Steve Smith
Portfolio Manager-Fixed Income presso Brandywine Global Investment Management LLC
Provenienza dei contatti di primo grado di Steve Smith
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Brandywine Global Investment Management LLC
 Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors.
80
| Subsidiary | Investment Managers | 80 |
Mitchell Hutchins Asset Management, Inc.
8
| Extinct | Investment Managers | 8 |
AEGON U.S.A. Investment Management, Inc.
 AEGON U.S.A. Investment Management, Inc. Investment ManagersFinance AEGON USA Investment Management, Inc. is the insurance management division for their parent company, AEGON USA, a subsidiary of AEGON NV (NYSE: AEG). They are headquartered in Cedar Rapids, Iowa with an additional office in Louisville, Kentucky
2
| Extinct | Investment Managers | 2 |
Provident Capital Management, Inc.
 Provident Capital Management, Inc. Investment ManagersFinance Provident Capital Management, Inc. provides investment advice. It specializes in equity, bond, commodity, currency, multi-asset, and portfolio. The company was founded by Michael Chapman in 2000 and is headquartered in Carmel, IN.
1
| Private Company | Investment Managers | 1 |
CoreStates Bank, NA (Philadelphia, Pennsylvania)
1
| Extinct | Major Banks | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Steve Smith tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Portfolio Manager-Equities Trading-Equity | |
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 | Corporate Officer/Principal Portfolio Manager-Equities | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
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 | Portfolio Manager-Fixed Income Analyst-Equity | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Portfolio Manager-Equities | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Corporate Officer/Principal Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Drexel University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| University of Delaware | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
| St. Joseph's University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
Diamond Hill Capital Management, Inc.
 Diamond Hill Capital Management, Inc. Investment ManagersFinance Diamond Hill Capital Management, Inc. (Diamond Hill) is a SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded in 2000 and is a wholly-owned subsidiary of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL). Diamond Hill provides investment management services to individual and institutional investors through mutual funds and separate accounts. The firm also offers investment advisory services to the clients of wrap sponsors. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Fixed Income Analyst-Fixed Income | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
| LaSalle University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Iowa | College/University | Masters Business Admin Masters Business Admin | |
| Wellesley College | College/University | Undergraduate Degree Undergraduate Degree | |
Villanova Investment Management Co. LLC
 Villanova Investment Management Co. LLC Investment ManagersFinance Villanova Investment Management Co. LLC (VIMCO) is a SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was founded by Rastislav “Rasto” Berlansky and Edward “Ed” Trumpbour in 2016. They are a wholly owned subsidiary of Berlansky/Trumpbour Investment Management Co. LLC. VIMCO provides discretionary advisory services to a mix of both institutional and high net worth (accredited) clients. | Investment Managers | Founder Founder | |
| Hobart & William Smith Colleges | College/University | Undergraduate Degree Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| Arizona State University | College/University | Undergraduate Degree Undergraduate Degree | |
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
Aegon USA Investment Management LLC
 Aegon USA Investment Management LLC Investment ManagersFinance Aegon USA Investment Management LLC, do-business-as Aegon Asset Management US (Aegon AM US), is a SEC-registered investment advisor headquartered in Cedar Rapids, Iowa. The firm was founded in 2001 and is a direct subsidiary of Aegon USA Asset Management Holding LLC and their ultimate parent is Aegon NV (AMS: AGN, NYSE: AEF) in The Netherlands. Aegon AM US provides discretionary and non-discretionary investment management products and services in similar and different investment strategies to affiliated and unaffiliated institutional clients. | Investment Managers | Chief Investment Officer Director of Research - Fxd Inc | |
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 | Graduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Graduate Degree Graduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Liberty Bank (Avenel, New Jersey) | Corporate Officer/Principal | ||
| Stockton University | College/University | Undergraduate Degree | |
The Borgata Hotel Casino & Spa
 The Borgata Hotel Casino & Spa Hotels/Resorts/Cruise linesConsumer Services The Borgata Hotel Casino & Spa engages in the ownership and operation of casino hotels. It offers hotel, dining, casino, shows, retail, spas, nightlife, and meetings. Its services include catering and event planning services. The company was founded in 2003 and is headquartered in Atlantic City, NJ. | Hotels/Resorts/Cruise lines | Corporate Officer/Principal | |
PFM Asset Management LLC
 PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Investment Managers | Analyst-Equity | |
| Popular Financial Holdings, Inc. | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Francia | 2 |
Settori
| Consumer Services | 27 |
| Finance | 18 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 148 |
| Undergraduate Degree | 83 |
| Portfolio Manager-Equities | 64 |
| Analyst-Equity | 55 |
| Masters Business Admin | 36 |
Contatti più connessi
| Insiders | |
|---|---|
| David Lee | 16 |
| Michael David Jamison | 13 |
| Greg Hopper | 10 |
| Hervé M. van Caloen | 9 |
| Michael Mon | 9 |
| Michael Thomas Dieschbourg | 9 |
| Charles Eaton | 9 |
| Phil A. McMunigal | 8 |
| Charles Robert DyReyes | 8 |
| Tom DeHudy | 8 |
| Jere Edward Estes | 8 |
| Tracy Chen | 8 |
| Donna van Vlack | 8 |
| Gary Herbert | 7 |
| Jim Clarke | 7 |
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