Scott Allen Roberts
Direttore/Membro del Consiglio presso FEDERAL LIFE GROUP, INC.
Provenienza dei contatti di primo grado di Scott Allen Roberts
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Zurich Scudder Investments, Inc.
64
| Extinct | Regional Banks | 64 |
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.
41
| Subsidiary | Investment Managers | 41 |
| Public Company | Multi-Line Insurance | 11 | |
Deerfield Triarc Capital Corp.
 Deerfield Triarc Capital Corp. Financial ConglomeratesFinance Deerfield Triarc Capital Corp., invests in real estate securities and other financial assets, including mortgage-backed securities, asset-backed securities, bonds and mezzanine loans. It operates as a real estate investment trust (REIT) and has a portfolio of primarily residential mortgage-backed securities.
8
| Extinct | Financial Conglomerates | 8 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Scott Allen Roberts tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
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 | Analyst-Equity Analyst-Equity | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
Bessemer Investment Management LLC
 Bessemer Investment Management LLC Investment ManagersFinance Bessemer Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Bessemer Trust Co., NA (BTNA), a national banking association, which in turn, is a wholly owned subsidiary of The Bessemer Group, Inc. (BGI). BIM provides advisory services to investment companies and banking institutions. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Dreman Value Management LLC
 Dreman Value Management LLC Investment ManagersFinance Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors. | Investment Managers | Analyst-Equity President | |
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Fxd Inc | |
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 | Portfolio Manager-Equities Corporate Officer/Principal | |
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 1, 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, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
| University of Michigan | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
CIFC Investment Management LLC
 CIFC Investment Management LLC Investment ManagersFinance CIFC Investment Management LLC (CIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 as Deerfield Capital Management LLC and became CIFC Investment Management in 2018. They are wholly owned directly by CIFC Capital HoldCo LLC, which is an indirect subsidiary of CIFC LLC. CIM primarily provide investment management services to pooled investment vehicles that are CLOs and to private funds and investors that invest in corporate and structured credit. | Investment Managers | Chairman Head-Fixed Income Invts Director of Research - Fxd Inc Portfolio Manager-Fixed Income Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Graduate Degree Graduate Degree Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin 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 Analyst-Fixed Income Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Equity Head-Fixed Income Invts Portfolio Manager-Equities | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| DePaul University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Federal Life Insurance Co.
 Federal Life Insurance Co. Life/Health InsuranceFinance Part of Federal Life Group, Inc., Federal Life Insurance Co. is a life insurance company. The company is based in Riverwoods, IL. William S. Austin has been the CEO of the company since 1990. | Life/Health Insurance | Chief Executive Officer Sales & Marketing Director/Board Member | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Great Lakes Advisors LLC
 Great Lakes Advisors LLC Investment ManagersFinance Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
Fort Sheridan Advisors LLC
 Fort Sheridan Advisors LLC Investment ManagersFinance Fort Sheridan Advisors LLC (Fort Sheridan) is an independent, SEC-registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Pater Karmin in 2009. Fort Sheridan provides investment advisory services to family offices, high net-worth individuals, pensions/ERISA, endowments, trusts, charitable organizations and other corporations and businesses. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| Loyola University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
Asset Allocation & Management Co. LLC
 Asset Allocation & Management Co. LLC Investment ManagersFinance Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers. | Investment Managers | Director of Research - Fxd Inc Analyst-Fixed Income | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
Washington Crossing Advisors LLC
 Washington Crossing Advisors LLC Investment ManagersFinance Washington Crossing Advisors LLC (WCA) is a registered investment adviser headquartered in Florham Park, New Jersey. The firm was founded by Kevin Caron and Chad Morganlander in 2007. They are a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). WCA provides investment advisory services to high-net worth individuals and defined benefit plans as well as wrap and model programs. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
CreditSights, Inc.
 CreditSights, Inc. Investment ManagersFinance CreditSights, Inc. is an independent investment research firm headquartered in New York City. The firm was co-founded by Paul Ciasullo, Reena Mithal, Glenn Reynolds and Peter Petas in 2000. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. CreditSights provides fundamental, in-depth credit research for buy-side decisionmakers, sell-side intermediaries and wealth managers and private banks globally. The firm actively covers more than 5,000 companies in North America, Europe, and Asia-Pacific representing over 56 countries. | Investment Managers | Director of Research - Fxd Inc Analyst-Fixed Income |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Israele | 2 |
Settori
| Finance | 35 |
| Consumer Services | 16 |
Posizioni
| Corporate Officer/Principal | 223 |
| Director/Board Member | 111 |
| Undergraduate Degree | 91 |
| Portfolio Manager-Equities | 70 |
| Analyst-Equity | 56 |
Contatti più connessi
| Insiders | |
|---|---|
| Mary Beams | 33 |
| Gregory H. Sachs | 23 |
| David Herzog | 23 |
| Mehdi Dazi | 22 |
| Bill Fitzgerald | 18 |
| Peter A. Minton | 17 |
| Craig Robert Chobor | 13 |
| Frederick L. White | 13 |
| Paula Marie Horn | 12 |
| Sally Ann Yanchus | 11 |
| Victor Hymes | 11 |
| William Joseph Daley | 10 |
| Matthew Popoli | 10 |
| Chris LaJaunie | 10 |
| Maile Naylor | 9 |
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- Insiders
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