Heather Takahashi
Analyst-Equity chez Thrivent Asset Management LLC
Provenance du réseau au premier degré de Heather Takahashi
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
University of Toronto
371
| College/University | Other Consumer Services | 371 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.
229
| Subsidiary | Investment Managers | 229 |
Prudential Equity Group LLC
 Prudential Equity Group LLC Investment Banks/BrokersFinance A unit of Prudential Financial, Inc. (NYSE: PRU), Prudential Equity Group LLC is a broker/dealer headquartered in New York City with additional offices in Chicago, Kansas City, Missouri, Menlo Park, California and San Francisco. The firm provides indpendent equity research, sales and trading to domestic and international institutional clients
51
| Extinct | Investment Banks/Brokers | 51 |
Thrivent Asset Management LLC
 Thrivent Asset Management LLC Investment ManagersFinance Thrivent Asset Management LLC (TAM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2005, the firm is a wholly-owned subsidiary of Thrivent Financial Holdings, Inc., which in turn is a wholly owned subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. TAM provides investment advisory services to the Thrivent Mutual Funds, a registered investment company under the Investment Company Act of 1940 that is comprised of various mutual fund series.
50
| Subsidiary | Investment Managers | 50 |
CIBC World Markets Corp.
 CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City
25
| Subsidiary | Investment Banks/Brokers | 25 |
Rotman School of Management
22
| College/University | Other Consumer Services | 22 |
Trinity College (Canada)
8
| College/University | Other Consumer Services | 8 |
FIG LLC
 FIG LLC Investment ManagersFinance FIG LLC, operates as Fortress Investment Group (Fortress), is a hedge fund manager headquartered in New York City. The firm was founded in 1998 and is a subsidiary of Fortress Operating Entity I LP, ultimately owned by SoftBank Group Corp. (TYO: 9984) in Japan. Fortress manages assets on behalf of institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies.
6
| Subsidiary | Investment Managers | 6 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Heather Takahashi via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Cambiar Investors LLC
 Cambiar Investors LLC Investment ManagersFinance Cambiar Investors LLC (Cambiar) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1973 and is wholly owned by Cambiar Holdings LLLP. Cambiar provides investment services to Mutual Funds and Separate Accounts for individuals and institutions, as well as to a collective investment trust for certain retirement assets. | Investment Managers | Analyst-Equity | |
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 Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Director of Research - Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
RBC Global Asset Management (US), Inc.
 RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Fixed Income | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Westwood Management Corp. (Texas)
 Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 Corporate Officer/Principal Portfolio Manager-Fixed Income Analyst-Equity | |
BMO Capital Markets Corp. (Canada)
 BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Director of Research - Fxd Inc | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| CANADIAN SOLAR INC. | Semiconductors | Director/Board Member | |
| University of Virginia | College/University | Director/Board Member Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity Analyst-Equity | |
RBC Dominion Securities, Inc.
 RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
| Massachusetts Institute of Technology | College/University | Doctorate Degree | |
| Bethel University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Lawrence University | College/University | Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Doctorate Degree | |
| University of British Columbia | College/University | Undergraduate Degree Graduate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin | |
Thrivent Financial for Lutherans (Investment Portfolio)
 Thrivent Financial for Lutherans (Investment Portfolio) Investment ManagersFinance Thrivent Financial for Lutherans (Investment Portfolio) (TFL-IP) is the investment portfolio division of Thrivent Financial for Lutherans (TFL), a fraternal benefit society headquartered in Minneapolis, Minnesota. Founded in 2001, TFL offers insurance products to its members. TFL-IP manages the investment portfolio of insurance clients. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Investment Committee Member Head-Equity Investments Portfolio Manager-Equities Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director of Finance/CFO Portfolio Manager-Equities | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Doctorate Degree Graduate Degree Graduate Degree Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Michigan | College/University | Masters Business Admin Masters Business Admin 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 | Market Strategist Analyst-Equity Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Carleton University | College/University | Graduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
DBRS Ltd.
 DBRS Ltd. Financial Publishing/ServicesCommercial Services DBRS Ltd. operates as credit ratings agency. The firm provides tools that helps the investors in making investment decisions. It offers web subscriptions, DBRS Viewpoint, DBRS Product Manual, and RatingsNow. The company was founded by Walter Schroeder in 1976 and is headquartered in Toronto, Canada. | Financial Publishing/Services | Corporate Officer/Principal Corporate Officer/Principal | |
Unqork, Inc.
 Unqork, Inc. Packaged SoftwareTechnology Services Unqork, Inc. develops software application solutions. It serves the insurance, financial services, government, and education sectors. The company was founded by Gary Hoberman in 2017 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
| The Curtis L. Carlson School of Management | College/University | Masters Business Admin | |
AppBus, Inc.
 AppBus, Inc. Packaged SoftwareTechnology Services AppBus, Inc. develops workspace application aggregation platform, which securely integrates enterprise applications on consumer devices. The company by Andrew Melikov, Tony Pizi, Paul Kanevsky, Tyler Norman and Yuri Milshtein and is headquartered in Wenonah, NJ. | Packaged Software | Director/Board Member | |
| THOUGHTWORKS HOLDING, INC. | Miscellaneous Commercial Services | Director/Board Member | |
Citigroup North America, Inc.
 Citigroup North America, Inc. Regional BanksFinance Citigroup North America, Inc. provides banking services. It also provides personal credit services. The company was founded in 2011 and is headquartered in Hartford, CT. | Regional Banks | Corporate Officer/Principal | |
JumpCloud, Inc.
 JumpCloud, Inc. Packaged SoftwareTechnology Services JumpCloud, Inc. manages and connects user identities to their systems, applications, data, and networks securely. It provides access to cloud and on-prem resources such as Office 365, G Suite, AWS cloud servers, Salesforce, and Jira among thousands of others. The firm also offers replace active directory, manage cloud users, device management, password complexity, connecting Saas Apps and replaceLDAP solutions. The company was founded by Rajat Bhargava, Christopher Marie, David Campbell and K. C. Berg in 2012 and is headquartered in Boulder, CO. | Packaged Software | Director/Board Member | |
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 | Analyst-Equity | |
CenterState Corp. for Economic Opportunity
 CenterState Corp. for Economic Opportunity Miscellaneous Commercial ServicesCommercial Services CenterState Corp. for Economic Opportunity offers business development and economic growth consulting services. The firm provides business expansion, sector analysis, regional marketing, government relationship building, entrepreneur support and infrastructure development consulting services. The company is headquartered in Syracuse, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Canadian Solar EMEA GmbH
 Canadian Solar EMEA GmbH Electrical ProductsProducer Manufacturing Part of Canadian Solar, Inc., Canadian Solar EMEA GmbH designs and manufactures solar module products. The company is based in Munich, Germany. The German company was founded in 2009. The CEO is Susanne Maria Pflug. | Electrical Products | Director/Board Member |
Statistiques
Internationale
| Etats-Unis | 42 |
| Canada | 7 |
| Hong Kong | 2 |
| Allemagne | 2 |
Sectorielle
| Finance | 22 |
| Consumer Services | 21 |
| Commercial Services | 4 |
| Technology Services | 4 |
| Electronic Technology | 2 |
Opérationnelle
| Director/Board Member | 116 |
| Corporate Officer/Principal | 114 |
| Undergraduate Degree | 90 |
| Portfolio Manager-Equities | 74 |
| Analyst-Equity | 74 |
Relations les plus connectées
| Insiders | |
|---|---|
| Anita Sands | 30 |
| John Strangfeld | 23 |
| Roger Daher | 23 |
| Dennis Logan | 18 |
| Dan H. Mudd | 18 |
| Flora Wood | 14 |
| Christopher John Sylvester | 13 |
| Xavier Grunauer | 12 |
| Kit Lan Lam | 11 |
| Vikram Kaura | 10 |
| Kathleen Skerrett | 9 |
| Jeremy Rakusin | 9 |
| Mark Simenstad | 9 |
| Jaimin Soni | 9 |
| Peter Karazeris | 8 |
- Bourse
- Insiders
- Heather Takahashi
- Connexions Sociétés
