Kyle Lyndon Schneider
Analyst-Equity presso VELA Investment Management LLC
Provenienza dei contatti di primo grado di Kyle Lyndon Schneider
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Diamond Hill Capital Management, Inc.
 Diamond Hill Capital Management, Inc. Investment ManagersFinance Diamond Hill Capital Management, Inc. (Diamond Hill) is a SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded in 2000 and is a wholly-owned subsidiary of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL). Diamond Hill provides investment management services to individual and institutional investors through mutual funds and separate accounts. The firm also offers investment advisory services to the clients of wrap sponsors.
42
| Subsidiary | Investment Managers | 42 |
VELA Investment Management LLC
 VELA Investment Management LLC Investment ManagersFinance VELA Investment Management LLC (VELA) is an independent, SEC-registered investment advisor headquartered in New Albany, Ohio. The firm was founded in 2019 by Ric Dillon, Lisa Wesolek, and Jason Job. VELA provides services to individuals and institutions through separate accounts and private asset management.
13
| Private Company | Investment Managers | 13 |
Citi Fund Services Ohio, Inc.
7
| Subsidiary | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kyle Lyndon Schneider tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Drew University | College/University | Undergraduate Degree | |
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 Analyst-Fixed Income | |
| THE SWISS HELVETIA FUND INC. | Investment Trusts/Mutual Funds | Compliance Officer Corporate Secretary | |
Brandywine Global Investment Management LLC
 Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Nationwide Financial Services, Inc.
 Nationwide Financial Services, Inc. Life/Health InsuranceFinance Nationwide Financial Services, Inc. engages in long-term savings and retirement products. It develops and sells individual annuities, private and public sector group retirement plans, other investment products sold to institutions. It also provides life insurance and investment advisory services. The company was founded in November 1996 and is headquartered in Columbus, OH. | Life/Health Insurance | Corporate Officer/Principal | |
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 | |
Ohio Public Employees Retirement System
 Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
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 | |
| Mutual Fund & Variable Insurance Trust | Investment Trusts/Mutual Funds | Treasurer | |
| EXELON CORPORATION | Electric Utilities | Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
| Unified Series Trust | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
| Strategy Shares | Investment Trusts/Mutual Funds | Treasurer | |
Capitol Series Trust
 Capitol Series Trust Investment Trusts/Mutual FundsMiscellaneous Capitol Series Trust operates as a open- end investment fund/investment trust. It is authorized to issue an unlimited number of shares of beneficial interest with no par value. The company currently offers Shares of the Meritage Growth Equity Fund, the Meritage Value Equity Fund, and the Meritage Yield-Focus Equity Fund. It currently offers two classes of shares, Institutional Shares and Investor Shares. The company's investment adviser is Meritage Portfolio Management, Inc. The investment objective of the company is to seek growth of capital. Income is a secondary objective for the company. It invests primarily in equity securities of domestic companies. The company was founded on September 18, 2013 and is headquartered in Indianapolis, IN. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Outlook Funds Trust
 Outlook Funds Trust Financial ConglomeratesFinance Outlook Funds Trust operates as an open-end management investment company. It is an instrument which permits to offer separate series of shares of beneficial interest. The trust reserves the right to create and issue shares of additional funds. Outlook Funds Trust was founded on October 18, 2013 and is headquartered in Portland, ME. | Financial Conglomerates | Corporate Secretary | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| University of Virginia | College/University | Graduate 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 | Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| DIAMOND HILL INVESTMENT GROUP, INC. | Investment Managers | Chief Executive Officer Director/Board Member Chief Executive Officer Chief Investment Officer | |
| London Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Ohio Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Mumbai | College/University | Undergraduate Degree Undergraduate Degree | |
| University of St. Andrews | College/University | Undergraduate Degree Graduate Degree | |
Nationwide Insurance Co.
 Nationwide Insurance Co. Insurance Brokers/ServicesFinance Nationwide Insurance Co. provides insurance services. The company was founded in 1925 and is headquartered in Columbus, OH. | Insurance Brokers/Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Dayton | College/University | Masters Business Admin Masters Business Admin | |
| Foreside Compliance Services LLC | Corporate Officer/Principal Compliance Officer | ||
Huntington Asset Services
 Huntington Asset Services Investment ManagersFinance Part of Huntington Bancshares, Inc., Huntington Asset Services provides investment advice. The company is based in Indianapolis, IN. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Ohio Dominican University | College/University | Director/Board Member Director/Board Member | |
Foreside Fund Officer Services LLC
 Foreside Fund Officer Services LLC Financial ConglomeratesFinance Foreside Fund Officer Services LLC provides investment services. The private company is based in Columbus. | Financial Conglomerates | Corporate Officer/Principal Compliance Officer | |
| Harding University | College/University | Undergraduate Degree | |
| Bridgewater State College | College/University | Undergraduate Degree | |
PDS Planning, Inc.
 PDS Planning, Inc. Investment ManagersFinance PDS Planning, Inc. (PDS) is an independent asset management firm headquartered in Dublin, Ohio. The firm was founded by Robert Hamilton in 1985. PDS offers financial planning and investment advisory services to individuals, business entities, corporate trusts, pension plans, charitable institutions, and non-profit corporations. | Investment Managers | Corporate Officer/Principal | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
Indian Institute of Technology Madras
 Indian Institute of Technology Madras Other Consumer ServicesConsumer Services The Indian Institute of Technology, Madras, is among the foremost of institutes of national importance in higher technological education and in basic and applied research. The Institute, with nearly 360 faculty, 4000 students, 1250 administrative and supporting staff, is a self-contained campus and is located in a beautiful, wooded land of about 250 hectares in South Madras | College/University | Undergraduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree | |
| New York University | College/University | Masters Business Admin | |
abrdn (USA) Ltd.
 abrdn (USA) Ltd. Investment ManagersFinance abrdn (USA) Ltd. (abrdn USA) is an investment advisory firm headquartered in Boston, Massachusetts. The firm was founded in 2001 and formerly known as SL Investments (No.1) Ltd. and as Standard Life Investments (USA) Ltd. They are a subsidiary of abrdn Investment Management Ltd., ultimately owned by abrdn Plc (LON: ABDN) in Great Britain. abrdn USA provides investment products and solutions to individuals, governments, pension funds, insurers, companies, charities and foundations. | Investment Managers | Analyst-Fixed Income | |
| Packer Collegiate Institute, Inc. | College/University | Corporate Officer/Principal | |
| Tepper School of Business | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Regno Unito | 3 |
| India | 3 |
Settori
| Consumer Services | 21 |
| Finance | 20 |
| Miscellaneous | 6 |
| Technology Services | 3 |
| Utilities | 2 |
Posizioni
| Corporate Officer/Principal | 74 |
| Analyst-Equity | 57 |
| Undergraduate Degree | 54 |
| Portfolio Manager-Equities | 29 |
| Graduate Degree | 19 |
Contatti più connessi
| Insiders | |
|---|---|
| Heather Brilliant | 12 |
| Patrick Keniston | 11 |
| Ric Dillon | 11 |
| Jack P. Huntington | 11 |
| James Laird | 10 |
| Robert Silva | 8 |
| Krishna Mohanraj | 8 |
| Jenny Hubbard | 8 |
| Laura Anne O'Dell | 8 |
| Mark Myron Jackson | 8 |
| John David McClain | 7 |
| Eric S. Kleppe | 7 |
| Brian P. Hilderbrand | 7 |
| Robert Craig Sharpe | 7 |
| Adam Xiao | 6 |
- Borsa valori
- Insiders
- Kyle Lyndon Schneider
- Connessioni Società
