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Scott Harkness
Amministratore Delegato presso Provident Trust Co.
Provenienza dei contatti di primo grado di Scott Harkness
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Firstar Investment Research & Management Co. (WI)
12
| Extinct | Major Banks | 12 |
Provident Trust Co.
![]() Provident Trust Co. Investment ManagersFinance Provident Trust Co. is a privately-owned SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded in 1999 by James Scott Harkness. Provident Trust provides portfolio management services to individuals, high net-worth individuals, trusts, estates, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, investment companies and investment advisers.
3
| Private Company | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Scott Harkness tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Baird Funds, Inc. | Investment Trusts/Mutual Funds | President | |
Nicholas Co., Inc.
![]() Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Investment Managers | Analyst-Equity | |
Mason Street Advisors LLC
![]() Mason Street Advisors LLC Investment ManagersFinance Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client. | Investment Managers | Portfolio Manager-Equities | |
State of Wisconsin Investment Board
![]() State of Wisconsin Investment Board Investment ManagersFinance The State of Wisconsin Investment Board (SWIB) is a state-owned pension fund management firm headquartered in Madison, Wisconsin. SWIB was founded in 1951 and manages the assets of the Wisconsin Retirement System (WRS), the State Investment Fund (SIF) and other state trust funds. The WRS has two funds: the Core Fund, a fully diversified fund; and the Variable Fund, an all-stock fund. | Investment Managers | Analyst-Equity | |
THE ZIEGLER COMPANIES, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Rational Advisors, Inc.
![]() Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors. | Investment Managers | Director of Research - Fxd Inc | |
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 | Portfolio Manager-Equities | |
Winslow Capital Management LLC
![]() Winslow Capital Management LLC Investment ManagersFinance Winslow Capital Management LLC (Winslow) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Clark Winslow in 1992. They are a wholly-owned subsidiary of Nuveen WCM Holdings LLC, which is ultimately owned by TIAA Board of Governors. Winslow provides investment advisory and sub-advisory services to pension and profit-sharing plans (ERISA and non-ERISA), corporations, trusts, charitable organizations, foundations, endowments, registered mutual funds, collective investment trusts, foreign funds such as UCITS, and individuals and high net-worth individuals through several wrap/managed account programs. | Investment Managers | President | |
Marietta Investment Partners LLC
![]() Marietta Investment Partners LLC Investment ManagersFinance Marietta Investment Partners LLC (Marietta) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by John T. Evans in 2000. Marietta provides investment advisory services to individual, trust and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
US Bancorp Asset Management, Inc.
![]() US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Dartmouth College | College/University | Undergraduate Degree | |
U.S. Bank (Lawrence, Kansas)
![]() U.S. Bank (Lawrence, Kansas) Investment ManagersFinance U.S. Bank provides investment advice. The company was founded in 1962 and is headquartered in Lawrence, KS. | Investment Managers | Corporate Officer/Principal | |
Xavier University | College/University | Masters Business Admin | |
Robert W. Baird & Co., Inc. (Private Equity)
![]() Robert W. Baird & Co., Inc. (Private Equity) Investment ManagersFinance Robert W. Baird & Co Inc (Private Equity) (Robert W. Baird) is a private equity division of Robert W. Baird & Co Inc formed in 1989. The firm is headquartered in Chicago, Illinois. | Investment Managers | Corporate Officer/Principal | |
University of Wisconsin | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 Undergraduate Degree | |
University of Cincinnati (Ohio) | College/University | Undergraduate Degree | |
U.S. Bank, NA (Cincinnati Ohio)
![]() U.S. Bank, NA (Cincinnati Ohio) Major BanksFinance U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH. | Major Banks | Corporate Officer/Principal | |
Valparaiso University | College/University | Undergraduate Degree | |
Milwaukee Symphony Orchestra, Inc.
![]() Milwaukee Symphony Orchestra, Inc. Movies/EntertainmentConsumer Services Milwaukee Symphony Orchestra, Inc. conducts orchestras. The non-profit company is based in Milwaukee, WI. | Movies/Entertainment | Corporate Officer/Principal | |
Northwestern Mutual Capital LLC
![]() Northwestern Mutual Capital LLC Investment ManagersFinance Northwestern Mutual Capital LLC (Northwestern Mutual Capital) is a private equity firm founded in 1980. The firm is headquartered in Milwaukee, Wisconsin. | Investment Managers | Private Equity Investor | |
The Northwestern Mutual Life Insurance Co. (Invt Port)
![]() The Northwestern Mutual Life Insurance Co. (Invt Port) Investment ManagersFinance The Northwestern Mutual Life Insurance Co. (Northwestern Mutual) is an insurance company headquartered in Milwaukee, Wisconsin. Founded in 1857, Northwestern Mutual and their subsidiaries offer a holistic approach to financial security solutions such as life insurance, long-term care insurance, disability insurance, annuities, investment products and advisory products and services. | Investment Managers | Portfolio Manager-Equities | |
Williams College | College/University | Undergraduate Degree | |
University of Wisconsin Law School | College/University | Graduate Degree | |
Summit Creek Advisors LLC
![]() Summit Creek Advisors LLC Investment ManagersFinance Summit Creek Advisors LLC (Summit Creek) is an independent, SEC-registered investment adviser headquartered in Minneapolis, Minnesota. The firm was founded by Joseph “Joe” Docter and Adam Benson in 2005. Summit Creek offers investment advisory services by providing management of equity accounts for clients through its Small-Cap Growth and SMid-Cap Growth portfolio programs and by providing trading recommendations to certain institutional clients. | Investment Managers | Founder | |
Threadneedle Investments Singapore (Pte) Ltd.
![]() Threadneedle Investments Singapore (Pte) Ltd. Investment ManagersFinance Threadneedle Investments Singapore (Pte) Ltd. is an investment management firm headquartered in Singapore. They are a subsidiary of Threadneedle Asset Management Holdings Ltd., ultimately owned by Ameriprise Financial, Inc. (NYSE: AMP) in the US. The firm provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients in Asia. | Investment Managers | Chief Executive Officer | |
National Ability Center
![]() National Ability Center Services to the Health IndustryHealth Services National Ability Center is a non-profit organization which provides programs to individuals and families of all abilities and background. It offers alpine and Nordic skiing, snowboarding, snowshoeing, horseback riding, hippotherapy, indoor rock climbing, swimming, archery, sled hockey, cycling, water-skiing, wakeboarding, kayaking, canoeing, paddle boarding, and challenge course activities. The organization was founded in 1985 and is headquartered in Park City, UT. | Services to the Health Industry | Corporate Officer/Principal | |
Park City Angel Network LLC
![]() Park City Angel Network LLC Investment ManagersFinance Park City Angel Network LLC (PCA) is an angel network group founded in 2007 by Ted McAleer and Dan McPhun. The firm is headquartered in Park City, Utah. | Investment Managers | Director/Board Member | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
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. | Investment Managers | Portfolio Manager-Equities | |
Columbia Management Investment Advisers LLC
![]() Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-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 due to 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 | Portfolio Manager-Equities | |
Silvercrest Asset Management Group LLC
![]() Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest Asset Management Group LLC (Silvercrest) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors. | Investment Managers | Analyst-Equity | |
Uniplan Investment Counsel, Inc.
![]() Uniplan Investment Counsel, Inc. Investment ManagersFinance Uniplan Investment Counsel, Inc. (Uniplan) is an independent, SEC-registered investment advisor headquartered in Union Grove, Wisconsin. UIC was founded by Richard Imperiale in 2010. Uniplan provides sophisticated, specialized investment advisory management, sub-advisory and portfolio modeling services, on both a discretionary and nondiscretionary basis, to private and institutional investor clients. | Investment Managers | Analyst-Equity | |
BMO Asset Management Corp.
![]() BMO Asset Management Corp. Investment ManagersFinance BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients. | Investment Managers | Analyst-Equity | |
Robert W. Baird & Co., Inc. (Fixed Income)
![]() Robert W. Baird & Co., Inc. (Fixed Income) Investment ManagersFinance Robert W. Baird & Co., Inc. (Fixed Income) (dba Baird Advisors) is the investment management division of Robert W. Baird & Co., Inc., an American multinational independent investment bank and financial services company headquartered in Milwaukee, Wisconsin. Baird Advisors manages taxable and tax-exempt fixed income portfolios for individuals and families as well as corporations and institutions. | Investment Managers | Chief Investment Officer | |
The Greater Milwaukee Committee | Chairman | ||
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Children's Hospital of Wisconsin Foundation, Inc.
![]() Children's Hospital of Wisconsin Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Children's Hospital of Wisconsin Foundation, Inc. provides philanthropic support to Children's Hospital and Health System, Inc. and its tax-exempt affiliates. The Foundation has advanced the Health System's mission by securing endowment funds for a large number of programs and services related to pediatric patient care, education, research and advocacy for children. The firm's accomplishments include: helping to fund the creation of the Children's Hospital's child protection center and the child life program of education and play therapy for children; significant funding of the hospital's intensive care units' equipment; and funding for school-based health centers in Milwaukee schools. | Miscellaneous Commercial Services | Director/Board Member | |
Junior Achievement of Wisconsin, Inc.
![]() Junior Achievement of Wisconsin, Inc. Miscellaneous Commercial ServicesCommercial Services Junior Achievement of Wisconsin, Inc. provides education services to children and young people. The firm offers in-school and after-school programs for students in grades K-12. The company is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Director/Board Member | |
The Medical College of Wisconsin, Inc. | College/University | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 45 |
Singapore | 3 |
Hong Kong | 2 |
Settori
Finance | 30 |
Consumer Services | 13 |
Commercial Services | 4 |
Miscellaneous | 2 |
Health Services | 2 |
Posizioni
Director/Board Member | 25 |
Corporate Officer/Principal | 22 |
Portfolio Manager-Equities | 21 |
Analyst-Equity | 17 |
Undergraduate Degree | 14 |
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