Patrick H. Tan
Analyst-Equity presso Madison Asset Management LLC
Provenienza dei contatti di primo grado di Patrick H. Tan
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Madison Asset Management LLC
 Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios.
26
| Subsidiary | Investment Managers | 26 |
Hansberger Global Investors, Inc. (Canada)
 Hansberger Global Investors, Inc. (Canada) Investment ManagersFinance Founded in 1994, Hansberger Global Investors, Inc. (Canada) is an investment advisor located in Burlington, Ontario. The firm is a subsidiary of Hansberger Group, Inc. and their ultimate parent is IXIS Asset Management Group SA. Hansberger Global Investors is the investment advisor to the Hansberger international growth funds.
4
| Extinct | Investment Managers | 4 |
Indago Capital Management
 Indago Capital Management Investment ManagersFinance Toronto-based Canada Life Assurance Company was founded in 1847. In 2003, Canada Life became a subsidiary of The Great-West Life Assurance Company (TSE: GWO).
4
| Extinct | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Patrick H. Tan tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Barings LLC
 Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
| Ultra Series Fund | Investment Trusts/Mutual Funds | Corporate Officer/Principal President | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities | |
Artisan Partners LP
 Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Madison Funds
 Madison Funds Investment Trusts/Mutual FundsMiscellaneous Madison Funds engages in the provision of investment solutions for capital preservation, income generation, global diversification, long term growth, and tax free income. The company is headquartered in Madison, WI. | Investment Trusts/Mutual Funds | Corporate Officer/Principal President | |
MEMBERS Capital Advisors, Inc.
 MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Head-Fixed Income Invts Analyst-Fixed Income | |
| PAN AMERICAN SILVER CORP. | Precious Metals | Corporate Officer/Principal | |
Madison Investment Holdings, Inc.
 Madison Investment Holdings, Inc. Investment ManagersFinance Madison Investment Holdings, Inc. (dba Madison Investments) is an independent investment advisory firm headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 as Madison Investment Advisors, Inc. Madison Investments offers investment management and solutions to various types of investors. | Investment Managers | Founder Corporate Officer/Principal Head-Equity Investments Director/Board Member Analyst-Equity | |
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Head-Fixed Income Invts | |
Beutel, Goodman & Co. Ltd.
 Beutel, Goodman & Co. Ltd. Investment ManagersFinance Beutel Goodman & Co. Ltd. (Beutel Goodman) is a privately-owned, independent Canadian investment manager headquartered in Toronto, Ontario. The firm was founded by Austin Beutel and Ned Goodman in 1967. Beutel Goodman provides portfolio management services to institutional, private wealth and retail clients. They also act as a sub-advisor to certain investment companies registered and domiciled in Canada and to several wrap-fee programs. | Investment Managers | Analyst-Equity | |
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 | Portfolio Manager-Equities | |
| MADISON COVERED CALL & EQUITY STRATEGY FUND | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Director/Board Member President | |
Zuckerman Investment Group LLC
 Zuckerman Investment Group LLC Investment ManagersFinance Zuckerman Investment Group LLC (ZIG) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Daniel Zuckerman and Sherwin Zuckerman in 2005. They are a subsidiary of Zig Holding LLC. ZIG manages equity, balanced and fixed income portfolios for high net worth individuals and families, trusts, partnerships, retirement plans and charitable foundations. The firm provides investment advice, counseling and portfolio management to multi-generational families on both a discretionary and non-discretionary basis through the use of separately managed accounts. | Investment Managers | Analyst-Equity | |
Madison Investment Advisors LLC
 Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds. | Investment Managers | Corporate Officer/Principal Head-Fixed Income Invts | |
| PERPETUA RESOURCES CORP. | Precious Metals | Chief Operating Officer | |
| Michigan State University | College/University | Undergraduate Degree | |
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 | Analyst-Equity | |
Guardian Capital LP
 Guardian Capital LP Investment ManagersFinance Guardian Capital LP is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1962 as GDN Management Ltd and changed their name to Guardian Capital, Inc. in 1987 and Guardian Capital LP in 2004. They are a subsidiary of Guardian Capital Group Ltd. (TSE: GCG). Guardian Capital provides fee-based investment supervisory services to investment funds (pooled funds and mutual funds), pension and profit sharing plans, charitable organizations, and other Canadian institutional investors. The firm offers similar services to US-based clients. | Investment Managers | Portfolio Manager-Equities | |
Clarica US, Inc.
 Clarica US, Inc. Multi-Line InsuranceFinance Clarica US, Inc. is based in Brookfield, WI. Part of Sammons Enterprises, Inc., Clarica US, Inc. is a company that underwrites life and health insurance, reinsurance, and pension schemes. Clarica US was acquired by Midland National Life Insurance Co. from Sun Life Financial, Inc. on January 07, 2003 for $286 million. | Multi-Line Insurance | Corporate Officer/Principal | |
| Illinois State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Masters Business Admin Undergraduate Degree | |
| Marquette University | College/University | Graduate Degree | |
| Montana State University | College/University | Undergraduate Degree | |
| St. Norbert College, Inc. | College/University | Undergraduate Degree | |
| McMaster University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
CFA Society Toronto
 CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of South Dakota | College/University | Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| University of Wisconsin-Milwaukee | College/University | Graduate Degree | |
| University of Wisconsin Green Bay | College/University | Undergraduate Degree | |
| Johnson Graduate School of Management | College/University | Masters Business Admin | |
Ziegler Capital Management LLC
 Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Investment Managers | Portfolio Manager-Fixed Income | |
| University of Calgary | College/University | Undergraduate Degree | |
| University of Delaware | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 40 |
| Canada | 11 |
Settori
| Finance | 25 |
| Consumer Services | 17 |
| Miscellaneous | 5 |
| Non-Energy Minerals | 4 |
| Communications | 2 |
Posizioni
| Corporate Officer/Principal | 39 |
| Analyst-Equity | 35 |
| Portfolio Manager-Equities | 33 |
| Undergraduate Degree | 31 |
| Director/Board Member | 25 |
Contatti più connessi
| Insiders | |
|---|---|
| Raymond L. McFeetors | 26 |
| Frank Burgess | 12 |
| Paul Anthony Lefurgey | 11 |
| Haruki Toyama | 9 |
| Maya K. Bittar | 8 |
| Robert B. Barnes | 8 |
| David Geisler | 8 |
| Greg Zdzienicki | 8 |
| Betty Tam | 7 |
| Chris Schroeder | 7 |
| Tom Tibbles | 7 |
| Eva Craig Walter Grant | 7 |
| Patrick F. Ryan | 7 |
| Mike Sanders | 6 |
| Greg Poplett | 6 |
- Borsa valori
- Insiders
- Patrick H. Tan
- Connessioni Società
