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J. Roberto Gutiérrez
Plus aucun poste en cours
Provenance du réseau au premier degré de J. Roberto Gutiérrez
Entité | Type d'entité | Industrie | |
---|---|---|---|
University of Notre Dame
481
| College/University | Other Consumer Services | 481 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à J. Roberto Gutiérrez via son réseau personnel
Société | Secteur | Personnes liées | Poste 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 | Corporate Officer/Principal Corporate Officer/Principal | |
Summit Partners LP
![]() Summit Partners LP Investment ManagersFinance Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst Private Equity Analyst Private Equity Analyst | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
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 Analyst-Equity | |
Knights of Columbus, Inc.
![]() Knights of Columbus, Inc. Investment Trusts/Mutual FundsMiscellaneous Knights of Columbus provides educational, charitable, religious, social welfare, war relief and public relief works. It offers Christian refugee relief fund, disaster relief, ultra sound initiative, and coats for kids. The company was founded by Michael J. McGivney on February 6, 1882 and is headquartered in New Haven, CT. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Capital Advisors, Inc. (Oklahoma)
![]() Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Investment Managers | Portfolio Manager-Equities | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Director/Board Member Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Ernst & Young LLP (Missouri)
![]() Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor | |
Sidoti & Co. LLC
![]() Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
IrishAngels, Inc.
![]() IrishAngels, Inc. Investment ManagersFinance IrishAngels Inc (IrishAngels) is a venture capital subsidiary of Vitalize Venture Group founded in 2012 by Thomas Jordan Curnes, David Wieland and Gale Wilkinson. The firm is headquartered in Chicago, Illinois. | Investment Managers | Director/Board Member Founder | |
Interviewstream, Inc. (IL)
![]() Interviewstream, Inc. (IL) Packaged SoftwareTechnology Services Interviewstream, Inc. provides web-based software for digital voice and video interviews. Its services include one-way interviews, live video interviews, voice interview, share interviews, mobile devices, and tablets. The firm serves the healthcare, education, retail, manufacturing, finance, and staffing industries. The company was founded by David Wieland in May 2011 and is headquartered in Chicago, IL. | Packaged Software | Director/Board Member Founder | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income | |
Vitalize Venture Group
![]() Vitalize Venture Group Investment ManagersFinance Vitalize Venture Group is a venture capital fund and angel network that annually invests into pre-seed and seed stage startups. The company was founded by Gale Wilkinson in 2017 and is headquartered in Chicago, IL. | Investment Managers | Director/Board Member Director/Board Member | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate 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 Corporate Officer/Principal | |
Walton Street Capital LLC
![]() Walton Street Capital LLC Investment ManagersFinance Walton Street Capital LLC is a Private Equity firm, a subsidiary of Walton Capital Advisors LP founded in 1994. Walton Street Capital LLC is headquartered in Chicago. | Investment Managers | Private Equity Investor Private Equity Investor | |
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 | Masters Business Admin Masters Business Admin | |
Macquarie Capital (USA), Inc.
![]() Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | |
Madison Dearborn Partners LLC
![]() Madison Dearborn Partners LLC Investment ManagersFinance Madison Dearborn Partners LLC (Madison Dearborn Partners) is a private equity firm founded in 1992 by John A. Canning Jr., Paul J. Finnegan, Samuel M. Mencoff, Robin P. Selati, James N. Perry Jr. and Timothy P. Sullivan. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Private Equity Analyst | |
Maranon Capital LP
![]() Maranon Capital LP Investment ManagersFinance Maranon Capital LP (Maranon Capital) is a private equity firm founded in 2007 by Tom Gregory and Ian Larkin. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Private Equity Investor | |
Morningstar Investment Management LLC
![]() Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
University of Virginia | College/University | Graduate Degree Masters Business Admin | |
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. | Investment Managers | Director of Research - Equity Analyst-Equity | |
Columbia Management Investment Advisers LLC
![]() Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Equities | |
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-Equity | |
Miami University | College/University | Undergraduate Degree | |
Quantitative Services Group LLC
![]() Quantitative Services Group LLC Investment ManagersFinance Founded in 2001, Quantitative Services Group LLC (QSG) is a research firm located in Naperville, Illinois. The firm is a subsidiary of Markit Group Holdings Ltd. They seek to leverage the latest technology, construction techniques and specialty data to provide institutional investors a variety of global stock selection models focused on outperformance. QSG's Value Momentum Model provides a balanced approach to stock selection within the U.S. market. This model favors stocks with strong earnings quality, good valuation, strong balance sheets, positive momentum, and good earnings growth. The Value Momentum Model's approach is best for investors seeking broad exposure to a variety of proven stock selection methods and a core approach portfolio construction. The model is applied across all market-caps, investment styles and asset classes. The firm's Relative Value Model includes themes of price multiples, profitability, earnings expectations, intrinsic value and financial strength. This model is designed to avoid value traps, augment sector-relative and industry-relative viewpoints and provide a consistent source of value. QSG's Price Momentum Model provides a powerful, consistent 1- to 3-month investment signal. This model leverages put and call options and trading volume information to reduce the inherent risk-seeking nature of momentum-based strategies. The firm's GARP Model identifies growth stocks with strong value characteristics. The model consists of a proprietary combination of long-term earnings growth and relative value signals. It employs first-order partial correlation to create a blend of sustainable earnings growth and current cheapness. This model is best for strategies targeting stocks that demonstrate high long-term growth potential and the sustainability to realize that potential. QSG's Deep Value Model is a proven approach to selecting undervalued stocks across the broad US market. The Deep Value Model is designed to select future out performers over the next 9 to 12 months. The firm's Deep Value Model uses free-cash-flow, dividend yield and asset turnover to identify stocks that are currently trading at a deep discount to their intrinsic value. The Deep Value model provides discriminatory power for both long-only and long-short strategies and compliments more short term-oriented momentum and growth strategies. QSG's Earnings Momentum Model uses a proprietary search algorithm to combine analyst forecasts with the company's past earnings strength, along with several indicators of future earnings potential. The Earnings Momentum model has consistently outperformed in both pre- and post- Regulation FD environments. Utilizing a unique k-clustering factor selection technique, QSG's Historical Growth Model selects stocks with an above-average track-record of earnings growth, strong sales growth and high sustainable growth. This blended approach enables the model to identify traditional growth stocks, as well as value stocks on the verge of growth. | Investment Managers | Corporate Officer/Principal | |
New York University | College/University | Graduate Degree | |
BRAC Centre
![]() BRAC Centre Miscellaneous Commercial ServicesCommercial Services BRAC operates as a non-governmental development organization. It offers disaster management and climate change, health, nutrition and population, water, sanitation and hygiene, education, migration, skills development, governance, management and capacity building, economic development and social protection services. The company was founded in 1972 and is headquartered in Dhaka, Bangladesh. | Miscellaneous Commercial Services | Director/Board Member | |
Leeds Equity Partners LLC
![]() Leeds Equity Partners LLC Investment ManagersFinance Leeds Equity Partners LLC (Leeds Equity Partners) is a private equity firm founded in 1993 by Jeffrey T. Leeds and Bernstein Robert. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
North Branch Capital LLC
![]() North Branch Capital LLC Investment ManagersFinance North Branch Capital LLC (North Branch Capital) is a private equity firm founded in 2014 by Jonathan E. Leiman, Daniel B. Bauman and Bill Huber. The firm is headquartered in Oak Brook, Illinois. | Investment Managers | Private Equity Investor | |
Robert W. Baird & Co., Inc.
![]() Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Investment Managers | Corporate Officer/Principal | |
Pfingsten Partners LLC
![]() Pfingsten Partners LLC Investment ManagersFinance Pfingsten Partners LLC (Pfingsten Partners) is a private equity firm founded in 1989 by Thomas Steven Bagley. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
The Carlyle Group LP (Global Private Equity)
![]() The Carlyle Group LP (Global Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Investment Managers | Private Equity Investor | |
Piper Sandler & Co.
![]() Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Investment Banks/Brokers | Corporate Officer/Principal | |
EnTrust Global
![]() EnTrust Global Investment ManagersFinance EnTrust Global is a fund-of-hedge funds manager headquartered in New York City. Formerly known as EnTrustPermal Asset Management LLC, the firm was formed when the business of EnTrust Capital LLC was combined with that of the Permal Group, a Legg Mason subsidiary and global alternative asset manager that was established in 1973 and acquired by Legg Mason in 2005. They are owned by EnTrust Permal LLC, ultimately held by Franklin Resources, Inc. (NYSE: BEN). EnTrust Global provides investment management services to high net-worth individuals, corporations, sovereign wealth funds, public pension plans and pooled investment vehicles, through separately managed accounts and private investment funds. | Investment Managers | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 48 |
Luxembourg | 2 |
Bangladesh | 2 |
Sectorielle
Finance | 35 |
Consumer Services | 10 |
Miscellaneous | 3 |
Commercial Services | 3 |
Producer Manufacturing | 2 |
Opérationnelle
Corporate Officer/Principal | 140 |
Director/Board Member | 116 |
Undergraduate Degree | 98 |
Analyst-Equity | 55 |
Private Equity Investor | 44 |
Relations les plus connectées
Insiders | |
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Sean T. Klimczak | 36 |
Michael Rost | 24 |
Sean Cantwell | 18 |
David Wieland | 18 |
Rakesh Patel | 17 |
Matthew Puglisi | 15 |
Joseph S. Burkhart | 14 |
Brendan Barrett | 14 |
Michael P. Earley | 10 |
Darin B. Schmalz | 10 |
Werlson Hwang | 10 |
Don K. Pierce | 10 |
Nan Sun | 9 |
Colton J. King | 9 |
Doug McGraw | 9 |
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