Kristina Castle
Investitore di Private Equity presso Rockbrook Advisors LLC
Provenienza dei contatti di primo grado di Kristina Castle
Entità | Tipo di entità | Settore Industriale | |
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University of Nebraska
41
| College/University | Other Consumer Services | 41 |
Creighton University
27
| College/University | Other Consumer Services | 27 |
Rockbrook Advisors LLC
Rockbrook Advisors LLC Investment ManagersFinance Rockbrook Advisors LLC (Rockbrook Advisor) is a private equity firm founded in 2005.The firm is headquartered in Omaha, Nebraska.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kristina Castle tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Janus Henderson Investors US LLC
Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a SEC-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., owned by Janus Henderson Group plc (NYSE: JHG, LSE: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Analyst-Equity | |
The First National Bank of Omaha (Investment Management)
The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Investment Managers | Analyst-Equity Director of Investments | |
ASB Capital Management LLC
ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Investment Managers | General Counsel | |
Axos Clearing LLC
Axos Clearing LLC Regional BanksFinance Founded in 2001, Legent Clearing LLC is a broker/dealer located in Omaha, Nebraska. The firm is a subsidiary of COR Securities Holdings, Inc. and their ultimate parent is COR Capital LLC. They provide trade execution, securities clearance and settlement processing services to brokers and dealers in the US. Legent Clearing's products and services include annuities, retirement plans services, technology solutions, product literature and technology demos. | Regional Banks | Institutional Sales | |
McCarthy Capital Corp.
McCarthy Capital Corp. Investment ManagersFinance McCarthy Capital Corp (McCarthy Capital) is a private equity subsidiary of MGI Holdings Inc founded in 1986 by Michael R McCarthy. The firm is headquartered in Omaha, Nebraska. | Investment Managers | Private Equity Analyst Private Equity Investor Private Equity Investor | |
Concourse Financial Group Securities, Inc.
Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs. | Investment Managers | Chief Executive Officer | |
Ameritas Investment Partners, Inc.
Ameritas Investment Partners, Inc. Investment ManagersFinance Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Corporate Officer/Principal | |
Sage Partners LLC
Sage Partners LLC Miscellaneous Commercial ServicesCommercial Services Sage Partners LLC is engaged in management consulting and venture development services. The company was founded by Thomas L. Doorley, John R. Gaulding and Edward F. West in 2001 and is headquartered in Wellesley Hills, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
SIAM CITY CEMENT | Construction Materials | Director/Board Member | |
PT ASTRA INTERNATIONAL TBK | Wholesale Distributors | Director/Board Member | |
CYCLE & CARRIAGE BINTANG | Specialty Stores | Director/Board Member | |
School of Oriental & African Studies | College/University | Graduate Degree | |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
University of Central Missouri | College/University | Undergraduate Degree | |
Charleston Southern University | College/University | Undergraduate Degree | |
Florida State University | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Graduate Degree Graduate Degree | |
The University of Alabama | College/University | Undergraduate Degree | |
University of Illinois | College/University | Masters Business Admin | |
University of Iowa | College/University | Masters Business Admin Undergraduate Degree | |
United States Air Force Academy | College/University | Undergraduate Degree | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Masters Business Admin | |
Association for Financial Professionals, Inc.
Association for Financial Professionals, Inc. Miscellaneous Commercial ServicesCommercial Services Association for Financial Professionals, Inc. provides treasury management services. It provides training, certification, career counseling and other professional development services and hosts an annual four-day conference. The firm also publishes AFP Exchange, a bimonthly magazine. Its committee on Investment of Employee Benefit Assets represents executives who oversee investment funds of pension and benefit plans. The company was founded in 1980 and is headquartered in Bethesda, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Farmers New World Life Insurance Co.
Farmers New World Life Insurance Co. Life/Health InsuranceFinance Farmers New World Life Insurance Co., Inc. provides life insurance services. The firm offers universal, term, whole, and variable life insurance products. The company was founded in 1910 and is headquartered in Bellevue, WA. | Life/Health Insurance | President | |
US Department of Defense (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Footprints Asset Management & Research, Inc.
Footprints Asset Management & Research, Inc. Investment ManagersFinance Footprints Asset Management & Research, Inc. (FAMR) is an independent registered investment advisory firm headquartered in Omaha, Nebraska. The firm was founded by Steve Lococo in 2003. FAMR provides advisory services to individual and institutional clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Tributary Capital Management LLC
Tributary Capital Management LLC Investment ManagersFinance Tributary Capital Management LLC (Tributary) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2005 and is a wholly owned subsidiary of First National Bank of Omaha, which in turn a wholly owned subsidiary of First National of Nebraska, Inc. (OTCMKTS: FINN). Tributary and First Investment Group (formerly a department of First National Bank of Omaha) merged in May 2010. The event constituted a change in ownership only, as the investment strategies and personnel remained the same for each of the prior firms. Tributary provides investment management services to institutional and individual investors and to registered investment companies. The firm also participates in wrap fee programs and provides model-based offerings. | Investment Managers | Analyst-Equity Sales & Marketing Analyst-Equity | |
REFRIGERATION ELECTRICAL ENGINEERING CORPORATION | Electronics/Appliances | Director/Board Member | |
Financial Industry Regulatory Authority, Inc.
Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
Old Reliable Casualty Co.
Old Reliable Casualty Co. Property/Casualty InsuranceFinance Part of Kemper Corp., Old Reliable Casualty Co. is a private company based in St. Louis, MO. Old Reliable Casualty Co. was founded in 1978. | Property/Casualty Insurance | President | |
Jeffrey Slocum & Associates, Inc.
Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN. | Investment Managers | Corporate Officer/Principal | |
Allstate Financial Services, Inc.
Allstate Financial Services, Inc. Finance/Rental/LeasingFinance Allstate Financial Services, Inc. engages in the provision of financial mortgage services. The company was founded in 1989 and is headquartered in Pittsburgh, PA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
NEW TIMES ENERGY CORPORATION LIMITED | Wholesale Distributors | Director/Board Member | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Siam City Cement Lanka Ltd.
Siam City Cement Lanka Ltd. Construction MaterialsNon-Energy Minerals Siam City Cement Lanka Ltd. manufactures cement. The private company is based in Colombo, Sri Lanka and has subsidiaries in Sri Lanka. | Construction Materials | Director/Board Member | |
Tianjin Normal University | College/University | Undergraduate Degree | |
Lincoln Financial Securities Corp.
Lincoln Financial Securities Corp. Investment Banks/BrokersFinance Part of Osaic, Inc., Lincoln Financial Securities Corp. is a company that provides brokerage dealing and investment advisory services. The company is based in Fort Wayne, IN. | Investment Banks/Brokers | President | |
US Air Force | Sovereign | Corporate Officer/Principal | |
Financial Services Institute, Inc. | Director/Board Member | ||
Lutz Financial Services LLC
Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 35 |
Regno Unito | 3 |
Thailandia | 2 |
Indonesia | 2 |
Malesia | 2 |
Settori
Finance | 19 |
Consumer Services | 13 |
Commercial Services | 4 |
Non-Energy Minerals | 3 |
Distribution Services | 3 |
Posizioni
Director/Board Member | 81 |
Corporate Officer/Principal | 74 |
Undergraduate Degree | 67 |
Masters Business Admin | 32 |
Analyst-Equity | 27 |
Contatti più connessi
Insiders | |
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Robert W. K. Webb | 21 |
B. J. Hansen | 20 |
Brian Zaversnik | 16 |
Bernard W. Reznicek | 15 |
Wei Ann Teng | 14 |
Arthur O. McGill | 13 |
Christopher Flint | 9 |
Craig Callahan | 9 |
Mark E. Rentschler | 9 |
Grant E. Lippincott | 7 |
Gergely Tóth | 7 |
Mark Lipscomb | 7 |
Mark Mclynn Strefling | 7 |
Sarah Sampson | 7 |
Brian Raymond Bies | 7 |
- Borsa valori
- Insiders
- Kristina Castle
- Connessioni Società