Mark Morgan
Analyst-Equity presso Thrivent Asset Management LLC
Provenienza dei contatti di primo grado di Mark Morgan
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
266
| College/University | Other Consumer Services | 266 |
The Leonard N Stern School of Business
187
| College/University | Other Consumer Services | 187 |
Thrivent Asset Management LLC
 Thrivent Asset Management LLC Investment ManagersFinance Thrivent Asset Management LLC (TAM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2005, the firm is a wholly-owned subsidiary of Thrivent Financial Holdings, Inc., which in turn is a wholly owned subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. TAM provides investment advisory services to the Thrivent Mutual Funds, a registered investment company under the Investment Company Act of 1940 that is comprised of various mutual fund series.
52
| Subsidiary | Investment Managers | 52 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Mark Morgan tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Thrivent Investment Management, Inc.
 Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Director of Research - Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Thrivent Financial for Lutherans (Investment Portfolio)
 Thrivent Financial for Lutherans (Investment Portfolio) Investment ManagersFinance Thrivent Financial for Lutherans (Investment Portfolio) (TFL-IP) is the investment portfolio division of Thrivent Financial for Lutherans (TFL), a fraternal benefit society headquartered in Minneapolis, Minnesota. Founded in 2001, TFL offers insurance products to its members. TFL-IP manages the investment portfolio of insurance clients. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Investment Committee Member Head-Equity Investments Portfolio Manager-Equities Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director of Finance/CFO Portfolio Manager-Equities | |
US Bancorp Asset Management, Inc.
 US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
RBC Global Asset Management (US), Inc.
 RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Fixed Income Analyst-Fixed Income | |
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 | Graduate Degree Graduate Degree Undergraduate Degree | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
Cargill, Inc.
 Cargill, Inc. Agricultural Commodities/MillingProcess Industries Cargill, Inc. engages in the provision of food, agricultural, financial, and industrial products and services. It specializes in food service, agriculture, meat and poultry, transportation, pharmaceutical ingredients, and beauty products. The company was founded by William Wallace Cargill in 1865 and is headquartered in Minneapolis, MN. | Agricultural Commodities/Milling | Corporate Officer/Principal Corporate Officer/Principal President | |
| University of Michigan | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
Proterra Investment Partners LP
 Proterra Investment Partners LP Investment ManagersFinance Proterra Investment Partners LP (Proterra Investment Partners) is a private equity investment firm founded in 2003. The firm headquartered in Minneapolis, Minnesota. | Investment Managers | Private Equity Investor Chief Operating Officer | |
| 3M COMPANY | Medical Specialties | Corporate Officer/Principal Corporate Officer/Principal | |
| Bethel University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Doctorate Degree | |
Piper Sandler & Co.
 Piper Sandler & Co. Regional BanksFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Invenshure LLC
 Invenshure LLC Investment ManagersFinance Invenshure LLC (Invenshure) is a venture capital firm founded in 2011 by Troy D Kopischke and Danny J Cunagin. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
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 | Masters Business Admin Doctorate Degree | |
| Seoul National University | College/University | Undergraduate Degree Graduate Degree | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Graduate Degree | |
Westwood Management Corp. (Texas)
 Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity | |
| PROTO LABS, INC. | Chemicals: Specialty | Director/Board Member Director/Board Member | |
Vital Images, Inc.
 Vital Images, Inc. Packaged SoftwareTechnology Services Vital Images, Inc. provides visualization and image analysis solutions for medical professionals in clinical analysis and therapy planning . It offers software, customer education, software maintenance and support, professional services, and third-party hardware. The company was founded in 1988 and is headquartered in Minnetonka, MN. | Packaged Software | Director/Board Member Corporate Officer/Principal | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Nuveen Asset Management LLC
 Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Gustavus Adolphus College | College/University | Undergraduate Degree Undergraduate Degree | |
| The Curtis L. Carlson School of Management | College/University | Undergraduate Degree Masters Business Admin | |
| Texas A&M University | College/University | Graduate Degree | |
Cambiar Investors LLC
 Cambiar Investors LLC Investment ManagersFinance Cambiar Investors LLC (Cambiar) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1973 and is wholly owned by Cambiar Holdings LLLP. Cambiar provides investment services to Mutual Funds and Separate Accounts for individuals and institutions, as well as to a collective investment trust for certain retirement assets. | Investment Managers | Analyst-Equity | |
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Investment Managers | Analyst-Equity | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree | |
Thomas Engineering, Inc.
 Thomas Engineering, Inc. Industrial MachineryProducer Manufacturing Thomas Engineering, Inc. designs and manufactures precision tablet press tooling. It offers field services, training for tablet coating systems and equipment, tablet coating system calibrations, multi-point system inspection, process optimization, and spare parts kits for tablet coaters. The company was founded in 1959 and is headquartered in Hoffman Estates, IL. | Industrial Machinery | Corporate Officer/Principal | |
ArrowMark Colorado Holdings LLC
 ArrowMark Colorado Holdings LLC Investment ManagersFinance ArrowMark Colorado Holdings LLC (ArrowMark) is a SEC-registered investment advisor headquartered in Denver, Colorado. Formerly known as Arrowpoint Asset Management LLC, the firm was founded in 2007 by David Corkins, Karen Reidy, and Minyoung Sohn. They are owned by CF Shirtsleeves LLC. ArrowMark provides investment management services to high-net-worth individuals and institutional clients, collateralized loan obligations (CLOs), privately offered limited partnerships and corporate investment vehicles (funds), and registered investment companies (mutual funds). | Investment Managers | Analyst-Equity | |
| Trinity College (Canada) | College/University | Undergraduate Degree | |
| LASER MASTER INTERNATIONAL, INC. | Commercial Printing/Forms | Corporate Officer/Principal | |
| The College of Wooster | College/University | Undergraduate Degree | |
| Baylor College of Medicine | College/University | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Corea del Sud | 2 |
| Regno Unito | 2 |
| Canada | 2 |
Settori
| Finance | 24 |
| Consumer Services | 21 |
| Process Industries | 3 |
| Commercial Services | 3 |
| Health Technology | 2 |
Posizioni
| Corporate Officer/Principal | 97 |
| Undergraduate Degree | 90 |
| Director/Board Member | 84 |
| Portfolio Manager-Equities | 75 |
| Analyst-Equity | 62 |
Contatti più connessi
| Insiders | |
|---|---|
| Hany M. Nada | 34 |
| Kevin Kenealey | 22 |
| Susan Nestegard | 13 |
| Heather Takahashi | 12 |
| Donald Krantz | 11 |
| Vikram Kaura | 10 |
| Mark Simenstad | 9 |
| Jaimin Soni | 9 |
| Paul Richardson | 9 |
| Karina Kirk | 8 |
| Lee Michael Byungnam | 8 |
| Peter Karazeris | 8 |
| Nick Galbreath | 8 |
| Matthew Finn | 8 |
| Charmaine Chan | 7 |
- Borsa valori
- Insiders
- Mark Morgan
- Connessioni Società
