Provenance du réseau au premier degré de Daniel Grunwald
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.
80
| Operating Division | Investment Managers | 80 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Daniel Grunwald 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 | |
| NORTHERN TRUST CORPORATION | Investment Managers | Private Equity Investor | |
| Washington University in St. Louis | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
KBW LLC
 KBW LLC Investment Banks/BrokersFinance KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
First Trust Advisors LP
 First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity | |
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Investment Managers | Analyst-Equity | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Fixed Income Analyst-Equity Analyst-Equity | |
Capital One Bank (USA), NA
 Capital One Bank (USA), NA Major BanksFinance Capital One Bank (USA) NA provides banking services. It offers checking accounts; credit and debit cards; loans; insurance; payment protection; phone banking; bills payment; lending; and online banking services. It provides financial products and services to consumers, small businesses, and commercial clients. The company was founded by Richard D. Fairbank on November 1994 and is headquartered in McLean, VA. | Major Banks | Corporate Officer/Principal | |
Allspring Funds Management LLC
 Allspring Funds Management LLC Investment ManagersFinance Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients. | Investment Managers | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Round Table Services LLC
 Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Investment Managers | Analyst-Equity | |
| Henley Business School Ltd. | College/University | Graduate Degree | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | 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 | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| MORNINGSTAR, INC. | Investment Managers | Investor Relations Contact Corporate Officer/Principal | |
| Denison University | College/University | Undergraduate Degree Undergraduate Degree | |
| Grinnell College | College/University | Undergraduate Degree Undergraduate Degree | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree | |
| Bayes Business School | College/University | Graduate Degree Graduate Degree | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
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 Analyst-Equity | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
| University of Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Morningstar Holland BV
 Morningstar Holland BV Investment ManagersFinance Part of Morningstar, Inc., Morningstar Holland BV is a Dutch company that provides investment research. The company is based in Amsterdam, Netherlands. The company was founded in 2000. The CEO is Steven Smit. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Purdue University | College/University | Masters Business Admin | |
| Mendoza College of Business | College/University | Graduate Degree | |
Waud Capital Partners LLC
 Waud Capital Partners LLC Investment ManagersFinance Waud Capital Partners LLC (Waud Capital Partners) is an Independent Private Equity firm. The firm is founded in 1993 by Reeve Byron Waud. It is headquartered in Chicago,US. | Investment Managers | Private Equity Analyst | |
| Pacific Lutheran University | College/University | Undergraduate Degree | |
Morningstar Australasia Pty Ltd.
 Morningstar Australasia Pty Ltd. Investment ManagersFinance Morningstar Australasia Pty Ltd. is the Australian investment research subsidiary of Morningstar Direct Investments Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in Barangaroo, the firm was founded in 1999 as Huntley’s Investment Information Pty Ltd. They provide research on Australian stocks, managed funds, superannuation funds, credit securities, exchange-traded funds, and listed investment companies for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors. | Investment Managers | Analyst-Equity | |
| University of Kansas | College/University | Undergraduate Degree | |
| Bogazici University | College/University | Undergraduate Degree | |
| University of Massachusetts Amherst College of Natural Science | College/University | Masters Business Admin | |
Westwood Trust Co.
 Westwood Trust Co. Investment ManagersFinance Part of Westwood Holdings Group, Inc., Westwood Trust Co. is a company that provides investment advice. The company is based in Dallas, TX. The company was founded in 1983. Brian O'Connor Casey has been the CEO of the company since 1992. | Investment Managers | Corporate Officer/Principal | |
| Kelley School of Business | College/University | Undergraduate Degree | |
| Rhodes College | College/University | Undergraduate Degree | |
| The Martin J. Whitman School of Management | College/University | Undergraduate Degree | |
Ernst & Young Capital Advisors LLC
 Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 43 |
| Afrique du Sud | 2 |
| Royaume-Uni | 2 |
| Pays-Bas | 2 |
| Australie | 2 |
Sectorielle
| Consumer Services | 28 |
| Finance | 21 |
| Commercial Services | 2 |
Opérationnelle
| Analyst-Equity | 102 |
| Undergraduate Degree | 65 |
| Corporate Officer/Principal | 57 |
| Masters Business Admin | 21 |
| Analyst-Fixed Income | 20 |
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