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Poul-Erik Olsen
Gestore di Portafoglio-Azioni presso City National Rochdale LLC
Provenienza dei contatti di primo grado di Poul-Erik Olsen
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
University of California, Berkeley
384
| College/University | Other Consumer Services | 384 |
City National Rochdale LLC
![]() City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSX: RY) in Canada. The firm was created when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high-net-worth individuals as well as to registered investment companies, a private fund and institutional clients.
88
| Subsidiary | Investment Managers | 88 |
Rochdale Investment Management LLC
![]() Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN).
76
| Extinct | Investment Managers | 76 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Poul-Erik Olsen tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Fordham University
![]() Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Graduate 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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Invesco Advisers, Inc.
![]() Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Head-Fixed Income Invts Analyst-Fixed Income Analyst-Fixed Income | |
USC Marshall School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Stanford University | College/University | Corporate Officer/Principal Corporate Officer/Principal Doctorate Degree | |
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 Corporate Officer/Principal | |
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 | Graduate Degree Masters Business Admin | |
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 Graduate Degree | |
Federated Global Investment Management Corp.
![]() Federated Global Investment Management Corp. Investment ManagersFinance Federated Global Investment Management Corp. (FGIM) is a SEC-registered investment advisor and registered commodity pool operator headquartered in New York City. The firm was founded in 1995 and is also known as Federated Clover Investment Advisors. They are a wholly-owned subsidiary of FII Holdings, Inc., which is wholly-owned by Federated Hermes, Inc. (NYSE: FHI). FGIM is a multi-strategy investor that manages portfolios of equity and fixed-income investments for institutional and private clients. | Investment Managers | Analyst-Equity Head-Equity Investments | |
UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
Kellstadt Graduate School of Business | College/University | Graduate Degree Masters Business Admin | |
Brigham Young University | College/University | Undergraduate Degree Masters Business Admin | |
Symphonic Financial Advisors LLC
![]() Symphonic Financial Advisors LLC Investment ManagersFinance Symphonic Financial Advisors LLC (Symphonic) is an independent registered investment advisor headquartered in New York City. The firm was founded by Garrett R. D'Alessandro in 2005 as a solution for investment professionals and CPAs to provide premier, customized investment guidance and financial solutions to their clients. Symphonic provides money management services to individual and institutional clients primarily on a limited discretionary basis. | Investment Managers | Chief Operating Officer Chief Executive Officer | |
Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Masters Business Admin Graduate Degree | |
Hilltop Securities, Inc.
![]() Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Arizona | College/University | Masters Business Admin Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree | |
Fairfield University | College/University | Undergraduate Degree Graduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
IBM | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
London Business School | College/University | Graduate Degree Masters Business Admin | |
University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
Tulane University (Louisiana) | College/University | Graduate Degree Doctorate Degree | |
Hotchkis & Wiley Capital Management LLC
![]() Hotchkis & Wiley Capital Management LLC Investment ManagersFinance Hotchkis & Wiley Capital Management LLC (Hotchkis & Wiley) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded in 2001 and is a subsidiary of HWCap Holdings LLC, ultimately held by Warren A. Stephens Trust. They provide investment advisory services to institutional and individual investors. Hotchkis & Wiley is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Rochdale International Trade Fixed Income Fund
![]() Rochdale International Trade Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Rochdale International Trade Fixed Income Fund operates as a close-ended fund. Its objective is to provide total return substantially derived from interest income earned on loans and other forms of debt obligations. The company was founded in May, 2008 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Secretary Chairman | |
University of Central Florida | College/University | Masters Business Admin Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
Washington University in St. Louis | College/University | Undergraduate Degree Masters Business Admin | |
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 Corporate Officer/Principal | |
City National Rochdale Select Strategies Fund
![]() City National Rochdale Select Strategies Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Select Strategies Fund functions as a closed-end investment fund or Investment trust. The company is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Executive Officer | |
City National Rochdale Funds | Investment Trusts/Mutual Funds | Corporate Secretary Chief Executive Officer | |
City National Rochdale Strategic Credit Fund
![]() City National Rochdale Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Strategic Credit Fund is a non-diversified, closed-end management investment company. It operates as an interval fund that will offer to make quarterly repurchases of shares at net asset value. Its investment objective is to generate current income, and long-term capital appreciation. The company was founded on February 26, 2018 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Secretary Chief Executive Officer | |
Hofstra University | College/University | Graduate Degree Masters Business Admin | |
City National Bank (Los Angeles, California)
![]() City National Bank (Los Angeles, California) Major BanksFinance City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA. | Major Banks | Chief Investment Officer | |
Wilshire Advisors LLC
![]() Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 49 |
Cina | 2 |
Regno Unito | 2 |
Settori
Consumer Services | 26 |
Finance | 21 |
Miscellaneous | 5 |
Technology Services | 2 |
Posizioni
Corporate Officer/Principal | 176 |
Portfolio Manager-Equities | 97 |
Undergraduate Degree | 90 |
Portfolio Manager-Fixed Income | 62 |
Analyst-Equity | 47 |
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