Provenienza dei contatti di primo grado di Shawna Marie Aufman
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
C.S. McKee LP
C.S. McKee LP Investment ManagersFinance Founded in 1931, C.S. McKee LP is an employee-owned registered investment advisor located in Pittsburgh, Pennsylvania. Purchased from Carl S. McKee in 1966, the firm eventually restructured its operations by becoming a registered investment advisor in 1972 in order to focus solely on investment management. In 1987, McKee became a wholly-owned subsidiary of United Asset Management Corpo. Employees repurchased the firm in 2001. McKee manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for public sector, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. McKee is the sole investment advisor to the McKee International Equity Fund, which primarily invests in equity securities of non-U.S. issuers. The fund is one of a series of shares that comprise the Advisor Inner Circle Funds. The Advisor Inner Circle Funds is administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co. The firm provides model portfolio recommendations to various UMA accounts. McKee is also the sub-advisor for a number of investment companies, collective trusts and brokerage units.
14
| Extinct | Investment Managers | 14 |
CSM Advisors LLC
CSM Advisors LLC Investment ManagersFinance Part of Estancia Capital Management LLC, CSM Advisors LLC is an institutional investment manager based in Pittsburgh, PA. The company offers 11 marketed strategies for fixed income, 3 marketed strategies for multi-asset, and 5 marketed strategies for equity. CSM Advisors was recognized as the "top gun of the decade" in the "PSN all/variable maturity universe" by PSN. The company also provides market outlook commentary and have recently celebrated their 90th anniversary year with new products, new hires, and record growth in assets under management. Founded in 1931, CSM Advisors manages equity and fixed income portfolios for institutional investors nationwide, with over $8.10 billion in assets as of 3/31/23.
11
| Subsidiary | Investment Managers | 11 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Shawna Marie Aufman tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
FEDERATED HERMES, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Federated Investors Trust Co.
Federated Investors Trust Co. Investment ManagersFinance Part of Federated Hermes, Inc., Federated Investors Trust Co. is a company that provides investment advice services. The company is based in Sicklerville, NJ. | Investment Managers | Corporate Officer/Principal | |
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin | |
Shaker Investments LLC
Shaker Investments LLC Investment ManagersFinance Shaker Investments LLC is an independent registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 1991 by Edward Hemmelgarn and provides advisory services to individual and institutional investors. | Investment Managers | Analyst-Equity | |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Sheets Smith Wealth Management
Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | Investment Managers | Analyst-Equity | |
Dawson James Securities, Inc.
Dawson James Securities, Inc. Investment Banks/BrokersFinance Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies. | Investment Banks/Brokers | Analyst-Equity | |
7DAYS MUSIC ENTERTAINMENT AG | Movies/Entertainment | Founder | |
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 | Analyst-Equity | |
Arbor Commercial Mortgage LLC
Arbor Commercial Mortgage LLC Finance/Rental/LeasingFinance Arbor Commercial Mortgage LLC provides real estate financing services. It offers fixed-rate, adjustable-rate, senior housing loans, credit facility transactions, and mortgage loan services. The firm was founded by Ivan Kaufman in 1983 and is headquartered in Uniondale, NY. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Bowling Green State University | College/University | Undergraduate Degree | |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Doctorate Degree | |
Duquesne University of The Holy Spirit | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Indiana University | College/University | Masters Business Admin | |
Indiana University of Pennsylvania | College/University | Undergraduate Degree | |
James Madison University | College/University | Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree | |
Rensselaer Polytechnic Institute | College/University | Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree | |
West Virginia University | College/University | Masters Business Admin | |
Youngstown State University | College/University | Masters Business Admin | |
Georgetown University | College/University | Undergraduate Degree | |
Allegheny College | College/University | Undergraduate Degree | |
Blue Devil Ventures LLC
Blue Devil Ventures LLC Real Estate DevelopmentFinance Blue Devil Ventures LLC is a holding private company that invests in real estate and professional sports teams. The company is based in Durham, NC. | Real Estate Development | Corporate Officer/Principal | |
Mellon Financial Services LLC
Mellon Financial Services LLC Financial ConglomeratesFinance Part of The Bank of New York Mellon Corp., Mellon Financial Services LLC provides investment and financial services. The company is based in Pittsburgh, PA. | Financial Conglomerates | Corporate Officer/Principal | |
Keystone Group LP
Keystone Group LP Investment ManagersFinance Keystone Group LP provides investment services. The company was founded on September 21, 2005 and is headquartered in Fort Worth, TX. | Investment Managers | Corporate Officer/Principal | |
Coimbatore Institute of Technology | College/University | Undergraduate Degree | |
The Patterson Capital Corp.
The Patterson Capital Corp. Investment ManagersFinance The Patterson Capital Corp. provides investment advice. The company as founded on June 29, 1977 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Kellogg School of Management | College/University | Masters Business Admin | |
University of Virginia Darden School of Business | College/University | Masters Business Admin | |
Tepper School of Business | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 37 |
Germania | 2 |
India | 2 |
Settori
Consumer Services | 22 |
Finance | 18 |
Posizioni
Undergraduate Degree | 16 |
Portfolio Manager-Equities | 15 |
Analyst-Equity | 15 |
Portfolio Manager-Fixed Income | 10 |
Corporate Officer/Principal | 10 |
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