Keith Philip Weldon
Portfolio Manager-Fixed Income presso Ziegler Capital Management LLC
Provenienza dei contatti di primo grado di Keith Philip Weldon
Entità | Tipo di entità | Settore Industriale | |
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Ziegler Capital Management LLC
Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors.
39
| Subsidiary | Investment Managers | 39 |
Missouri Valley Partners, Inc.
Missouri Valley Partners, Inc. Investment ManagersFinance Founded in 2000 by Greg Glidden, Tom Pellett, Dick Williams, Tom Dezort, Gary Hurlbut and Lou Jarodsky, Missouri Valley Partners, Inc. is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was founded in 1890. Missouri Valley Partners' clients include corporations, public entities, Taft-Hartley plans, endowments, foundations and high net-worth individuals throughout the US. Their specialties include asset allocation, large-cap and small-cap equity and fixed-income portfolio management
17
| Extinct | Investment Managers | 17 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Keith Philip Weldon tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Lord, Abbett & Co. LLC
Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income Corporate Officer/Principal | |
BROOKFIELD CORPORATION | Investment Managers | Corporate Officer/Principal | |
Kennedy Capital Management LLC
Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Corporate Officer/Principal | |
WCM Investment Management LLC
WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. | Investment Managers | Analyst-Equity Analyst-Equity | |
Campbell Newman Asset Management, Inc.
Campbell Newman Asset Management, Inc. Investment ManagersFinance Campbell Newman Asset Management, Inc. (Campbell Newman) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Campbell Newman provides professional portfolio management services to institutional clients who includes pension and profit-sharing plans, charitable organizations, corporations and government entities, as well as high net worth and other individuals, such as those managed through wrap programs. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
The Northwestern Mutual Life Insurance Co.
The Northwestern Mutual Life Insurance Co. Life/Health InsuranceFinance The Northwestern Mutual Life Insurance Co. provides insurance and financial security solutions. The firm offers life insurance, long-term care insurance, disability insurance, annuities, and investment products. It also provides financial planning strategies and solutions. The company was founded by John C. Johnston on March 2, 1857 and is headquartered in Milwaukee, WI. | Life/Health Insurance | Trading-Fixed Income | |
University of Notre Dame | College/University | Masters Business Admin | |
Oberlin College | College/University | Undergraduate Degree | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
Zurich Investment Management Ltd.
Zurich Investment Management Ltd. Investment ManagersFinance Zurich Investment Management Ltd. (Zurich Investments) is an asset management firm headquartered in North Sydney, Australia. The firm is a subsidiary of Zurich Financial Services Australia Ltd., which is owned by Zurich Insurance Group AG (SWX: ZURN) in Switzerland. Zurich Investments provides Australian advisers and investors with wealth-building opportunities. | Investment Managers | Director/Board Member 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 | Undergraduate Degree | |
University of Missouri | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
CIFC Investment Management LLC
CIFC Investment Management LLC Investment ManagersFinance CIFC Investment Management LLC (CIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 as Deerfield Capital Management LLC and became CIFC Investment Management in 2018. They are wholly owned directly by CIFC Capital HoldCo LLC, which is an indirect subsidiary of CIFC LLC. CIM primarily provide investment management services to pooled investment vehicles that are CLOs and to private funds and investors that invest in corporate and structured credit. | Investment Managers | President Head-Fixed Income Invts Corporate Officer/Principal | |
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 | Undergraduate Degree Masters Business Admin | |
DePaul University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
St. Louis University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Marquette University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Asset Consulting Group LLC
Asset Consulting Group LLC Investment ManagersFinance Asset Consulting Group LLC operates as an independent investment-consulting firm. It offers alternative investments, client education, asset allocation, portfolio implementation, portfolio monitoring and reporting services. The company was founded in 1989 and is headquartered in St. Louis, MO. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Wisconsin-Milwaukee | College/University | Graduate Degree Graduate Degree | |
US Institutional Corp.
US Institutional Corp. Investment ManagersFinance US Institutional Corp. is an investment consulting firm that provides financial and business consulting services to institutional clients, including insurance reserves, endowments & foundations, healthcare, corporate defined benefit plans, corporate defined contribution plans, public funds, private wealth, and taft-hartley. The private company is based in St. Louis, MO. The company is committed to providing independent, conflict-free investment guidance using the highest ethical standards. The company offers services such as customized education pieces, investment policy statement development and review, asset allocation, strategic and tactical, investment manager research, due diligence, search, and selection, fee assessment, alternative and real assets, modulating beta strategies, peer analysis, and performance measurement reporting. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Washington Crossing Advisors LLC
Washington Crossing Advisors LLC Investment ManagersFinance Washington Crossing Advisors LLC (WCA) is a SEC-registered investment advisor headquartered in Florham Park, New Jersey. The firm was founded by Kevin Caron and Chad Morganlander in 2007. They are a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). WCA provides investment advisory services to high-net worth individuals and defined benefit plans as well as wrap and model programs. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Webster University | College/University | Undergraduate Degree | |
Great Lakes Advisors LLC
Great Lakes Advisors LLC Investment ManagersFinance Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Analyst-Fixed Income | |
Kohl Children's Museum of Greater Chicago, Inc.
Kohl Children's Museum of Greater Chicago, Inc. Other Consumer ServicesConsumer Services Kohl Children's Museum of Greater Chicago, Inc. operates as a children's museum. It provides developmentally appropriate, experiential education for children from birth to age eight. The company was founded by Dolores Kohl in 1985 and is headquartered in Glenview, IL. | Other Consumer Services | Director/Board Member | |
Novartis Pharmaceuticals Corp.
Novartis Pharmaceuticals Corp. Pharmaceuticals: MajorHealth Technology Novartis Pharmaceuticals Corp. develops, manufactures, and markets prescription drugs. It manufactures and markets prescription drugs used to treat a number of diseases and conditions including cardiovascular, dermatological, central nervous system, bone disease, cancer, organ transplantation, psychiatry, infectious disease, and respiratory. The company was founded in 1996 and is headquartered in East Hanover, NJ. | Pharmaceuticals: Major | Corporate Officer/Principal | |
Sandoz Pharmaceuticals Corp. | Corporate Officer/Principal | ||
Olin Business School | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 45 |
Canada | 2 |
Australia | 2 |
Settori
Finance | 26 |
Consumer Services | 18 |
Miscellaneous | 2 |
Commercial Services | 2 |
Health Technology | 2 |
Posizioni
Corporate Officer/Principal | 75 |
Portfolio Manager-Equities | 60 |
Undergraduate Degree | 49 |
Analyst-Equity | 38 |
Portfolio Manager-Fixed Income | 37 |
Contatti più connessi
Insiders | |
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Bill Fitzgerald | 18 |
Scott Allen Roberts | 13 |
Paula Marie Horn | 12 |
Helen Li | 10 |
Rick Marrone | 9 |
Jeffrey Leigh Holmes | 9 |
Reid Smith | 8 |
Brian Schuster | 8 |
Eric Eugene Zenner | 8 |
John S. Albert | 8 |
Joel Dennis Vrabel | 7 |
John Robert Prys | 7 |
Kevin Andrew Finn | 6 |
John Michael Rackers | 6 |
Tommy Chan | 6 |
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