Eric Christopher Bernum
Gestionnaire de Portefeuille-Actions chez Smith Capital Investors LLC
Provenance du réseau au premier degré de Eric Christopher Bernum
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles.
96
| Subsidiary | Investment Managers | 96 |
Smith Capital Investors LLC
 Smith Capital Investors LLC Investment ManagersFinance Smith Capital Investors LLC (Smith Capital) is an independent registered investment advisory firm headquartered in Denver, Colorado. The firm was founded by R. Gibson Smith in 2018. Smith Capital provides investment advisory or sub-advisory services to mutual funds, private funds, and institutional separately managed accounts.
4
| Private Company | Investment Managers | 4 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Eric Christopher Bernum via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity | |
| MICROSOFT CORPORATION | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Analyst-Fixed Income Analyst-Equity | |
| CHARLES SCHWAB | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal | |
Spectrum Equity Management LP
 Spectrum Equity Management LP Investment ManagersFinance Spectrum Equity Management LP (Spectrum Equity) is an independent Private Equity firm founded in 1993 by Bill Peter Collatos and Brion Blackwell Applegate. The firm is headquartered in Boston, Massachusetts with an additional office in California. | Investment Managers | Private Equity Analyst | |
| WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Chief Investment Officer Corporate Officer/Principal Portfolio Manager-Equities | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| JANUS CAPITAL GROUP INC | Investment Managers | Director of Finance/CFO Chief Executive Officer Chief Executive Officer Chief Executive Officer Chief Administrative Officer Corporate Officer/Principal Comptroller/Controller/Auditor | |
Penn Davis McFarland, Inc.
 Penn Davis McFarland, Inc. Investment ManagersFinance Penn Davis McFarland, Inc. (PDM) is a registered independent and privately-owned wealth management firm headquartered in Dallas, Texas. The firm was founded in 1977 by Frederick Penn, John Davis and John McFarland. PDM offers asset management services through separately managed accounts. Their typical account owners are individuals, retirement and pension plans, trusts, and limited partnerships. | 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 Corporate Officer/Principal | |
| Thunderbird School of Global Management | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Janus Henderson Investors International Ltd.
 Janus Henderson Investors International Ltd. Investment ManagersFinance Janus Henderson Investors International Ltd. (JHII) is the Great Britain-based investment management subsidiary of Janus International Holding LLC, ultimately held by Janus Henderson Group Plc (LON: 0RPW; NYSE: JHG). The firm was founded in 1998 and formerly known as Janus Capital International Ltd. Headquartered in London, JHII provides investment advice to a variety of institutional and individual investors. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | 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 | Undergraduate Degree Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
40/86 Advisors, Inc.
 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| Boston University | College/University | Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Graduate Degree | |
Bowdoin College
 Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree | |
| Carleton College | College/University | 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 | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
ArrowMark Colorado Holdings LLC
 ArrowMark Colorado Holdings LLC Investment ManagersFinance ArrowMark Colorado Holdings LLC (ArrowMark) is a SEC-registered investment advisor headquartered in Denver, Colorado. Formerly known as Arrowpoint Asset Management LLC, the firm was founded in 2007 by David Corkins, Karen Reidy, and Minyoung Sohn. They are owned by CF Shirtsleeves LLC. ArrowMark manage assets on behalf of a broad array of institutional clients and private wealth allocators across their investment strategies, along with the management of broadly syndicated and middle-market CLO Funds and customized separately managed accounts. | Investment Managers | Founder Chief Executive Officer Founder Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Denver | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Arrowmark Global Opportunity Fund II Ltd.
 Arrowmark Global Opportunity Fund II Ltd. Investment Trusts/Mutual FundsMiscellaneous Arrowmark Global Opportunity Fund II Ltd. provides investment advisory services. The company s headquartered in Denver, CO. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
Arrowmark Partners
 Arrowmark Partners Investment ManagersFinance Arrowmark Partners (Arrowmark Partners) is a private equity firm, a subsidiary of Arrowmark Colorado Holdings LLC founded in 2007 by Karen Reidy. The firm is headquartered in Denver, Colorado. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Investor | |
| United States Air Force Academy | College/University | Undergraduate Degree Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| JANUS HENDERSON GROUP PLC | Investment Managers | Corporate Officer/Principal Investor Relations Contact | |
| University of Colorado Denver | College/University | Undergraduate Degree Undergraduate Degree | |
Young Americans Bank
 Young Americans Bank Regional BanksFinance Part of Young American's Education Foundation, Young Americans Bank is a state chartered commercial bank. The company is based in Denver, CO. | Regional Banks | Director/Board Member |
Statistiques
Internationale
| Etats-Unis | 48 |
| Royaume-Uni | 3 |
Sectorielle
| Finance | 25 |
| Consumer Services | 24 |
| Technology Services | 2 |
| Miscellaneous | 2 |
Opérationnelle
| Analyst-Equity | 98 |
| Corporate Officer/Principal | 91 |
| Undergraduate Degree | 75 |
| Portfolio Manager-Equities | 72 |
| Director/Board Member | 70 |
Relations les plus connectées
| Insiders | |
|---|---|
| Craig Jacobson | 20 |
| Thomas Malley | 18 |
| Chad Hollingsworth | 17 |
| Gary Black | 15 |
| Steven Scheid | 12 |
| Anna Hartley | 10 |
| Karen Reidy | 10 |
| Andy Summers | 10 |
| Timothy K. Armour | 9 |
| Dana Berg | 9 |
| Matthew A. Ankrum | 9 |
| Guy Richards Scott | 8 |
| Ethan Tyler Lovell | 7 |
| Michael Weaver | 7 |
| Colby D. Stilson | 7 |
- Bourse
- Insiders
- Eric Christopher Bernum
- Connexions Sociétés
