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Erik Robert Edstrom
Analyst-Equity chez Access Financial Services, Inc.
Provenance du réseau au premier degré de Erik Robert Edstrom
Entité | Type d'entité | Industrie | |
---|---|---|---|
Waddell & Reed Investment Management Co.
![]() Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients.
15
| Extinct | Investment Managers | 15 |
Access Financial Services, Inc.
![]() Access Financial Services, Inc. Investment ManagersFinance Access Financial Services, Inc. (AFS) is an independent wealth management firm and SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Stephen E. Kairies in 1990. AFS manages individualized portfolios for individuals, institutions, retirement plans and non-profit organizations.
1
| Private Company | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Erik Robert Edstrom via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Macquarie Investment Management Business Trust
![]() Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
IVY Funds | General Counsel | ||
Artisan Partners LP
![]() Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company. | Investment Managers | Portfolio Manager-Fixed Income | |
WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | General Counsel General Counsel | |
Johnson Investment Counsel, Inc.
![]() Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Investment Managers | Corporate Officer/Principal | |
Invesco Advisers, Inc.
![]() Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities | |
Ivy Variable Insurance Portfolios | Investment Trusts/Mutual Funds | General Counsel | |
InvestEd Portfolios | Investment Trusts/Mutual Funds | General Counsel | |
DeMarche Associates, Inc.
![]() DeMarche Associates, Inc. Investment ManagersFinance DeMarche Associates, Inc. provides investment advice. The private company is based in Overland Park, KS. | Investment Managers | Corporate Officer/Principal | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate 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 | Analyst-Fixed Income | |
George K. Baum & Co.
![]() George K. Baum & Co. Investment Banks/BrokersFinance George K. Baum & Co. is an investment banking firm with an industry-leading municipal bond business. Its clients include both individual and institutions, and it approaches each one with commitment, energy, innovation and confidence. Its focus is on helping its clients achieve their goals. It does that by providing relevant products and services in every segment of its business. It is dedicated to combining quality service with integrity and creativity- a commitment it has maintained since the firm was founded in 1928. By choosing George K. Baum & Co. as an investment partner, clients gain access to a broad array of investment opportunities and expertise. It is a leader in municipal finance and consistently ranks as one of the nation's top underwriters of negotiated municipal bonds. The firm trades government, agency and mortgage-backed securities. The Firm's affiliate, George K. Baum Capital Advisors, Inc. helps clients realize superior value primarily through mergers and acquisitions and private capital raising assignments. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree | |
Xavier University | College/University | Masters Business Admin | |
Klenda Mitchell Austerman & Zuercher LLC
![]() Klenda Mitchell Austerman & Zuercher LLC Miscellaneous Commercial ServicesCommercial Services Klenda Mitchell Austerman & Zuercher LLC provides legal services. The private company is based in Wichita, KS. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Bethel College (IN) | College/University | Undergraduate Degree | |
Denison University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin | |
New York University | College/University | Masters Business Admin | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
Southern Illinois University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Graduate Degree | |
University of Kansas | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
Shelter Mutual Insurance Co. (Investment Portfolio)
![]() Shelter Mutual Insurance Co. (Investment Portfolio) Investment ManagersFinance Shelter Mutual Insurance Co. (Investment Portfolio) (Shelter-IP) is the investment portfolio division of Shelter Mutual Insurance Co., an insurance firm headquartered in Columbia, Missouri. The firm is ultimately held by The Shelter Insurance Cos. Shelter-IP manages investment portfolio for their customers. | Investment Managers | Portfolio Manager-Fixed Income | |
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 | |
Chiron Investment Management LLC
![]() Chiron Investment Management LLC Investment ManagersFinance Chiron Investment Management LLC (Chiron) is a registered investment advisor headquartered in New York City. The firm was founded in 2015 and is a subsidiary of Franklin Square Holdings LP. Chiron provides investment advisory services to US registered open-end mutual funds and an Ireland domiciled UCITS fund. | Investment Managers | Founder | |
University of Kansas School of Law | College/University | Graduate Degree | |
Ivy NextShares
![]() Ivy NextShares Financial ConglomeratesFinance Ivy NextShares is non-diversified open-end management investment company that currently consists of three separate series. The company was founded on July 17, 2015 and is headquartered in Overland Park, KS. | Financial Conglomerates | General Counsel | |
VIRTUS INVESTMENT PARTNERS, INC. | Investment Managers | General Counsel | |
Southwest Texas State University | College/University | Undergraduate Degree | |
Starlight Theatre Association of Kansas City, Inc.
![]() Starlight Theatre Association of Kansas City, Inc. Miscellaneous Commercial ServicesCommercial Services Starlight Theatre Association of Kansas City, Inc. produces, presents and promotes in musical theatre and the performing arts for diverse audiences of all ages, with continued programming for families and children. The firm specializes in Broadway shows, concerts, theatre education and munity outreach. The company was founded in 1951 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Director/Board Member | |
University of Cincinnati (Ohio) | College/University | Masters Business Admin | |
Central University of Finance & Economics | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 42 |
Chine | 2 |
Sectorielle
Finance | 20 |
Consumer Services | 18 |
Miscellaneous | 4 |
Commercial Services | 3 |
Opérationnelle
Portfolio Manager-Equities | 15 |
Undergraduate Degree | 11 |
Corporate Officer/Principal | 10 |
General Counsel | 9 |
Portfolio Manager-Fixed Income | 8 |
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