Tom Ptacin
Gestore di Portafoglio-Azioni presso Savant Capital LLC (Illinois)
Provenienza dei contatti di primo grado di Tom Ptacin
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of Wisconsin
470
| College/University | Other Consumer Services | 470 |
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses.
50
| Subsidiary | Investment Managers | 50 |
The University of Montana
6
| College/University | Other Consumer Services | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Tom Ptacin tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Northern Illinois University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Rockford University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| The American College of Financial Services | College/University | Graduate Degree Graduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Savant Wealth Management LLC
 Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
Thompson Investment Management, Inc.
 Thompson Investment Management, Inc. Investment ManagersFinance Thompson Investment Management, Inc. (TIM) is an independent, SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by John Thompson in 2004. TIM offers Investment Portfolio Management, Retirement Plan Services and Mutual Funds to individuals, businesses and foundations. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
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 | Corporate Officer/Principal Portfolio Manager-Equities | |
| University of Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
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 Analyst-Fixed Income | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
| Indiana University | College/University | Masters Business Admin Undergraduate Degree | |
MEMBERS Capital Advisors, Inc.
 MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Investment Managers | Analyst-Equity Director of Investments | |
| Illinois State University | College/University | Undergraduate Degree | |
Mesirow Financial Private Equity, Inc.
 Mesirow Financial Private Equity, Inc. Investment ManagersFinance Mesirow Financial Private Equity, Inc. (Mesirow Financial Private Equity) is a private equity subsidiary of Mesirow Financial Holdings, Inc. founded in 1982. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
| North Central College | College/University | Undergraduate Degree | |
| Loyola University of Chicago | College/University | Masters Business Admin | |
PT Citigroup Securities Indonesia
 PT Citigroup Securities Indonesia Investment Banks/BrokersFinance PT Citigroup Securities Indonesia (PT CSI) is a securities broker headquartered in Jakarta, Indonesia. The firm was founded in 1989 and is a subsidiary of Citibank Overseas Investment Corp., which is owned by Citigroup, Inc. (NYSE: C) in the US. PT CSI provides a full suite of markets and securities services to a wide range of customers that include local corporations, the government/state-owned enterprises, multinational corporations, and small/medium enterprises. | Investment Banks/Brokers | President | |
| PT ATLAS RESOURCES TBK | Coal | Director of Finance/CFO | |
| Golden Gate University | College/University | Graduate Degree | |
| PT BANK ARTHA GRAHA INTERNASIONAL TBK | Regional Banks | Corporate Officer/Principal | |
OneMain Financial, Inc.
 OneMain Financial, Inc. Finance/Rental/LeasingFinance OneMain Financial, Inc. provides consumer finance services. It offers unsecured and secured personal loans. The firm offers loans for debt consolidation, unexpected expenses, home improvements, weddings, family events and travel expenses. The company was founded by Alexander Duncan in 1912 and is headquartered in Baltimore, MD. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| MGIC INVESTMENT CORPORATION | Property/Casualty Insurance | Chief Executive Officer | |
Peoria Symphony Orchestra
 Peoria Symphony Orchestra Movies/EntertainmentConsumer Services Peoria Symphony Orchestra provides music educational outreach to the Central Illinois community through visits to schools and senior living centers. The company was founded in 1897 by Harold Plowe and is headquartered in Peoria, IL. | Movies/Entertainment | Director/Board Member | |
| University of Illinois College of Medicine | College/University | Doctorate Degree | |
| University of Illinois | College/University | Undergraduate Degree | |
PT Danareksa (Persero)
 PT Danareksa (Persero) Major BanksFinance PT Danareksa (Persero) engages in investment banking services. It offers investment banking, equity and debt capital markets, investment management, and treasury. The Company was founded in 1976 and is headquartered in Jakarta, Indonesia. | Major Banks | Corporate Officer/Principal | |
| Bradley University | College/University | Undergraduate Degree | |
| Valparaiso University | College/University | Graduate Degree | |
| National Association of Personal Financial Advisors | Director/Board Member | ||
| Edgewood College | College/University | Masters Business Admin | |
| Truman State University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Indonesia | 6 |
| Nuova-Zelanda | 2 |
Settori
| Finance | 28 |
| Consumer Services | 18 |
| Commercial Services | 4 |
| Energy Minerals | 2 |
| Health Services | 2 |
Posizioni
| Corporate Officer/Principal | 116 |
| Undergraduate Degree | 100 |
| Portfolio Manager-Equities | 53 |
| Analyst-Equity | 47 |
| Graduate Degree | 40 |
Contatti più connessi
- Borsa valori
- Insiders
- Tom Ptacin
- Connessioni Società
