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Richard Scott Berg
Fondatore presso PT Asset Management LLC (Illinois)
Provenienza dei contatti di primo grado di Richard Scott Berg
Entità | Tipo di entità | Settore Industriale | |
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PT Asset Management LLC (Illinois)
![]() PT Asset Management LLC (Illinois) Investment ManagersFinance PT Asset Management LLC (PTAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Berg in 2008 and formerly known as Performance Trust Investment Advisors LLC. They are majority-owned and controlled by PTAM Holdings LLC and minority-owned by certain senior employees. PTAM provides discretionary investment management and advisory services to mutual funds and separately managed accounts.
22
| Subsidiary | Investment Managers | 22 |
Performance Trust Capital Partners LLC
![]() Performance Trust Capital Partners LLC Investment Banks/BrokersFinance Performance Trust Capital Partners LLC (Performance Trust) is a registered broker-dealer headquartered in Chicago, Illinois. The firm was founded by Richard S. Berg and Philip M. Nussbaum in 1994. It is a subsidiary of PT Financial Cos. LLC. Performance Trust offers a wide range of financial advisory and investment banking services for community financial institutions.
10
| Subsidiary | Investment Banks/Brokers | 10 |
PT Financial Cos. LLC
![]() PT Financial Cos. LLC Regional BanksFinance PT Financial Cos. LLC engages in the provision of investment and financial advisory services. The company is headquartered in Chicago, IL.
1
| Private Company | Regional Banks | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Richard Scott Berg tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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PGIM, Inc.
![]() PGIM, Inc. Investment ManagersFinance PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a subsidiary of PGIM Holding Co. LLC, owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses that specializes in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group). | Investment Managers | Head-Fixed Income Invts | |
BNCCORP, INC. | Major Banks | Director of Finance/CFO Director/Board Member | |
Fifth Third Bank, NA (Cincinnati, Ohio)
![]() Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal | |
MFA FINANCIAL, INC. | Real Estate Investment Trusts | Chief Investment Officer | |
First Trust Advisors LP
![]() First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Keefe, Bruyette & Woods, Inc.
![]() Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Legal & General Investment Management America, Inc.
![]() Legal & General Investment Management America, Inc. Investment ManagersFinance Legal & General Investment Management America, Inc. (LGIM America) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2006 and is a wholly-owned subsidiary of Legal & General Investment Management US (Holdings), Inc., ultimately held by Legal & General Group PLC (LON: LGEN) in Great Britain. LGIM America provides investment management services on a fully discretionary basis to institutional clients (corporations, healthcare agencies, non-profit, educational institutions, public plans and Taft-Hartley multi-employer plans). | Investment Managers | Trading-Equity Trading-Equity | |
Nuveen Fund Advisors LLC
![]() Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Founded in 1989, Nuveen Fund Advisors LLC is a fund distributor Chicago, Illinois. The firm is a subsidiary of Nuveen Investments, Inc. and their ultimate parent is Windy City Investments Holdings LLC. | Investment Banks/Brokers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
Man Investments, Inc.
![]() Man Investments, Inc. Investment ManagersFinance Founded in 2001, Man Investments, Inc. is a hedge fund manager located in New York City. The firm is a division of Man Group Plc (LSE: EMG). They provide alternative investment products to private and institutional clients. | Investment Managers | Corporate Officer/Principal | |
BNC National Bank (Glendale, Arizona)
![]() BNC National Bank (Glendale, Arizona) Major BanksFinance BNC National Bank (Glendale, Arizona) provides banking and wealth management services. The firm offers personal banking and business banking, lockbox, mortgage, online banking, wealth management, and health savings accounts services. The company is headquartered in Glendale, AZ. | Major Banks | Director/Board Member | |
The University of Colorado | College/University | Undergraduate Degree | |
Kellogg School of Management | College/University | Masters Business Admin | |
Agecroft Partners LLC
![]() Agecroft Partners LLC Investment ManagersFinance Agecroft Partners LLC provides consulting and third party marketing services. It specializes in alternative investment and hedge fund consulting services. The company was founded by Donald A. Steinbrugge and is headquartered in Richmond, VA. | Investment Managers | President | |
Babson College | College/University | Undergraduate Degree | |
North Park University | College/University | Undergraduate Degree | |
Wheaton College (Massachusetts) | College/University | Undergraduate Degree | |
National Football League, Inc.
![]() National Football League, Inc. Movies/EntertainmentConsumer Services National Football League, Inc. operates as a professional American football league. It offers news, videos, teams, players, scores, schedules, stats, and standings for football. The company was founded in 1920 and is headquartered in New York, NY. | Movies/Entertainment | Corporate Officer/Principal | |
Chicago Board of Trade
![]() Chicago Board of Trade Investment Banks/BrokersFinance Chicago Board of Trade provides trade derivative facilities. It allows speculators throughout the world to interpret economic data, news, and other information. The company was founded on April 3, 1848 and is headquartered in Chicago, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
Arizona State University | College/University | Graduate Degree | |
Chicago-Kent College of Law | College/University | Undergraduate Degree | |
Baylor University | College/University | Undergraduate Degree | |
BMO Capital Markets Corp. (Broker)
![]() BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Michigan | College/University | Undergraduate Degree | |
Dordt College | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
George Washington University | College/University | Undergraduate Degree | |
University of Iceland | College/University | Undergraduate Degree | |
Corvid Peak Capital Management LLC
![]() Corvid Peak Capital Management LLC Investment ManagersFinance Tiptree Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Michael Barnes and Arif Inayatullah in 2003 as Tricadia Capital Management LLC. They are wholly owned by Tiptree Advisors Holdings LP. Formerly known as Corvid Peak Capital Management LLC, Tiptree Advisors provides discretionary portfolio management and advisory services to institutional investors. They also manage certain assets on behalf of Tiptree, Inc. | Investment Managers | Corporate Officer/Principal | |
Touro College | College/University | Undergraduate Degree | |
Flexpoint Ford LLC
![]() Flexpoint Ford LLC Investment ManagersFinance Flexpoint Ford LLC (Flexpoint Ford) is a private equity firm founded in 2005 by Donald Joseph Edwards, Ethan Abraham Budin and Charles Earle Glew. The firm is headquartered in Chicago, Illinois with an additional office in New york. | Investment Managers | Private Equity Investor | |
Capital University | College/University | Undergraduate Degree | |
USCF Advisers LLC
![]() USCF Advisers LLC Investment ManagersFinance USCF Advisers LLC (USCF) is a registered investment advisor headquartered in Walnut Creek, California. The firm is a wholly-owned subsidiary of Wainwright Holdings, Inc. USCF designs and issues exchange-traded products (ETPs) and exchange-traded funds (ETFs), across commodity and equity asset classes. | Investment Managers | Portfolio Manager-Equities | |
DeVry University | College/University | Undergraduate Degree | |
GCM Customized Fund Investment Group LP
![]() GCM Customized Fund Investment Group LP Investment ManagersFinance GCM Customized Fund Investment Group LP (GCM Customized Fund Investment Group) is a private equity subsidiary of Grosvenor Capital Management LP founded in 1999. The firm is headquartered in Chicago, Illinois. | Investment Managers | Chief Tech/Sci/R&D Officer | |
B. Riley Securities, Inc.
![]() B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
Princeton University | College/University | Undergraduate Degree | |
Illinois Institute of Technology | College/University | Graduate Degree | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 44 |
Nuova-Zelanda | 2 |
Islanda | 2 |
Settori
Finance | 24 |
Consumer Services | 22 |
Commercial Services | 2 |
Posizioni
Corporate Officer/Principal | 47 |
Undergraduate Degree | 25 |
Director/Board Member | 23 |
Portfolio Manager-Fixed Income | 20 |
President | 13 |
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