Kevin Carlton
Portfolio Manager-Fixed Income presso Buckingham Strategic Wealth LLC
Provenienza dei contatti di primo grado di Kevin Carlton
Entità | Tipo di entità | Settore Industriale | |
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University of Dayton
56
| College/University | Other Consumer Services | 56 |
Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations.
23
| Subsidiary | Investment Managers | 23 |
St. Louis University
17
| College/University | Other Consumer Services | 17 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kevin Carlton tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Harris Associates LP
Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Washington University in St. Louis | College/University | Graduate Degree Doctorate Degree | |
State Teachers Retirement System of Ohio
State Teachers Retirement System of Ohio Investment ManagersFinance The State Teachers Retirement System of Ohio (STRS Ohio) is a State-owned pension fund management firm headquartered in Columbus, Ohio. The firm was founded in 1919 and manages pension assets for active, inactive and retired Ohio public educators. STRS Ohio operates under the guidelines of Chapter 3307 of the Ohio Revised Code as enacted by the Ohio General Assembly. They are legally separated from and fiscally independent of state and local governments. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
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 Analyst-Equity | |
Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
James Investment Research, Inc.
James Investment Research, Inc. Investment ManagersFinance James Investment Research, Inc. (James Investment) is an independent, SEC-registered investment advisor headquartered in Xenia, Ohio. Founded in 1972, JIR provides comprehensive wealth management services to individual and institutional clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
CastleArk Management LLC
CastleArk Management LLC Investment ManagersFinance Founded in 1999 by Jerry Castellini and Ed Clark, CastleArk Management LLC is a registered investment adviser located in Chicago, Illinois. The firm provides investment advisory services to a variety of institutional clients, but their clients are predominantly pension plans, including corporate plans and state and local government plans. CastleArk also serves as adviser or sub-adviser to investment companies and collective trusts. Their clients may also include foundations and corporate accounts, plus a few high net-worth individuals. CastleArk's affiliated adviser CastleArk Alternatives, L.L.C. sponsors hedge funds for qualified investors. | Investment Managers | Chief Executive Officer | |
Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Investment Managers | Corporate Officer/Principal | |
Edward Jones Trust Co.
Edward Jones Trust Co. Savings BanksFinance Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association. | Savings Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Edward D. Jones & Co. LP
Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Investment Managers | Corporate Officer/Principal | |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
Northcoast Research Partners LLC
Northcoast Research Partners LLC Investment ManagersFinance Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
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. | Investment Managers | Portfolio Manager-Equities | |
Northern Trust Global Investments | Corporate Officer/Principal Corporate Officer/Principal | ||
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 | |
Creighton University | College/University | Undergraduate 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 | |
Indiana University | College/University | Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin | |
Lindenwood University | College/University | Graduate Degree Undergraduate Degree | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
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 Masters Business Admin Graduate Degree | |
Purdue University | College/University | Undergraduate Degree Graduate Degree | |
Westminster College (Pennsylvania) | College/University | Undergraduate Degree | |
Baruch College | College/University | Undergraduate Degree Masters Business Admin | |
Village Green (Michigan)
Village Green (Michigan) Real Estate DevelopmentFinance Village Green Cos. provides property management and other related services for apartment owners. Its services include property management, commercial and retail, business development, client services, and VG preferred services. The company was founded in 1966 and is headquartered in Farmington Hills, MI. | Real Estate Development | Corporate Officer/Principal | |
General Electric Healthcare Technologies, Inc.
General Electric Healthcare Technologies, Inc. Medical/Nursing ServicesHealth Services General Electric Healthcare Technologies, Inc. provides transformational medical technologies and services. The company is headquartered in Houston, TX. | Medical/Nursing Services | Corporate Officer/Principal | |
The Buckingham Family of Financial Services
The Buckingham Family of Financial Services MiscellaneousMiscellaneous The Buckingham Family of Financial Services operates as a holding company. The firm offers investment advice to individuals and corporations. It provides services though divisions such as Buckingham Asset Management, BAM Adivsor Services, and Bemiston Insurance Services. The company was founded by Bert Schweizer III, Stuart Joseph Zimmerman, Paul Steven Forman, and Steven Harvey Funk in 1994 and is headquartered in St. Louis, MO. | Miscellaneous | Founder Chief Executive Officer | |
Business Training Library, Inc.
Business Training Library, Inc. Miscellaneous Commercial ServicesCommercial Services Business Training Library, Inc. provides online employee training and eLearning solutions. It offers learning management including classroom and virtual classroom, custom content management, reporting and analytics; and social learning includes user generates content, collaboration, knowledge management and peer recognition technology. The company provides implementation support, technical support and professional services. Business Training Library was founded by Dean Pichee in 1996 and is headquartered in Chesterfield, MO. | Miscellaneous Commercial Services | Director of Finance/CFO | |
Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Investment Managers | Portfolio Manager-Equities | |
University of Missouri-St. Louis | College/University | Undergraduate Degree Masters Business Admin | |
Westlake, Reed, Leskosky Ltd.
Westlake, Reed, Leskosky Ltd. Engineering & ConstructionIndustrial Services Westlake Reed Leskosky Ltd. provides architectural services. It provides all design disciplines and project stakeholders in a collaborative, integrated design process from project outset and conceptual design through implementation and commissioning. The company was founded by Abram Garfield in 1905 and is headquartered in Cleveland, OH. | Engineering & Construction | Corporate Officer/Principal | |
Altera Energy
Altera Energy Industrial SpecialtiesProcess Industries Alterra Energy is a private company based in Akron, OH that was founded in 2009 and is led by CEO Fred Schmuck. The company has developed a thermochemical liquefaction process technology that renews discarded plastic back into its original building blocks, thus minimizing reliance on fossil fuels for the manufacturing of new plastic products. Alterra Energy's advanced recycling facility is the only full-scale, continuous plant of its kind and is certified as a pyrolysis plant and collection point for mixed plastic waste. The company utilizes a scalable, patented, thermochemical liquefaction technology to process and recycle waste plastic, diverting millions of pounds of plastic from landfills. Alterra Energy licenses its technology to entities looking to recycle more challenging plastics or seeking more sustainable products. | Industrial Specialties | President | |
Think Big Cle LLC | Corporate Officer/Principal | ||
Vadxx Energy LLC
Vadxx Energy LLC Oilfield Services/EquipmentIndustrial Services Vadxx Energy LLC operates as an alternative energy company. It converts recyclable and non-recyclable plastic into higher value energy products. It develops a proprietary technology for recycling waste plastic and converting it to Ecofuels. The firm’s plastic recycling technology produces no hazardous by-products and continuously converts waste plastic to oil, fuel and energy products. The company was founded by William Ullom in 2009 and is headquartered in Cleveland, OH. | Oilfield Services/Equipment | Chief Operating Officer | |
Ascension Investment Management LLC
Ascension Investment Management LLC Investment ManagersFinance Ascension Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 as Catholic Healthcare Investment Management Company (CHIMCO), a non-profit corporation, using Ascension Investment Management as its primary business name. In order to effectuate a change in their form of organization, substantially all of the assets and liabilities of CHIMCO were transferred to AIM. The firm is a wholly-owned subsidiary of Ascension Capital LLC, which is wholly owned by Ascension Health Alliance, a non-profit corporation organized for charitable, religious, educational and scientific purposes. AIM provides investment advice and consulting to institutional investors through a commingled investment vehicle as well as through the use of separate accounts. | Investment Managers | Analyst-Equity |
Statistiche
Distribuzione geografica
Stati Uniti | 47 |
Settori
Finance | 22 |
Consumer Services | 17 |
Industrial Services | 3 |
Health Services | 2 |
Miscellaneous | 2 |
Posizioni
Corporate Officer/Principal | 127 |
Undergraduate Degree | 95 |
Director/Board Member | 47 |
Masters Business Admin | 34 |
Portfolio Manager-Equities | 32 |
Contatti più connessi
Insiders | |
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Robert Froehlich | 42 |
G. Price | 16 |
Jackson Killion | 12 |
Andreas Burkhardt | 11 |
Barbra Keck | 11 |
Tom Hack | 9 |
Andrew J. Dalton | 8 |
Bryan Whitaker | 7 |
John C. Pollock | 7 |
Jeff Suzuki | 6 |
Kristen Shannon Steffens | 6 |
Adam Lawrence Birenbaum | 6 |
Mark John Pitcher | 6 |
Brian P. McGunnigle | 6 |
Cori R. Haper | 6 |
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