Julianne Meharg Bass
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Provenienza dei contatti di primo grado di Julianne Meharg Bass
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.
30
| Operating Division | Investment Managers | 30 |
USAA Asset Management Co.
 USAA Asset Management Co. Investment ManagersFinance USAA Asset Management Co. (AMCO) is a registered investment advisor headquartered in San Antonio, Texas. The firm is a subsidiary of USAA Investment Corp., itself a subsidiary the United Services Automobile Association. They are affiliated with USAA Investment Management Co. and USAA Financial Advisors Inc., both registered broker dealers. AMCO serves as an investment adviser to USAA Mutual Funds Trust and USAA ETF Trust. They also serve as an investment adviser to affiliated investment portfolios, including the USAA insurance, holding company, and federal savings bank proprietary accounts.
19
| Extinct | Investment Managers | 19 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Julianne Meharg Bass tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| KEMPER CORPORATION | Property/Casualty Insurance | Director/Board Member | |
USAA Federal Savings Bank
 USAA Federal Savings Bank Savings BanksFinance USAA Federal Savings Bank is based in San Antonio, TX. Part of United Services Automobile Association, USAA Federal Savings Bank is a federal savings bank. The CEO of the company is Ramana Jonnala. | Savings Banks | Chairman | |
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 | |
USAA Investment Services Co.
 USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Financial Conglomerates | Portfolio Manager-Fixed Income Chief Investment Officer Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Fixed Income Chief Executive Officer Chief Investment Officer Portfolio Manager-Fixed Income | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities | |
United Services Automobile Association
 United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX. | Miscellaneous Commercial Services | Chief Executive Officer | |
Factory Mutual Insurance Co.
 Factory Mutual Insurance Co. Specialty InsuranceFinance Factory Mutual Insurance Co. provides commercial and industrial property insurance worldwide. Its products include sustainability select, cargo insurance, alternative risk transfer:Rent-A-Captain and business interruption coverage. The firm services include boiler and machinery services, predictive analytics and claims services. The company was founded in 1999 and is headquartered in Johnston, RI. | Specialty Insurance | Director/Board Member | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal | |
Boyd Watterson Asset Management LLC
 Boyd Watterson Asset Management LLC Real Estate DevelopmentFinance Boyd Watterson Asset Management LLC (Boyd Watterson) is a registered investment advisor headquartered in Cleveland, Ohio. The firm was founded in 1928 and is a wholly-owned subsidiary of Boyd Watterson Holding Co., ultimately held by Boyd-TAMCO Holdings LLC. Boyd Watterson manages assets for individuals, businesses, pension plans, insurance companies, hedge funds, mutual funds and state and municipal government entities. | Real Estate Development | Analyst-Fixed Income Director of Research - Fxd Inc | |
| HEALTHEQUITY, INC. | Investment Managers | Director/Board Member | |
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 | Undergraduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin 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 | Graduate Degree | |
| Stanford University | College/University | Masters Business Admin Masters Business Admin | |
| Wayne State University (Michigan) | College/University | Masters Business Admin Masters Business Admin | |
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 | Analyst-Equity | |
| Dickinson College | College/University | Undergraduate Degree | |
| The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Texas State University | College/University | Undergraduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree | |
| US Military Academy | College/University | Undergraduate Degree | |
| United States Naval Academy | College/University | Undergraduate Degree | |
| Pace University | College/University | Undergraduate Degree | |
| St. Mary's University | College/University | Masters Business Admin | |
| University of Texas at San Antonio | College/University | Undergraduate Degree Masters Business Admin | |
| Valdosta State University | College/University | Undergraduate Degree | |
Factory Mutual Insurance Co. (Quebec)
 Factory Mutual Insurance Co. (Quebec) Insurance Brokers/ServicesFinance Factory Mutual Insurance Co. provides insurance services. The firm offers claims, impairment, supply chain risk management, project, business risk consulting, site evaluation, appraisal, cargo claims, brokerage and cargo risk engineering services. The company is headquartered in Montreal, Canada. | Insurance Brokers/Services | Director/Board Member | |
Affiliated FM Insurance Co. (Canada)
 Affiliated FM Insurance Co. (Canada) Insurance Brokers/ServicesFinance Affiliated FM Insurance Co. provides property insurance services. It offers risk identification, risk management, and risk improvement. The company was founded on May 6, 1949 and is headquartered in Montreal, Canada. | Insurance Brokers/Services | Director/Board Member | |
Chief Executives For Corporate Purpose, Inc.
 Chief Executives For Corporate Purpose, Inc. Miscellaneous Commercial ServicesCommercial Services Committee Encouraging Corporate Philanthropy operates as an only international forum of business leaders. It specializes in social strategies, stakeholders involvements, business strategies, and disaster relief services. The company was founded by Paul L. Newman and Peter L. Malkin in 1999 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
United Way of San Antonio & Bexar County
 United Way of San Antonio & Bexar County Miscellaneous Commercial ServicesCommercial Services United Way of San Antonio & Bexar County operates as a non-profit organization which helps children, families and individuals. It offers basic needs and helps change lives through strong, well-managed programs. The company was founded in 1940 and is headquartered in San Antonio, TX. | Miscellaneous Commercial Services | Director/Board Member | |
| US Air Force | Sovereign | Corporate Officer/Principal | |
Catastrophe Reinsurance Co.
 Catastrophe Reinsurance Co. Multi-Line InsuranceFinance Founded in 2006, Catastrophe Reinsurance Co. is a property/casualty insurance company located in San Antonio, Texas. | Multi-Line Insurance | President | |
L37 Ventures LLC
 L37 Ventures LLC Investment ManagersFinance Latitude 37 Ventures LLC (L37 Ventures) is a venture capital and private equity firm founded in 2019 by Kemal Farid and Randall Ussery. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
| INSEAD | College/University | Masters Business Admin | |
| Tokyo Denki University | College/University | Corporate Officer/Principal | |
Mizuho Bank (USA)
 Mizuho Bank (USA) Regional BanksFinance Part of Mizuho Financial Group, Inc., Mizuho Bank (USA) is a leading bank with one of the largest customer bases in the world, and an extensive international network covering financial and business centers around the world. The company is based in New York, NY. Mizuho Bank offers a range of services including advisory services, finance solutions, treasury, cash management, institutional services, and custody services. The company has over 100 branches and offices outside Japan, serving the corporate and investment banking needs of its clients worldwide. Mizuho Bank is warning consumers about ongoing social engineering scams where individuals are purporting to be representatives of the bank to scam unsuspecting consumers. The company also warns about companies identifying themselves as part of Mizuho Financial Group, which are not affiliated with the group or any of its companies. | Regional Banks | Corporate Officer/Principal | |
| Waseda University | College/University | Undergraduate Degree | |
CVS Pharmacy, Inc.
 CVS Pharmacy, Inc. Drugstore ChainsRetail Trade CVS Pharmacy, Inc. engages in the operation of a retail pharmacy chain. Its products include medicines and vitamins; personal care, home health care, skin care, and beauty products; and photo books, cards, gifts, and calendars. The company is headquartered in Woonsocket, RI. | Drugstore Chains | Corporate Officer/Principal | |
| University of Texas at Austin Graduate School | College/University | Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin | |
| Stephen M. Ross School of Business | College/University | Masters Business Admin | |
| The University of Texas School of Law | College/University | Graduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Canada | 3 |
| Giappone | 3 |
| Francia | 2 |
Settori
| Consumer Services | 24 |
| Finance | 22 |
| Commercial Services | 4 |
| Government | 2 |
| Retail Trade | 2 |
Posizioni
| Undergraduate Degree | 39 |
| Corporate Officer/Principal | 37 |
| Portfolio Manager-Fixed Income | 34 |
| Portfolio Manager-Equities | 27 |
| Analyst-Equity | 26 |
Contatti più connessi
| Insiders | |
|---|---|
| Stuart Parker | 15 |
| Daniel Lang | 11 |
| Joshua Lindland | 9 |
| Ryan Notvest | 8 |
| Arne Espe | 8 |
| Josh Grasso | 7 |
| Eun S. Cho | 7 |
| John Sheldon Tilney | 7 |
| John Spear | 7 |
| John Benton Jares | 7 |
| Fumiko Hagiwara | 6 |
| Lesley A. Bunim | 6 |
| Daniel S. Banaszak | 6 |
| Matt Freund | 6 |
| Craig Behnke | 6 |
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- Insiders
- Julianne Meharg Bass
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