Sam Koopman
Gestore di Portafoglio-Azioni presso Bahl & Gaynor, Inc.
Provenienza dei contatti di primo grado di Sam Koopman
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Xavier University
46
| College/University | Other Consumer Services | 46 |
Bahl & Gaynor, Inc.
 Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients.
31
| Private Company | Investment Managers | 31 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Sam Koopman tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Washington University in St. Louis | College/University | Undergraduate Degree | |
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 | Chief Investment Officer Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal | |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Fixed Income Analyst-Fixed Income Analyst-Equity | |
Rothschild Investment Corp.
 Rothschild Investment Corp. Investment ManagersFinance Rothschild Investment Corp. (Rothschild) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm, originally known as Rothschild & Company, was founded in 1908 by Monroe Rothschild and his brother-in-law Samuel Karger. Rothschild provides highly personalized asset management services to their clients such as individuals, families, trusts and estates; high-net worth individuals; pension and profit-sharing plans, IRAs; charitable organizations and foundations; and corporations or other businesses. | Investment Managers | Analyst-Equity | |
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Portfolio Manager-Equities | |
Salient Partners LP
 Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Corporate Officer/Principal | |
Foster & Motley, Inc.
 Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| ZOO DIGITAL GROUP PLC | Movies/Entertainment | Corporate Officer/Principal | |
| CALLITAS HEALTH INC. | Pharmaceuticals: Major | Chief Executive Officer | |
Opus Capital Group LLC
 Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Investment Managers | Analyst-Equity Corporate Officer/Principal Portfolio Manager-Equities | |
HORAN Securities, Inc.
 HORAN Securities, Inc. Investment ManagersFinance HORAN Securities, Inc., dba Horan Wealth Management (HORAN), is an independent registered investment advisory firm headquartered in Cincinnati, Ohio. HORAN provides investment advisory services to ultra-high net worth to mass affluent individuals, as well as corporate and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Ameritas Investment Partners, Inc.
 Ameritas Investment Partners, Inc. Investment ManagersFinance Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others. | Investment Managers | Analyst-Fixed Income Analyst-Equity Analyst-Fixed Income | |
FEG Absolute Access Fund LLC
 FEG Absolute Access Fund LLC Investment Trusts/Mutual FundsMiscellaneous FEG Absolute Access Fund LLC operates as a Closed-End Investment Fund/Investment Trust. Its investment objective is to achieve capital appreciation in both rising and falling markets. The company was founded on January 18, 2008 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | Director/Board Member | |
| University of Virginia | College/University | Masters Business Admin | |
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 Masters Business Admin | |
40/86 Advisors, Inc.
 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Analyst-Fixed Income | |
Huntington National Bank (Investment Management)
 Huntington National Bank (Investment Management) Investment ManagersFinance Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| Emory University | College/University | Masters Business Admin | |
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 | |
| Centre College | College/University | Undergraduate Degree | |
| Mount St. Joseph University | College/University | Undergraduate Degree | |
| Florida State University | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| The Johns Hopkins University | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
| Northern Kentucky University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Fifth Third Bank, NA (Investment Management)
 Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Wittenberg University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Dayton | College/University | Undergraduate Degree Undergraduate Degree | |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Chief Investment Officer Corporate Officer/Principal | |
| University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
American Money Management Corp.
 American Money Management Corp. Investment ManagersFinance American Money Management Corp. (AMMC) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1973 and they are a direct, wholly-owned subsidiary of American Financial Group, Inc. (AFG) (NYSE: AFG). AMMC provides investment management services to AFG, its subsidiaries and certain third-party pooled investment vehicles that are organized as private funds. | Investment Managers | Analyst-Fixed Income | |
Bartlett & Co. Wealth Management LLC
 Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base of high net-worth individuals and families, foundations and endowments, corporate and nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans. | Investment Managers | Analyst-Fixed Income | |
Newport Global Advisors LP
 Newport Global Advisors LP Investment ManagersFinance Newport Global Advisors LP (Newport Global Advisors) is a private equity subsidiary of NGA HoldCo LLC founded in 2005 by Timothy Thomas Janszen and Ryan Lee Langdon. The firm is headquartered in The Woodlands, Texas. | Investment Managers | Private Equity Analyst | |
Technicolor, Inc.
 Technicolor, Inc. Movies/EntertainmentConsumer Services Technicolor, Inc. provides film processing and distribution services to entertainment content developers. The company was founded in 1910 and is headquartered in Hollywood, CA. | Movies/Entertainment | Corporate Officer/Principal | |
| DELTA INSURANCE COMPANY PLC | Multi-Line Insurance | Chief Executive Officer | |
PlanRock Wealth Management LLC
 PlanRock Wealth Management LLC Investment ManagersFinance PlanRock Wealth Management LLC provides investment advice. The private company is based in Franklin, TN. The company was founded by Stephen Michael Hammers. Stephen Michael Hammers has been the CEO since incorporation. | Investment Managers | Portfolio Manager-Equities | |
Cincinnati Opera Association
 Cincinnati Opera Association Miscellaneous Commercial ServicesCommercial Services Cincinnati Opera Association operates as an opera company. It presents a thrilling roster of artists and conductors, important company debuts, stunning sets and costumes, and the spectacular Cincinnati symphony orchestra. The company was founded on June 27, 1920 and is headquartered in Cincinnati, OH. | Miscellaneous Commercial Services | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Regno Unito | 2 |
| Giordania | 2 |
Settori
| Finance | 27 |
| Consumer Services | 19 |
| Health Technology | 2 |
| Miscellaneous | 2 |
| Commercial Services | 2 |
Posizioni
| Undergraduate Degree | 75 |
| Corporate Officer/Principal | 73 |
| Portfolio Manager-Equities | 53 |
| Analyst-Equity | 44 |
| Masters Business Admin | 31 |
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