Provenienza dei contatti di primo grado di Lori Marie Kuhlmann
Entità | Tipo di entità | Settore Industriale | |
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Weitz Investment Management, Inc.
Weitz Investment Management, Inc. Investment ManagersFinance Weitz Investment Management, Inc. (Weitz) is an independent, SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded by Wallace R. Weitz in 1983 as Wallace R. Weitz & Co. Weitz provides investment management services on a discretionary basis to registered investment companies and to a number of separate accounts.
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| Private Company | Investment Managers | 15 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Lori Marie Kuhlmann tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Creighton University | College/University | Undergraduate Degree Masters Business Admin | |
University of Nebraska | College/University | Undergraduate Degree Masters Business Admin | |
Bridges Investment Management, Inc.
Bridges Investment Management, Inc. Investment ManagersFinance Bridges Investment Management, Inc. (BIM) is a registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1994 and they are a direct subsidiary of Bridges Holding Co., ultimately owned by McCarthy Group LLC. BIM provides investment services to individuals, investment companies, trusts, estates, retirement plans, private funds, corporations and other entities, family offices, banks or thrift institutions, foundations and other charitable organizations. | Investment Managers | Analyst-Equity | |
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Investment Managers | Corporate Officer/Principal | |
Carleton College | College/University | Undergraduate Degree | |
Ariel Investments LLC
Ariel Investments LLC Investment ManagersFinance Ariel Investments LLC (Ariel) is a SEC-registered investment advisor and fund management firm headquartered in Chicago, Illinois. The firm was founded by John W. Rogers, Jr. in 1983 and is a subsidiary of ACMI, Inc. Ariel provides investment management services to a variety of individual and institutional clients in the US. The firm also serves institutional separate account clients in Canada and offers certain separate account products to professional investors in Australia and Asia. | Investment Managers | Analyst-Equity | |
Heartland Advisors, Inc.
Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Investment Managers | Analyst-Equity | |
University of Evansville | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Masters Business Admin | |
Bozell Group | Corporate Officer/Principal | ||
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
Assured Life Association
Assured Life Association Multi-Line InsuranceFinance Assured Life Association provides insurance, annuities, and investment products and services. The company's products include life insurance, cancer insurance, daily hospital supplement, and alliance and investment products like mutual funds and college savings plans. It was founded on June 6, 1890 by Joseph Cullen Root and is headquartered in Omaha, NE. | Multi-Line Insurance | Corporate Officer/Principal | |
Westminster College (Utah) | College/University | Undergraduate Degree | |
The University of Nebraska-Lincoln | College/University | Undergraduate Degree | |
Rebuilding Together, Inc.
Rebuilding Together, Inc. Other Consumer ServicesConsumer Services Rebuilding Together, Inc. operates as a leading national nonprofit in safe and healthy housing. It provides rehabilitation and home repair services. The company was founded in 1973 and is headquartered in Washington, DC. | Other Consumer Services | Corporate Officer/Principal | |
West Virginia University | College/University | Undergraduate Degree | |
UCLA Anderson School of Management | College/University | Masters Business Admin | |
First Pacific Advisors LP
First Pacific Advisors LP Investment ManagersFinance First Pacific Advisors LLC (FPA) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Founded in 2004, FPA provides investment advisory services to registered investment companies, private funds and separately managed institutional accounts. In addition, the firm provides investment sub-advisory services to investment advisers of third party-sponsored registered investment companies. | Investment Managers | Analyst-Equity | |
Kayne Anderson Rudnick Investment Management LLC
Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients. | Investment Managers | Analyst-Equity | |
Baylor University | College/University | Undergraduate Degree | |
Brigham Young University | College/University | Masters Business Admin | |
Ensign Peak Advisors, Inc.
Ensign Peak Advisors, Inc. Investment ManagersFinance Ensign Peak Advisors, Inc. is an investment management firm headquartered in Salt Lake City, Utah. The firm was founded in 1997 and serves as an investment manager of their parent company Corporation of The Presiding Bishop of The Church of Jesus, a non-profit subsidiary of The Church of Jesus Christ of Latter-day Saints. | Investment Managers | Analyst-Equity | |
PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Portfolio Manager-Fixed Income | |
Mccarthy Group Asset Management | Corporate Officer/Principal | ||
CONAGRA BRANDS, INC. | Food: Major Diversified | Corporate Officer/Principal | |
Tuck School of Business at Dartmouth | College/University | Graduate Degree | |
Tran Capital Management LP
Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company. | Investment Managers | Chairman | |
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 | |
Bates College | College/University | Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Taylor University | College/University | Undergraduate Degree | |
George K. Baum & Co.
George K. Baum & Co. Investment Banks/BrokersFinance George K. Baum & Co. is an investment banking firm with an industry-leading municipal bond business. Its clients include both individual and institutions, and it approaches each one with commitment, energy, innovation and confidence. Its focus is on helping its clients achieve their goals. It does that by providing relevant products and services in every segment of its business. It is dedicated to combining quality service with integrity and creativity- a commitment it has maintained since the firm was founded in 1928. By choosing George K. Baum & Co. as an investment partner, clients gain access to a broad array of investment opportunities and expertise. It is a leader in municipal finance and consistently ranks as one of the nation's top underwriters of negotiated municipal bonds. The firm trades government, agency and mortgage-backed securities. The Firm's affiliate, George K. Baum Capital Advisors, Inc. helps clients realize superior value primarily through mergers and acquisitions and private capital raising assignments. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree | |
Olin Business School | College/University | Masters Business Admin | |
Passport Capital LLC
Passport Capital LLC Investment ManagersFinance Passport Capital LLC (Passport) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 2000 by John H. Burbank III. Passport serves as the investment manager to privately offered pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
Williams College | College/University | Undergraduate Degree | |
Allen & Co., Inc.
Allen & Co., Inc. Investment Banks/BrokersFinance Allen & Co., Inc. engages in private placement, underwriting and brokerage services to entertainment and media companies. The company is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity | |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity | |
The Leeds School of Business | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 43 |
Settori
Consumer Services | 21 |
Finance | 19 |
Consumer Non-Durables | 2 |
Commercial Services | 2 |
Posizioni
Analyst-Equity | 20 |
Undergraduate Degree | 15 |
Corporate Officer/Principal | 13 |
Masters Business Admin | 8 |
Portfolio Manager-Equities | 7 |
Contatti più connessi
Insiders | |
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Jordan Larsen | 6 |
Peter Supino | 6 |
Dan Walker | 6 |
Brad Hinton | 5 |
Quoc Tran | 5 |
Barton Barker Hooper | 5 |
Sean Pompa | 5 |
Nolan Peter Anderson | 4 |
Dave Perkins | 3 |
Drew Weitz | 3 |
Nathan Frovin Ritz | 3 |
Charles F. Heider | 2 |
Amy Sacco | 2 |
David Kratz | 2 |
Mo Spolan | 2 |
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