Dan Brown
Director of Investments chez Richardson Capital Management LLC
Provenance du réseau au premier degré de Dan Brown
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
M&I Investment Management Corp.
 M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals.
61
| Extinct | Investment Managers | 61 |
Kemper Securities, Inc.
9
| Extinct | Investment Banks/Brokers | 9 |
Richardson Capital Management LLC
 Richardson Capital Management LLC Investment ManagersFinance Part of Richardson Financial Group, Inc., Richardson Capital Management LLC provides investment advice. The company is based in Menomonee Falls, WI.
2
| Subsidiary | Investment Managers | 2 |
Annex Advisory Services LLC
 Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities.
1
| Private Company | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Dan Brown via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Angelo, Gordon & Co. LP
 Angelo, Gordon & Co. LP Investment ManagersFinance Angelo, Gordon & Co. LP (Angelo Gordon) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Michael L. Gordon in 1988. They were acquired by TPG, Inc. (NASDAQ: TPG) in 2023. Angelo Gordon invests on behalf of pension funds, corporations, endowments, foundations, sovereign wealth funds and individuals. | Investment Managers | Portfolio Manager-Equities | |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Head-Equity Investments Analyst-Equity | |
Heartland Advisors, Inc.
 Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
| INTERTAPE POLYMER GROUP | Containers/Packaging | Director/Board Member | |
Nicholas Co., Inc.
 Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
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 Portfolio Manager-Equities Corporate Officer/Principal | |
| THE SHERWIN-WILLIAMS COMPANY | Industrial Specialties | Corporate Officer/Principal | |
| THE ZIEGLER COMPANIES, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
Thrivent Investment Management, Inc.
 Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
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 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, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
US Bancorp Asset Management, Inc.
 US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Corporate Officer/Principal | |
M-Cubed Technologies, Inc.
 M-Cubed Technologies, Inc. Electronic ComponentsElectronic Technology M-Cubed Technologies, Inc. develops and markets advanced ceramic and metal matrix composite products serving the semiconductor, display, industrial and defense markets. It offers applications in the industrial wear, nuclear, armor, LCD glass, semiconductor capital equipment, chip manufacturing, solar, oil and gas and refractory industries. The company was founded in 1993 and is headquartered in Monroe, CT. | Electronic Components | Director/Board Member | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
First Analysis Securities Corp.
 First Analysis Securities Corp. Investment Banks/BrokersFinance First Analysis Securities Corp. (FAS) is a research-driven investment organization headquartered in Chicago, Illinois and was founded in 1981. The firm is a subsidiary of First Analysis Corp. FAS serves emerging growth companies with private equity/venture capital investments, corporations with corporate finance and merger and acquisition services, and financial institutions with the public equity research and private equity limited partnerships. | Investment Banks/Brokers | Analyst-Equity | |
| Drexel University | College/University | Undergraduate Degree | |
| Arizona State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
First Analysis Corp.
 First Analysis Corp. Investment ManagersFinance First Analysis Corp (First Analysis) is a venture capital firm founded in 1981 by Francis Oliver Nicklin. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst | |
Impala Asset Management LLC
 Impala Asset Management LLC Investment ManagersFinance Impala Asset Management LLC (Impala) is a SEC-registered investment advisor and hedge fund manager headquartered in Palm Beach, Connecticut. The firm was founded by Robert Bishop in 2004. Impala provides investment advice to private investment funds consisting of partnerships and foreign companies. It also provide investment management services to clients through separately managed accounts and other investment vehicles. | Investment Managers | Analyst-Equity | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
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 | Analyst-Fixed Income Director of Research - Equity Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income | |
| Marquette University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Convergence Investment Partners LLC
 Convergence Investment Partners LLC Investment ManagersFinance Founded in 2008, Convergence Investment Partners LLC is a registered investment advisor headquartered in Grafton, Wisconsin. The firm was formerly known as Mariner Quantitative Solutions LLC and as Quantitative Investment Solutions LLC. They are a subsidiary of Montage Investments LLC and their ultimate parent is Bicknell Family Management Co. Trust. Convergence Investment Partners offers proprietary quantitative investment strategies for individual and institutional investors. | Investment Managers | President President Chief Operating Officer | |
| University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin | |
| Northern Illinois University | College/University | Undergraduate Degree Graduate Degree | |
| University of Michigan | College/University | Graduate Degree Undergraduate Degree | |
Robert W. Baird & Co., Inc. (Fixed Income)
 Robert W. Baird & Co., Inc. (Fixed Income) Investment ManagersFinance Robert W. Baird & Co., Inc. (Fixed Income) (dba Baird Advisors) is the investment management division of Robert W. Baird & Co., Inc., an American multinational independent investment bank and financial services company headquartered in Milwaukee, Wisconsin. Baird Advisors manages taxable and tax-exempt fixed income portfolios for individuals and families as well as corporations and institutions. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Uniplan Investment Counsel, Inc.
 Uniplan Investment Counsel, Inc. Investment ManagersFinance Uniplan Investment Counsel, Inc. (Uniplan) is an independent, SEC-registered investment advisor headquartered in Union Grove, Wisconsin. UIC was founded by Richard Imperiale in 2010. Uniplan provides sophisticated, specialized investment advisory management, sub-advisory and portfolio modeling services, on both a discretionary and nondiscretionary basis, to private and institutional investor clients. | Investment Managers | Analyst-Equity | |
Bronson Point Management LLC
 Bronson Point Management LLC Investment ManagersFinance Bronson Point Management LLC (Bronson Point) is a hedge fund manager headquartered in Fairfield, Connecticut. The firm was founded by Lawrence Foley in 2009. Bronson Point provides investment management for private investment funds and separately managed accounts. Investors in the funds generally include high-net-worth individuals and institutional investors. | Investment Managers | Analyst-Equity | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 49 |
| Canada | 2 |
Sectorielle
| Finance | 34 |
| Consumer Services | 12 |
| Process Industries | 6 |
| Electronic Technology | 2 |
Opérationnelle
| Corporate Officer/Principal | 91 |
| Portfolio Manager-Equities | 79 |
| Analyst-Equity | 67 |
| Undergraduate Degree | 63 |
| Portfolio Manager-Fixed Income | 43 |
Relations les plus connectées
| Insiders | |
|---|---|
| Chris Girgenti | 30 |
| Kenneth Krei | 19 |
| Allan H. Cohen | 15 |
| Burland Bland East | 13 |
| Dan Stepp | 9 |
| Rudy Hokanson | 9 |
| Duane Alan McAllister | 9 |
| Ernesto Ramos | 8 |
| Rob Cummisford | 8 |
| Ken Conrad | 7 |
| Kerry Lynn Laurin | 7 |
| Earl R. DeLaet | 7 |
| Gary F. McManus | 7 |
| Rob McDougall | 7 |
| John Marske | 7 |
