Provenienza dei contatti di primo grado di Susan Schellin
| 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.
9
| Extinct | Investment Managers | 9 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Susan Schellin tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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. | Investment Managers | Chief Investment Officer Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| Georgetown University | College/University | Undergraduate Degree | |
| University of Cincinnati (Ohio) | College/University | Masters Business Admin | |
Renaissance Investment Management Ltd.
 Renaissance Investment Management Ltd. Financial ConglomeratesFinance Renaissance Investment Management Ltd. provides investment services. The company is headquartered in Strovolos, Cyprus. | Financial Conglomerates | Corporate Officer/Principal | |
Dean Investment Associates LLC
 Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Investment Managers | Corporate Officer/Principal | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Corporate Officer/Principal | |
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
| University of Pittsburgh | College/University | Undergraduate Degree | |
| Indiana University of Pennsylvania | College/University | Masters Business Admin | |
| Marshall University | College/University | Undergraduate Degree | |
Wilmerding Licensing Corp.
 Wilmerding Licensing Corp. Miscellaneous Commercial ServicesCommercial Services Westinghouse Electric Corp. engages in the distribution and marketing of home appliances. It offers air purification, bakeware and baking tools, blenders and juicers, ceiling fans, cookers and steamers, cooking utensils, cookware, electric cooktops, electric kettles, food preparation, and fryers. The company was founded by George Westinghouse in 1886 and is headquartered in Pittsburgh, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Youngstown State University | College/University | Masters Business Admin | |
| 7DAYS MUSIC ENTERTAINMENT AG | Movies/Entertainment | Founder | |
| Bowling Green State University | College/University | Undergraduate Degree | |
| Indiana University | College/University | Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| Duquesne University of The Holy Spirit | College/University | Masters Business Admin | |
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 | |
| FEDERATED HERMES, INC. | Investment Managers | 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 | |
| University of Michigan | College/University | Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
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 | |
| James Madison University | College/University | Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 28 |
| Cipro | 2 |
| Germania | 2 |
Settori
| Consumer Services | 16 |
| Finance | 13 |
| Technology Services | 2 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 12 |
| Undergraduate Degree | 9 |
| Portfolio Manager-Fixed Income | 7 |
| Masters Business Admin | 6 |
| Portfolio Manager-Equities | 3 |
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