Jud Bergman
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Provenienza dei contatti di primo grado di Jud Bergman
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
43
| Subsidiary | Investment Managers | 43 |
| Public Company | Packaged Software | 41 | |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL.
12
| Subsidiary | Financial Conglomerates | 12 |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only.
2
| Subsidiary | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jud Bergman tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| University of Colorado Boulder | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Prima Capital Advisors LLC
 Prima Capital Advisors LLC Investment ManagersFinance Prima Capital Advisors LLC (Prima) is a registered investment advisory firm headquartered in Scarsdale, New York. The firm was founded by Gregory White in 2002. PCA provides investment advisory services to public pension systems, insurance companies, a sovereign wealth fund and an institutional client. In addition, the firm advises PMIT, a privately offered pooled investment vehicle, as well as some securitization trusts, which issue securities backed by various types of real estate debt investments. Investors in PMIT include public and corporate pension systems, charitable foundations, and high net worth individuals. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| NUVEEN PREFERRED SECURITIES INCOME FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal Compliance Officer Director/Board Member | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 | Masters Business Admin Masters Business Admin Undergraduate Degree | |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Chief Investment Officer Chief Executive Officer Director of Research - Equity | |
| YODLEE INC | Data Processing Services | Director/Board Member Director/Board Member Chief Executive Officer | |
| University of Denver | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Portfolio Management Consultants, Inc.
 Portfolio Management Consultants, Inc. Investment ManagersFinance Part of Envestnet, Inc., Portfolio Management Consultants, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help people achieve their long-term financial goals. The company is based in Denver, CO. The company equips advisors with the necessary tools and resources to provide impactful financial advice to their clients. The company was founded by Brandon Rockwell Thomas, Marc N. Geman. | Investment Managers | Founder Chief Administrative Officer Corporate Officer/Principal | |
| Stanford University | College/University | Corporate Officer/Principal Graduate Degree Graduate 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 | Masters Business Admin Doctorate Degree Graduate Degree | |
| University of Iowa | College/University | Graduate Degree Director/Board Member Doctorate Degree | |
| University of Colorado Denver | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
Nuveen Fund Advisors LLC
 Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Founded in 1989, Nuveen Fund Advisors LLC is a fund distributor Chicago, Illinois. The firm is a subsidiary of Nuveen Investments, Inc. and their ultimate parent is Windy City Investments Holdings LLC. | Investment Banks/Brokers | Chairman General Counsel Chairman | |
Nuveen Credit Strategies Fund
 Nuveen Credit Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Nuveen Credit Strategies Fund is a closed-end investment company. The fund's objective is to provide a high level of current income and total return. The fund invests at least 80% of its assets in senior loans, second lien loans, unsecured loans, and bonds. The fund invests predominantly in debt obligations of below investment grade quality. Nuveen Credit Strategies Fund was founded on September 2007 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal Chief Administrative Officer | |
Nuveen Connecticut Municipal Income Opportunity Fund
 Nuveen Connecticut Municipal Income Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Nuveen Connecticut Municipal Income Opportunity Fund is a closed-end investment company. Its primary objective is to provide current income exempt from regular federal and Connecticut income taxes. The fund invests in municipal securities considered to be underrated and undervalued. Nuveen Asset Management manages the fund. The company is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal Chief Administrative Officer | |
| NUVEEN REAL ESTATE INCOME FUND | Investment Trusts/Mutual Funds | Chairman Compliance Officer Director/Board Member | |
| NUVEEN TAX-ADVANTAGED TOTAL RETURN STRATEGY FUND | Investment Trusts/Mutual Funds | Chairman Compliance Officer Director/Board Member | |
Nuveen Securities LLC
 Nuveen Securities LLC Investment ManagersFinance Nuveen Securities LLC, formerly known as the John Nuveen & Co., Inc., is the brokerage subsidiary of Nuveen Investments, Inc., ultimately held by TIAA Board of Overseers in the US. Headquartered in Chicago, the firm engages in the asset management and related research, as well as the development, marketing, and distribution of investment products and services for the institutional market segments. Investment products and services include closed-end exchange-traded funds, mutual funds and individually managed accounts. | Investment Managers | Chairman Corporate Officer/Principal Chief Executive Officer | |
| NUVEEN OHIO QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
| NUVEEN CALIFORNIA MUNICIPAL VALUE FUND | Investment Trusts/Mutual Funds | Chief Administrative Officer Director/Board Member | |
| NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Chief Administrative Officer Director/Board Member | |
| NUVEEN FLOATING RATE INCOME OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
| NUVEEN ARIZONA QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Chief Administrative Officer Director/Board Member | |
| NUVEEN VIRGINIA QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 51 |
Settori
| Miscellaneous | 32 |
| Consumer Services | 10 |
| Finance | 10 |
| Technology Services | 2 |
Posizioni
| Director/Board Member | 479 |
| Corporate Officer/Principal | 210 |
| Independent Dir/Board Member | 166 |
| Chief Administrative Officer | 140 |
| Undergraduate Degree | 85 |
Contatti più connessi
| Insiders | |
|---|---|
| Gifford Ross Zimmerman | 181 |
| John Amboian | 164 |
| Cynthia Egan | 105 |
| Valerie Mosley | 68 |
| Bill Elmore | 51 |
| Gregory Smith | 24 |
| Anil Arora | 23 |
| Yves Sisteron | 23 |
| Timothy R. Schwertfeger | 22 |
| Luis Aguilar | 21 |
| Gayle Crowell | 21 |
| Patrick Hackett | 20 |
| James Fox | 20 |
| Paul Koontz | 16 |
| Charles M. Roame | 15 |
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