Tom Wald
Direttore degli Investimenti presso Transamerica Asset Management, Inc.
Provenienza dei contatti di primo grado di Tom Wald
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.
186
| Subsidiary | Investment Managers | 186 |
Munder Capital Management
 Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients.
36
| Extinct | Investment Managers | 36 |
Transamerica Asset Management, Inc.
 Transamerica Asset Management, Inc. Investment ManagersFinance Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper.
12
| Subsidiary | Investment Managers | 12 |
Curian Capital LLC
 Curian Capital LLC Investment ManagersFinance Founded in 2002, Curian Capital LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Jackson National Life Insurance Co. and their ultimate parent is UK-based Prudential Plc (LSE: PRU).
2
| Extinct | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Tom Wald tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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-Fixed Income Analyst-Equity | |
D. A. Davidson & Co.
 D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Head-Fixed Income Invts | |
| INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| BNY Mellon Investment Funds I | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Transamerica Fund Services, Inc. | Director/Board Member Chief Executive Officer | ||
| INVESCO MORTGAGE CAPITAL INC. | Real Estate Investment Trusts | Chief Executive Officer President Chief Investment Officer | |
| Michigan State University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Head-Equity Investments Analyst-Equity Analyst-Equity | |
Invesco Asset Management Ltd.
 Invesco Asset Management Ltd. Investment ManagersFinance Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis. | Investment Managers | Portfolio Manager-Equities Director of Research - Equity | |
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 | Undergraduate Degree Doctorate Degree | |
| Wayne State University (Michigan) | College/University | Undergraduate Degree Graduate Degree | |
| Vanderbilt University | College/University | Masters Business Admin Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| University of Missouri | College/University | Masters Business Admin Graduate Degree | |
| Wake Forest University | College/University | Undergraduate Degree Undergraduate Degree | |
Criterion Investment Management
 Criterion Investment Management Investment ManagersFinance Part of Oddo BHF SCA, Criterion Investment Management is an American company that provides investment services. Criterion Investment Management was acquired by WestLB Mellon Asset Management Kapitalanlage GmbH from Nicholas-Applegate Capital Management on April 01, 1999. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Corporate Officer/Principal | |
| Boston College | College/University | Graduate Degree Graduate Degree Graduate Degree | |
JPMorgan Fleming Asset & Wealth Management
 JPMorgan Fleming Asset & Wealth Management Investment ManagersFinance Part of JPMorgan Chase & Co., JPMorgan Fleming Asset & Wealth Management provides asset management services. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Graduate Degree Masters Business Admin Graduate Degree | |
| The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Director/Board Member Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Doctorate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree | |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
Invesco Senior Secured Management, Inc.
 Invesco Senior Secured Management, Inc. Investment ManagersFinance Invesco Senior Secured Management, Inc. (ISSM) is a SEC-registered investment advisor headquartered in New York City and has offices in Chicago, Denver and London, UK. Founded in 1990, the firm is directly owned by Invesco Advisers, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ISSM provides investment advisory services to privately placed pooled investment funds which include CLOs, as well as mutual funds, ETFs and SMAs. | Investment Managers | Chief Investment Officer Director of Research - Fxd Inc Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| Texas A&M University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Loan Syndications & Trading Association, Inc.
 Loan Syndications & Trading Association, Inc. Internet Software/ServicesTechnology Services Loan Syndications & Trading Association, Inc. is an organization that is focused on educating individuals on various topics related to the loan industry. The private company is based in New York, NY. The company's recent focus has been on the transition away from libor-based loans, and they are offering educational opportunities for those interested in learning more about this topic, as well as other areas such as clos and private credit, liability management transactions and restructuring. The organization was founded by Christopher Anthony Pucillo. | Internet Software/Services | Corporate Officer/Principal Director/Board Member Chairman | |
| St. Lawrence University | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgia Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree | |
| Texas Christian University | College/University | Undergraduate Degree Undergraduate Degree | |
| INVESCO BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Alabama | College/University | Undergraduate Degree Undergraduate Degree | |
| The Fuqua School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Louisville | College/University | Undergraduate Degree Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Regno Unito | 2 |
| Israele | 2 |
Settori
| Consumer Services | 25 |
| Finance | 21 |
| Miscellaneous | 4 |
| Technology Services | 2 |
Posizioni
| Corporate Officer/Principal | 136 |
| Portfolio Manager-Equities | 108 |
| Analyst-Equity | 92 |
| Undergraduate Degree | 90 |
| Masters Business Admin | 51 |
Contatti più connessi
| Insiders | |
|---|---|
| J. Philip Ferguson | 18 |
| Juliet Ellis | 13 |
| Enrique Chang | 13 |
| Greg Stoeckle | 12 |
| Ben Clark | 11 |
| John S. Segner | 10 |
| Dennis Jack Mooradian | 10 |
| Christopher Staples | 9 |
| Andrew Shipman | 9 |
| Richard Joseph King | 9 |
| Anthony Richard Clemente | 8 |
| Tom Ewald | 8 |
| Steve B. Young | 8 |
| Remi Justin Browne | 8 |
| Mike Vanous | 7 |
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