Navneesh Malhan
Gestore di Portafoglio-Azioni presso Morningstar Investment Management LLC
Provenienza dei contatti di primo grado di Navneesh Malhan
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of California, Berkeley
145
| College/University | Other Consumer Services | 145 |
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.
67
| Operating Division | Investment Managers | 67 |
University of Delhi
60
| College/University | Other Consumer Services | 60 |
Panjab University Chandigarh
28
| College/University | Other Consumer Services | 28 |
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.
19
| Subsidiary | Investment Managers | 19 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Navneesh Malhan tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
Maverick Capital Ltd.
 Maverick Capital Ltd. Investment ManagersFinance Maverick Capital Ltd. (Maverick) is a SEC-registered investment advisor and hedge fund manager headquartered in Dallas, Texas. They are a wholly-owned subsidiary of Cohasset Ltd. The firm was founded by Lee Ainslie III in 1993. Maverick provides advisory services to hedge funds, funds of funds, funds making venture capital investments, a private equity fund and related co-investment vehicle, other pooled investment vehicles, and institutional investors. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| T. ROWE PRICE GROUP INC. | Investment Managers | Chairman Corporate Officer/Principal | |
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 | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Morningstar Investment Services LLC
 Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Investment Managers | President Portfolio Manager-Equities President Chief Investment Officer | |
| University of Notre Dame | College/University | Masters Business Admin Masters Business Admin | |
Skoll Foundation
 Skoll Foundation Financial ConglomeratesFinance The Skoll Foundation invests in social entrepreneurs through its flagship award program, the Skoll Awards for Social Entrepreneurship. These three-year awards support the continuation, replication or extension of programs that have proved successful in addressing a broad array of critical social issues: tolerance and human rights, health, environmental sustainability, economic and social equity, institutional responsibility, and peace and security. The foundation was founded in 1999 by Jeff Skoll and is located is Palo Alto, California. | Financial Conglomerates | Corporate Officer/Principal Portfolio Manager-Equities | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Market Strategist | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | 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 | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Graduate Degree Doctorate Degree | |
| MORNINGSTAR, INC. | Investment Managers | Chief Executive Officer Founder Corporate Officer/Principal | |
| Princeton University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Analyst-Equity Analyst-Equity 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 | Chief Executive Officer Founder Analyst-Equity | |
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 Undergraduate Degree | |
| University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree | |
| MIT Sloan School of Management | College/University | Masters Business Admin Masters Business Admin | |
inDinero, Inc.
 inDinero, Inc. Packaged SoftwareTechnology Services inDinero, Inc. provides enterprise software solutions. The firm’s dashboard enables users to send invoices, manage financial accounts and track receipts online. The company’s solutions download data from financial accounts and help users to plan and budget money. inDinero was founded by Jessica L. Mah, Barrica Andrea and Andy Su in 2009 and is headquartered in San Francisco, CA. | Packaged Software | Founder Founder | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Drexel University | College/University | Undergraduate Degree Undergraduate Degree | |
Morningstar Investment Management Europe Ltd.
 Morningstar Investment Management Europe Ltd. Investment ManagersFinance Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Doctorate Degree | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Monmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Puerto Buenavista SA
 Puerto Buenavista SA Puerto Buenavista SA operates as a cargo terminal. Its services include water supply, crew change, provisioning, sewage water, and fuel transfer supply. The company was founded in August 2009 and is headquartered in Cartagena, Colombia. | Director/Board Member | ||
| Universidade Federal do Rio Grande do Sul | College/University | Corporate Officer/Principal | |
| Stanford University | College/University | Doctorate Degree | |
Saam Puertos SA
 Saam Puertos SA Other TransportationTransportation Saam Puertos SA is a port services company. It is engaged in the construction, acquisition, development, operation, exploitation of ports and port terminals, and the provision of port services. The company is headquartered in Valparaíso, Chile. | Other Transportation | Director/Board Member | |
Aerosan Airport Services SA
 Aerosan Airport Services SA AirlinesTransportation Aerosan Airport Services SA provides a scheduled passenger airline transport services. The company is headquartered in Santiago, Chile. | Airlines | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 43 |
| Regno Unito | 3 |
| Cile | 3 |
| Colombia | 2 |
| Brasile | 2 |
Settori
| Consumer Services | 27 |
| Finance | 18 |
| Technology Services | 3 |
| Transportation | 3 |
Posizioni
| Undergraduate Degree | 94 |
| Director/Board Member | 92 |
| Analyst-Equity | 91 |
| Corporate Officer/Principal | 86 |
| Portfolio Manager-Equities | 68 |
Contatti più connessi
| Insiders | |
|---|---|
| Macario Valdés Raczynzki | 46 |
| Brian Rogers | 19 |
| Kunal Kapoor | 15 |
| Joe Mansueto | 14 |
| Kevin P. Loome | 11 |
| Steph Jackson | 10 |
| Zishan Haroon | 10 |
| Doug McGraw | 9 |
| Daniel Needham | 9 |
| Dmitri Vaisberg | 9 |
| Jodi Love | 9 |
| Jill Jortner | 9 |
| Peter Stournaras | 9 |
| Rouven Wool-Lewis | 8 |
| Mark Breidenbach | 8 |
- Borsa valori
- Insiders
- Navneesh Malhan
- Connessioni Società
