Provenance du réseau au premier degré de Conor Feldmann
Entité | Type d'entité | Industrie | |
---|---|---|---|
University of Dayton
20
| College/University | Other Consumer Services | 20 |
Truepoint, Inc.
Truepoint, Inc. Investment ManagersFinance Truepoint, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by Michael J. Chasnoff in 1990. Truepoint offers wealth management and financial advisory services to individuals (mass affluent to high-net worth), families, trusts and institutional relationships (corporations, foundations and qualified plans).
5
| Private Company | Investment Managers | 5 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Conor Feldmann via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Chief Operating Officer Portfolio Manager-Equities | |
NUVEEN ARIZONA QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN CALIFORNIA MUNICIPAL VALUE FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN MASSACHUSETTS QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal Private Equity Analyst | |
NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Quantum Capital Group LLC
Quantum Capital Group LLC Investment ManagersFinance Quantum Capital Group LLC (Quantum Capital Group) is a private equity firm founded in 1998 by Wil VanLoh, Toby R. Neugebauer and A. V. Jones. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor | |
NUVEEN REAL ESTATE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
JPMorgan Distribution Services, Inc.
JPMorgan Distribution Services, Inc. Investment Banks/BrokersFinance Part of JPMorgan Chase & Co., JPMorgan Distribution Services, Inc. is a company based in New York, NY. | Investment Banks/Brokers | Director/Board Member | |
Entrepreneurs' Organization (India)
Entrepreneurs' Organization (India) Miscellaneous Commercial ServicesCommercial Services Entrepreneurs' Organization provides business related services. The firm offers resources in the form of global events, leadership-development programs, an online entrepreneur forum and executive education opportunities, among other offerings designed for personal and professional growth. The company is headquartered in Mumbai, India. | Miscellaneous Commercial Services | Director/Board Member | |
University of Notre Dame | College/University | Graduate Degree | |
Fund Evaluation Group LLC
Fund Evaluation Group LLC Investment ManagersFinance Fund Evaluation Group LLC (FEG) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and is a subsidiary of Fund Evaluation Group 2017, Inc., which is owned by Fund Evaluation Group Employee Stock Ownership Trust. FEG provides independent discretionary and non-discretionary investment advisory services, focusing predominately on institutional clients. | Investment Managers | Chief Investment Officer | |
FEG Absolute Access Fund LLC
FEG Absolute Access Fund LLC Investment Trusts/Mutual FundsMiscellaneous FEG Absolute Access Fund LLC operates as a Closed-End Investment Fund/Investment Trust. Its investment objective is to achieve capital appreciation in both rising and falling markets. The company was founded on January 18, 2008 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | President | |
FEG Absolute Access TEI Fund LLC
FEG Absolute Access TEI Fund LLC Investment ManagersFinance FEG Absolute Access TEI Fund LLC operates as a non-diversified, closed-end management investment company non-diversified, closed-end management investment company Its investment objective is to provide access to portfolio fund managers and to achieve capital appreciation in rising and falling markets. The fund intends to achieve this objective by investing all or substantially all of its assets in FEG Absolute Access Fund LLC. FEG Absolute Access TEI Fund is headquartered in Cincinnati, OH. | Investment Managers | Chairman | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Private Equity Investor | |
Columbia College (Illinois) | College/University | Graduate Degree | |
The University of Texas at Austin | College/University | Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
Montana State University | College/University | Undergraduate Degree | |
University of Akron
University of Akron Other Consumer ServicesConsumer Services University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH. | College/University | Undergraduate Degree | |
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 | Masters Business Admin | |
University of Cincinnati (Ohio) | College/University | Corporate Officer/Principal | |
Cleveland Research Co. LLC
Cleveland Research Co. LLC Investment ManagersFinance Cleveland Research Co. (CRC) is an investment research firm headquartered in Cleveland, Ohio. The firm was founded in 2006 by Eric Bosshard and Chris Byke. They are a subsidiary of Cleveland Research Management Co. LLC. CRC offers high-quality equity and market research for institutional clients. They provide insight and detailed analysis into the largest companies and sectors across five primary industries: Technology, Consumer, Healthcare, Agricultural and Industrial. | Investment Managers | Analyst-Equity Analyst-Equity | |
Nuveen Loan Opportunities Fund
Nuveen Loan Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Nuveen Loan Opportunities Fund is an organized, diversified, closed-end management investment company, which intends to achieve its investment objective by investing in a portfolio of loans, including syndicated loans, middle market loans, and collateralized loan obligations. The company is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN VARIABLE RATE PREFERRED & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Lambda Chi Alpha Educational Foundation, Inc. | Director/Board Member | ||
Nuveen Enhanced High Yield Municipal Bond Fund
Nuveen Enhanced High Yield Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Nuveen Enhanced High Yield Municipal Bond Fund is a non-diversified, closed-end management investment company which offers its common shares and operates as an interval fund. The company was founded on May 22, 2019 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN DYNAMIC MUNICIPAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN MULTI-ASSET INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN CORE PLUS IMPACT FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
National Association of Personal Financial Advisors | Corporate Officer/Principal | ||
Madison Financial Advisors Ltd.
Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses. | Investment Managers | Portfolio Manager-Equities | |
Edgewater Research Co. LLC
Edgewater Research Co. LLC Investment ManagersFinance Edgewater Research Co. LLC is an independent equity research and market intelligence company founded in 2018. The private company is based in Cleveland, OH and has subsidiaries in the United States. Edgewater Research produces timely, proprietary, and content-rich fundamental research from an established network of contacts across key industries and supply chains. The company prides itself on honest and unbiased work, free from conflicts of interest. The company's extensive network of contacts and ability to accurately interpret information provide an edge over the competition, empowering clients to make more confident, informed decisions. | Investment Managers | Analyst-Equity | |
Jessup Wealth Management, Inc.
Jessup Wealth Management, Inc. Investment ManagersFinance Jessup Wealth Management, Inc. provides investment advice. The private company is based in Dayton, OH. The company was founded in 2009. The CEO is Matthew C. Jessup. | Investment Managers | Chief Investment Officer | |
TPG Sixth Street Partners LLC
TPG Sixth Street Partners LLC Investment ManagersFinance TPG Sixth Street Partners LLC (TPG Sixth Street Partners) is a private equity and venture capital firm founded in 2009 by Alan Samuel Waxman and Joshua William Easterly. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Analyst | |
Serent Capital Management Co. LLC
Serent Capital Management Co. LLC Investment ManagersFinance Serent Capital Management Co. LLC (Serent Capital Management) is a private equity firm founded in 2008 by David Kennedy and Kevin Frick. The firm is headquartered in San Francisco, California. | Investment Managers | Director/Board Member | |
Northcreek Management, Inc.
Northcreek Management, Inc. Investment ManagersFinance Northcreek Management, Inc. (Northcreek Management) is a private equity firm founded in 2008 by Rodger Davis and Barry Peterson. The firm is headquartered in Cincinnati, Ohio. | Investment Managers | Private Equity Investor | |
Far Out Ventures
Far Out Ventures Investment ManagersFinance Far Out Ventures provides venture capital services. The American company was founded by Jonathan Fentzke. | Investment Managers | Director of Finance/CFO | |
Math Venture Partners Management LLC
Math Venture Partners Management LLC Investment ManagersFinance Math Venture Partners Management LLC (Math Venture Partners) is a Venture Capital firm founded in 2014. The firm is headquartered in Chicago, United States. | Investment Managers | Director of Finance/CFO |
Statistiques
Internationale
Etats-Unis | 49 |
Inde | 2 |
Sectorielle
Miscellaneous | 22 |
Finance | 18 |
Consumer Services | 9 |
Commercial Services | 2 |
Opérationnelle
Director/Board Member | 89 |
Independent Dir/Board Member | 78 |
Undergraduate Degree | 22 |
Corporate Officer/Principal | 13 |
Analyst-Equity | 12 |
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