Brian C. Fitzsimons
Analyst-Equity chez Segall Bryant & Hamill LLC
Provenance du réseau au premier degré de Brian C. Fitzsimons
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Denver Investment Advisors LLC
 Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT).
67
| Extinct | Investment Managers | 67 |
Segall Bryant & Hamill LLC
 Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.
63
| Subsidiary | Investment Managers | 63 |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC.
39
| Extinct | Investment Banks/Brokers | 39 |
Newmont Capital Ltd.
1
| Subsidiary | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Brian C. Fitzsimons via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| BOEING | Aerospace & Defense | Corporate Officer/Principal | |
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
| NEWMONT CORPORATION | Precious Metals | Corporate Officer/Principal Corporate Officer/Principal | |
Kennedy Capital Management LLC
 Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Director of Research - Equity Corporate Officer/Principal Analyst-Equity | |
| US BANCORP | Major Banks | Corporate Officer/Principal | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Analyst-Equity | |
GE Financial Assurance Holdings LLC
 GE Financial Assurance Holdings LLC Investment ManagersFinance GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA. | Investment Managers | Portfolio Manager-Fixed Income Director of Investments | |
The Chicago Trust Co. NA
 The Chicago Trust Co. NA Investment ManagersFinance Part of Wintrust Financial Corp., The Chicago Trust Co. NA provides investment advice. The company is based in Chicago, IL. The company was founded in 1991. Robert J. Mayo has been the CEO of the company since 2003. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Notre Dame | College/University | Masters Business Admin Undergraduate Degree | |
Benjamin F. Edwards & Co., Inc.
 Benjamin F. Edwards & Co., Inc. Investment ManagersFinance Benjamin F. Edwards & Co., Inc. (BFE) is a SEC-registered investment advisor and broker/dealer headquartered in St. Louis, Missouri. The firm was founded in 2008 by Benjamin Edwards IV and Cynthia Böhme. They are a wholly-owned subsidiary of Benjamin Edwards, Inc. BFE provides advice to a wide variety of clients. Their services are provided through various wrap fee programs. | Investment Managers | Market Strategist Portfolio Manager-Equities | |
| University of Virginia | 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 | Doctorate Degree Graduate Degree | |
Pomona College
 Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree Undergraduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| University of Denver | College/University | Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Colorado | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| St. Louis University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Graduate Degree Undergraduate Degree Graduate 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 | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Missouri | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Regis University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
The Colorado College
 The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| Stein Roe & Farnham, Inc. /Private Capital Management Div/ | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
The Denver Foundation
 The Denver Foundation Miscellaneous Commercial ServicesCommercial Services The Denver Foundation is a charitable organization that awards grants to non-profit organizations in the areas of Arts and Culture, Civic and Education, Health, and Human Services. The foundation's staff covers the following areas: community issues, giving and volunteering, management and administration, and non-profit sector. The Denver Foundation was founded in 1925 and is headquartered in Denver, Colorado. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Colorado State University | College/University | Corporate Officer/Principal Undergraduate Degree | |
Food Bank of the Rockies, Inc.
 Food Bank of the Rockies, Inc. Services to the Health IndustryHealth Services Food Bank of the Rockies, Inc. provides food distribution services. It is a non-profit organization that provides food collection and distribution services for emergency, community development and hunger-relief programs. The company was founded in 1978 and is headquartered in Denver, CO. | Services to the Health Industry | Director/Board Member | |
Trust Co. of Illinois
 Trust Co. of Illinois Investment Trusts/Mutual FundsMiscellaneous Part of Hightower Holding LLC, Trust Co. of Illinois is a wealth management firm specializing in financial planning, trust services, and retirement plans. The company is based in Downers Grove, IL. The CEOs are William M. Giffin, Douglas Eyles, Terence Kothe. The company was founded in 1993. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| Northern Illinois University | College/University | Undergraduate Degree | |
| Seton Hall University | College/University | Undergraduate Degree | |
| Lake Forest College | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 49 |
| Espagne | 2 |
Sectorielle
| Consumer Services | 25 |
| Finance | 19 |
| Commercial Services | 3 |
| Miscellaneous | 3 |
| Electronic Technology | 2 |
Opérationnelle
| Corporate Officer/Principal | 120 |
| Analyst-Equity | 95 |
| Undergraduate Degree | 94 |
| Portfolio Manager-Equities | 74 |
| Masters Business Admin | 34 |
Relations les plus connectées
| Insiders | |
|---|---|
| William Eppler | 22 |
| Lisa Zuniga Ramirez Ramirez | 13 |
| Stephen East | 13 |
| David M. Wong | 10 |
| David Michael Reeder | 10 |
| John Fenley | 9 |
| Paul A. Kuppinger | 9 |
| Wade Glisson | 8 |
| Daniel Olson | 8 |
| Tariq Khan | 8 |
| William Sae Oh | 8 |
| Jo-Nell Herndon | 7 |
| Robbie A. Steiner | 7 |
| Maia Andrea Babbs | 7 |
| Derek J. Scarth | 6 |
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