Provenienza dei contatti di primo grado di Robert Straus
Entità | Tipo di entità | Settore Industriale | |
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ICON Advisers, Inc.
ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals.
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| Subsidiary | Investment Managers | 13 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Robert Straus tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Datasite Global Corp.
Datasite Global Corp. Packaged SoftwareTechnology Services Datasite Global Corp. engages in the provision of software as a service (SaaS) solutions for the mergers & acquisitions (M&A) industry. Its products include Datasite Outreach, Datasite Prepare, Datasite Diligence, Datasite Acquire, and Datasite for Restructuring. The company was founded by Kenneth F. Merrill in 1968 and is headquartered in Minneapolis, MN. | Packaged Software | Corporate Officer/Principal | |
FACTSET RESEARCH SYSTEMS, INC. | Data Processing Services | Corporate Officer/Principal | |
Cambiar Investors LLC
Cambiar Investors LLC Investment ManagersFinance Cambiar Investors LLC (Cambiar) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1973 and is wholly owned by Cambiar Holdings LLLP. Cambiar provides investment services to Mutual Funds and Separate Accounts for individuals and institutions, as well as to a collective investment trust for certain retirement assets. | Investment Managers | Trading-Equity | |
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Financial ConglomeratesFinance Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN. | Financial Conglomerates | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
Sentinel Trust Co.
Sentinel Trust Co. Investment ManagersFinance Sentinel Trust Co. is an independent wealth management firm headquartered in Houston, Texas. The firm was founded in 1997 by the Flowers and Fruehauf families by combining their complementary strengths—real estate, oil and gas, and public and private equities for the Flowers family; hedge funds and private equity for the Fruehauf family—and administration of complex wealth planning structures by both families, they would be able to attract top professionals to serve them as well as other similarly situated families. Sentinel Trust provides individualized investment management and trust administration services to very high net-worth families. | Investment Managers | Head-Equity Investments | |
Stack Financial Management, Inc.
Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Investment Managers | Chief Investment Officer | |
American Century Investments Value Yield LLC
American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Dartmouth College | College/University | Undergraduate Degree | |
Stanford University | College/University | Undergraduate Degree | |
University of Missouri | College/University | Graduate Degree | |
Xavier University | College/University | Undergraduate Degree | |
Arizona State University | College/University | Undergraduate Degree | |
Babson College | College/University | Undergraduate Degree | |
Cleveland State University | College/University | Masters Business Admin | |
Rutgers State University of New Jersey | College/University | Doctorate Degree | |
New York University | College/University | Masters Business Admin | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin | |
Regis University | College/University | Undergraduate Degree | |
Southwestern Oklahoma State University | College/University | Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
University of Iowa | College/University | Undergraduate Degree | |
University of Northern Iowa | College/University | Masters Business Admin | |
Villanova University | College/University | Undergraduate Degree | |
University of Denver | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
Clayton Fixed Income Services, Inc.
Clayton Fixed Income Services, Inc. Investment ManagersFinance Clayton Fixed Income Services, Inc. provides technology and services for credit risk management. Serving the fixed-income securities market, the company's offerings are designed to manage credit risk, perform custom analytics, and track investments. It also offers consulting services for individuals and securities servicers. The company is located in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Corporate Officer/Principal | |
Dividend Assets Capital LLC
Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Investment Managers | Analyst-Equity | |
North Bridge Properties LLC | Corporate Officer/Principal | ||
Essential Investment Partners, Inc.
Essential Investment Partners, Inc. Investment ManagersFinance Essential Investment Partners, Inc. provides investment advice. The private company is based in Denver, CO. Jonathan Frederick Zeschin has been the CEO of the company since 2009. | Investment Managers | Corporate Officer/Principal | |
Wakefield Asset Management LLLP
Wakefield Asset Management LLLP Investment ManagersFinance Wakefield Asset Management LLLP (Wakefield) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Englewood, Colorado. The firm was founded by G. Todd Gervasini in 2003. Wakefield offers US Equity strategies to institutions and individuals. | Investment Managers | Corporate Officer/Principal | |
Yale School of Management | College/University | Masters Business Admin | |
Daniels College of Business | College/University | Masters Business Admin Masters Business Admin | |
The Leeds School of Business | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 39 |
Francia | 2 |
Settori
Consumer Services | 21 |
Finance | 15 |
Technology Services | 3 |
Electronic Technology | 2 |
Commercial Services | 2 |
Posizioni
Corporate Officer/Principal | 16 |
Undergraduate Degree | 13 |
Masters Business Admin | 9 |
Portfolio Manager-Equities | 8 |
Investment Committee Member | 6 |
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