Michael Winkle
Economista presso Optimum Investment Advisors LLC
Provenienza dei contatti di primo grado di Michael Winkle
Entità | Tipo di entità | Settore Industriale | |
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Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities.
22
| Subsidiary | Investment Managers | 22 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Michael Winkle tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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University of Illinois | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Masters Business Admin Undergraduate Degree Graduate Degree | |
Northern Illinois University | College/University | Masters Business Admin Undergraduate Degree | |
DePauw University | College/University | Undergraduate Degree Graduate Degree | |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance 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. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Marquette University | College/University | Undergraduate Degree Masters Business Admin | |
Summit Investment Management Ltd.
Summit Investment Management Ltd. Investment ManagersFinance Summit Investment Management Ltd. (Summit) is a SEC-registered investment advisor and wealth management firm headquartered in Greenfield, Wisconsin. The Edward J. Gaffney & Elizabeth A. Gaffney Revocable Trust, the Chandler Herrera Family Trust, and Thomas A. Carroll are the principal owners of the firm. Founded in 1987, Summit offers a wide range of investment portfolios for individuals, institutions and businesses. | Investment Managers | President Chairman | |
Davidson College | College/University | Undergraduate Degree | |
A. Montag & Associates, Inc.
A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Investment Managers | Analyst-Equity | |
The University of Chicago | College/University | Masters Business Admin | |
Zurich Insurance Group
Zurich Insurance Group Property/Casualty InsuranceFinance Part of Zurich Insurance Group AG, the company is an insurance concern. The company is based in Schaumburg, IL. | Property/Casualty Insurance | Corporate Officer/Principal | |
Driehaus Capital Management LLC
Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is majority-owned by Driehaus Capital Holdings LLLP. Driehaus manages long-only equity and multi-asset alternative strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Corporate Officer/Principal | |
Keller Graduate School of Management | College/University | Masters Business Admin | |
Elmhurst College | College/University | Undergraduate Degree | |
Omidyar Network LLC
Omidyar Network LLC Investment ManagersFinance Omidyar Network LLC (Omidyar Network) is a venture capital firm, a subsidiary of Omidyar Network Commons LLC founded in 2004 by Pierre Omidyar and Pam Omidyar. The firm is headquartered in Redwood City, California. | Investment Managers | Chief Tech/Sci/R&D Officer | |
Metropolitan Family Services
Metropolitan Family Services Miscellaneous Commercial ServicesCommercial Services Metropolitan Family Services provides advice, counseling, and other supportive services to families and individuals. It empowers families to learn, to earn, to heal and to thrive through services provided in four key areas such as economic stability, education, emotional wellness and empowerment. The company was founded in 1857 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Director/Board Member | |
Paylocity Corp.
Paylocity Corp. Internet Software/ServicesTechnology Services Paylocity Corp. provides online payroll and human resource solutions. The firm offers payroll solutions, human resources services, talent management, mobile services, data customization, cloud computing, tax services, ancillary services, benefits administration, and applicant tracking. The company was founded by Steven I. Sarowitz in 1997 and is headquartered in Arlington Heights, IL. | Internet Software/Services | Corporate Officer/Principal | |
Benedictine University | College/University | Masters Business Admin | |
Feldman Securities Group LLC
Feldman Securities Group LLC Investment ManagersFinance Feldman Securities Group LLC provides investment advice. The private company is based in Overland Park, KS. | Investment Managers | Corporate Officer/Principal | |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
Loyola University of Chicago | College/University | Masters Business Admin | |
Hambrecht & Quist Philippines, Inc. | Corporate Officer/Principal | ||
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Portfolio Manager-Equities | |
H. C. Wainwright & Co. LLC
H. C. Wainwright & Co. LLC Investment Banks/BrokersFinance H. C. Wainwright & Co. LLC (H. C. Wainwright) is a full-service broker/dealer headquartered in New York City. The firm was founded in 1868 and is a subsidiary of HCWHC, Inc. H. C. Wainwright delivers industry insights and real-time execution to both public and private small and middle-sized global emerging market companies. With a focus on identifying buyers and sellers in illiquid and difficult to trade equities, the firm specializes in block trading and providing liquidity in these securities with as little market impact as possible. | Investment Banks/Brokers | Corporate Officer/Principal | |
Kellstadt Graduate School of Business | College/University | Masters Business Admin | |
DePaul University | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
Zazove Convertible Securities Fund, Inc.
Zazove Convertible Securities Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Zazove Convertible Securities Fund, Inc. is a closed-end investment company. Its objective is to realize long-term growth, current income and the preservation of capital primarily through investing in a portfolio of convertible securities. The company is headquartered in Incline Village, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
The Northern Trust Co.
The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
Federated MDTA LLC
Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | Investment Managers | Corporate Officer/Principal | |
San Francisco State University | College/University | Undergraduate Degree | |
Michigan State University | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 49 |
Filippine | 2 |
Settori
Finance | 28 |
Consumer Services | 17 |
Technology Services | 3 |
Commercial Services | 2 |
Miscellaneous | 2 |
Posizioni
Corporate Officer/Principal | 37 |
Portfolio Manager-Equities | 27 |
Undergraduate Degree | 17 |
Masters Business Admin | 10 |
Analyst-Equity | 7 |
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