Sherwin Soo
Gestore di Portafoglio-Azioni presso American Century Investment Management, Inc.
Provenienza dei contatti di primo grado di Sherwin Soo
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.
169
| Subsidiary | Investment Managers | 169 |
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.
164
| Subsidiary | Investment Managers | 164 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Sherwin Soo tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Chief Operating Officer Corporate Officer/Principal | |
LB Hercules Holdings LLC
 LB Hercules Holdings LLC Investment ManagersFinance LB Hercules Holdings LLC provides investment management and broker dealer services. It offers tax and financial planning, fiduciary services, financial advocacy and trust services to individuals, pension and profit sharing plans, banking and thrift institutions, investment companies, pooled investment vehicles, charitable organizations, corporations and state government entities. The company manages separate client focused equity, fixed income, balanced portfolios, no-load equity, fixed income mutual funds, closed-ended municipal bond funds, real estate funds and hybrid funds. Neuberger Berman Holdings was founded by Roy R. Neuberger, Robert Berman and Howard Lipman in 1939 and is headquartered in New York, NY. | Investment Managers | Chairman Director/Board Member | |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Portfolio Manager-Equities President Corporate Officer/Principal | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Chief Investment Officer Chief Executive Officer | |
| Brown University | College/University | Graduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
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 Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Graduate Degree Graduate Degree Doctorate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Doctorate Degree Graduate Degree | |
| Boston College | College/University | Masters Business Admin Undergraduate Degree | |
| The California State University | College/University | Graduate Degree Undergraduate Degree | |
| Colgate University | College/University | 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 | Masters Business Admin Masters Business Admin | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| New York University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Doctorate Degree Masters Business Admin Graduate Degree | |
Neuberger Berman Investment Advisers LLC
 Neuberger Berman Investment Advisers LLC Investment ManagersFinance Neuberger Berman Investment Advisers, Inc. (NBIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Neuberger Berman Fixed Income LLC and adopted their present name in 2016. They are a subsidiary of Neuberger Berman Investment Advisers Holdings LLC, ultimately owned by NBSH Acquisition LLC. NBIA provides a wide range of discretionary investment management services to a variety of clients, which includes individuals, institutions, registered investment companies, non-US registered funds and private investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree | |
| University of Wisconsin | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Indiana University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Masters Business Admin Doctorate Degree Undergraduate Degree Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| The University of Texas at Austin | College/University | Doctorate Degree Masters Business Admin | |
| The State University of New York | College/University | Undergraduate Degree Graduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| Fudan University | College/University | Undergraduate Degree Undergraduate Degree | |
| Texas Christian University | College/University | Masters Business Admin Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Graduate Degree | |
| University of Delaware | College/University | Undergraduate Degree Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Israele | 2 |
| Cina | 2 |
Settori
| Consumer Services | 32 |
| Finance | 18 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 126 |
| Portfolio Manager-Equities | 106 |
| Analyst-Equity | 93 |
| Undergraduate Degree | 89 |
| Masters Business Admin | 53 |
Contatti più connessi
| Insiders | |
|---|---|
| Jonathan Stuart Thomas | 21 |
| Jeffrey B. Lane | 17 |
| Saurin Dinesh Shah | 14 |
| Enrique Chang | 13 |
| Peruvemba K. Satish | 10 |
| Bert Whitson | 10 |
| Eli Mark Salzmann | 8 |
| Richard A. Weiss | 8 |
| Andrew Johnson | 7 |
| Jeff John | 7 |
| Peter Sundman | 7 |
| Nalin Yogasundram | 7 |
| Dan Niles | 7 |
| Roger Bruce Palley | 7 |
| Richard A. Meckler | 7 |
- Borsa valori
- Insiders
- Sherwin Soo
- Connessioni Società
