Kristen Shannon Steffens
Gestore di Portafoglio-Azioni presso Olive Street Investment Advisers LLC
Provenienza dei contatti di primo grado di Kristen Shannon Steffens
Entità | Tipo di entità | Settore Industriale | |
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BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.
268
| Subsidiary | Investment Managers | 268 |
London Business School
160
| College/University | Other Consumer Services | 160 |
University of Dayton
43
| College/University | Other Consumer Services | 43 |
Northern Trust Global Investments
11
| Subsidiary | 11 | |
Olive Street Investment Advisers LLC
Olive Street Investment Advisers LLC Investment ManagersFinance Olive Street Investment Advisers LLC (OSIA) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm is a subsidiary of The Jones Financial Cos. LLLP. OSIA provides investment advisory services to individuals and institutional investors.
1
| Subsidiary | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kristen Shannon Steffens tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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BlackRock Investment Management LLC
BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Investment Managers | Head-Fixed Income Invts Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Head-Equity Investments Head-Equity Investments Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities | |
BlackRock Financial Management, Inc.
BlackRock Financial Management, Inc. Investment ManagersFinance BlackRock Financial Management, Inc. (BFM) is a registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies. | Investment Managers | Head-Fixed Income Invts Analyst-Equity Analyst-Equity Head-Equity Investments Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
BLACKROCK, INC. | Investment Managers | Director/Board Member Chief Investment Officer Corporate Officer/Principal Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
BlackRock Fund Advisors
BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Head-Equity Investments Director of Research - Fxd Inc Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Head-Fixed Income Invts Head-Equity Investments Portfolio Manager-Equities | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Doctorate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Doctorate Degree | |
The University of Chicago | College/University | Masters Business Admin Director/Board Member Masters Business Admin Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Merrill Lynch Investment Managers LP
Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | President Corporate Officer/Principal Corporate Officer/Principal | |
New York University | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
Colgate University | College/University | Undergraduate Degree Undergraduate Degree Director/Board Member | |
BlackRock Investment Management (UK) Ltd.
BlackRock Investment Management (UK) Ltd. Investment ManagersFinance BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients. | Investment Managers | President Portfolio Manager-Equities Portfolio Manager-Equities | |
Northern Trust Asset Management
Northern Trust Asset Management Investment ManagersFinance Northern Trust Asset Management engages in the provision of investment management services. The company is headquartered in Chicago, IL. | Investment Managers | President Corporate Officer/Principal President | |
NORTHERN TRUST CORPORATION | Investment Managers | Director/Board Member Director of Finance/CFO Corporate Officer/Principal | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
BLACKROCK MUNIYIELD FUND, INC. | Investment Trusts/Mutual Funds | President Director/Board Member | |
BLACKROCK MUNIVEST FUND II, INC. | Investment Trusts/Mutual Funds | President Director/Board Member | |
UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
BLACKROCK MUNIYIELD QUALITY FUND, INC. | Investment Trusts/Mutual Funds | President Director/Board Member | |
BLACKROCK MUNIYIELD NEW JERSEY FUND, INC. | Investment Trusts/Mutual Funds | President Director/Board Member | |
BLACKROCK MUNIYIELD QUALITY FUND II, INC. | Investment Trusts/Mutual Funds | President Director/Board Member | |
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 | Graduate Degree Undergraduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Analyst-Equity President | |
BLACKROCK MUNIHOLDINGS FUND, INC. | Investment Trusts/Mutual Funds | President Director/Board Member | |
Yale University | College/University | Doctorate Degree Undergraduate Degree | |
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | President Chief Executive Officer | |
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 | |
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 Corporate Officer/Principal | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Northern Trust Global Services Ltd.
Northern Trust Global Services Ltd. Investment Banks/BrokersFinance Northern Trust Global Advisors Ltd. is the Great Britain-based subsidiary of Northern Trust Corp. (NASDAQ: NTRS) in the US. The firm performs non-US based asset management activities, including Northern Trust's manager-of-managers business, providing active, quantitative and manager-of-managers investment solutions to pension schemes and other institutions in the UK, Europe, Middle East and Far East. Headquartered in London, they also provide investment services in securities lending, transition management and commission recapture, which complement Northern Trust's Global Custody and Fund Administration businesses. | Investment Banks/Brokers | Chief Executive Officer President | |
Intermediate Capital Group Plc (Private Equity)
Intermediate Capital Group Plc (Private Equity) Investment ManagersFinance Intermediate Capital Group Plc (Private Equity) (ICG) is a private equity division of Intermediate Capital Group Plc founded in 1989. The firm is headquartered in London, United Kingdom. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Shepherd Kaplan Krochuk LLC
Shepherd Kaplan Krochuk LLC Investment ManagersFinance Shepherd Kaplan Krochuk LLC (SKK) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was originally founded in 2001 by Gregory Fraser, Rudolph Kluiber and Timothy Krochuk as GRT Capital Partners LLC. In 2017, Shepherd Kaplan LLC, a Boston-based registered investment advisor, combined their business with GRT Capital Partners. The transaction resulted in Shepherd Kaplan LLC becoming a majority-owned and wholly-controlled subsidiary of GRT Capital Partners. GRT Capital Partners' name was changed to Shepherd Kaplan Krochuk LLC. SKK offers regular and continuous advisory services for private investment funds, pension plans, investment companies, institutions, endowments & foundations, private clients, family offices, and high net worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
BLACKROCK MUNIYIELD CALIFORNIA FUND, INC. | Investment Trusts/Mutual Funds | President Director/Board Member | |
Dalhousie University | College/University | Graduate Degree Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 46 |
Regno Unito | 3 |
Francia | 2 |
Giappone | 2 |
Canada | 2 |
Settori
Finance | 22 |
Consumer Services | 19 |
Miscellaneous | 11 |
Commercial Services | 2 |
Posizioni
Director/Board Member | 186 |
Corporate Officer/Principal | 169 |
Portfolio Manager-Equities | 100 |
President | 88 |
Undergraduate Degree | 78 |
Contatti più connessi
Insiders | |
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Rob Fairbairn Fairbairn | 94 |
Bob Doll | 81 |
Kevin Michael Klingert | 42 |
Greg Fleming | 26 |
Steve Potter | 25 |
Curtis Yates Arledge | 17 |
Dan Rice | 17 |
Eze Vidra | 17 |
Jason Tyler | 15 |
Chun-Hsien Wei | 14 |
Shundrawn Thomas | 13 |
Carsten Egeriis | 12 |
Sushant Kumar | 10 |
Xiang Liu | 10 |
Dan Hanson | 10 |
- Borsa valori
- Insiders
- Kristen Shannon Steffens
- Connessioni Società