Keith R. Elflein
Analyst-Equity presso F.L. Putnam Investment Management Co.
Provenienza dei contatti di primo grado di Keith R. Elflein
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.
107
| College/University | Other Consumer Services | 107 |
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.
35
| Subsidiary | Investment Managers | 35 |
University of Rhode Island
21
| College/University | Other Consumer Services | 21 |
F.L. Putnam Investment Management Co.
 F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations.
11
| Subsidiary | Investment Managers | 11 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Keith R. Elflein tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Boston College | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree 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 | Masters Business Admin Masters Business Admin Graduate Degree | |
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 Graduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree Undergraduate Degree Corporate Officer/Principal | |
| Shanghai Jiao Tong University | College/University | Undergraduate Degree Graduate Degree | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Brown Gibbons Lang & Co. LLC
 Brown Gibbons Lang & Co. LLC Investment Banks/BrokersFinance Brown Gibbons Lang & Co. LLC offers investment banking services. Its services include mergers & acquisitions, debt & equity placements, financial restructuring, financial advisory & valuation services. The company was founded by Michael Eugene Gibbons in 1989 and is headquartered in Cleveland, OH. | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal | |
| Kent State University (Ohio) | College/University | Corporate Officer/Principal Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| Tsinghua University | College/University | Undergraduate Degree Undergraduate Degree | |
| SAUDI ELECTRICITY COMPANY | Electric Utilities | Director/Board Member Director/Board Member | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Oakwood Medical Investors
 Oakwood Medical Investors Investment ManagersFinance Oakwood Medical Investors (Oakwood Medical Investors) is a venture capital firm founded in 1997 by Raul Perez. The firm is headquartered in Louis, Missouri. | Investment Managers | Private Equity Investor Private Equity Investor | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
The Cleveland Clinic Foundation
 The Cleveland Clinic Foundation Medical/Nursing ServicesHealth Services The Cleveland Clinic Foundation operates as a non-profit academic, research, and medical center. It offers clinic and hospital care with research and education services. The company was founded by Charles Posternack, George W. Crile, Frank E. Bunts, William E. Lower and John Phillips on February,5 1921 and is headquartered in Cleveland, OH. | Medical/Nursing Services | Director/Board Member Corporate Officer/Principal | |
Clearstead Advisors, LLC
 Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Investment Managers | President Consultant / Advisor | |
| Boston University | College/University | Graduate Degree Undergraduate Degree | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Founder Director of Research - Equity | |
Hawken School
 Hawken School Other Consumer ServicesConsumer Services Hawken School operates day school. The company was founded in 1915 and is headquartered in Cleveland, OH. | Other Consumer Services | Director/Board Member | |
| Global Cleveland | Director/Board Member | ||
The Great Lakes Science Center
 The Great Lakes Science Center Other Consumer ServicesConsumer Services The Great Lakes Science Center operates as a museum and educational facility in downtown Cleveland. The company is headquartered in Cleveland, OH. | Other Consumer Services | Director/Board Member | |
The Musical Arts Association
 The Musical Arts Association Movies/EntertainmentConsumer Services The Musical Arts Association operates as a symphony orchestras. It offers services to the concert performances, community presentations, touring residencies, broadcasts, and recordings. The company was founded by Adella Prentiss Hughes on December 11, 1918 and is headquartered in Cleveland, OH. | Movies/Entertainment | Director/Board Member | |
| DATATRAK INTERNATIONAL, INC. | Packaged Software | President | |
The Cleveland Foundation
 The Cleveland Foundation Miscellaneous Commercial ServicesCommercial Services The Cleveland Foundation provides social services and life improvement programs. The company was founded by Frederick Harris Goff in January 2, 1914 and is headquartered in Cleveland, OH. | Miscellaneous Commercial Services | Director/Board Member | |
USA Instruments, Inc.
 USA Instruments, Inc. Medical SpecialtiesHealth Technology USA Instruments, Inc. is based in Cleveland, OH. Part of GE Healthcare Technologies, Inc., USA Instruments, Inc. is a company that manufactures and distributes magnetic resonance imaging equipment. The company was founded by Debbie Sun-Zou. USA Instruments was acquired by GE Medical Systems, Inc. on December 03, 2002. | Medical Specialties | Corporate Officer/Principal | |
Picker International, Inc.
 Picker International, Inc. Building ProductsProducer Manufacturing Part of Cornhill Corp. LLP, Picker International, Inc. is an American company that manufactures heating equipment. | Building Products | Corporate Officer/Principal | |
Quality Electrodynamics LLC
 Quality Electrodynamics LLC Medical SpecialtiesHealth Technology Quality Electrodynamics LLC designs, manufactures and supplies MRI radio frequency coil technology. Its products include cutting edge MRI radiofrequency (RF) detectors/coils for diagnostic imaging at the full range of magnetic strengths. The company was founded in 2006 by Hiroyuki Fujita and is headquartered in Mayfield Village, OH. | Medical Specialties | Chief Executive Officer | |
| John Carroll University | College/University | Undergraduate Degree | |
| Monmouth College | College/University | Undergraduate Degree | |
| Georgetown University | College/University | Graduate Degree | |
Baker & Hostetler LLP
 Baker & Hostetler LLP Miscellaneous Commercial ServicesCommercial Services Baker & Hostetler LLP is engaged in the provision of legal services. Its practice areas include business, distribution and franchise, employee benefits, employment, energy industry, global practices, government contracts, green business and sustainability, healthcare industry, hedge fund, hospitality industry, international trade, legislative and regulatory, litigation, media law, privacy and data protection, private wealth, real estate, sports and entertainment, and tax. The company was founded by Newton D. Baker, Joseph C. Hostetler and Thomas L. Sidlo on January 1, 1916 and is headquartered in Cleveland, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Jacobs Entertainment, Inc.
 Jacobs Entertainment, Inc. Media ConglomeratesConsumer Services Jacobs Entertainment, Inc. develops, owns, and operates gaming, pari-mutuel wagering, leisure and entertainment facilities. It develops and acquires real estate assets, including commercial and multi-family residential properties. The company was founded in 1977 and is headquartered in Lakewood, CO. | Media Conglomerates | General Counsel |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Cina | 3 |
| Arabia Saudita | 2 |
Settori
| Consumer Services | 27 |
| Finance | 15 |
| Health Technology | 4 |
| Commercial Services | 3 |
| Utilities | 2 |
Posizioni
| Corporate Officer/Principal | 157 |
| Director/Board Member | 112 |
| Undergraduate Degree | 93 |
| Analyst-Equity | 61 |
| Portfolio Manager-Equities | 57 |
Contatti più connessi
| Insiders | |
|---|---|
| Bryan Williams | 22 |
| Lars-Åke Valdermar Norling | 21 |
| Sulaiman Al-Twaijri | 18 |
| Nadim Qureshi | 15 |
| Marc Penn | 15 |
| Steven D. Girouard | 14 |
| Anthony Charles Schnur | 14 |
| Brian Hersman | 14 |
| Kerstin Guenther | 14 |
| Abdulmalik Al-Hogail | 14 |
| Hiroyuki Fujita | 12 |
| Kenneth Lin | 12 |
| Aaron Ames | 11 |
| Ruslan Ilyasov | 11 |
| Miles Molyneaux | 11 |
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