Michael P. Manning
Analyst-Equity presso Envestnet Asset Management, Inc.
Provenienza dei contatti di primo grado di Michael P. Manning
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.
32
| Subsidiary | Investment Managers | 32 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Michael P. Manning tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Chief Investment Officer Director of Research - Equity Analyst-Equity Portfolio Manager-Equities | |
| University of Colorado Boulder | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| ENVESTNET, INC. | Packaged Software | Chief Executive Officer Founder Founder | |
| Illinois Institute of Technology | College/University | Graduate Degree Graduate Degree Graduate Degree | |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Colorado Denver | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree | |
Prima Capital Advisors LLC
 Prima Capital Advisors LLC Investment ManagersFinance Prima Capital Advisors LLC (Prima) is a SEC-registered investment advisor headquartered in Scarsdale, New York. The firm was founded by Gregory White in 2002 and was acquired by Blue Owl Capital, Inc. (NYSE: OWL) in 2024. Prima advises institutional clients and private funds on real estate debt investments. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Portfolio Management Consultants, Inc.
 Portfolio Management Consultants, Inc. Investment ManagersFinance Part of Envestnet, Inc., Portfolio Management Consultants, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help people achieve their long-term financial goals. The company is based in Denver, CO. The company equips advisors with the necessary tools and resources to provide impactful financial advice to their clients. The company was founded by Brandon Rockwell Thomas, Marc N. Geman. | Investment Managers | Founder Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree | |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Metamorphosis Money Management LLC
 Metamorphosis Money Management LLC Investment ManagersFinance Metamorphosis Money Management LLC provides investment advice. The private company is based in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
| University of Wisconsin-Whitewater | College/University | Undergraduate Degree | |
| University of Science & Technology of China | College/University | Undergraduate Degree | |
Cerulli Associates, Inc.
 Cerulli Associates, Inc. Investment ManagersFinance Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992. | Investment Managers | Corporate Officer/Principal | |
| MIT Sloan School of Management | College/University | Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| Central College | College/University | Undergraduate Degree | |
| Securities Finance Trust Co. | Corporate Officer/Principal | ||
| Thunderbird School of Global Management | College/University | Masters Business Admin | |
| Bridgewater State College | College/University | Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
| St. Lawrence University | College/University | Undergraduate Degree | |
| Aurora University | College/University | Undergraduate Degree | |
ARGI Investment Services LLC
 ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
| Indian Institute of Science Education & Research | College/University | Undergraduate Degree | |
University of Nevada
 University of Nevada Other Consumer ServicesConsumer Services University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV. | College/University | Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree | |
| Lowa State University | College/University | Undergraduate Degree | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree | |
| KRISPY KREME, INC. | Food Distributors | Investor Relations Contact | |
| University of Illinois | College/University | Masters Business Admin | |
| Baylor University | College/University | Undergraduate Degree | |
| University of Kansas | College/University | Masters Business Admin | |
Mesirow Financial, Inc.
 Mesirow Financial, Inc. Investment ManagersFinance A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow. | Investment Managers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
| Wellesley College | College/University | Undergraduate Degree | |
| University of Iowa | College/University | Doctorate Degree | |
| The University of Texas at Austin | College/University | Masters Business Admin | |
| John Carroll University | College/University | Masters Business Admin | |
RWA Wealth Partners LLC
 RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Investment Managers | Chief Investment Officer | |
| RS Variable Products Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
| RS Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree | |
The Field Museum of Natural History
 The Field Museum of Natural History Other Consumer ServicesConsumer Services The Field Museum of Natural History houses biological and anthropological collections of specimens. It supports both informal and more structured public learning through exhibits and educational programs. Its curatorial and scientific staff conducts research on the fields of Anthropology, Biology, Geology, and Zoology. The Field Museum was founded in 1893 and is located in Chicago, Illinois. | Other Consumer Services | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Cina | 3 |
| India | 2 |
Settori
| Consumer Services | 30 |
| Finance | 17 |
| Miscellaneous | 3 |
| Technology Services | 2 |
| Distribution Services | 2 |
Posizioni
| Undergraduate Degree | 31 |
| Corporate Officer/Principal | 29 |
| Analyst-Equity | 21 |
| Masters Business Admin | 12 |
| Portfolio Manager-Equities | 11 |
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