneous | 3 |
| Technology Services | 2 |
Posizioni
| Director/Board Member | 172 |
| Corporate Officer/Principal | 140 |
| Undergraduate Degree | 92 |
| Portfolio Manager-Equities | 81 |
| Analyst-Equity | 75 |
Contatti più connessi
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|---|---|
| Martin Flanagan | 73 |
| Laura Stein | 31 |
| Charles Crocker | 27 |
| Jenny Johnson | 22 |
| Jonathan Stuart Thomas | 21 |
| Nickhil Jakatdar | 18 |
| Sosale Shankara Sastry | 18 |
| Allen J. Gula | 16 |
| Matthew McDonald | 15 |
| Joseph R. Hardiman | 15 |
| Enrique Chang | 13 |
| Robert Rosselot | 12 |
| David C. Drummond | 11 |
| Peruvemba K. Satish | 10 |
| Bert Whitson | 10 |
- Borsa valori
- Insiders
- Joseph Gotelli
- Connessioni Società
