Kelly Stevenson Cliff
Nessuna posizione attualmente
Patrimonio netto: 22 M $ in data 31/05/2024
Provenienza dei contatti di primo grado di Kelly Stevenson Cliff
| 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. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.
112
| Operating Division | Investment Managers | 112 |
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education.
29
| Subsidiary | Investment Managers | 29 |
| Public Company | Investment Managers | 15 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kelly Stevenson Cliff tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity | |
Comerica Bank (Investment Management Texas)
 Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income | |
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 | Portfolio Manager-Fixed Income Director of Research - Fxd Inc | |
| BNY Mellon Investment Funds I | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a 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 Corporate Officer/Principal | |
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 Masters Business Admin Masters Business Admin | |
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 | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| Wayne State University (Michigan) | College/University | Masters Business Admin Masters Business Admin | |
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 | Director/Board Member Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
| George Washington University | College/University | Undergraduate Degree Graduate Degree | |
| University of Cambridge | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| Bentley University | College/University | Masters Business Admin Undergraduate Degree | |
| Boston College | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
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. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Graduate Degree Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
Crestview Advisors LLC
 Crestview Advisors LLC Investment ManagersFinance Crestview Advisors LLC (Crestview Partners) is a private equity firm founded in 2004 by Tom Sawyer Murphy Jr. and Barry Stuart Volpert. The firm is headquartered in Madison, New York. | Investment Managers | Investment Committee Member Investment Committee Member Private Equity Investor | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Victory Capital Management, Inc.
 Victory Capital Management, Inc. Investment ManagersFinance Victory Capital Management, Inc. is an investment management firm, which engages in the provision of institutions, financial advisors and retirement platforms. The company is headquartered in Brooklyn, OH. | Investment Managers | Chief Operating Officer Director of Finance/CFO Human Resources Officer | |
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 Undergraduate Degree | |
| University of Texas at San Antonio | College/University | Undergraduate Degree Masters Business Admin | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
Comerica Bank & Trust, NA
 Comerica Bank & Trust, NA Major BanksFinance Comerica Bank & Trust, NA operates as a nationally chartered commercial bank. The company is headquartered in Ann Arbor, MI. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| John Carroll University | College/University | Undergraduate Degree Graduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree | |
PlanRock Wealth Management LLC
 PlanRock Wealth Management LLC Investment ManagersFinance PlanRock Wealth Management LLC provides investment advice. The private company is based in Franklin, TN. The company was founded by Stephen Michael Hammers. Stephen Michael Hammers has been the CEO since incorporation. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
| University of Maryland | College/University | Undergraduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Consultant / Advisor | |
| United States Naval Academy | College/University | Undergraduate Degree Undergraduate Degree | |
| Texas State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Crestview Partners LP | Investment Managers | Director/Board Member Corporate Officer/Principal | |
| DHB CAPITAL CORP. | Financial Conglomerates | Chairman Chief Executive Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Regno Unito | 2 |
Settori
| Consumer Services | 28 |
| Finance | 22 |
| Miscellaneous | 2 |
Posizioni
| Corporate Officer/Principal | 119 |
| Analyst-Equity | 102 |
| Undergraduate Degree | 96 |
| Portfolio Manager-Equities | 92 |
| Director/Board Member | 77 |
Contatti più connessi
| Insiders | |
|---|---|
| Robert Hurst | 23 |
| Milton Berlinski | 21 |
| Robert Delaney | 18 |
| Karin Hirtler-Garvey | 17 |
| Alex Binderow | 11 |
| Michael Louis Reynal | 10 |
| Daniel Lang | 10 |
| Mac Rygiel | 9 |
| Ryan Stephen Wilsey | 9 |
| Joshua Lindland | 9 |
| Paul Leung | 8 |
| Rex Chen | 8 |
| U-Wen Kok | 8 |
| Dan LeVan | 8 |
| Ryan Notvest | 8 |
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